Logo

NELSON & BURY DENTISTRY, PLLC 401(K) PLAN 401k Plan overview

Plan NameNELSON & BURY DENTISTRY, PLLC 401(K) PLAN
Plan identification number 001

NELSON & BURY DENTISTRY, PLLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NELSON & BURY DENTISTRY, PLLC has sponsored the creation of one or more 401k plans.

Company Name:NELSON & BURY DENTISTRY, PLLC
Employer identification number (EIN):823512927
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NELSON & BURY DENTISTRY, PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BRITTANY BURY2022-12-06
0012021-01-01BRITTANY BURY2022-09-21
0012020-01-01BRITTANY BURY2021-08-19
0012019-01-01PLAN SPONSOR2020-09-28
0012018-01-01

Plan Statistics for NELSON & BURY DENTISTRY, PLLC 401(K) PLAN

401k plan membership statisitcs for NELSON & BURY DENTISTRY, PLLC 401(K) PLAN

Measure Date Value
2018: NELSON & BURY DENTISTRY, PLLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0126
Total number of active participants reported on line 7a of the Form 55002018-01-0111
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0124
Number of participants with account balances2018-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on NELSON & BURY DENTISTRY, PLLC 401(K) PLAN

Measure Date Value
2018 : NELSON & BURY DENTISTRY, PLLC 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-90,986
Expenses. Total of all expenses incurred2018-12-31$133,323
Benefits paid (including direct rollovers)2018-12-31$121,201
Total plan assets at end of year2018-12-31$3,251,381
Total plan assets at beginning of year2018-12-31$3,475,690
Value of fidelity bond covering the plan2018-12-31$300,000
Total contributions received or receivable from participants2018-12-31$74,337
Other income received2018-12-31$-204,016
Net income (gross income less expenses)2018-12-31$-224,309
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,251,381
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,475,690
Total contributions received or receivable from employer(s)2018-12-31$38,693
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$12,122
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0

Form 5500 Responses for NELSON & BURY DENTISTRY, PLLC 401(K) PLAN

2018: NELSON & BURY DENTISTRY, PLLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1