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STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan NameSTEVEN G. NANCE, M.D. PROFIT SHARING PLAN
Plan identification number 001

STEVEN G. NANCE, M.D. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.

401k Sponsoring company profile

STEVEN G. NANCE has sponsored the creation of one or more 401k plans.

Company Name:STEVEN G. NANCE
Employer identification number (EIN):870397728
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN G. NANCE, M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01STEVEN G. NANCE STEVEN G. NANCE2018-08-22
0012016-01-01STEVEN G. NANCE STEVEN G. NANCE2017-10-10
0012015-01-01STEVEN G. NANCE STEVEN G. NANCE2016-10-10
0012014-01-01STEVEN G. NANCE STEVEN G. NANCE2015-10-09
0012013-01-01STEVEN G. NANCE STEVEN G. NANCE2014-10-10
0012012-01-01STEVEN G. NANCE STEVEN G. NANCE2013-10-15
0012011-01-01STEVEN G. NANCE STEVEN G. NANCE2012-10-17
0012010-01-01STEVEN G. NANCE STEVEN G. NANCE2011-09-15
0012009-01-01STEVEN G. NANCE STEVEN G. NANCE2010-10-13

Plan Statistics for STEVEN G. NANCE, M.D. PROFIT SHARING PLAN

401k plan membership statisitcs for STEVEN G. NANCE, M.D. PROFIT SHARING PLAN

Measure Date Value
2018: STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-010
Total of all active and inactive participants2018-01-010
Total participants2018-01-010
2017: STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
2016: STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
Number of participants with account balances2016-01-011
2015: STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
Number of participants with account balances2015-01-012
2014: STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2010: STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on STEVEN G. NANCE, M.D. PROFIT SHARING PLAN

Measure Date Value
2018 : STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$-1,838,569
Total income from all sources2018-12-31$38,112
Expenses. Total of all expenses incurred2018-12-31$13,823
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$1,814,280
Value of fidelity bond covering the plan2018-12-31$1,900,000
Other income received2018-12-31$38,112
Net income (gross income less expenses)2018-12-31$24,289
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,814,280
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$13,823
2017 : STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$130,360
Expenses. Total of all expenses incurred2017-12-31$12,422
Total plan assets at end of year2017-12-31$1,814,280
Total plan assets at beginning of year2017-12-31$1,696,342
Value of fidelity bond covering the plan2017-12-31$1,900,000
Other income received2017-12-31$130,360
Net income (gross income less expenses)2017-12-31$117,938
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,814,280
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,696,342
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$12,422
2016 : STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$65,404
Expenses. Total of all expenses incurred2016-12-31$140,124
Benefits paid (including direct rollovers)2016-12-31$129,334
Total plan assets at end of year2016-12-31$1,696,342
Total plan assets at beginning of year2016-12-31$1,771,062
Value of fidelity bond covering the plan2016-12-31$1,900,000
Other income received2016-12-31$6,404
Net income (gross income less expenses)2016-12-31$-74,720
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,696,342
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,771,062
Total contributions received or receivable from employer(s)2016-12-31$59,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$10,790
2015 : STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-99,746
Expenses. Total of all expenses incurred2015-12-31$12,703
Total plan assets at end of year2015-12-31$1,771,062
Total plan assets at beginning of year2015-12-31$1,883,511
Value of fidelity bond covering the plan2015-12-31$190,000
Other income received2015-12-31$-169,746
Net income (gross income less expenses)2015-12-31$-112,449
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,771,062
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,883,511
Total contributions received or receivable from employer(s)2015-12-31$70,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$12,703
2014 : STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$269,014
Expenses. Total of all expenses incurred2014-12-31$20,991
Total plan assets at end of year2014-12-31$1,883,511
Total plan assets at beginning of year2014-12-31$1,635,488
Value of fidelity bond covering the plan2014-12-31$190,000
Other income received2014-12-31$217,014
Net income (gross income less expenses)2014-12-31$248,023
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,883,511
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,635,488
Total contributions received or receivable from employer(s)2014-12-31$52,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$20,991
2013 : STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$64,168
Expenses. Total of all expenses incurred2013-12-31$18,148
Total plan assets at end of year2013-12-31$1,635,488
Total plan assets at beginning of year2013-12-31$1,589,468
Value of fidelity bond covering the plan2013-12-31$165,000
Other income received2013-12-31$12,411
Net income (gross income less expenses)2013-12-31$46,020
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,635,488
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,589,468
Total contributions received or receivable from employer(s)2013-12-31$51,757
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$18,148
2012 : STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$127,311
Expenses. Total of all expenses incurred2012-12-31$13,625
Total plan assets at end of year2012-12-31$1,589,468
Total plan assets at beginning of year2012-12-31$1,475,782
Value of fidelity bond covering the plan2012-12-31$160,000
Other income received2012-12-31$71,277
Net income (gross income less expenses)2012-12-31$113,686
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,589,468
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,475,782
Assets. Value of assets in partnership/joint-venture interests2012-12-31$173,093
Total contributions received or receivable from employer(s)2012-12-31$56,034
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$13,625
2011 : STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$128,478
Expenses. Total of all expenses incurred2011-12-31$13,169
Total plan assets at end of year2011-12-31$1,524,782
Total plan assets at beginning of year2011-12-31$1,409,473
Value of fidelity bond covering the plan2011-12-31$150,000
Other income received2011-12-31$73,774
Net income (gross income less expenses)2011-12-31$115,309
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,524,782
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,409,473
Total contributions received or receivable from employer(s)2011-12-31$54,704
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$13,169
2010 : STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$190,658
Expenses. Total of all expenses incurred2010-12-31$11,690
Total plan assets at end of year2010-12-31$1,409,473
Total plan assets at beginning of year2010-12-31$1,230,505
Value of fidelity bond covering the plan2010-12-31$150,000
Other income received2010-12-31$134,508
Net income (gross income less expenses)2010-12-31$178,968
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,409,473
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,230,505
Total contributions received or receivable from employer(s)2010-12-31$56,150
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$11,690

Form 5500 Responses for STEVEN G. NANCE, M.D. PROFIT SHARING PLAN

2018: STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STEVEN G. NANCE, M.D. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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