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DAVID B. COONS DDS MSD 401k Plan overview

Plan NameDAVID B. COONS DDS MSD
Plan identification number 001

DAVID B. COONS DDS MSD 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.

401k Sponsoring company profile

DAVID B. COONS, DDS, MSD CUSTOM PS QRP GROUP PLAN has sponsored the creation of one or more 401k plans.

Company Name:DAVID B. COONS, DDS, MSD CUSTOM PS QRP GROUP PLAN
Employer identification number (EIN):911388821
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID B. COONS DDS MSD

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01DAVID COONS
0012009-01-01DAVID COONS

Plan Statistics for DAVID B. COONS DDS MSD

401k plan membership statisitcs for DAVID B. COONS DDS MSD

Measure Date Value
2011: DAVID B. COONS DDS MSD 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DAVID B. COONS DDS MSD 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on DAVID B. COONS DDS MSD

Measure Date Value
2011 : DAVID B. COONS DDS MSD 2011 401k financial data
Total income from all sources2011-12-31$63,509
Expenses. Total of all expenses incurred2011-12-31$5,851
Total plan assets at end of year2011-12-31$447,752
Total plan assets at beginning of year2011-12-31$390,094
Expenses. Other expenses not covered elsewhere2011-12-31$5,851
Other income received2011-12-31$22,284
Net income (gross income less expenses)2011-12-31$57,658
Net plan assets at end of year (total assets less liabilities)2011-12-31$447,752
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$390,094
Total contributions received or receivable from employer(s)2011-12-31$41,225
2010 : DAVID B. COONS DDS MSD 2010 401k financial data
Total income from all sources2010-12-31$68,571
Expenses. Total of all expenses incurred2010-12-31$4,896
Total plan assets at end of year2010-12-31$390,094
Total plan assets at beginning of year2010-12-31$326,419
Expenses. Other expenses not covered elsewhere2010-12-31$4,896
Other income received2010-12-31$15,225
Net income (gross income less expenses)2010-12-31$63,675
Net plan assets at end of year (total assets less liabilities)2010-12-31$390,094
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$326,419
Total contributions received or receivable from employer(s)2010-12-31$53,346

Form 5500 Responses for DAVID B. COONS DDS MSD

2011: DAVID B. COONS DDS MSD 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DAVID B. COONS DDS MSD 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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