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JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan NameJAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN
Plan identification number 002

JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

JAMES G. PETERSEN, D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:JAMES G. PETERSEN, D.M.D., P.C.
Employer identification number (EIN):930795621
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about JAMES G. PETERSEN, D.M.D., P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1981-09-28
Company Identification Number: 15596117
Legal Registered Office Address: 3555 NE QUAIL VALLEY LANE

PRINEVILLE
United States of America (USA)
97754

More information about JAMES G. PETERSEN, D.M.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-01-01JAMES G. PETERSEN, D.M.D.
0022014-01-01JAMES G. PETERSEN, D.M.D.
0022013-01-01JAMES G. PETERSEN, D.M.D.
0022012-01-01JAMES G. PETERSEN, D.M.D.
0022011-01-01JAMES G. PETERSEN, DMD
0022009-01-01JAMES G PETERSEN,DMD JAMES G.PETERSEN, DMD2010-10-14
0022009-01-01 JAMES G.PETERSEN, DMD2010-10-14

Plan Statistics for JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2014: JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-017
2011: JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-011
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-017
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 participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017

Financial Data on JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2014 : JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$282,684
Expenses. Total of all expenses incurred2014-12-31$2,906,705
Benefits paid (including direct rollovers)2014-12-31$2,906,705
Total plan assets at end of year2014-12-31$0
Total plan assets at beginning of year2014-12-31$2,624,021
Value of fidelity bond covering the plan2014-12-31$750,000
Total contributions received or receivable from participants2014-12-31$0
Assets. Value of loans (other than to participants)2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$77,684
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-2,624,021
Net plan assets at end of year (total assets less liabilities)2014-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,624,021
Assets. Value of real-estate (other than employer real property)2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$205,000
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$491,909
2013 : JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$247,463
Expenses. Total of all expenses incurred2013-12-31$118,668
Benefits paid (including direct rollovers)2013-12-31$88,325
Total plan assets at end of year2013-12-31$2,624,021
Total plan assets at beginning of year2013-12-31$2,495,226
Value of fidelity bond covering the plan2013-12-31$750,000
Total contributions received or receivable from participants2013-12-31$0
Assets. Value of loans (other than to participants)2013-12-31$165,316
Expenses. Other expenses not covered elsewhere2013-12-31$30,343
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$192,907
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$128,795
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,624,021
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,495,226
Assets. Value of real-estate (other than employer real property)2013-12-31$293,312
Total contributions received or receivable from employer(s)2013-12-31$54,556
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$77,858
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$2,495,226
Total plan assets at beginning of year2012-12-31$2,417,368
Value of fidelity bond covering the plan2012-12-31$750,000
Total contributions received or receivable from participants2012-12-31$0
Assets. Value of loans (other than to participants)2012-12-31$283,952
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$77,858
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$77,858
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,495,226
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,417,368
Assets. Value of assets in partnership/joint-venture interests2012-12-31$250,000
Assets. Value of real-estate (other than employer real property)2012-12-31$75,000
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$82,453
Expenses. Total of all expenses incurred2011-12-31$21,284
Total plan assets at end of year2011-12-31$2,417,368
Total plan assets at beginning of year2011-12-31$2,356,199
Value of fidelity bond covering the plan2011-12-31$750,000
Assets. Value of loans (other than to participants)2011-12-31$279,283
Other income received2011-12-31$-43,865
Net income (gross income less expenses)2011-12-31$61,169
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,417,368
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,356,199
Assets. Value of assets in partnership/joint-venture interests2011-12-31$336,860
Assets. Value of real-estate (other than employer real property)2011-12-31$47,502
Total contributions received or receivable from employer(s)2011-12-31$126,318
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$21,284
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$232,475
Expenses. Total of all expenses incurred2010-12-31$16,459
Total plan assets at end of year2010-12-31$2,356,199
Total plan assets at beginning of year2010-12-31$2,140,183
Value of fidelity bond covering the plan2010-12-31$750,000
Assets. Value of loans (other than to participants)2010-12-31$296,216
Expenses. Other expenses not covered elsewhere2010-12-31$16,459
Other income received2010-12-31$222,875
Net income (gross income less expenses)2010-12-31$216,016
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,356,199
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,140,183
Assets. Value of real-estate (other than employer real property)2010-12-31$387,142
Total contributions received or receivable from employer(s)2010-12-31$9,600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN

2014: JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JAMES G. PETERSEN, D.M.D., P.C. DEFINED BENEFIT PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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