Logo

NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN 401k Plan overview

Plan NameNANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN
Plan identification number 002

NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

NANCY S SCHORT D.D.S. A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:NANCY S SCHORT D.D.S. A PROFESSIONAL CORPORATION
Employer identification number (EIN):953525961
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01DONALD SCHORT2018-05-11
0022016-01-01DONALD SCHORT2017-06-13 DONALD SCHORT2017-06-13
0022015-01-01DONALD SCHORT2016-07-14 DONALD SCHORT2016-07-14
0022014-01-01DONALD SCHORT2015-07-22 DONALD SCHORT2015-07-22
0022013-01-01DONALD SCHORT2014-07-22 DONALD SCHORT2014-07-22
0022012-01-01DONALD SCHORT DONALD SCHORT2013-07-16
0022011-01-01DONALD SCHORT
0022009-01-01DONALD SCHORT

Plan Statistics for NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN

401k plan membership statisitcs for NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN

Measure Date Value
2012: NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN 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
Total of all active and inactive participants2011-01-014
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: NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN 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
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN

Measure Date Value
2012 : NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources2012-12-31$79,533
Expenses. Total of all expenses incurred2012-12-31$35,281
Benefits paid (including direct rollovers)2012-12-31$35,281
Total plan assets at end of year2012-12-31$1,039,490
Total plan assets at beginning of year2012-12-31$995,238
Value of fidelity bond covering the plan2012-12-31$100,000
Other income received2012-12-31$53,937
Net income (gross income less expenses)2012-12-31$44,252
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,039,490
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$995,238
Total contributions received or receivable from employer(s)2012-12-31$25,596
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$25,596
Amount contributed by the employer to the plan for this plan year2012-12-31$25,596
2011 : NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$77,514
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$995,238
Total plan assets at beginning of year2011-12-31$917,724
Value of fidelity bond covering the plan2011-12-31$100,000
Expenses. Other expenses not covered elsewhere2011-12-31$0
Other income received2011-12-31$46,645
Net income (gross income less expenses)2011-12-31$77,514
Net plan assets at end of year (total assets less liabilities)2011-12-31$995,238
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$917,724
Total contributions received or receivable from employer(s)2011-12-31$30,869
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$30,869
Amount contributed by the employer to the plan for this plan year2011-12-31$30,869
2010 : NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$74,797
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$917,724
Total plan assets at beginning of year2010-12-31$842,927
Value of fidelity bond covering the plan2010-12-31$100,000
Expenses. Other expenses not covered elsewhere2010-12-31$0
Other income received2010-12-31$43,826
Net income (gross income less expenses)2010-12-31$74,797
Net plan assets at end of year (total assets less liabilities)2010-12-31$917,724
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$842,927
Total contributions received or receivable from employer(s)2010-12-31$30,971
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$30,971
Amount contributed by the employer to the plan for this plan year2010-12-31$30,971
2009 : NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$31,032
Amount contributed by the employer to the plan for this plan year2009-12-31$31,032

Form 5500 Responses for NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN

2012: NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE 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: NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE 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: NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

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