NELSON J SHERBURNE DDS PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NELSON J SHERBURNE DDS PC PENSION PLAN
| Measure | Date | Value |
|---|
| 2019: NELSON J SHERBURNE DDS PC PENSION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 0 |
| Number of participants with account balances | 2019-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: NELSON J SHERBURNE DDS PC PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 2 |
| Total participants | 2018-01-01 | 2 |
| Number of participants with account balances | 2018-01-01 | 2 |
| 2017: NELSON J SHERBURNE DDS PC PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 2 |
| Total participants | 2017-01-01 | 2 |
| Number of participants with account balances | 2017-01-01 | 2 |
| 2016: NELSON J SHERBURNE DDS PC PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 2 |
| Total participants | 2016-01-01 | 2 |
| Number of participants with account balances | 2016-01-01 | 2 |
| 2015: NELSON J SHERBURNE DDS PC PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 2 |
| Number of participants with account balances | 2015-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: NELSON J SHERBURNE DDS PC PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 2 |
| Number of participants with account balances | 2014-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: NELSON J SHERBURNE DDS PC PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 2 |
| Number of participants with account balances | 2013-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: NELSON J SHERBURNE DDS PC PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 2 |
| Number of participants with account balances | 2012-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: NELSON J SHERBURNE DDS PC PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 2 |
| Number of participants with account balances | 2011-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: NELSON J SHERBURNE DDS PC PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 2 |
| Number of participants with account balances | 2010-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: NELSON J SHERBURNE DDS PC PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 2 |
| Number of participants with account balances | 2009-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2019 : NELSON J SHERBURNE DDS PC PENSION PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $33,426 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,550 |
| Total plan assets at end of year | 2019-12-31 | $0 |
| Total plan assets at beginning of year | 2019-12-31 | $33,426 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $31,876 |
| Net income (gross income less expenses) | 2019-12-31 | $-33,426 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $33,426 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : NELSON J SHERBURNE DDS PC PENSION PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $994 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,000 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,000 |
| Total plan assets at end of year | 2018-12-31 | $33,426 |
| Total plan assets at beginning of year | 2018-12-31 | $33,432 |
| Other income received | 2018-12-31 | $994 |
| Net income (gross income less expenses) | 2018-12-31 | $-6 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $33,426 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $33,432 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : NELSON J SHERBURNE DDS PC PENSION PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $936 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $87,888 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $2,000 |
| Total plan assets at end of year | 2017-12-31 | $33,432 |
| Total plan assets at beginning of year | 2017-12-31 | $120,384 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $85,888 |
| Other income received | 2017-12-31 | $936 |
| Net income (gross income less expenses) | 2017-12-31 | $-86,952 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $33,432 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $120,384 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : NELSON J SHERBURNE DDS PC PENSION PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $1,170 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $3,000 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $3,000 |
| Total plan assets at end of year | 2016-12-31 | $120,384 |
| Total plan assets at beginning of year | 2016-12-31 | $122,214 |
| Other income received | 2016-12-31 | $1,170 |
| Net income (gross income less expenses) | 2016-12-31 | $-1,830 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $120,384 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $122,214 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : NELSON J SHERBURNE DDS PC PENSION PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $4,328 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $3,000 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $3,000 |
| Total plan assets at end of year | 2015-12-31 | $122,214 |
| Total plan assets at beginning of year | 2015-12-31 | $120,886 |
| Other income received | 2015-12-31 | $2,230 |
| Net income (gross income less expenses) | 2015-12-31 | $1,328 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $122,214 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $120,886 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $2,098 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : NELSON J SHERBURNE DDS PC PENSION PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $4,582 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,000 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,000 |
| Total plan assets at end of year | 2014-12-31 | $120,886 |
| Total plan assets at beginning of year | 2014-12-31 | $117,304 |
| Other income received | 2014-12-31 | $2,484 |
| Net income (gross income less expenses) | 2014-12-31 | $3,582 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $120,886 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $117,304 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $2,098 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : NELSON J SHERBURNE DDS PC PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $4,327 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $984 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $735 |
| Total plan assets at end of year | 2013-12-31 | $117,304 |
| Total plan assets at beginning of year | 2013-12-31 | $113,961 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $249 |
| Other income received | 2013-12-31 | $2,229 |
| Net income (gross income less expenses) | 2013-12-31 | $3,343 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $117,304 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $113,961 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $2,098 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : NELSON J SHERBURNE DDS PC PENSION PLAN 2012 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $4,171 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,202 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $731 |
| Total plan assets at end of year | 2012-12-31 | $113,961 |
| Total plan assets at beginning of year | 2012-12-31 | $110,992 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $471 |
| Other income received | 2012-12-31 | $2,161 |
| Net income (gross income less expenses) | 2012-12-31 | $2,969 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $113,961 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $110,992 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $2,010 |
| 2011 : NELSON J SHERBURNE DDS PC PENSION PLAN 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $4,445 |
| Total plan assets at end of year | 2011-12-31 | $110,992 |
| Total plan assets at beginning of year | 2011-12-31 | $107,266 |
| Other income received | 2011-12-31 | $2,347 |
| Net income (gross income less expenses) | 2011-12-31 | $4,445 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $110,992 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $107,266 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $2,098 |
| 2010 : NELSON J SHERBURNE DDS PC PENSION PLAN 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $4,250 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $3,729 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $700 |
| Total plan assets at end of year | 2010-12-31 | $107,266 |
| Total plan assets at beginning of year | 2010-12-31 | $106,745 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $3,029 |
| Other income received | 2010-12-31 | $2,112 |
| Net income (gross income less expenses) | 2010-12-31 | $521 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $107,266 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $106,745 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $2,138 |
| 2019: NELSON J SHERBURNE DDS PC PENSION PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | Yes |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: NELSON J SHERBURNE DDS PC PENSION PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: NELSON J SHERBURNE DDS PC PENSION PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: NELSON J SHERBURNE DDS PC PENSION PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: NELSON J SHERBURNE DDS PC PENSION PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: NELSON J SHERBURNE DDS PC PENSION PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: NELSON J SHERBURNE DDS PC PENSION PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: NELSON J SHERBURNE DDS PC PENSION PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: NELSON J SHERBURNE DDS PC PENSION PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: NELSON J SHERBURNE DDS PC PENSION PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: NELSON J SHERBURNE DDS PC PENSION PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
