Logo

CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 401k Plan overview

Plan NameCHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN
Plan identification number 003

CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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.
  • 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

CHRIS R SIMONSEN DDS PC has sponsored the creation of one or more 401k plans.

Company Name:CHRIS R SIMONSEN DDS PC
Employer identification number (EIN):870371170
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032017-04-01CHRIS R SIMONSEN FRED T WUNDERLI CPA2018-06-05
0032016-04-01CHRIS R SIMONSEN FRED T WUNDERLI CPA2018-03-16
0032015-04-01
0032015-04-01CHRIS R SIMONSEN FRED T WUNDERLI CPA2016-10-04
0032015-04-01
0032014-04-01CHRIS R SIMONSEN FRED T WUNDERLI CPA2015-12-02
0032014-04-01CHRIS R SIMONSEN FRED T WUNDERLI CPA2015-12-03
0032013-04-01CHRIS R SIMONSEN CHRIS R SIMONSEN2015-12-02
0032012-04-01CHRIS R SIMONSEN
0032011-04-01CHRIS R SIMONSEN CHRIS R SIMONSEN2012-12-25
0032010-04-01CHRIS R SIMONSEN CHRIS R SIMONSEN2011-12-22
0032009-04-01CHRIS SIMONSEN CHRIS SIMONSEN2010-09-02

Plan Statistics for CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN

401k plan membership statisitcs for CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN

Measure Date Value
2017: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-011
Total number of active participants reported on line 7a of the Form 55002017-04-010
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-010
Number of participants with account balances2017-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
2016: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-011
Total number of active participants reported on line 7a of the Form 55002016-04-011
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-011
Number of participants with account balances2016-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-012
Total number of active participants reported on line 7a of the Form 55002015-04-011
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-010
Total of all active and inactive participants2015-04-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-011
Number of participants with account balances2015-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-012
Total number of active participants reported on line 7a of the Form 55002014-04-012
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-012
Number of participants with account balances2014-04-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-012
Total number of active participants reported on line 7a of the Form 55002013-04-012
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-010
Total of all active and inactive participants2013-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-012
Number of participants with account balances2013-04-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-012
Total number of active participants reported on line 7a of the Form 55002012-04-012
Total of all active and inactive participants2012-04-012
Total participants2012-04-012
Number of participants with account balances2012-04-012
2011: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-012
Total number of active participants reported on line 7a of the Form 55002011-04-010
Number of retired or separated participants receiving benefits2011-04-012
Total of all active and inactive participants2011-04-012
Total participants2011-04-012
Number of participants with account balances2011-04-012
2010: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-012
Total number of active participants reported on line 7a of the Form 55002010-04-012
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-010
Total of all active and inactive participants2010-04-012
Total participants2010-04-012
Number of participants with account balances2010-04-012
2009: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-012
Total number of active participants reported on line 7a of the Form 55002009-04-012
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-010
Total of all active and inactive participants2009-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-012
Number of participants with account balances2009-04-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010

Financial Data on CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN

Measure Date Value
2018 : CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-03-31$3,648
Expenses. Total of all expenses incurred2018-03-31$52,584
Benefits paid (including direct rollovers)2018-03-31$52,584
Total plan assets at end of year2018-03-31$0
Total plan assets at beginning of year2018-03-31$48,936
Other income received2018-03-31$3,648
Net income (gross income less expenses)2018-03-31$-48,936
Net plan assets at end of year (total assets less liabilities)2018-03-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$48,936
2017 : CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-03-31$3,374
Total plan assets at end of year2017-03-31$48,936
Total plan assets at beginning of year2017-03-31$45,562
Other income received2017-03-31$3,374
Net income (gross income less expenses)2017-03-31$3,374
Net plan assets at end of year (total assets less liabilities)2017-03-31$48,936
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$45,562
2016 : CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-03-31$4,574
Expenses. Total of all expenses incurred2016-03-31$422,384
Benefits paid (including direct rollovers)2016-03-31$422,384
Total plan assets at end of year2016-03-31$45,562
Total plan assets at beginning of year2016-03-31$463,372
Other income received2016-03-31$4,574
Net income (gross income less expenses)2016-03-31$-417,810
Net plan assets at end of year (total assets less liabilities)2016-03-31$45,562
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$463,372
2015 : CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-03-31$42,519
Expenses. Total of all expenses incurred2015-03-31$16,000
Benefits paid (including direct rollovers)2015-03-31$16,000
Total plan assets at end of year2015-03-31$463,372
Total plan assets at beginning of year2015-03-31$436,853
Other income received2015-03-31$42,519
Net income (gross income less expenses)2015-03-31$26,519
Net plan assets at end of year (total assets less liabilities)2015-03-31$463,372
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$436,853
2014 : CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-03-31$14,157
Expenses. Total of all expenses incurred2014-03-31$22,000
Benefits paid (including direct rollovers)2014-03-31$22,000
Total plan assets at end of year2014-03-31$436,853
Total plan assets at beginning of year2014-03-31$444,696
Other income received2014-03-31$14,157
Net income (gross income less expenses)2014-03-31$-7,843
Net plan assets at end of year (total assets less liabilities)2014-03-31$436,853
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$444,696
2013 : CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-03-31$0
Total income from all sources2013-03-31$0
Expenses. Total of all expenses incurred2013-03-31$161
Total plan assets at end of year2013-03-31$444,696
Total plan assets at beginning of year2013-03-31$444,858
Total contributions received or receivable from participants2013-03-31$0
Expenses. Other expenses not covered elsewhere2013-03-31$161
Other income received2013-03-31$0
Net income (gross income less expenses)2013-03-31$-161
Net plan assets at end of year (total assets less liabilities)2013-03-31$444,696
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$444,858
Total contributions received or receivable from employer(s)2013-03-31$0
Funding deficiency by the employer to the plan for this plan year2013-03-31$0
2012 : CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-03-31$-8,302
Expenses. Total of all expenses incurred2012-03-31$0
Benefits paid (including direct rollovers)2012-03-31$0
Total plan assets at end of year2012-03-31$444,858
Total plan assets at beginning of year2012-03-31$453,159
Total contributions received or receivable from participants2012-03-31$0
Expenses. Other expenses not covered elsewhere2012-03-31$0
Other income received2012-03-31$-8,302
Net income (gross income less expenses)2012-03-31$-8,302
Net plan assets at end of year (total assets less liabilities)2012-03-31$444,858
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$453,159
Total contributions received or receivable from employer(s)2012-03-31$0
Funding deficiency by the employer to the plan for this plan year2012-03-31$0
Minimum employer required contribution for this plan year2012-03-31$0
Amount contributed by the employer to the plan for this plan year2012-03-31$0
2011 : CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-03-31$49,359
Expenses. Total of all expenses incurred2011-03-31$0
Total plan assets at end of year2011-03-31$453,159
Total plan assets at beginning of year2011-03-31$403,800
Total contributions received or receivable from participants2011-03-31$0
Other income received2011-03-31$49,359
Net income (gross income less expenses)2011-03-31$49,359
Net plan assets at end of year (total assets less liabilities)2011-03-31$453,159
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$403,800
Total contributions received or receivable from employer(s)2011-03-31$0
Funding deficiency by the employer to the plan for this plan year2011-03-31$0
Minimum employer required contribution for this plan year2011-03-31$0
Amount contributed by the employer to the plan for this plan year2011-03-31$0
2010 : CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-03-31$0
Minimum employer required contribution for this plan year2010-03-31$0
Amount contributed by the employer to the plan for this plan year2010-03-31$0

Form 5500 Responses for CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN

2017: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01This submission is the final filingYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan 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