GARY OSTENSON, DDS, PS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GARY OSTENSON DDS PS MONEY PURCHASE PLAN
Measure | Date | Value |
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2020: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 1 |
Number of participants with account balances | 2020-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
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 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 4 |
Number of participants with account balances | 2019-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 4 |
Total of all active and inactive participants | 2017-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 10 |
Number of participants with account balances | 2017-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
Total of all active and inactive participants | 2016-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 10 |
Number of participants with account balances | 2016-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
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 | 3 |
Total of all active and inactive participants | 2015-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 10 |
Number of participants with account balances | 2015-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
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 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
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 | 2 |
Total of all active and inactive participants | 2013-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 10 |
Number of participants with account balances | 2013-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
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 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 8 |
Number of participants with account balances | 2012-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
Total of all active and inactive participants | 2011-01-01 | 9 |
Total participants | 2011-01-01 | 9 |
Number of participants with account balances | 2011-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 9 |
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 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 9 |
Number of participants with account balances | 2010-01-01 | 9 |
2009: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
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 | 2 |
Total of all active and inactive participants | 2009-01-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 9 |
Number of participants with account balances | 2009-01-01 | 9 |
Measure | Date | Value |
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2020 : GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $468,162 |
Expenses. Total of all expenses incurred | 2020-12-31 | $355,425 |
Benefits paid (including direct rollovers) | 2020-12-31 | $355,425 |
Total plan assets at end of year | 2020-12-31 | $5,511,179 |
Total plan assets at beginning of year | 2020-12-31 | $5,398,442 |
Other income received | 2020-12-31 | $462,162 |
Net income (gross income less expenses) | 2020-12-31 | $112,737 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,511,179 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,398,442 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $6,000 |
2019 : GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $1,080,568 |
Expenses. Total of all expenses incurred | 2019-12-31 | $300,574 |
Benefits paid (including direct rollovers) | 2019-12-31 | $300,574 |
Total plan assets at end of year | 2019-12-31 | $5,398,442 |
Total plan assets at beginning of year | 2019-12-31 | $4,618,448 |
Other income received | 2019-12-31 | $1,052,612 |
Net income (gross income less expenses) | 2019-12-31 | $779,994 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,398,442 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,618,448 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $27,956 |
2018 : GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-375,575 |
Expenses. Total of all expenses incurred | 2018-12-31 | $433,878 |
Benefits paid (including direct rollovers) | 2018-12-31 | $433,878 |
Total plan assets at end of year | 2018-12-31 | $4,618,448 |
Total plan assets at beginning of year | 2018-12-31 | $5,427,901 |
Other income received | 2018-12-31 | $-402,030 |
Net income (gross income less expenses) | 2018-12-31 | $-809,453 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,618,448 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,427,901 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $26,455 |
2017 : GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $894,377 |
Expenses. Total of all expenses incurred | 2017-12-31 | $-2 |
Total plan assets at end of year | 2017-12-31 | $5,427,901 |
Total plan assets at beginning of year | 2017-12-31 | $4,533,522 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $-2 |
Other income received | 2017-12-31 | $857,251 |
Net income (gross income less expenses) | 2017-12-31 | $894,379 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,427,901 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,533,522 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $37,126 |
2016 : GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $532,525 |
Total plan assets at end of year | 2016-12-31 | $4,533,522 |
Total plan assets at beginning of year | 2016-12-31 | $4,000,997 |
Other income received | 2016-12-31 | $493,809 |
Net income (gross income less expenses) | 2016-12-31 | $532,525 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,533,522 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,000,997 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $38,716 |
2015 : GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-81,122 |
Total plan assets at end of year | 2015-12-31 | $4,000,997 |
Total plan assets at beginning of year | 2015-12-31 | $4,082,119 |
Other income received | 2015-12-31 | $-120,438 |
Net income (gross income less expenses) | 2015-12-31 | $-81,122 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,000,997 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,082,119 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $39,316 |
2014 : GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $285,624 |
Expenses. Total of all expenses incurred | 2014-12-31 | $154,462 |
Benefits paid (including direct rollovers) | 2014-12-31 | $154,462 |
Total plan assets at end of year | 2014-12-31 | $4,082,122 |
Total plan assets at beginning of year | 2014-12-31 | $3,950,960 |
Other income received | 2014-12-31 | $246,117 |
Net income (gross income less expenses) | 2014-12-31 | $131,162 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,082,122 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,950,960 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $39,507 |
2013 : GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $742,900 |
Expenses. Total of all expenses incurred | 2013-12-31 | $20,000 |
Benefits paid (including direct rollovers) | 2013-12-31 | $20,000 |
Total plan assets at end of year | 2013-12-31 | $3,950,960 |
Total plan assets at beginning of year | 2013-12-31 | $3,228,060 |
Other income received | 2013-12-31 | $702,736 |
Net income (gross income less expenses) | 2013-12-31 | $722,900 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,950,960 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,228,060 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $40,164 |
2012 : GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $394,201 |
Total plan assets at end of year | 2012-12-31 | $3,228,060 |
Total plan assets at beginning of year | 2012-12-31 | $2,833,859 |
Other income received | 2012-12-31 | $353,669 |
Net income (gross income less expenses) | 2012-12-31 | $394,201 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,228,060 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,833,859 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $40,532 |
2011 : GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $120,555 |
Total plan assets at end of year | 2011-12-31 | $2,833,859 |
Total plan assets at beginning of year | 2011-12-31 | $2,713,304 |
Other income received | 2011-12-31 | $79,755 |
Net income (gross income less expenses) | 2011-12-31 | $120,555 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,833,859 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,713,304 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $40,800 |
2010 : GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $326,745 |
Total plan assets at end of year | 2010-12-31 | $2,713,304 |
Total plan assets at beginning of year | 2010-12-31 | $2,386,572 |
Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
Other income received | 2010-12-31 | $293,004 |
Net income (gross income less expenses) | 2010-12-31 | $326,745 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,713,304 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,386,572 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $33,741 |
2020: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2012 form 5500 responses |
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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: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2011 form 5500 responses |
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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: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2010 form 5500 responses |
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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: GARY OSTENSON DDS PS MONEY PURCHASE PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |