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PHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NamePHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION PLAN
Plan identification number 001

PHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION 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.

401k Sponsoring company profile

PHILIP J. NUNNALLY, DDS has sponsored the creation of one or more 401k plans.

Company Name:PHILIP J. NUNNALLY, DDS
Employer identification number (EIN):621066946
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01PHILIP J. NUNNALLY2018-12-06
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01PHILIP J. NUNNALLY
0012011-01-01PHILIP J. NUNNALLY
0012010-01-01PHILIP J. NUNNALLY
0012009-01-01PHILIP J. NUNNALLY

Financial Data on PHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION PLAN

Measure Date Value
2017 : PHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$-38,074
Total income from all sources2017-12-31$1,806
Expenses. Total of all expenses incurred2017-12-31$300
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$36,568
Value of fidelity bond covering the plan2017-12-31$265,000
Other income received2017-12-31$1,806
Net income (gross income less expenses)2017-12-31$1,506
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$36,568
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$300
2016 : PHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$-367,054
Total income from all sources2016-12-31$21,691
Expenses. Total of all expenses incurred2016-12-31$6,554
Total plan assets at end of year2016-12-31$36,568
Total plan assets at beginning of year2016-12-31$388,485
Value of fidelity bond covering the plan2016-12-31$265,000
Other income received2016-12-31$21,691
Net income (gross income less expenses)2016-12-31$15,137
Net plan assets at end of year (total assets less liabilities)2016-12-31$36,568
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$388,485
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$6,554
2015 : PHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$355
Expenses. Total of all expenses incurred2015-12-31$7,359
Total plan assets at end of year2015-12-31$388,485
Total plan assets at beginning of year2015-12-31$395,489
Value of fidelity bond covering the plan2015-12-31$265,000
Other income received2015-12-31$355
Net income (gross income less expenses)2015-12-31$-7,004
Net plan assets at end of year (total assets less liabilities)2015-12-31$388,485
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$395,489
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$7,359
2014 : PHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$-3,500
Total income from all sources2014-12-31$11,577
Expenses. Total of all expenses incurred2014-12-31$7,361
Total plan assets at end of year2014-12-31$395,489
Total plan assets at beginning of year2014-12-31$394,773
Value of fidelity bond covering the plan2014-12-31$265,000
Other income received2014-12-31$11,577
Net income (gross income less expenses)2014-12-31$4,216
Net plan assets at end of year (total assets less liabilities)2014-12-31$395,489
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$394,773
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$7,361
2013 : PHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$47,920
Expenses. Total of all expenses incurred2013-12-31$6,950
Total plan assets at end of year2013-12-31$394,773
Total plan assets at beginning of year2013-12-31$353,803
Value of fidelity bond covering the plan2013-12-31$265,000
Other income received2013-12-31$47,920
Net income (gross income less expenses)2013-12-31$40,970
Net plan assets at end of year (total assets less liabilities)2013-12-31$394,773
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$353,803
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$6,950
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : PHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$33,877
Expenses. Total of all expenses incurred2012-12-31$12,141
Benefits paid (including direct rollovers)2012-12-31$5,619
Total plan assets at end of year2012-12-31$353,803
Total plan assets at beginning of year2012-12-31$332,067
Value of fidelity bond covering the plan2012-12-31$265,000
Contributions received from other sources (not participants or employers)2012-12-31$3,500
Other income received2012-12-31$30,377
Net income (gross income less expenses)2012-12-31$21,736
Net plan assets at end of year (total assets less liabilities)2012-12-31$353,803
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$332,067
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,522
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$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : PHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$20,049
Expenses. Total of all expenses incurred2011-12-31$6,310
Total plan assets at end of year2011-12-31$332,067
Total plan assets at beginning of year2011-12-31$318,328
Value of fidelity bond covering the plan2011-12-31$265,000
Contributions received from other sources (not participants or employers)2011-12-31$247
Other income received2011-12-31$19,802
Net income (gross income less expenses)2011-12-31$13,739
Net plan assets at end of year (total assets less liabilities)2011-12-31$332,067
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$318,328
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$6,310
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$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : PHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$33,557
Expenses. Total of all expenses incurred2010-12-31$5,648
Total plan assets at end of year2010-12-31$318,328
Total plan assets at beginning of year2010-12-31$290,419
Value of fidelity bond covering the plan2010-12-31$265,000
Contributions received from other sources (not participants or employers)2010-12-31$112
Other income received2010-12-31$33,445
Net income (gross income less expenses)2010-12-31$27,909
Net plan assets at end of year (total assets less liabilities)2010-12-31$318,328
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$290,419
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,648
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$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : PHILIP J. NUNNALLY DDS MONEY PURCHASE 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
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$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for PHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION PLAN

2017: PHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PHILIP J. NUNNALLY DDS MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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