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SIMMONS & YOUNG, PLLC RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameSIMMONS & YOUNG, PLLC RETIREMENT PLAN & TRUST
Plan identification number 003

SIMMONS & YOUNG, PLLC RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOSEPH S. YOUNG, D.M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH S. YOUNG, D.M.D., P.A.
Employer identification number (EIN):640948469
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMMONS & YOUNG, PLLC RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01JOSEPH S. YOUNG, D.M.D.
0032015-01-01JOSEPH S. YOUNG, D.M.D.
0032014-01-01JOSEPH S. YOUNG, D.M.D.
0032013-01-01JOSEPH S. YOUNG, D.M.D.
0032012-01-01JOSEPH S. YOUNG, D.M.D.
0032011-01-01JOSEPH S. YOUNG, D.M.D.
0032009-01-01JOSEPH S. YOUNG

Financial Data on SIMMONS & YOUNG, PLLC RETIREMENT PLAN & TRUST

Measure Date Value
2017 : SIMMONS & YOUNG, PLLC RETIREMENT PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$443,483
Expenses. Total of all expenses incurred2017-12-31$250,013
Benefits paid (including direct rollovers)2017-12-31$227,102
Total plan assets at end of year2017-12-31$2,584,945
Total plan assets at beginning of year2017-12-31$2,391,475
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$5,720
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$437,763
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$193,470
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,584,945
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,391,475
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$22,911
2016 : SIMMONS & YOUNG, PLLC RETIREMENT PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$17,643
Expenses. Total of all expenses incurred2016-12-31$59,768
Benefits paid (including direct rollovers)2016-12-31$38,291
Total plan assets at end of year2016-12-31$2,391,475
Total plan assets at beginning of year2016-12-31$2,433,600
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$19,450
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$-11,096
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-42,125
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,391,475
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,433,600
Assets. Value of assets in partnership/joint-venture interests2016-12-31$2,039
Total contributions received or receivable from employer(s)2016-12-31$9,289
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$21,477
2015 : SIMMONS & YOUNG, PLLC RETIREMENT PLAN & TRUST 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-1,336
Expenses. Total of all expenses incurred2015-12-31$23,622
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$2,433,600
Total plan assets at beginning of year2015-12-31$2,458,558
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$61,000
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-70,726
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-24,958
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,433,600
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,458,558
Assets. Value of assets in partnership/joint-venture interests2015-12-31$14,306
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$1,917
Total contributions received or receivable from employer(s)2015-12-31$8,390
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$23,622
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SIMMONS & YOUNG, PLLC RETIREMENT PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$109,393
Expenses. Total of all expenses incurred2014-12-31$29,648
Benefits paid (including direct rollovers)2014-12-31$7,436
Total plan assets at end of year2014-12-31$2,458,558
Total plan assets at beginning of year2014-12-31$2,378,813
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$61,000
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-4,263
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$79,745
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,458,558
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,378,813
Assets. Value of assets in partnership/joint-venture interests2014-12-31$51,234
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$1,917
Total contributions received or receivable from employer(s)2014-12-31$52,656
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$22,212
2013 : SIMMONS & YOUNG, PLLC RETIREMENT PLAN & TRUST 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$646,601
Expenses. Total of all expenses incurred2013-12-31$20,688
Benefits paid (including direct rollovers)2013-12-31$1,506
Total plan assets at end of year2013-12-31$2,378,813
Total plan assets at beginning of year2013-12-31$1,752,900
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$60,750
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$534,355
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$625,913
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,378,813
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,752,900
Assets. Value of assets in partnership/joint-venture interests2013-12-31$62,305
Total contributions received or receivable from employer(s)2013-12-31$51,496
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$19,182
2012 : SIMMONS & YOUNG, PLLC RETIREMENT PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$357,168
Expenses. Total of all expenses incurred2012-12-31$14,615
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,752,900
Total plan assets at beginning of year2012-12-31$1,410,347
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$58,800
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$245,606
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$342,553
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,752,900
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,410,347
Assets. Value of assets in partnership/joint-venture interests2012-12-31$64,053
Total contributions received or receivable from employer(s)2012-12-31$52,762
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$14,615
2011 : SIMMONS & YOUNG, PLLC RETIREMENT PLAN & TRUST 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$123,802
Expenses. Total of all expenses incurred2011-12-31$12,670
Benefits paid (including direct rollovers)2011-12-31$144
Total plan assets at end of year2011-12-31$1,410,347
Total plan assets at beginning of year2011-12-31$1,299,215
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$53,875
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$18,307
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$111,132
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,410,347
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,299,215
Assets. Value of assets in partnership/joint-venture interests2011-12-31$63,211
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$642
Total contributions received or receivable from employer(s)2011-12-31$51,620
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$12,526
2010 : SIMMONS & YOUNG, PLLC RETIREMENT PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
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$272,705
Expenses. Total of all expenses incurred2010-12-31$55,452
Benefits paid (including direct rollovers)2010-12-31$45,208
Total plan assets at end of year2010-12-31$1,299,215
Total plan assets at beginning of year2010-12-31$1,081,962
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$50,125
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$173,227
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$217,253
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,299,215
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,081,962
Assets. Value of assets in partnership/joint-venture interests2010-12-31$62,199
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$981
Total contributions received or receivable from employer(s)2010-12-31$49,353
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$10,244

Form 5500 Responses for SIMMONS & YOUNG, PLLC RETIREMENT PLAN & TRUST

2017: SIMMONS & YOUNG, PLLC RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SIMMONS & YOUNG, PLLC RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SIMMONS & YOUNG, PLLC RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SIMMONS & YOUNG, PLLC RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SIMMONS & YOUNG, PLLC RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SIMMONS & YOUNG, PLLC RETIREMENT PLAN & TRUST 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: SIMMONS & YOUNG, PLLC RETIREMENT PLAN & TRUST 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: SIMMONS & YOUNG, PLLC RETIREMENT PLAN & TRUST 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

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