MACDONALD ORTHODONTICS, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MONEY PURCHASE PENSION PLAN OF MACDONALD ORTHODONTICS, P.C.
401k plan membership statisitcs for MONEY PURCHASE PENSION PLAN OF MACDONALD ORTHODONTICS, P.C.
Measure | Date | Value |
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2016: MONEY PURCHASE PENSION PLAN OF MACDONALD ORTHODONTICS, P.C. 2016 401k membership |
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Total participants, beginning-of-year | 2016-10-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 0 |
Total of all active and inactive participants | 2016-10-01 | 0 |
Total participants | 2016-10-01 | 0 |
Number of participants with account balances | 2016-10-01 | 0 |
2015: MONEY PURCHASE PENSION PLAN OF MACDONALD ORTHODONTICS, P.C. 2015 401k membership |
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Total participants, beginning-of-year | 2015-10-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 1 |
Total of all active and inactive participants | 2015-10-01 | 1 |
Total participants | 2015-10-01 | 1 |
Number of participants with account balances | 2015-10-01 | 1 |
2014: MONEY PURCHASE PENSION PLAN OF MACDONALD ORTHODONTICS, P.C. 2014 401k membership |
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Total participants, beginning-of-year | 2014-10-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 0 |
Total of all active and inactive participants | 2014-10-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 1 |
Total participants | 2014-10-01 | 1 |
Number of participants with account balances | 2014-10-01 | 1 |
2013: MONEY PURCHASE PENSION PLAN OF MACDONALD ORTHODONTICS, P.C. 2013 401k membership |
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Total participants, beginning-of-year | 2013-10-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 0 |
Total of all active and inactive participants | 2013-10-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 1 |
Total participants | 2013-10-01 | 1 |
Number of participants with account balances | 2013-10-01 | 1 |
2012: MONEY PURCHASE PENSION PLAN OF MACDONALD ORTHODONTICS, P.C. 2012 401k membership |
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Total participants, beginning-of-year | 2012-10-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 0 |
Total of all active and inactive participants | 2012-10-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 1 |
Total participants | 2012-10-01 | 1 |
Number of participants with account balances | 2012-10-01 | 1 |
2011: MONEY PURCHASE PENSION PLAN OF MACDONALD ORTHODONTICS, P.C. 2011 401k membership |
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Total participants, beginning-of-year | 2011-10-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 0 |
Total of all active and inactive participants | 2011-10-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 1 |
Total participants | 2011-10-01 | 1 |
Number of participants with account balances | 2011-10-01 | 1 |
2009: MONEY PURCHASE PENSION PLAN OF MACDONALD ORTHODONTICS, P.C. 2009 401k membership |
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Total participants, beginning-of-year | 2009-10-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 0 |
Total of all active and inactive participants | 2009-10-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 1 |
Total participants | 2009-10-01 | 1 |
Number of participants with account balances | 2009-10-01 | 1 |
Measure | Date | Value |
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2017 : MONEY PURCHASE PENSION PLAN OF MACDONALD ORTHODONTICS, P.C. 2017 401k financial data |
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Total income from all sources | 2017-09-30 | $58,738 |
Expenses. Total of all expenses incurred | 2017-09-30 | $1,588,596 |
Benefits paid (including direct rollovers) | 2017-09-30 | $1,572,506 |
Total plan assets at end of year | 2017-09-30 | $0 |
Total plan assets at beginning of year | 2017-09-30 | $1,529,858 |
Expenses. Other expenses not covered elsewhere | 2017-09-30 | $16,090 |
Other income received | 2017-09-30 | $58,738 |
Net income (gross income less expenses) | 2017-09-30 | $-1,529,858 |
Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $1,529,858 |
Assets. Value of assets in partnership/joint-venture interests | 2017-09-30 | $0 |
2016 : MONEY PURCHASE PENSION PLAN OF MACDONALD ORTHODONTICS, P.C. 2016 401k financial data |
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Total income from all sources | 2016-09-30 | $69,840 |
Expenses. Total of all expenses incurred | 2016-09-30 | $240,314 |
Benefits paid (including direct rollovers) | 2016-09-30 | $220,700 |
Total plan assets at end of year | 2016-09-30 | $1,529,858 |
Total plan assets at beginning of year | 2016-09-30 | $1,700,332 |
Expenses. Other expenses not covered elsewhere | 2016-09-30 | $18,414 |
Other income received | 2016-09-30 | $69,840 |
Net income (gross income less expenses) | 2016-09-30 | $-170,474 |
Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $1,529,858 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $1,700,332 |
Assets. Value of assets in partnership/joint-venture interests | 2016-09-30 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-09-30 | $1,200 |
2015 : MONEY PURCHASE PENSION PLAN OF MACDONALD ORTHODONTICS, P.C. 2015 401k financial data |
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Total income from all sources | 2015-09-30 | $67,051 |
Expenses. Total of all expenses incurred | 2015-09-30 | $144,460 |
Benefits paid (including direct rollovers) | 2015-09-30 | $125,106 |
Total plan assets at end of year | 2015-09-30 | $1,700,332 |
Total plan assets at beginning of year | 2015-09-30 | $1,777,741 |
Expenses. Other expenses not covered elsewhere | 2015-09-30 | $19,354 |
Other income received | 2015-09-30 | $67,051 |
Net income (gross income less expenses) | 2015-09-30 | $-77,409 |
Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $1,700,332 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $1,777,741 |
Assets. Value of assets in partnership/joint-venture interests | 2015-09-30 | $0 |
2014 : MONEY PURCHASE PENSION PLAN OF MACDONALD ORTHODONTICS, P.C. 2014 401k financial data |
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Total income from all sources | 2014-09-30 | $-277,888 |
Expenses. Total of all expenses incurred | 2014-09-30 | $597,042 |
Benefits paid (including direct rollovers) | 2014-09-30 | $578,411 |
Total plan assets at end of year | 2014-09-30 | $1,777,741 |
Total plan assets at beginning of year | 2014-09-30 | $2,652,671 |
Assets. Value of tangible personal property | 2014-09-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-09-30 | $18,631 |
Other income received | 2014-09-30 | $-277,888 |
Net income (gross income less expenses) | 2014-09-30 | $-874,930 |
Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $1,777,741 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $2,652,671 |
Assets. Value of assets in partnership/joint-venture interests | 2014-09-30 | $19,684 |
Assets. Value of real-estate (other than employer real property) | 2014-09-30 | $195,328 |
2013 : MONEY PURCHASE PENSION PLAN OF MACDONALD ORTHODONTICS, P.C. 2013 401k financial data |
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Total income from all sources | 2013-09-30 | $71,578 |
Expenses. Total of all expenses incurred | 2013-09-30 | $68,282 |
Benefits paid (including direct rollovers) | 2013-09-30 | $49,857 |
Total plan assets at end of year | 2013-09-30 | $2,652,671 |
Total plan assets at beginning of year | 2013-09-30 | $2,649,375 |
Assets. Value of tangible personal property | 2013-09-30 | $74,412 |
Expenses. Other expenses not covered elsewhere | 2013-09-30 | $17,425 |
Other income received | 2013-09-30 | $71,578 |
Net income (gross income less expenses) | 2013-09-30 | $3,296 |
Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $2,652,671 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $2,649,375 |
Assets. Value of assets in partnership/joint-venture interests | 2013-09-30 | $475,469 |
Assets. Value of real-estate (other than employer real property) | 2013-09-30 | $545,328 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-09-30 | $1,000 |
2012 : MONEY PURCHASE PENSION PLAN OF MACDONALD ORTHODONTICS, P.C. 2012 401k financial data |
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Total income from all sources | 2012-09-30 | $115,898 |
Expenses. Total of all expenses incurred | 2012-09-30 | $158,739 |
Benefits paid (including direct rollovers) | 2012-09-30 | $138,959 |
Total plan assets at end of year | 2012-09-30 | $2,649,375 |
Total plan assets at beginning of year | 2012-09-30 | $2,692,216 |
Assets. Value of tangible personal property | 2012-09-30 | $74,412 |
Other income received | 2012-09-30 | $115,898 |
Net income (gross income less expenses) | 2012-09-30 | $-42,841 |
Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $2,649,375 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $2,692,216 |
Assets. Value of assets in partnership/joint-venture interests | 2012-09-30 | $476,866 |
Assets. Value of real-estate (other than employer real property) | 2012-09-30 | $545,328 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $19,780 |
2011 : MONEY PURCHASE PENSION PLAN OF MACDONALD ORTHODONTICS, P.C. 2011 401k financial data |
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Total income from all sources | 2011-09-30 | $20,914 |
Expenses. Total of all expenses incurred | 2011-09-30 | $272,481 |
Benefits paid (including direct rollovers) | 2011-09-30 | $252,358 |
Total plan assets at end of year | 2011-09-30 | $2,692,216 |
Total plan assets at beginning of year | 2011-09-30 | $2,943,783 |
Assets. Value of tangible personal property | 2011-09-30 | $74,412 |
Other income received | 2011-09-30 | $20,914 |
Net income (gross income less expenses) | 2011-09-30 | $-251,567 |
Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $2,692,216 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $2,943,783 |
Assets. Value of assets in partnership/joint-venture interests | 2011-09-30 | $519,173 |
Assets. Value of real-estate (other than employer real property) | 2011-09-30 | $545,328 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $20,123 |