GARY R. NELSON, D.D.S., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NELSON & MAGEE RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2013 : NELSON & MAGEE RETIREMENT PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $174,286 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $120,536 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $108,886 |
| Total plan assets at end of year | 2013-12-31 | $730,502 |
| Total plan assets at beginning of year | 2013-12-31 | $676,752 |
| Value of fidelity bond covering the plan | 2013-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $23,500 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $130,432 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $53,750 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $730,502 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $676,752 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $20,354 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $11,650 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : NELSON & MAGEE RETIREMENT PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $129,226 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $17,492 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $7,488 |
| Total plan assets at end of year | 2012-12-31 | $676,752 |
| Total plan assets at beginning of year | 2012-12-31 | $565,018 |
| Value of fidelity bond covering the plan | 2012-12-31 | $75,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $22,500 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $46,726 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $111,734 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $676,752 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $565,018 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $60,000 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $10,004 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : NELSON & MAGEE RETIREMENT PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $104,092 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $15,123 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $6,893 |
| Total plan assets at end of year | 2011-12-31 | $565,018 |
| Total plan assets at beginning of year | 2011-12-31 | $476,049 |
| Value of fidelity bond covering the plan | 2011-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $31,167 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $4,843 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $88,969 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $565,018 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $476,049 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $68,082 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $8,230 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : NELSON & MAGEE RETIREMENT PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $118,310 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $6,173 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $476,049 |
| Total plan assets at beginning of year | 2010-12-31 | $363,912 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $30,862 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $37,448 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $112,137 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $476,049 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $363,912 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $50,000 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $6,173 |
| 2009 : NELSON & MAGEE RETIREMENT PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
