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NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN 401k Plan overview

Plan NameNANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN
Plan identification number 002

NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

NANCY S SCHORT D.D.S. A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:NANCY S SCHORT D.D.S. A PROFESSIONAL CORPORATION
Employer identification number (EIN):953525961
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01DONALD SCHORT2018-05-11
0022016-01-01DONALD SCHORT2017-06-13 DONALD SCHORT2017-06-13
0022015-01-01DONALD SCHORT2016-07-14 DONALD SCHORT2016-07-14
0022014-01-01DONALD SCHORT2015-07-22 DONALD SCHORT2015-07-22
0022013-01-01DONALD SCHORT2014-07-22 DONALD SCHORT2014-07-22
0022012-01-01DONALD SCHORT DONALD SCHORT2013-07-16
0022011-01-01DONALD SCHORT
0022009-01-01DONALD SCHORT

Plan Statistics for NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN

401k plan membership statisitcs for NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN

Measure Date Value
2012: NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN

Measure Date Value
2012 : NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources2012-12-31$79,533
Expenses. Total of all expenses incurred2012-12-31$35,281
Benefits paid (including direct rollovers)2012-12-31$35,281
Total plan assets at end of year2012-12-31$1,039,490
Total plan assets at beginning of year2012-12-31$995,238
Value of fidelity bond covering the plan2012-12-31$100,000
Other income received2012-12-31$53,937
Net income (gross income less expenses)2012-12-31$44,252
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,039,490
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$995,238
Total contributions received or receivable from employer(s)2012-12-31$25,596
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
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$25,596
Amount contributed by the employer to the plan for this plan year2012-12-31$25,596
2011 : NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN 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$77,514
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$995,238
Total plan assets at beginning of year2011-12-31$917,724
Value of fidelity bond covering the plan2011-12-31$100,000
Expenses. Other expenses not covered elsewhere2011-12-31$0
Other income received2011-12-31$46,645
Net income (gross income less expenses)2011-12-31$77,514
Net plan assets at end of year (total assets less liabilities)2011-12-31$995,238
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$917,724
Total contributions received or receivable from employer(s)2011-12-31$30,869
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$30,869
Amount contributed by the employer to the plan for this plan year2011-12-31$30,869
2010 : NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN 2010 401k financial data
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$74,797
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$917,724
Total plan assets at beginning of year2010-12-31$842,927
Value of fidelity bond covering the plan2010-12-31$100,000
Expenses. Other expenses not covered elsewhere2010-12-31$0
Other income received2010-12-31$43,826
Net income (gross income less expenses)2010-12-31$74,797
Net plan assets at end of year (total assets less liabilities)2010-12-31$917,724
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$842,927
Total contributions received or receivable from employer(s)2010-12-31$30,971
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$30,971
Amount contributed by the employer to the plan for this plan year2010-12-31$30,971
2009 : NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE 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$31,032
Amount contributed by the employer to the plan for this plan year2009-12-31$31,032

Form 5500 Responses for NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN

2012: NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN 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: NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN 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: NANCY S. SCHORT D.D.S. A PROFESSIONAL CORPORATION MONEY PURCHASE PLAN 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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