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WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameWAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN
Plan identification number 001

WAYNE P. ATTKISSON, D.D.S., P.A. 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.
  • 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

WAYNE P. ATTKISSON, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name:WAYNE P. ATTKISSON, D.D.S., P.A.
Employer identification number (EIN):561272479
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01WAYNE P. ATTKISSON, D.D.S.
0012013-01-01WAYNE P. ATTKISSON, D.D.S.
0012012-01-01WAYNE P. ATTKISSON, D.D.S.
0012011-01-01WAYNE P. ATTKISSON, D.D.S.
0012009-01-01WAYNE P. ATTKISSON, D.D.S.

Plan Statistics for WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN

Measure Date Value
2018: WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Number of participants with account balances2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Number of participants with account balances2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
2009: WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION 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
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
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 WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN

Measure Date Value
2018 : WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total income from all sources2018-04-18$-27,671
Expenses. Total of all expenses incurred2018-04-18$1,688,589
Benefits paid (including direct rollovers)2018-04-18$1,684,612
Total plan assets at end of year2018-04-18$0
Total plan assets at beginning of year2018-04-18$1,716,260
Value of fidelity bond covering the plan2018-04-18$150,000
Other income received2018-04-18$-27,671
Net income (gross income less expenses)2018-04-18$-1,716,260
Net plan assets at end of year (total assets less liabilities)2018-04-18$0
Net plan assets at beginning of year (total assets less liabilities)2018-04-18$1,716,260
Assets. Value of real-estate (other than employer real property)2018-04-18$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-04-18$3,977
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-04-18$0
Funding deficiency by the employer to the plan for this plan year2018-04-18$0
Minimum employer required contribution for this plan year2018-04-18$0
Amount contributed by the employer to the plan for this plan year2018-04-18$0
2017 : WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$167,271
Expenses. Total of all expenses incurred2017-12-31$397,178
Benefits paid (including direct rollovers)2017-12-31$382,076
Total plan assets at end of year2017-12-31$1,716,260
Total plan assets at beginning of year2017-12-31$1,946,167
Value of fidelity bond covering the plan2017-12-31$150,000
Other income received2017-12-31$96,682
Net income (gross income less expenses)2017-12-31$-229,907
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,716,260
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,946,167
Assets. Value of real-estate (other than employer real property)2017-12-31$63,150
Total contributions received or receivable from employer(s)2017-12-31$70,589
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$15,102
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$70,589
Amount contributed by the employer to the plan for this plan year2017-12-31$70,589
2016 : WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$202,499
Expenses. Total of all expenses incurred2016-12-31$60,340
Benefits paid (including direct rollovers)2016-12-31$60,340
Total plan assets at end of year2016-12-31$1,946,167
Total plan assets at beginning of year2016-12-31$1,804,008
Value of fidelity bond covering the plan2016-12-31$150,000
Other income received2016-12-31$116,083
Net income (gross income less expenses)2016-12-31$142,159
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,946,167
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,804,008
Assets. Value of real-estate (other than employer real property)2016-12-31$150,000
Total contributions received or receivable from employer(s)2016-12-31$86,416
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$86,417
Amount contributed by the employer to the plan for this plan year2016-12-31$86,417
2015 : WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$71,783
Expenses. Total of all expenses incurred2015-12-31$72,168
Benefits paid (including direct rollovers)2015-12-31$58,781
Total plan assets at end of year2015-12-31$1,804,008
Total plan assets at beginning of year2015-12-31$1,804,393
Value of fidelity bond covering the plan2015-12-31$250,000
Other income received2015-12-31$-11,297
Net income (gross income less expenses)2015-12-31$-385
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,804,008
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,804,393
Assets. Value of real-estate (other than employer real property)2015-12-31$150,000
Total contributions received or receivable from employer(s)2015-12-31$83,080
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$13,387
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$83,080
Amount contributed by the employer to the plan for this plan year2015-12-31$83,080
2014 : WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$180,092
Expenses. Total of all expenses incurred2014-12-31$67,401
Benefits paid (including direct rollovers)2014-12-31$52,949
Total plan assets at end of year2014-12-31$1,804,393
Total plan assets at beginning of year2014-12-31$1,691,702
Value of fidelity bond covering the plan2014-12-31$250,000
Expenses. Other expenses not covered elsewhere2014-12-31$1,361
Other income received2014-12-31$97,642
Net income (gross income less expenses)2014-12-31$112,691
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,804,393
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,691,702
Assets. Value of real-estate (other than employer real property)2014-12-31$150,000
Total contributions received or receivable from employer(s)2014-12-31$82,450
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$13,091
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$82,450
Amount contributed by the employer to the plan for this plan year2014-12-31$82,450
2013 : WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$149,279
Expenses. Total of all expenses incurred2013-12-31$59,676
Benefits paid (including direct rollovers)2013-12-31$46,908
Total plan assets at end of year2013-12-31$1,691,702
Total plan assets at beginning of year2013-12-31$1,602,099
Value of fidelity bond covering the plan2013-12-31$250,000
Expenses. Other expenses not covered elsewhere2013-12-31$1,321
Other income received2013-12-31$84,575
Net income (gross income less expenses)2013-12-31$89,603
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,691,702
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,602,099
Assets. Value of real-estate (other than employer real property)2013-12-31$150,000
Total contributions received or receivable from employer(s)2013-12-31$64,704
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$11,447
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
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$64,704
Amount contributed by the employer to the plan for this plan year2013-12-31$64,704
2012 : WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$442,193
Expenses. Total of all expenses incurred2012-12-31$45,994
Benefits paid (including direct rollovers)2012-12-31$44,673
Total plan assets at end of year2012-12-31$1,602,099
Total plan assets at beginning of year2012-12-31$1,205,900
Value of fidelity bond covering the plan2012-12-31$250,000
Expenses. Other expenses not covered elsewhere2012-12-31$1,321
Contributions received from other sources (not participants or employers)2012-12-31$235,171
Other income received2012-12-31$125,062
Net income (gross income less expenses)2012-12-31$396,199
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,602,099
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,205,900
Assets. Value of real-estate (other than employer real property)2012-12-31$150,000
Total contributions received or receivable from employer(s)2012-12-31$81,960
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$81,960
Amount contributed by the employer to the plan for this plan year2012-12-31$81,960
2011 : WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$4,696
Total income from all sources2011-12-31$-142,017
Expenses. Total of all expenses incurred2011-12-31$2,546
Total plan assets at end of year2011-12-31$1,205,900
Total plan assets at beginning of year2011-12-31$1,355,159
Value of fidelity bond covering the plan2011-12-31$250,000
Expenses. Other expenses not covered elsewhere2011-12-31$2,546
Other income received2011-12-31$-225,741
Net income (gross income less expenses)2011-12-31$-144,563
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,205,900
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,350,463
Assets. Value of real-estate (other than employer real property)2011-12-31$150,000
Total contributions received or receivable from employer(s)2011-12-31$83,724
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$4,696
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$269,623
Expenses. Total of all expenses incurred2010-12-31$42,085
Benefits paid (including direct rollovers)2010-12-31$39,413
Total plan assets at end of year2010-12-31$1,355,159
Total plan assets at beginning of year2010-12-31$1,122,925
Value of fidelity bond covering the plan2010-12-31$300,000
Expenses. Other expenses not covered elsewhere2010-12-31$2,626
Other income received2010-12-31$193,890
Net income (gross income less expenses)2010-12-31$227,538
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,350,463
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,122,925
Assets. Value of real-estate (other than employer real property)2010-12-31$150,000
Total contributions received or receivable from employer(s)2010-12-31$75,733
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$46
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$75,733
Amount contributed by the employer to the plan for this plan year2010-12-31$75,733
2009 : WAYNE P. ATTKISSON, D.D.S., P.A. 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$75,416
Amount contributed by the employer to the plan for this plan year2009-12-31$75,416

Form 5500 Responses for WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN

2018: WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION PLAN 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WAYNE P. ATTKISSON, D.D.S., P.A. MONEY PURCHASE PENSION 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number28024
Policy instance 1
Insurance contract or identification number28024
Number of Individuals Covered1
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number28024
Policy instance 1
Insurance contract or identification number28024
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number28024
Policy instance 1
Insurance contract or identification number28024
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number28024
Policy instance 1
Insurance contract or identification number28024
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number28024
Policy instance 1
Insurance contract or identification number28024
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number28024
Policy instance 1
Insurance contract or identification number28024
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number28024
Policy instance 1
Insurance contract or identification number28024
Number of Individuals Covered1
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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