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| Plan Name | L SPENCE NELSON DMD MDS PC EMPLOYEES' PENSION PLAN & TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | L. SPENCE NELSON, D.M.D., M.D.S., P.C. |
| Employer identification number (EIN): | 840921547 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2008-01-01 | L. SPENCE NELSON | |||
| 001 | 2008-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2008: L SPENCE NELSON DMD MDS PC EMPLOYEES' PENSION PLAN & TRUST 2008 401k membership | ||
| Total participants, beginning-of-year | 2008-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 2 |
| Total of all active and inactive participants | 2008-01-01 | 5 |
| Total participants | 2008-01-01 | 5 |
| Number of participants with account balances | 2008-01-01 | 5 |
| Measure | Date | Value |
|---|---|---|
| 2008 : L SPENCE NELSON DMD MDS PC EMPLOYEES' PENSION PLAN & TRUST 2008 401k financial data | ||
| Transfers to/from the plan | 2008-02-29 | $-494,005 |
| Total plan liabilities at beginning of year | 2008-02-29 | $20 |
| Total income from all sources | 2008-02-29 | $-23,734 |
| Expenses. Total of all expenses incurred | 2008-02-29 | $1,148 |
| Total plan assets at beginning of year | 2008-02-29 | $518,907 |
| Value of fidelity bond covering the plan | 2008-02-29 | $50,000 |
| Expenses. Other expenses not covered elsewhere | 2008-02-29 | $1,148 |
| Other income received | 2008-02-29 | $-26,379 |
| Net income (gross income less expenses) | 2008-02-29 | $-24,882 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-02-29 | $518,887 |
| Total contributions received or receivable from employer(s) | 2008-02-29 | $2,645 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2008-02-29 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2008-02-29 | $0 |
| Minimum employer required contribution for this plan year | 2008-02-29 | $2,645 |
| Amount contributed by the employer to the plan for this plan year | 2008-02-29 | $2,645 |
| 2008: L SPENCE NELSON DMD MDS PC EMPLOYEES' PENSION PLAN & TRUST 2008 form 5500 responses | ||
|---|---|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | Yes |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
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