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Plan Name | L. SPENCE NELSON, D.M.D., M.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST |
Plan identification number | 002 |
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 |
Additional information about L. SPENCE NELSON, D.M.D., M.D.S., P.C.
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1983-09-26 |
Company Identification Number: | 19871539396 |
Legal Registered Office Address: |
5731 SILVERSTONE TERR #280 Colorado Springs United States of America (USA) 80919 |
More information about L. SPENCE NELSON, D.M.D., M.D.S., P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2016-01-01 | ||||
002 | 2015-01-01 | ||||
002 | 2014-01-01 | L. SPENCE NELSON, PRESIDENT | |||
002 | 2013-01-01 | L. SPENCE NELSON, PRESIDENT | |||
002 | 2012-01-01 | L. SPENCE NELSON, PRESIDENT | |||
002 | 2011-01-01 | L. SPENCE NELSON, PRESIDENT | |||
002 | 2010-01-01 | L. SPENCE NELSON, PRESIDENT | 2011-04-01 | ||
002 | 2009-01-01 | L. SPENCE NELSON, PRESIDENT |
Measure | Date | Value |
---|---|---|
2015: L. SPENCE NELSON, D.M.D., M.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: L. SPENCE NELSON, D.M.D., M.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: L. SPENCE NELSON, D.M.D., M.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 4 |
Number of participants with account balances | 2013-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: L. SPENCE NELSON, D.M.D., M.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 4 |
Number of participants with account balances | 2012-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: L. SPENCE NELSON, D.M.D., M.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 5 |
Number of participants with account balances | 2011-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: L. SPENCE NELSON, D.M.D., M.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 6 |
Number of participants with account balances | 2009-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : L. SPENCE NELSON, D.M.D., M.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $1,139 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $623,232 |
Total plan assets at beginning of year | 2015-12-31 | $622,093 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Assets. Value of tangible personal property | 2015-12-31 | $131,890 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-11,361 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $1,139 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $623,232 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $622,093 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $12,500 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
2014 : L. SPENCE NELSON, D.M.D., M.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $13,542 |
Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $622,093 |
Total plan assets at beginning of year | 2014-12-31 | $608,551 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Other income received | 2014-12-31 | $42 |
Net income (gross income less expenses) | 2014-12-31 | $13,542 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $622,093 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $608,551 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $13,500 |
2013 : L. SPENCE NELSON, D.M.D., M.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $-39,663 |
Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $608,551 |
Total plan assets at beginning of year | 2013-12-31 | $648,214 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Other income received | 2013-12-31 | $-57,468 |
Net income (gross income less expenses) | 2013-12-31 | $-39,663 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $608,551 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $648,214 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $17,805 |
2012 : L. SPENCE NELSON, D.M.D., M.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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 | $22,877 |
Expenses. Total of all expenses incurred | 2012-12-31 | $43 |
Benefits paid (including direct rollovers) | 2012-12-31 | $43 |
Total plan assets at end of year | 2012-12-31 | $648,214 |
Total plan assets at beginning of year | 2012-12-31 | $625,380 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
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 | $13,877 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $22,834 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $648,214 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $625,380 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $9,000 |
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 | $0 |
2011 : L. SPENCE NELSON, D.M.D., M.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 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 | $22,373 |
Expenses. Total of all expenses incurred | 2011-12-31 | $992 |
Benefits paid (including direct rollovers) | 2011-12-31 | $256 |
Total plan assets at end of year | 2011-12-31 | $625,380 |
Total plan assets at beginning of year | 2011-12-31 | $603,999 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
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 | $15,314 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $21,381 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $625,380 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $603,999 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $7,059 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $736 |
2015: L. SPENCE NELSON, D.M.D., M.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses | ||
---|---|---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: L. SPENCE NELSON, D.M.D., M.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: L. SPENCE NELSON, D.M.D., M.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: L. SPENCE NELSON, D.M.D., M.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: L. SPENCE NELSON, D.M.D., M.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: L. SPENCE NELSON, D.M.D., M.D.S., P.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |