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CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 401k Plan overview

Plan NameCHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN
Plan identification number 003

CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Profit-sharing
  • 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

CHRIS R SIMONSEN DDS PC has sponsored the creation of one or more 401k plans.

Company Name:CHRIS R SIMONSEN DDS PC
Employer identification number (EIN):870371170
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032017-04-01CHRIS R SIMONSEN FRED T WUNDERLI CPA2018-06-05
0032016-04-01CHRIS R SIMONSEN FRED T WUNDERLI CPA2018-03-16
0032015-04-01
0032015-04-01CHRIS R SIMONSEN FRED T WUNDERLI CPA2016-10-04
0032015-04-01
0032014-04-01CHRIS R SIMONSEN FRED T WUNDERLI CPA2015-12-02
0032014-04-01CHRIS R SIMONSEN FRED T WUNDERLI CPA2015-12-03
0032013-04-01CHRIS R SIMONSEN CHRIS R SIMONSEN2015-12-02
0032012-04-01CHRIS R SIMONSEN
0032011-04-01CHRIS R SIMONSEN CHRIS R SIMONSEN2012-12-25
0032010-04-01CHRIS R SIMONSEN CHRIS R SIMONSEN2011-12-22
0032009-04-01CHRIS SIMONSEN CHRIS SIMONSEN2010-09-02

Plan Statistics for CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN

401k plan membership statisitcs for CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN

Measure Date Value
2017: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-011
Total number of active participants reported on line 7a of the Form 55002017-04-010
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-010
Number of participants with account balances2017-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
2016: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-011
Total number of active participants reported on line 7a of the Form 55002016-04-011
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-011
Number of participants with account balances2016-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-012
Total number of active participants reported on line 7a of the Form 55002015-04-011
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-010
Total of all active and inactive participants2015-04-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-011
Number of participants with account balances2015-04-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-012
Total number of active participants reported on line 7a of the Form 55002014-04-012
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-012
Number of participants with account balances2014-04-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-012
Total number of active participants reported on line 7a of the Form 55002013-04-012
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-010
Total of all active and inactive participants2013-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-012
Number of participants with account balances2013-04-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-012
Total number of active participants reported on line 7a of the Form 55002012-04-012
Total of all active and inactive participants2012-04-012
Total participants2012-04-012
Number of participants with account balances2012-04-012
2011: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-012
Total number of active participants reported on line 7a of the Form 55002011-04-010
Number of retired or separated participants receiving benefits2011-04-012
Total of all active and inactive participants2011-04-012
Total participants2011-04-012
Number of participants with account balances2011-04-012
2010: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-012
Total number of active participants reported on line 7a of the Form 55002010-04-012
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-010
Total of all active and inactive participants2010-04-012
Total participants2010-04-012
Number of participants with account balances2010-04-012
2009: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-012
Total number of active participants reported on line 7a of the Form 55002009-04-012
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-010
Total of all active and inactive participants2009-04-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-012
Number of participants with account balances2009-04-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010

Financial Data on CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN

Measure Date Value
2018 : CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-03-31$3,648
Expenses. Total of all expenses incurred2018-03-31$52,584
Benefits paid (including direct rollovers)2018-03-31$52,584
Total plan assets at end of year2018-03-31$0
Total plan assets at beginning of year2018-03-31$48,936
Other income received2018-03-31$3,648
Net income (gross income less expenses)2018-03-31$-48,936
Net plan assets at end of year (total assets less liabilities)2018-03-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$48,936
2017 : CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-03-31$3,374
Total plan assets at end of year2017-03-31$48,936
Total plan assets at beginning of year2017-03-31$45,562
Other income received2017-03-31$3,374
Net income (gross income less expenses)2017-03-31$3,374
Net plan assets at end of year (total assets less liabilities)2017-03-31$48,936
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$45,562
2016 : CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-03-31$4,574
Expenses. Total of all expenses incurred2016-03-31$422,384
Benefits paid (including direct rollovers)2016-03-31$422,384
Total plan assets at end of year2016-03-31$45,562
Total plan assets at beginning of year2016-03-31$463,372
Other income received2016-03-31$4,574
Net income (gross income less expenses)2016-03-31$-417,810
Net plan assets at end of year (total assets less liabilities)2016-03-31$45,562
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$463,372
2015 : CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-03-31$42,519
Expenses. Total of all expenses incurred2015-03-31$16,000
Benefits paid (including direct rollovers)2015-03-31$16,000
Total plan assets at end of year2015-03-31$463,372
Total plan assets at beginning of year2015-03-31$436,853
Other income received2015-03-31$42,519
Net income (gross income less expenses)2015-03-31$26,519
Net plan assets at end of year (total assets less liabilities)2015-03-31$463,372
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$436,853
2014 : CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-03-31$14,157
Expenses. Total of all expenses incurred2014-03-31$22,000
Benefits paid (including direct rollovers)2014-03-31$22,000
Total plan assets at end of year2014-03-31$436,853
Total plan assets at beginning of year2014-03-31$444,696
Other income received2014-03-31$14,157
Net income (gross income less expenses)2014-03-31$-7,843
Net plan assets at end of year (total assets less liabilities)2014-03-31$436,853
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$444,696
2013 : CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-03-31$0
Total income from all sources2013-03-31$0
Expenses. Total of all expenses incurred2013-03-31$161
Total plan assets at end of year2013-03-31$444,696
Total plan assets at beginning of year2013-03-31$444,858
Total contributions received or receivable from participants2013-03-31$0
Expenses. Other expenses not covered elsewhere2013-03-31$161
Other income received2013-03-31$0
Net income (gross income less expenses)2013-03-31$-161
Net plan assets at end of year (total assets less liabilities)2013-03-31$444,696
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$444,858
Total contributions received or receivable from employer(s)2013-03-31$0
Funding deficiency by the employer to the plan for this plan year2013-03-31$0
2012 : CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-03-31$-8,302
Expenses. Total of all expenses incurred2012-03-31$0
Benefits paid (including direct rollovers)2012-03-31$0
Total plan assets at end of year2012-03-31$444,858
Total plan assets at beginning of year2012-03-31$453,159
Total contributions received or receivable from participants2012-03-31$0
Expenses. Other expenses not covered elsewhere2012-03-31$0
Other income received2012-03-31$-8,302
Net income (gross income less expenses)2012-03-31$-8,302
Net plan assets at end of year (total assets less liabilities)2012-03-31$444,858
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$453,159
Total contributions received or receivable from employer(s)2012-03-31$0
Funding deficiency by the employer to the plan for this plan year2012-03-31$0
Minimum employer required contribution for this plan year2012-03-31$0
Amount contributed by the employer to the plan for this plan year2012-03-31$0
2011 : CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-03-31$49,359
Expenses. Total of all expenses incurred2011-03-31$0
Total plan assets at end of year2011-03-31$453,159
Total plan assets at beginning of year2011-03-31$403,800
Total contributions received or receivable from participants2011-03-31$0
Other income received2011-03-31$49,359
Net income (gross income less expenses)2011-03-31$49,359
Net plan assets at end of year (total assets less liabilities)2011-03-31$453,159
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$403,800
Total contributions received or receivable from employer(s)2011-03-31$0
Funding deficiency by the employer to the plan for this plan year2011-03-31$0
Minimum employer required contribution for this plan year2011-03-31$0
Amount contributed by the employer to the plan for this plan year2011-03-31$0
2010 : CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-03-31$0
Minimum employer required contribution for this plan year2010-03-31$0
Amount contributed by the employer to the plan for this plan year2010-03-31$0

Form 5500 Responses for CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN

2017: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01This submission is the final filingYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: CHRIS R SIMONSEN DDS PC PROFIT SHARING PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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