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MICHAEL J. WEHMAN, D.M.D., P.A. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameMICHAEL J. WEHMAN, D.M.D., P.A. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

MICHAEL J. WEHMAN, D.M.D., P.A. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

MICHAEL J. WEHMAN, D.M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL J. WEHMAN, D.M.D., P.A.
Employer identification number (EIN):061684896
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL J. WEHMAN, D.M.D., P.A. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL WEHMAN2024-02-14 MICHAEL WEHMAN2024-02-14
0012022-01-01MICHAEL WEHMAN2023-02-08 MICHAEL WEHMAN2023-02-08
0012021-01-01MICHAEL WEHMAN2022-03-01 MICHAEL WEHMAN2022-03-01
0012020-01-01MICHAEL WEHMAN2021-03-05 MICHAEL WEHMAN2021-03-05
0012019-01-01MICHAEL WEHMAN2020-04-02 MICHAEL WEHMAN2020-04-02
0012018-01-01MICHAEL WEHMAN2019-03-08 MICHAEL WEHMAN2019-03-08
0012017-01-01MICHAEL WEHMAN2018-03-19 MICHAEL WEHMAN2018-03-19
0012016-01-01MICHAEL WEHMAN2017-03-10 MICHAEL WEHMAN2017-03-10

Plan Statistics for MICHAEL J. WEHMAN, D.M.D., P.A. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MICHAEL J. WEHMAN, D.M.D., P.A. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025: MICHAEL J. WEHMAN, D.M.D., P.A. PROFIT SHARING PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-03-0718
Total number of particpants at end of year2025-03-0719
Number of Participants With Account Balances2025-03-0712
2024: MICHAEL J. WEHMAN, D.M.D., P.A. PROFIT SHARING PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-02-1413
Total number of particpants at end of year2024-02-1414
Number of Participants With Account Balances2024-02-1412
2022: MICHAEL J. WEHMAN, D.M.D., P.A. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-03-0214
Total number of particpants at end of year2022-03-0214
Number of Participants With Account Balances2022-03-0213

Financial Data on MICHAEL J. WEHMAN, D.M.D., P.A. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : MICHAEL J. WEHMAN, D.M.D., P.A. PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Net assets as of the end of the plan year2025-03-071189530
Total assets as of the beginning of the plan year2025-03-07983377
Value of plan covered by a fidelity bond2025-03-07200000
Participant contributions to plan in this plan year2025-03-0756507
Other income to plan in this plan year2025-03-07132086
Plan net income in this plan year2025-03-07206153
Net assets as of the end of the plan year2025-03-071189530
Net assets as of the beginning of the plan year2025-03-07983377
Employer contributions to plan in this plan year2025-03-0717560
2024 : MICHAEL J. WEHMAN, D.M.D., P.A. PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-02-149896
Net assets as of the end of the plan year2024-02-14983377
Total assets as of the beginning of the plan year2024-02-14778673
Value of plan covered by a fidelity bond2024-02-14100000
Participant contributions to plan in this plan year2024-02-1456187
Other income to plan in this plan year2024-02-14140742
Plan net income in this plan year2024-02-14204704
Net assets as of the end of the plan year2024-02-14983377
Net assets as of the beginning of the plan year2024-02-14778673
Employer contributions to plan in this plan year2024-02-1417671
2022 : MICHAEL J. WEHMAN, D.M.D., P.A. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-029936
Net assets as of the end of the plan year2022-03-02893646
Total assets as of the beginning of the plan year2022-03-02707602
Value of plan covered by a fidelity bond2022-03-02100000
Participant contributions to plan in this plan year2022-03-0254005
Other income to plan in this plan year2022-03-02122078
Plan net income in this plan year2022-03-02186044
Net assets as of the end of the plan year2022-03-02893646
Net assets as of the beginning of the plan year2022-03-02707602
Employer contributions to plan in this plan year2022-03-0219897

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