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WILLIAM C WINDLEY III, DDS, MS, PA RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameWILLIAM C WINDLEY III, DDS, MS, PA RETIREMENT SAVINGS PLAN
Plan identification number 001

WILLIAM C WINDLEY III, DDS, MS, PA RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

WILLIAM C. WINDLEY III, DDS, MS, PA has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM C. WINDLEY III, DDS, MS, PA
Employer identification number (EIN):201099369
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM C WINDLEY III, DDS, MS, PA RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WILLIAM WINDLEY III2024-05-29
0012022-01-01WILLIAM WINDLEY III2023-04-11
0012021-01-01WILLIAM WINDLEY III2022-04-06
0012020-01-01WILLIAM WINDLEY III2021-06-14
0012019-01-01WILLIAM WINDLEY III2020-03-27
0012018-01-01WILLIAM WINDLEY III2019-03-27
0012017-01-01WILLIAM WINDLEY III2018-03-27
0012016-01-01WILLIAM WINDLEY III2017-03-20
0012015-01-01WILLIAM WINDLEY III2016-03-30
0012014-01-01WILLIAM WINDLEY III2015-02-25
0012013-01-01WILLIAM WINDLEY III2014-06-10
0012012-01-01WILLIAM WINDLEY III2013-05-04
0012011-01-01WILLIAM C. WINDLEY III2012-07-13
0012010-01-01WILLIAM C. WINDLEY III2011-02-28 WILLIAM C. WINDLEY III2011-02-28

Plan Statistics for WILLIAM C WINDLEY III, DDS, MS, PA RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for WILLIAM C WINDLEY III, DDS, MS, PA RETIREMENT SAVINGS PLAN

Measure Date Value
2025: WILLIAM C WINDLEY III, DDS, MS, PA RETIREMENT SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-046
Total number of particpants at end of year2025-06-046
Number of Participants With Account Balances2025-06-046
2024: WILLIAM C WINDLEY III, DDS, MS, PA RETIREMENT SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-297
Total number of particpants at end of year2024-05-296
Number of Participants With Account Balances2024-05-296

Financial Data on WILLIAM C WINDLEY III, DDS, MS, PA RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : WILLIAM C WINDLEY III, DDS, MS, PA RETIREMENT SAVINGS PLAN 2025 401k financial data
Net assets as of the end of the plan year2025-06-042224214
Total assets as of the beginning of the plan year2025-06-041771093
Value of plan covered by a fidelity bond2025-06-04165000
Participant contributions to plan in this plan year2025-06-0439765
Other income to plan in this plan year2025-06-04400696
Plan net income in this plan year2025-06-04453121
Net assets as of the end of the plan year2025-06-042224214
Net assets as of the beginning of the plan year2025-06-041771093
Employer contributions to plan in this plan year2025-06-0412660
2024 : WILLIAM C WINDLEY III, DDS, MS, PA RETIREMENT SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-294459
Net assets as of the end of the plan year2024-05-291771093
Total assets as of the beginning of the plan year2024-05-291379119
Value of plan covered by a fidelity bond2024-05-29165000
Participant contributions to plan in this plan year2024-05-2939649
Other contributions to plan in this plan year2024-05-290
Other income to plan in this plan year2024-05-29344200
Plan net income in this plan year2024-05-29391974
Net assets as of the end of the plan year2024-05-291771093
Net assets as of the beginning of the plan year2024-05-291379119
Employer contributions to plan in this plan year2024-05-2912584
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-29310

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