401k Plan data: SPENCER G. WILSON, DDS, PC DEFINED BENEFIT PLAN plan

SPENCER G. WILSON, DDS, PC DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	SPENCER G. WILSON, DDS, PC DEFINED BENEFIT PLAN
Plan identification number	002

SPENCER G. WILSON, DDS, PC DEFINED BENEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

SPENCER G. WILSON, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name: SPENCER G. WILSON, DDS, PC

Employer identification number (EIN): 203045376

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPENCER G. WILSON, DDS, PC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 SPENCER WILSON 2024-10-07
002 2022-01-01 SPENCER WILSON 2023-10-10
002 2021-01-01 SPENCER WILSON 2022-10-09
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 SPENCER WILSON, DDS 2017-10-10
002 2015-01-01 SPENCER WILSON, DDS 2016-10-13
002 2014-01-01 SPENCER WILSON, DDS 2015-10-13
002 2013-01-01 SPENCER WILSON, DDS 2014-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	SPENCER WILSON	2024-10-07
002	2022-01-01	SPENCER WILSON	2023-10-10
002	2021-01-01	SPENCER WILSON	2022-10-09
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	SPENCER WILSON, DDS	2017-10-10
002	2015-01-01	SPENCER WILSON, DDS	2016-10-13
002	2014-01-01	SPENCER WILSON, DDS	2015-10-13
002	2013-01-01	SPENCER WILSON, DDS	2014-10-10

Financial Data on SPENCER G. WILSON, DDS, PC DEFINED BENEFIT PLAN

Measure	Date	Value
2025 : SPENCER G. WILSON, DDS, PC DEFINED BENEFIT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-08-22	14699
Net assets as of the end of the plan year	2025-08-22	2852223
Total assets as of the beginning of the plan year	2025-08-22	2549251
Other income to plan in this plan year	2025-08-22	317671
Plan net income in this plan year	2025-08-22	302972
Net assets as of the end of the plan year	2025-08-22	2852223
Net assets as of the beginning of the plan year	2025-08-22	2549251
2024 : SPENCER G. WILSON, DDS, PC DEFINED BENEFIT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-07	421
Net assets as of the end of the plan year	2024-10-07	2549251
Total assets as of the beginning of the plan year	2024-10-07	1973175
Value of plan covered by a fidelity bond	2024-10-07	190000
Other income to plan in this plan year	2024-10-07	287851
Plan net income in this plan year	2024-10-07	576076
Net assets as of the end of the plan year	2024-10-07	2549251
Net assets as of the beginning of the plan year	2024-10-07	1973175
Employer contributions to plan in this plan year	2024-10-07	288646

Potentially related plans

SPENCER G. MORGAN, P.A. RETIREMENT PLAN [EIN = 651072392]

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Company Name:	SPENCER G. WILSON, DDS, PC
Employer identification number (EIN):	203045376
NAIC Classification:	621210
NAIC Description:	Offices of Dentists