401k Plan data: WILLIAM E. MASON, DDS, MS, PC 401(K) PROFIT SHARING PLAN plan

WILLIAM E. MASON, DDS, MS, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WILLIAM E. MASON, DDS, MS, PC 401(K) PROFIT SHARING PLAN
Plan identification number	002

WILLIAM E. MASON, DDS, MS, PC 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 E. MASON, DDS, MS, PC has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM E. MASON, DDS, MS, PC

Employer identification number (EIN): 208071123

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM E. MASON, DDS, MS, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 WILLIAM MASON 2023-05-14
002 2021-01-01 WILLIAM MASON 2022-07-11
002 2020-01-01 WILLIAM MASON 2021-08-09
002 2018-01-01 WILLIAM MASON 2019-06-14
002 2017-01-01 WILLIAM MASON 2018-06-15
002 2016-01-01 WILLIAM MASON 2017-06-14
002 2015-01-01 WILLIAM MASON 2016-06-14
002 2014-01-01 WILLIAM MASON 2015-06-19
002 2013-01-01 WILLIAM MASON 2014-09-17
002 2012-01-01 WILLIAM E. MASON 2013-06-28
002 2011-01-01 WILLIAM E. MASON
002 2009-01-01 WILLIAM E. MASON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	WILLIAM MASON	2023-05-14
002	2021-01-01	WILLIAM MASON	2022-07-11
002	2020-01-01	WILLIAM MASON	2021-08-09
002	2018-01-01	WILLIAM MASON	2019-06-14
002	2017-01-01	WILLIAM MASON	2018-06-15
002	2016-01-01	WILLIAM MASON	2017-06-14
002	2015-01-01	WILLIAM MASON	2016-06-14
002	2014-01-01	WILLIAM MASON	2015-06-19
002	2013-01-01	WILLIAM MASON	2014-09-17
002	2012-01-01	WILLIAM E. MASON	2013-06-28
002	2011-01-01	WILLIAM E. MASON
002	2009-01-01	WILLIAM E. MASON

Plan Statistics for WILLIAM E. MASON, DDS, MS, PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM E. MASON, DDS, MS, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2011: WILLIAM E. MASON, DDS, MS, PC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
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 0
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: WILLIAM E. MASON, DDS, MS, PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 12
Total participants 2009-01-01 12
Number of participants with account balances 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2011: WILLIAM E. MASON, DDS, MS, PC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
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	0
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: WILLIAM E. MASON, DDS, MS, PC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	12
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on WILLIAM E. MASON, DDS, MS, PC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2011 : WILLIAM E. MASON, DDS, MS, PC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$142,305
Expenses. Total of all expenses incurred	2011-12-31	$15,758
Total plan assets at end of year	2011-12-31	$1,430,412
Total plan assets at beginning of year	2011-12-31	$1,303,865
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$60,104
Expenses. Other expenses not covered elsewhere	2011-12-31	$15,758
Other income received	2011-12-31	$22,718
Net income (gross income less expenses)	2011-12-31	$126,547
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,430,412
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,303,865
Total contributions received or receivable from employer(s)	2011-12-31	$59,483
2010 : WILLIAM E. MASON, DDS, MS, PC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$221,444
Expenses. Total of all expenses incurred	2010-12-31	$22,043
Benefits paid (including direct rollovers)	2010-12-31	$8,829
Total plan assets at end of year	2010-12-31	$1,303,865
Total plan assets at beginning of year	2010-12-31	$1,104,464
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$59,955
Other income received	2010-12-31	$103,164
Net income (gross income less expenses)	2010-12-31	$199,401
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,303,865
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,104,464
Total contributions received or receivable from employer(s)	2010-12-31	$58,325
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$13,214

Form 5500 Responses for WILLIAM E. MASON, DDS, MS, PC 401(K) PROFIT SHARING PLAN

2011: WILLIAM E. MASON, DDS, MS, PC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM E. MASON, DDS, MS, PC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLIAM E. MASON, DDS, MS, PC
Employer identification number (EIN):	208071123
NAIC Classification:	621210
NAIC Description:	Offices of Dentists