WILSONVILE DENTAL GROUP, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE WILSONVILLE DENTAL GROUP 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : THE WILSONVILLE DENTAL GROUP 401(K) RETIREMENT PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-06 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-06 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-06 | 13264 |
| Net assets as of the end of the plan year | 2025-10-06 | 1187504 |
| Total assets as of the beginning of the plan year | 2025-10-06 | 930446 |
| Value of plan covered by a fidelity bond | 2025-10-06 | 120000 |
| Participant contributions to plan in this plan year | 2025-10-06 | 83844 |
| Other expenses paid from plan in this plan year | 2025-10-06 | 0 |
| Other contributions to plan in this plan year | 2025-10-06 | 0 |
| Other income to plan in this plan year | 2025-10-06 | 155409 |
| Plan net income in this plan year | 2025-10-06 | 257058 |
| Net assets as of the end of the plan year | 2025-10-06 | 1187504 |
| Net assets as of the beginning of the plan year | 2025-10-06 | 930446 |
| Employer contributions to plan in this plan year | 2025-10-06 | 31069 |
| Fees paid to broker by Benefit Provider | 2025-10-06 | 529 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-06 | 13264 |
| 2024 : THE WILSONVILLE DENTAL GROUP 401(K) RETIREMENT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-13 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-13 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-13 | 28236 |
| Net assets as of the end of the plan year | 2024-08-13 | 930446 |
| Total assets as of the beginning of the plan year | 2024-08-13 | 700106 |
| Value of plan covered by a fidelity bond | 2024-08-13 | 95000 |
| Participant contributions to plan in this plan year | 2024-08-13 | 78072 |
| Other expenses paid from plan in this plan year | 2024-08-13 | 0 |
| Other contributions to plan in this plan year | 2024-08-13 | 13177 |
| Other income to plan in this plan year | 2024-08-13 | 140721 |
| Plan net income in this plan year | 2024-08-13 | 230340 |
| Net assets as of the end of the plan year | 2024-08-13 | 930446 |
| Net assets as of the beginning of the plan year | 2024-08-13 | 700106 |
| Employer contributions to plan in this plan year | 2024-08-13 | 26606 |
| Fees paid to broker by Benefit Provider | 2024-08-13 | 600 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-13 | 10474 |
| 2011 : THE WILSONVILLE DENTAL GROUP 401(K) RETIREMENT PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $11,069 |
| Total plan liabilities at beginning of year | 2011-12-31 | $13,652 |
| Total income from all sources | 2011-12-31 | $64,489 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $401,730 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $399,030 |
| Total plan assets at end of year | 2011-12-31 | $144,209 |
| Total plan assets at beginning of year | 2011-12-31 | $484,033 |
| Total contributions received or receivable from participants | 2011-12-31 | $45,392 |
| Other income received | 2011-12-31 | $1,850 |
| Net income (gross income less expenses) | 2011-12-31 | $-337,241 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $133,140 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $470,381 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-12-31 | $1,614 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $17,247 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,700 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : THE WILSONVILLE DENTAL GROUP 401(K) RETIREMENT PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $13,652 |
| Total plan liabilities at beginning of year | 2010-12-31 | $21,192 |
| Total income from all sources | 2010-12-31 | $55,042 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $175,939 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $175,939 |
| Total plan assets at end of year | 2010-12-31 | $484,033 |
| Total plan assets at beginning of year | 2010-12-31 | $612,470 |
| Total contributions received or receivable from participants | 2010-12-31 | $20,076 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $20,825 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $-120,897 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $470,381 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $591,278 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $14,141 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2011: THE WILSONVILLE DENTAL GROUP 401(K) RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: THE WILSONVILLE DENTAL GROUP 401(K) RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
