WHITNEY & ASSOCIATES DDS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WHITNEY & ASSOCIATES DDS, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : WHITNEY & ASSOCIATES DDS, INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-05-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-18 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-18 | 99853 |
| Net assets as of the end of the plan year | 2025-05-18 | 2403764 |
| Total assets as of the beginning of the plan year | 2025-05-18 | 2222732 |
| Value of plan covered by a fidelity bond | 2025-05-18 | 200000 |
| Participant contributions to plan in this plan year | 2025-05-18 | 31750 |
| Other income to plan in this plan year | 2025-05-18 | 242393 |
| Plan net income in this plan year | 2025-05-18 | 181032 |
| Net assets as of the end of the plan year | 2025-05-18 | 2403764 |
| Net assets as of the beginning of the plan year | 2025-05-18 | 2222732 |
| Employer contributions to plan in this plan year | 2025-05-18 | 6742 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-18 | 115 |
| Total expenses incurred by plan in this plan year | 2025-05-07 | 99853 |
| Net assets as of the end of the plan year | 2025-05-07 | 2452773 |
| Total assets as of the beginning of the plan year | 2025-05-07 | 2222732 |
| Value of plan covered by a fidelity bond | 2025-05-07 | 200000 |
| Participant contributions to plan in this plan year | 2025-05-07 | 31750 |
| Other income to plan in this plan year | 2025-05-07 | 242392 |
| Plan net income in this plan year | 2025-05-07 | 230041 |
| Net assets as of the end of the plan year | 2025-05-07 | 2452773 |
| Net assets as of the beginning of the plan year | 2025-05-07 | 2222732 |
| Employer contributions to plan in this plan year | 2025-05-07 | 55752 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-07 | 115 |
| 2024 : WHITNEY & ASSOCIATES DDS, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-26 | 0 |
| Net assets as of the end of the plan year | 2024-06-26 | 2222732 |
| Total assets as of the beginning of the plan year | 2024-06-26 | 1858602 |
| Value of plan covered by a fidelity bond | 2024-06-26 | 200000 |
| Participant contributions to plan in this plan year | 2024-06-26 | 31300 |
| Other expenses paid from plan in this plan year | 2024-06-26 | 0 |
| Other contributions to plan in this plan year | 2024-06-26 | 0 |
| Other income to plan in this plan year | 2024-06-26 | 304325 |
| Plan net income in this plan year | 2024-06-26 | 364130 |
| Net assets as of the end of the plan year | 2024-06-26 | 2222732 |
| Net assets as of the beginning of the plan year | 2024-06-26 | 1858602 |
| Employer contributions to plan in this plan year | 2024-06-26 | 28505 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-26 | 0 |
| 2022 : WHITNEY & ASSOCIATES DDS, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-29 | 0 |
| Net assets as of the end of the plan year | 2022-07-29 | 2178979 |
| Total assets as of the beginning of the plan year | 2022-07-29 | 1771515 |
| Value of plan covered by a fidelity bond | 2022-07-29 | 150000 |
| Participant contributions to plan in this plan year | 2022-07-29 | 25750 |
| Other expenses paid from plan in this plan year | 2022-07-29 | 0 |
| Other contributions to plan in this plan year | 2022-07-29 | 109341 |
| Other income to plan in this plan year | 2022-07-29 | 229197 |
| Plan net income in this plan year | 2022-07-29 | 407464 |
| Net assets as of the end of the plan year | 2022-07-29 | 2178979 |
| Net assets as of the beginning of the plan year | 2022-07-29 | 1771515 |
| Employer contributions to plan in this plan year | 2022-07-29 | 43176 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-29 | 0 |
| 2013 : WHITNEY & ASSOCIATES DDS, INC. 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $200,572 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $10,531 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,470 |
| Total plan assets at end of year | 2013-12-31 | $703,892 |
| Total plan assets at beginning of year | 2013-12-31 | $513,851 |
| Total contributions received or receivable from participants | 2013-12-31 | $31,850 |
| Other income received | 2013-12-31 | $150,976 |
| Net income (gross income less expenses) | 2013-12-31 | $190,041 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $703,892 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $513,851 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $17,746 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $9,061 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : WHITNEY & ASSOCIATES DDS, INC. 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $117,348 |
| Total plan assets at end of year | 2012-12-31 | $513,851 |
| Total plan assets at beginning of year | 2012-12-31 | $396,503 |
| Total contributions received or receivable from participants | 2012-12-31 | $34,300 |
| Other income received | 2012-12-31 | $56,109 |
| Net income (gross income less expenses) | 2012-12-31 | $117,348 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $513,851 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $396,503 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $26,939 |
| 2011 : WHITNEY & ASSOCIATES DDS, INC. 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $39,618 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,281 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $2,281 |
| Total plan assets at end of year | 2011-12-31 | $396,503 |
| Total plan assets at beginning of year | 2011-12-31 | $359,166 |
| Total contributions received or receivable from participants | 2011-12-31 | $39,550 |
| Other income received | 2011-12-31 | $-7,295 |
| Net income (gross income less expenses) | 2011-12-31 | $37,337 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $396,503 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $359,166 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $7,363 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : WHITNEY & ASSOCIATES DDS, INC. 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $90,594 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,432 |
| Total plan assets at end of year | 2010-12-31 | $359,166 |
| Total plan assets at beginning of year | 2010-12-31 | $270,004 |
| Total contributions received or receivable from participants | 2010-12-31 | $29,250 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,432 |
| Other income received | 2010-12-31 | $32,018 |
| Net income (gross income less expenses) | 2010-12-31 | $89,162 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $359,166 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $270,004 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $29,326 |
| 2013: WHITNEY & ASSOCIATES DDS, INC. 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: WHITNEY & ASSOCIATES DDS, INC. 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: WHITNEY & ASSOCIATES DDS, INC. 401(K) 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 – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: WHITNEY & ASSOCIATES DDS, INC. 401(K) 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 – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WHITNEY & ASSOCIATES DDS, INC. 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2008: WHITNEY & ASSOCIATES DDS, INC. 401(K) PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | Yes |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: WHITNEY & ASSOCIATES DDS, INC. 401(K) PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | Yes |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| 2006: WHITNEY & ASSOCIATES DDS, INC. 401(K) PLAN 2006 form 5500 responses |
|---|
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | Submission has been amended | Yes |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-01-01 | Plan is a collectively bargained plan | No |
| 2006-01-01 | Plan funding arrangement – Trust | Yes |
| 2006-01-01 | Plan benefit arrangement - Trust | Yes |
