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DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameDAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST
Plan identification number 003

DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

DAVID A WENZ DDS LTD has sponsored the creation of one or more 401k plans.

Company Name:DAVID A WENZ DDS LTD
Employer identification number (EIN):363150862
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032018-01-01DAVID A WENZ2018-11-09
0032017-01-01DAVID A. WENZ
0032016-01-01DAVID A. WENZ
0032015-01-01DAVID A. WENZ
0032014-01-01DAVID A. WENZ
0032013-01-01DAVID A. WENZ
0032012-01-01DAVID A. WENZ
0032011-01-01DAVID A WENZ
0032009-01-01DAVID A WENZ
0032009-01-01DAVID A WENZ
0032009-01-01DAVID A WENZ

Plan Statistics for DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2017: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-016
Total of all active and inactive participants2017-01-016
Total participants2017-01-016
Number of participants with account balances2017-01-016
2016: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-011
Total of all active and inactive participants2016-01-017
Total participants2016-01-017
Number of participants with account balances2016-01-016
2015: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-011
Total of all active and inactive participants2015-01-016
Total participants2015-01-016
Number of participants with account balances2015-01-015
2014: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-016
Total of all active and inactive participants2014-01-016
Total participants2014-01-016
Number of participants with account balances2014-01-016
2013: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-017
Total number of active participants reported on line 7a of the Form 55002013-01-016
Total of all active and inactive participants2013-01-016
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-017
Total of all active and inactive participants2012-01-017
Total participants2012-01-017
Number of participants with account balances2012-01-017
2011: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-017
Total of all active and inactive participants2011-01-017
Total participants2011-01-017
Number of participants with account balances2011-01-017
2009: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-018
Total of all active and inactive participants2009-01-018
Total participants2009-01-018
Number of participants with account balances2009-01-018

Financial Data on DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST

Measure Date Value
2017 : DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$216,295
Expenses. Total of all expenses incurred2017-12-31$12,078
Total plan assets at end of year2017-12-31$1,515,780
Total plan assets at beginning of year2017-12-31$1,311,563
Value of fidelity bond covering the plan2017-12-31$150,000
Expenses. Other expenses not covered elsewhere2017-12-31$12,078
Other income received2017-12-31$191,295
Net income (gross income less expenses)2017-12-31$204,217
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,515,780
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,311,563
Assets. Value of assets in partnership/joint-venture interests2017-12-31$139,543
Total contributions received or receivable from employer(s)2017-12-31$25,000
2016 : DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$181,327
Expenses. Total of all expenses incurred2016-12-31$26,614
Benefits paid (including direct rollovers)2016-12-31$16,048
Total plan assets at end of year2016-12-31$1,311,563
Total plan assets at beginning of year2016-12-31$1,156,850
Value of fidelity bond covering the plan2016-12-31$150,000
Expenses. Other expenses not covered elsewhere2016-12-31$10,566
Other income received2016-12-31$156,327
Net income (gross income less expenses)2016-12-31$154,713
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,311,563
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,156,850
Assets. Value of assets in partnership/joint-venture interests2016-12-31$120,917
Total contributions received or receivable from employer(s)2016-12-31$25,000
2015 : DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$-21,614
Expenses. Total of all expenses incurred2015-12-31$10,130
Total plan assets at end of year2015-12-31$1,156,850
Total plan assets at beginning of year2015-12-31$1,188,594
Value of fidelity bond covering the plan2015-12-31$150,000
Expenses. Other expenses not covered elsewhere2015-12-31$10,130
Other income received2015-12-31$-46,614
Net income (gross income less expenses)2015-12-31$-31,744
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,156,850
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,188,594
Assets. Value of assets in partnership/joint-venture interests2015-12-31$79,626
Total contributions received or receivable from employer(s)2015-12-31$25,000
2014 : DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$153,385
Expenses. Total of all expenses incurred2014-12-31$99,561
Benefits paid (including direct rollovers)2014-12-31$89,773
Total plan assets at end of year2014-12-31$1,188,594
Total plan assets at beginning of year2014-12-31$1,134,770
Value of fidelity bond covering the plan2014-12-31$150,000
Expenses. Other expenses not covered elsewhere2014-12-31$9,788
Other income received2014-12-31$103,385
Net income (gross income less expenses)2014-12-31$53,824
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,188,594
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,134,770
Total contributions received or receivable from employer(s)2014-12-31$50,000
2013 : DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$226,367
Expenses. Total of all expenses incurred2013-12-31$10,779
Benefits paid (including direct rollovers)2013-12-31$2,363
Total plan assets at end of year2013-12-31$1,134,770
Total plan assets at beginning of year2013-12-31$919,182
Value of fidelity bond covering the plan2013-12-31$150,000
Expenses. Other expenses not covered elsewhere2013-12-31$8,416
Other income received2013-12-31$176,367
Net income (gross income less expenses)2013-12-31$215,588
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,134,770
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$919,182
Total contributions received or receivable from employer(s)2013-12-31$50,000
2012 : DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-12-31$136,572
Total income from all sources2012-12-31$120,105
Expenses. Total of all expenses incurred2012-12-31$6,208
Total plan assets at end of year2012-12-31$919,182
Total plan assets at beginning of year2012-12-31$668,713
Value of fidelity bond covering the plan2012-12-31$100,000
Expenses. Other expenses not covered elsewhere2012-12-31$6,208
Other income received2012-12-31$90,105
Net income (gross income less expenses)2012-12-31$113,897
Net plan assets at end of year (total assets less liabilities)2012-12-31$919,182
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$668,713
Total contributions received or receivable from employer(s)2012-12-31$30,000
2011 : DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$48,347
Expenses. Total of all expenses incurred2011-12-31$21,692
Benefits paid (including direct rollovers)2011-12-31$12,578
Total plan assets at end of year2011-12-31$668,713
Total plan assets at beginning of year2011-12-31$642,058
Value of fidelity bond covering the plan2011-12-31$100,000
Expenses. Other expenses not covered elsewhere2011-12-31$9,114
Other income received2011-12-31$18,347
Net income (gross income less expenses)2011-12-31$26,655
Net plan assets at end of year (total assets less liabilities)2011-12-31$668,713
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$642,058
Total contributions received or receivable from employer(s)2011-12-31$30,000
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$130,059
Expenses. Total of all expenses incurred2010-12-31$7,491
Total plan assets at end of year2010-12-31$642,058
Total plan assets at beginning of year2010-12-31$519,490
Value of fidelity bond covering the plan2010-12-31$100,000
Expenses. Other expenses not covered elsewhere2010-12-31$7,491
Other income received2010-12-31$101,285
Net income (gross income less expenses)2010-12-31$122,568
Net plan assets at end of year (total assets less liabilities)2010-12-31$642,058
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$519,490
Total contributions received or receivable from employer(s)2010-12-31$28,774

Form 5500 Responses for DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST

2017: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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