DAVID A WENZ DDS LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2017: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
Total of all active and inactive participants | 2017-01-01 | 6 |
Total participants | 2017-01-01 | 6 |
Number of participants with account balances | 2017-01-01 | 6 |
2016: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 7 |
Total participants | 2016-01-01 | 7 |
Number of participants with account balances | 2016-01-01 | 6 |
2015: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 6 |
Total participants | 2015-01-01 | 6 |
Number of participants with account balances | 2015-01-01 | 5 |
2014: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
Total of all active and inactive participants | 2014-01-01 | 6 |
Total participants | 2014-01-01 | 6 |
Number of participants with account balances | 2014-01-01 | 6 |
2013: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
Total of all active and inactive participants | 2013-01-01 | 6 |
Total participants | 2013-01-01 | 6 |
Number of participants with account balances | 2013-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
Total of all active and inactive participants | 2012-01-01 | 7 |
Total participants | 2012-01-01 | 7 |
Number of participants with account balances | 2012-01-01 | 7 |
2011: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
Total of all active and inactive participants | 2011-01-01 | 7 |
Total participants | 2011-01-01 | 7 |
Number of participants with account balances | 2011-01-01 | 7 |
2009: DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
Total of all active and inactive participants | 2009-01-01 | 8 |
Total participants | 2009-01-01 | 8 |
Number of participants with account balances | 2009-01-01 | 8 |
Measure | Date | Value |
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2017 : DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $216,295 |
Expenses. Total of all expenses incurred | 2017-12-31 | $12,078 |
Total plan assets at end of year | 2017-12-31 | $1,515,780 |
Total plan assets at beginning of year | 2017-12-31 | $1,311,563 |
Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $12,078 |
Other income received | 2017-12-31 | $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 interests | 2017-12-31 | $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 |
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Total income from all sources | 2016-12-31 | $181,327 |
Expenses. Total of all expenses incurred | 2016-12-31 | $26,614 |
Benefits paid (including direct rollovers) | 2016-12-31 | $16,048 |
Total plan assets at end of year | 2016-12-31 | $1,311,563 |
Total plan assets at beginning of year | 2016-12-31 | $1,156,850 |
Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $10,566 |
Other income received | 2016-12-31 | $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 interests | 2016-12-31 | $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 |
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Total income from all sources | 2015-12-31 | $-21,614 |
Expenses. Total of all expenses incurred | 2015-12-31 | $10,130 |
Total plan assets at end of year | 2015-12-31 | $1,156,850 |
Total plan assets at beginning of year | 2015-12-31 | $1,188,594 |
Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $10,130 |
Other income received | 2015-12-31 | $-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 interests | 2015-12-31 | $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 |
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Total income from all sources | 2014-12-31 | $153,385 |
Expenses. Total of all expenses incurred | 2014-12-31 | $99,561 |
Benefits paid (including direct rollovers) | 2014-12-31 | $89,773 |
Total plan assets at end of year | 2014-12-31 | $1,188,594 |
Total plan assets at beginning of year | 2014-12-31 | $1,134,770 |
Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $9,788 |
Other income received | 2014-12-31 | $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 |
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Total income from all sources | 2013-12-31 | $226,367 |
Expenses. Total of all expenses incurred | 2013-12-31 | $10,779 |
Benefits paid (including direct rollovers) | 2013-12-31 | $2,363 |
Total plan assets at end of year | 2013-12-31 | $1,134,770 |
Total plan assets at beginning of year | 2013-12-31 | $919,182 |
Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $8,416 |
Other income received | 2013-12-31 | $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 |
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Transfers to/from the plan | 2012-12-31 | $136,572 |
Total income from all sources | 2012-12-31 | $120,105 |
Expenses. Total of all expenses incurred | 2012-12-31 | $6,208 |
Total plan assets at end of year | 2012-12-31 | $919,182 |
Total plan assets at beginning of year | 2012-12-31 | $668,713 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $6,208 |
Other income received | 2012-12-31 | $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 |
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Total income from all sources | 2011-12-31 | $48,347 |
Expenses. Total of all expenses incurred | 2011-12-31 | $21,692 |
Benefits paid (including direct rollovers) | 2011-12-31 | $12,578 |
Total plan assets at end of year | 2011-12-31 | $668,713 |
Total plan assets at beginning of year | 2011-12-31 | $642,058 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $9,114 |
Other income received | 2011-12-31 | $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 year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : DAVID A WENZ DDS LTD EMPLOYEES PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $130,059 |
Expenses. Total of all expenses incurred | 2010-12-31 | $7,491 |
Total plan assets at end of year | 2010-12-31 | $642,058 |
Total plan assets at beginning of year | 2010-12-31 | $519,490 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $7,491 |
Other income received | 2010-12-31 | $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 |