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MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameMICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST
Plan identification number 002

MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

MICHAEL A. WALSH, D.D.S., S.C. has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL A. WALSH, D.D.S., S.C.
Employer identification number (EIN):391261164
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-10-01MICHAEL WALSH MICHAEL WALSH2019-01-21
0022017-10-01MICHAEL A. WALSH, D.D.S.
0022016-10-01MICHAEL A. WALSH, D.D.S.
0022015-10-01MICHAEL A. WALSH, D.D.S.
0022014-10-01MICHAEL A. WALSH, D.D.S.
0022013-10-01MICHAEL A. WALSH, D.D.S.
0022012-10-01MICHAEL A. WALSH, D.D.S.
0022011-10-01MICHAEL A WALSH DDS
0022010-10-01MICHAEL A WALSH DDS
0022009-10-01MICHAEL A WALSH DDS

Plan Statistics for MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2018: MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-10-011
Total number of active participants reported on line 7a of the Form 55002018-10-010
Total of all active and inactive participants2018-10-010
Total participants2018-10-010
2017: MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-10-010
Total number of active participants reported on line 7a of the Form 55002017-10-011
Total of all active and inactive participants2017-10-011
Total participants2017-10-011
2016: MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-10-010
Total number of active participants reported on line 7a of the Form 55002016-10-011
Total of all active and inactive participants2016-10-011
Total participants2016-10-011
2015: MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-10-011
Total number of active participants reported on line 7a of the Form 55002015-10-011
Total of all active and inactive participants2015-10-011
Total participants2015-10-011
Number of participants with account balances2015-10-011
2014: MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-10-012
Total number of active participants reported on line 7a of the Form 55002014-10-011
Number of retired or separated participants receiving benefits2014-10-011
Total of all active and inactive participants2014-10-012
Total participants2014-10-012
Number of participants with account balances2014-10-012
2013: MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-10-018
Total number of active participants reported on line 7a of the Form 55002013-10-011
Number of other retired or separated participants entitled to future benefits2013-10-011
Total of all active and inactive participants2013-10-012
Total participants2013-10-012
Number of participants with account balances2013-10-012
2012: MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-10-017
Total number of active participants reported on line 7a of the Form 55002012-10-018
Total of all active and inactive participants2012-10-018
Total participants2012-10-018
Number of participants with account balances2012-10-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-015
2011: MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-10-0111
Total number of active participants reported on line 7a of the Form 55002011-10-017
Total of all active and inactive participants2011-10-017
Total participants2011-10-017
Number of participants with account balances2011-10-017
2010: MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-10-018
Total number of active participants reported on line 7a of the Form 55002010-10-018
Number of other retired or separated participants entitled to future benefits2010-10-013
Total of all active and inactive participants2010-10-0111
Total participants2010-10-0111
Number of participants with account balances2010-10-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-10-013
2009: MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-10-016
Total number of active participants reported on line 7a of the Form 55002009-10-018
Total of all active and inactive participants2009-10-018
Total participants2009-10-018
Number of participants with account balances2009-10-018

Financial Data on MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2018 : MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$-15,778
Expenses. Total of all expenses incurred2018-12-31$939,740
Benefits paid (including direct rollovers)2018-12-31$939,740
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$955,518
Other income received2018-12-31$-15,778
Net income (gross income less expenses)2018-12-31$-955,518
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$955,518
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Total income from all sources2018-09-30$37,695
Expenses. Total of all expenses incurred2018-09-30$53,945
Benefits paid (including direct rollovers)2018-09-30$36,900
Total plan assets at end of year2018-09-30$955,518
Total plan assets at beginning of year2018-09-30$971,768
Expenses. Other expenses not covered elsewhere2018-09-30$17,045
Other income received2018-09-30$37,695
Net income (gross income less expenses)2018-09-30$-16,250
Net plan assets at end of year (total assets less liabilities)2018-09-30$955,518
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$971,768
Funding deficiency by the employer to the plan for this plan year2018-09-30$0
Minimum employer required contribution for this plan year2018-09-30$0
Amount contributed by the employer to the plan for this plan year2018-09-30$0
2017 : MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-09-30$21,282
Expenses. Total of all expenses incurred2017-09-30$17,117
Total plan assets at end of year2017-09-30$971,768
Total plan assets at beginning of year2017-09-30$967,603
Expenses. Other expenses not covered elsewhere2017-09-30$17,117
Other income received2017-09-30$21,282
Net income (gross income less expenses)2017-09-30$4,165
Net plan assets at end of year (total assets less liabilities)2017-09-30$971,768
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$967,603
2016 : MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-09-30$51,887
Expenses. Total of all expenses incurred2016-09-30$22,655
Benefits paid (including direct rollovers)2016-09-30$3,809
Total plan assets at end of year2016-09-30$967,603
Total plan assets at beginning of year2016-09-30$938,371
Expenses. Other expenses not covered elsewhere2016-09-30$18,846
Other income received2016-09-30$51,887
Net income (gross income less expenses)2016-09-30$29,232
Net plan assets at end of year (total assets less liabilities)2016-09-30$967,603
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$938,371
Funding deficiency by the employer to the plan for this plan year2016-09-30$0
Minimum employer required contribution for this plan year2016-09-30$0
Amount contributed by the employer to the plan for this plan year2016-09-30$0
2015 : MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-09-30$-144,004
Expenses. Total of all expenses incurred2015-09-30$18,580
Total plan assets at end of year2015-09-30$938,371
Total plan assets at beginning of year2015-09-30$1,100,955
Value of fidelity bond covering the plan2015-09-30$100,000
Expenses. Other expenses not covered elsewhere2015-09-30$11,000
Other income received2015-09-30$-144,004
Net income (gross income less expenses)2015-09-30$-162,584
Net plan assets at end of year (total assets less liabilities)2015-09-30$938,371
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$1,100,955
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$7,580
2014 : MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at beginning of year2014-09-30$224
Total income from all sources2014-09-30$93,415
Expenses. Total of all expenses incurred2014-09-30$263,490
Benefits paid (including direct rollovers)2014-09-30$244,858
Total plan assets at end of year2014-09-30$1,100,955
Total plan assets at beginning of year2014-09-30$1,271,254
Value of fidelity bond covering the plan2014-09-30$150,000
Expenses. Other expenses not covered elsewhere2014-09-30$14,330
Other income received2014-09-30$93,415
Net income (gross income less expenses)2014-09-30$-170,075
Net plan assets at end of year (total assets less liabilities)2014-09-30$1,100,955
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$1,271,030
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$4,302
Funding deficiency by the employer to the plan for this plan year2014-09-30$0
Minimum employer required contribution for this plan year2014-09-30$0
Amount contributed by the employer to the plan for this plan year2014-09-30$0
2013 : MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-09-30$224
Total plan liabilities at beginning of year2013-09-30$27
Total income from all sources2013-09-30$-15,859
Expenses. Total of all expenses incurred2013-09-30$20,245
Benefits paid (including direct rollovers)2013-09-30$18,248
Total plan assets at end of year2013-09-30$1,271,254
Total plan assets at beginning of year2013-09-30$1,307,161
Value of fidelity bond covering the plan2013-09-30$150,000
Total contributions received or receivable from participants2013-09-30$28,370
Expenses. Other expenses not covered elsewhere2013-09-30$1,997
Other income received2013-09-30$-48,654
Net income (gross income less expenses)2013-09-30$-36,104
Net plan assets at end of year (total assets less liabilities)2013-09-30$1,271,030
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$1,307,134
Total contributions received or receivable from employer(s)2013-09-30$4,425
Funding deficiency by the employer to the plan for this plan year2013-09-30$0
Minimum employer required contribution for this plan year2013-09-30$0
Amount contributed by the employer to the plan for this plan year2013-09-30$0
2012 : MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-09-30$27
Total income from all sources2012-09-30$102,886
Expenses. Total of all expenses incurred2012-09-30$5,641
Benefits paid (including direct rollovers)2012-09-30$3,605
Total plan assets at end of year2012-09-30$1,307,161
Total plan assets at beginning of year2012-09-30$1,209,889
Value of fidelity bond covering the plan2012-09-30$150,000
Total contributions received or receivable from participants2012-09-30$13,133
Expenses. Other expenses not covered elsewhere2012-09-30$51
Other income received2012-09-30$82,273
Net income (gross income less expenses)2012-09-30$97,245
Net plan assets at end of year (total assets less liabilities)2012-09-30$1,307,134
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$1,209,889
Total contributions received or receivable from employer(s)2012-09-30$7,480
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$1,985
2011 : MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-09-30$26,720
Expenses. Total of all expenses incurred2011-09-30$22,308
Benefits paid (including direct rollovers)2011-09-30$20,596
Total plan assets at end of year2011-09-30$1,209,889
Total plan assets at beginning of year2011-09-30$1,205,477
Value of fidelity bond covering the plan2011-09-30$150,000
Total contributions received or receivable from participants2011-09-30$32,228
Expenses. Other expenses not covered elsewhere2011-09-30$1,712
Other income received2011-09-30$-20,498
Net income (gross income less expenses)2011-09-30$4,412
Net plan assets at end of year (total assets less liabilities)2011-09-30$1,209,889
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$1,205,477
Assets. Value of participant loans2011-09-30$42,703
Total contributions received or receivable from employer(s)2011-09-30$14,990
Funding deficiency by the employer to the plan for this plan year2011-09-30$0
Minimum employer required contribution for this plan year2011-09-30$0
Amount contributed by the employer to the plan for this plan year2011-09-30$0

Form 5500 Responses for MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST

2018: MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingYes
2018-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: MICHAEL A. WALSH, D.D.S., S.C. 401K PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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