Logo

WILLIAM S. WONG, D.D.S., INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAM S. WONG, D.D.S., INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

WILLIAM S. WONG, D.D.S., INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

WILLIAM S. WONG, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM S. WONG, D.D.S., INC.
Employer identification number (EIN):421540468
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM S. WONG, D.D.S., INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WILLIAM WONG2024-06-26
0012022-01-01WILLIAM WONG2023-06-21
0012021-01-01WILLIAM WONG2022-08-05
0012020-01-01WILLIAM WONG2021-06-15
0012019-01-01WILLIAM WONG2020-07-15
0012018-01-01WILLIAM WONG2019-09-17
0012017-01-01WILLIAM WONG2018-10-01
0012016-01-01WILLIAM WONG2017-07-28
0012015-01-01WILLIAM WONG2016-09-19
0012014-01-01WILLIAM WONG2015-09-10
0012013-01-01WILLIAM WONG2014-09-03
0012012-01-01WILLIAM WONG2013-09-20
0012011-01-01WILLIAM WONG
0012010-01-01WILLIAM WONG
0012009-01-01WILLIAM WONG

Financial Data on WILLIAM S. WONG, D.D.S., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : WILLIAM S. WONG, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-02-070
Total liabilities as of the beginning of the plan year2025-02-070
Total expenses incurred by plan in this plan year2025-02-072384
Net assets as of the end of the plan year2025-02-07976768
Total assets as of the beginning of the plan year2025-02-07823801
Value of plan covered by a fidelity bond2025-02-07385000
Participant contributions to plan in this plan year2025-02-0740325
Other expenses paid from plan in this plan year2025-02-070
Other contributions to plan in this plan year2025-02-070
Other income to plan in this plan year2025-02-0788531
Plan net income in this plan year2025-02-07152967
Net assets as of the end of the plan year2025-02-07976768
Net assets as of the beginning of the plan year2025-02-07823801
Employer contributions to plan in this plan year2025-02-0726495
Fees paid to broker by Benefit Provider2025-02-072695
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-072384
2024 : WILLIAM S. WONG, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-260
Total liabilities as of the end of the plan year2024-06-260
Total liabilities as of the beginning of the plan year2024-06-26152
Total expenses incurred by plan in this plan year2024-06-262826
Net assets as of the end of the plan year2024-06-26823801
Total assets as of the beginning of the plan year2024-06-26694368
Value of plan covered by a fidelity bond2024-06-26385000
Participant contributions to plan in this plan year2024-06-2620575
Other expenses paid from plan in this plan year2024-06-260
Other contributions to plan in this plan year2024-06-260
Other income to plan in this plan year2024-06-2686964
Plan net income in this plan year2024-06-26129585
Net assets as of the end of the plan year2024-06-26823801
Net assets as of the beginning of the plan year2024-06-26694216
Employer contributions to plan in this plan year2024-06-2624872
Fees paid to broker by Benefit Provider2024-06-262211
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-262386
2022 : WILLIAM S. WONG, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-050
Total liabilities as of the end of the plan year2022-08-05152
Total liabilities as of the beginning of the plan year2022-08-050
Total expenses incurred by plan in this plan year2022-08-058551
Net assets as of the end of the plan year2022-08-05975307
Total assets as of the beginning of the plan year2022-08-05850183
Value of plan covered by a fidelity bond2022-08-05385000
Participant contributions to plan in this plan year2022-08-0530000
Value of participant loans at end of plan year2022-08-050
Other expenses paid from plan in this plan year2022-08-050
Other contributions to plan in this plan year2022-08-050
Other income to plan in this plan year2022-08-0583731
Plan net income in this plan year2022-08-05124972
Net assets as of the end of the plan year2022-08-05975155
Net assets as of the beginning of the plan year2022-08-05850183
Employer contributions to plan in this plan year2022-08-0519792
Fees paid to broker by Benefit Provider2022-08-052666
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-052551
2011 : WILLIAM S. WONG, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$1,884
Expenses. Total of all expenses incurred2011-12-31$10,771
Benefits paid (including direct rollovers)2011-12-31$10,771
Total plan assets at end of year2011-12-31$292,854
Total plan assets at beginning of year2011-12-31$301,741
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$15,256
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-20,485
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-8,887
Net plan assets at end of year (total assets less liabilities)2011-12-31$292,854
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$301,741
Total contributions received or receivable from employer(s)2011-12-31$7,113
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : WILLIAM S. WONG, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$57,042
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$301,741
Total plan assets at beginning of year2010-12-31$244,699
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$21,050
Expenses. Other expenses not covered elsewhere2010-12-31$0
Other income received2010-12-31$28,239
Net income (gross income less expenses)2010-12-31$57,042
Net plan assets at end of year (total assets less liabilities)2010-12-31$301,741
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$244,699
Total contributions received or receivable from employer(s)2010-12-31$7,753
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for WILLIAM S. WONG, D.D.S., INC. 401(K) PROFIT SHARING PLAN

2011: WILLIAM S. WONG, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WILLIAM S. WONG, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM S. WONG, D.D.S., INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1