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WHITE OAK DENTAL EMPLOYEE 401K PLAN 401k Plan overview

Plan NameWHITE OAK DENTAL EMPLOYEE 401K PLAN
Plan identification number 001

WHITE OAK DENTAL EMPLOYEE 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

MARK M STAPLETON DDS, PLC has sponsored the creation of one or more 401k plans.

Company Name:MARK M STAPLETON DDS, PLC
Employer identification number (EIN):452444289
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE OAK DENTAL EMPLOYEE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARK STAPLETON2023-08-29
0012021-01-01MARK STAPLETON2022-08-03 MARK STAPLETON2022-08-03
0012020-01-01MARK STAPLETON2021-07-12 MARK STAPLETON2021-07-12
0012019-01-01MARK STAPLETON2020-10-01 MARK STAPLETON2020-10-01
0012018-01-01MARK STAPLETON2019-07-22 MARK STAPLETON2019-07-22
0012017-01-01MARK STAPLETON2018-07-30 MARK STAPLETON2018-07-30
0012016-01-01MARK M STAPLETON DDS
0012015-01-01MARK M STAPLETON DDS
0012014-01-01MARK M STAPLETON DDS
0012013-01-01MARK M STAPLETON DDS MARK M STAPLETON DDS2014-07-21

Plan Statistics for WHITE OAK DENTAL EMPLOYEE 401K PLAN

401k plan membership statisitcs for WHITE OAK DENTAL EMPLOYEE 401K PLAN

Measure Date Value
2016: WHITE OAK DENTAL EMPLOYEE 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WHITE OAK DENTAL EMPLOYEE 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WHITE OAK DENTAL EMPLOYEE 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WHITE OAK DENTAL EMPLOYEE 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on WHITE OAK DENTAL EMPLOYEE 401K PLAN

Measure Date Value
2016 : WHITE OAK DENTAL EMPLOYEE 401K PLAN 2016 401k financial data
Total income from all sources2016-12-31$105,294
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$280,487
Total plan assets at beginning of year2016-12-31$175,193
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$23,209
Other income received2016-12-31$10,287
Net income (gross income less expenses)2016-12-31$105,294
Net plan assets at end of year (total assets less liabilities)2016-12-31$280,487
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$175,193
Total contributions received or receivable from employer(s)2016-12-31$71,798
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : WHITE OAK DENTAL EMPLOYEE 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$88,237
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$175,193
Total plan assets at beginning of year2015-12-31$86,956
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$21,927
Other income received2015-12-31$-1,070
Net income (gross income less expenses)2015-12-31$88,237
Net plan assets at end of year (total assets less liabilities)2015-12-31$175,193
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$86,956
Total contributions received or receivable from employer(s)2015-12-31$67,380
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : WHITE OAK DENTAL EMPLOYEE 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$71,956
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$86,956
Total plan assets at beginning of year2014-12-31$15,000
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$18,800
Other income received2014-12-31$83
Net income (gross income less expenses)2014-12-31$71,956
Net plan assets at end of year (total assets less liabilities)2014-12-31$86,956
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$15,000
Total contributions received or receivable from employer(s)2014-12-31$53,073
2013 : WHITE OAK DENTAL EMPLOYEE 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$15,000
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$15,000
Total plan assets at beginning of year2013-12-31$0
Net income (gross income less expenses)2013-12-31$15,000
Net plan assets at end of year (total assets less liabilities)2013-12-31$15,000
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$15,000

Form 5500 Responses for WHITE OAK DENTAL EMPLOYEE 401K PLAN

2016: WHITE OAK DENTAL EMPLOYEE 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WHITE OAK DENTAL EMPLOYEE 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WHITE OAK DENTAL EMPLOYEE 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WHITE OAK DENTAL EMPLOYEE 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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