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J. C. WOLFE, DDS, PC 401 (K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameJ. C. WOLFE, DDS, PC 401 (K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

J. C. WOLFE, DDS, PC 401 (K) PROFIT SHARING PLAN AND TRUST Benefits

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

J. C. WOLFE, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name:J. C. WOLFE, DDS, PC
Employer identification number (EIN):542015717
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. C. WOLFE, DDS, PC 401 (K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01J. C. WOLFE2024-04-16
0012022-01-01J. C. WOLFE2023-04-25
0012021-01-01J. C. WOLFE2022-05-03
0012020-01-01J. C. WOLFE2021-06-16
0012019-01-01JC WOLFE2020-07-21
0012018-01-01JC WOLFE2019-05-02
0012017-01-01JC WOLFE2018-10-11
0012016-01-01JC WOLFE2017-07-20
0012015-01-01JC WOLFE2016-09-07
0012014-01-01JC WOLFE2015-10-13
0012013-01-01JC WOLFE2014-10-15
0012012-01-01JC WOLFE2013-10-15
0012011-01-01JC WOLFE2012-07-30
0012010-01-01JC WOLFE2011-07-11

Plan Statistics for J. C. WOLFE, DDS, PC 401 (K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for J. C. WOLFE, DDS, PC 401 (K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025: J. C. WOLFE, DDS, PC 401 (K) PROFIT SHARING PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-03-1114
Total number of particpants at end of year2025-03-1114
Number of Participants With Account Balances2025-03-1111
2024: J. C. WOLFE, DDS, PC 401 (K) PROFIT SHARING PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-04-1613
Total number of particpants at end of year2024-04-1614
Number of Participants With Account Balances2024-04-1611
2022: J. C. WOLFE, DDS, PC 401 (K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-05-0312
Total number of particpants at end of year2022-05-0313
Number of Participants With Account Balances2022-05-0311

Financial Data on J. C. WOLFE, DDS, PC 401 (K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : J. C. WOLFE, DDS, PC 401 (K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-11114888
Net assets as of the end of the plan year2025-03-111564483
Total assets as of the beginning of the plan year2025-03-111462659
Value of plan covered by a fidelity bond2025-03-11150000
Participant contributions to plan in this plan year2025-03-1134060
Other income to plan in this plan year2025-03-11159230
Plan net income in this plan year2025-03-11101824
Net assets as of the end of the plan year2025-03-111564483
Net assets as of the beginning of the plan year2025-03-111462659
Employer contributions to plan in this plan year2025-03-1123422
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-117817
2024 : J. C. WOLFE, DDS, PC 401 (K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-166478
Net assets as of the end of the plan year2024-04-161462659
Total assets as of the beginning of the plan year2024-04-161214431
Value of plan covered by a fidelity bond2024-04-16150000
Participant contributions to plan in this plan year2024-04-1635302
Other income to plan in this plan year2024-04-16197703
Plan net income in this plan year2024-04-16248228
Net assets as of the end of the plan year2024-04-161462659
Net assets as of the beginning of the plan year2024-04-161214431
Employer contributions to plan in this plan year2024-04-1621701
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-166478
2022 : J. C. WOLFE, DDS, PC 401 (K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-0319471
Net assets as of the end of the plan year2022-05-031422858
Total assets as of the beginning of the plan year2022-05-031226032
Value of plan covered by a fidelity bond2022-05-03150000
Participant contributions to plan in this plan year2022-05-0325843
Other income to plan in this plan year2022-05-03173471
Plan net income in this plan year2022-05-03196826
Net assets as of the end of the plan year2022-05-031422858
Net assets as of the beginning of the plan year2022-05-031226032
Employer contributions to plan in this plan year2022-05-0316983
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-034506

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