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JAMES S. WILSON, DDS, PA 401K PLAN 401k Plan overview

Plan NameJAMES S. WILSON, DDS, PA 401K PLAN
Plan identification number 001

JAMES S. WILSON, DDS, PA 401K 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
  • 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.
  • 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

JAMES S. WILSON, DDS, PA has sponsored the creation of one or more 401k plans.

Company Name:JAMES S. WILSON, DDS, PA
Employer identification number (EIN):561983735
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES S. WILSON, DDS, PA 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES SPERLING WILSON, DDS2024-05-08
0012022-01-01JAMES S. WILSON2023-06-23
0012021-01-01JAMES S. WILSON2022-06-13
0012020-01-01JAMES S. WILSON2021-03-02
0012019-01-01JAMES S. WILSON2020-03-02
0012018-01-01JAMES S. WILSON2019-01-25
0012017-01-01JAMES S. WILSON2018-01-30
0012016-01-01JAMES S. WILSON2017-02-24
0012015-01-01JAMES S. WILSON2016-02-12
0012014-01-01JAMES S. WILSON2015-02-24
0012013-01-01JAMES S. WILSON
0012012-01-01JAMES WILSON
0012011-01-01JAMES WILSON
0012010-01-01JAMES S. WILSON
0012009-01-01JAMES S. WILSON JAMES S. WILSON2010-05-14

Financial Data on JAMES S. WILSON, DDS, PA 401K PLAN

Measure Date Value
2025 : JAMES S. WILSON, DDS, PA 401K PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-300
Total liabilities as of the beginning of the plan year2025-07-300
Total expenses incurred by plan in this plan year2025-07-302899760
Net assets as of the end of the plan year2025-07-300
Total assets as of the beginning of the plan year2025-07-302831528
Value of plan covered by a fidelity bond2025-07-30285000
Other income to plan in this plan year2025-07-3068232
Plan net income in this plan year2025-07-30-2831528
Net assets as of the end of the plan year2025-07-300
Net assets as of the beginning of the plan year2025-07-302831528
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-308328
Total liabilities as of the end of the plan year2025-06-100
Total liabilities as of the beginning of the plan year2025-06-100
Total expenses incurred by plan in this plan year2025-06-1022415
Net assets as of the end of the plan year2025-06-102831528
Total assets as of the beginning of the plan year2025-06-102513294
Value of plan covered by a fidelity bond2025-06-10250000
Participant contributions to plan in this plan year2025-06-1032493
Other income to plan in this plan year2025-06-10283565
Plan net income in this plan year2025-06-10318234
Net assets as of the end of the plan year2025-06-102831528
Net assets as of the beginning of the plan year2025-06-102513294
Employer contributions to plan in this plan year2025-06-1024591
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1022415
2024 : JAMES S. WILSON, DDS, PA 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-080
Total liabilities as of the end of the plan year2024-05-080
Total liabilities as of the beginning of the plan year2024-05-080
Total expenses incurred by plan in this plan year2024-05-08861198
Net assets as of the end of the plan year2024-05-082513294
Total assets as of the beginning of the plan year2024-05-082883708
Value of plan covered by a fidelity bond2024-05-08250000
Participant contributions to plan in this plan year2024-05-0820109
Other expenses paid from plan in this plan year2024-05-08125
Other contributions to plan in this plan year2024-05-080
Other income to plan in this plan year2024-05-08415784
Plan net income in this plan year2024-05-08-370414
Net assets as of the end of the plan year2024-05-082513294
Net assets as of the beginning of the plan year2024-05-082883708
Employer contributions to plan in this plan year2024-05-0854891
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-0822295
2022 : JAMES S. WILSON, DDS, PA 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-1329046
Net assets as of the end of the plan year2022-06-133411422
Total assets as of the beginning of the plan year2022-06-132986141
Value of plan covered by a fidelity bond2022-06-13250000
Participant contributions to plan in this plan year2022-06-1330352
Other expenses paid from plan in this plan year2022-06-1326180
Other income to plan in this plan year2022-06-13401541
Plan net income in this plan year2022-06-13425281
Net assets as of the end of the plan year2022-06-133411422
Net assets as of the beginning of the plan year2022-06-132986141
Employer contributions to plan in this plan year2022-06-1322434
2013 : JAMES S. WILSON, DDS, PA 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$337,495
Expenses. Total of all expenses incurred2013-12-31$16,170
Total plan assets at end of year2013-12-31$1,571,230
Total plan assets at beginning of year2013-12-31$1,249,905
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$40,568
Expenses. Other expenses not covered elsewhere2013-12-31$16,170
Other income received2013-12-31$224,754
Net income (gross income less expenses)2013-12-31$321,325
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,571,230
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,249,905
Total contributions received or receivable from employer(s)2013-12-31$72,173
2012 : JAMES S. WILSON, DDS, PA 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$173,358
Expenses. Total of all expenses incurred2012-12-31$15,365
Total plan assets at end of year2012-12-31$1,249,905
Total plan assets at beginning of year2012-12-31$1,091,912
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$41,068
Other income received2012-12-31$62,987
Net income (gross income less expenses)2012-12-31$157,993
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,249,905
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,091,912
Total contributions received or receivable from employer(s)2012-12-31$69,303
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$15,365
2011 : JAMES S. WILSON, DDS, PA 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$106,212
Expenses. Total of all expenses incurred2011-12-31$18,322
Total plan assets at end of year2011-12-31$1,091,912
Total plan assets at beginning of year2011-12-31$1,004,022
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$37,725
Other income received2011-12-31$-1,673
Net income (gross income less expenses)2011-12-31$87,890
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,091,912
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,004,022
Total contributions received or receivable from employer(s)2011-12-31$70,160
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$18,322
2010 : JAMES S. WILSON, DDS, PA 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$164,289
Expenses. Total of all expenses incurred2010-12-31$42,874
Benefits paid (including direct rollovers)2010-12-31$27,855
Total plan assets at end of year2010-12-31$1,004,022
Total plan assets at beginning of year2010-12-31$882,607
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$38,118
Other income received2010-12-31$58,848
Net income (gross income less expenses)2010-12-31$121,415
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,004,022
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$882,607
Total contributions received or receivable from employer(s)2010-12-31$67,323
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$15,019
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for JAMES S. WILSON, DDS, PA 401K PLAN

2013: JAMES S. WILSON, DDS, PA 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES S. WILSON, DDS, PA 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES S. WILSON, DDS, PA 401K 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: JAMES S. WILSON, DDS, PA 401K 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: JAMES S. WILSON, DDS, PA 401K 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

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