WALTER L STEWART DDS PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC
401k plan membership statisitcs for PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC
Measure | Date | Value |
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2021: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2021 401k membership |
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Total participants, beginning-of-year | 2021-10-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 10 |
Total of all active and inactive participants | 2021-10-01 | 10 |
Total participants | 2021-10-01 | 10 |
Number of participants with account balances | 2021-10-01 | 10 |
2020: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2020 401k membership |
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Total participants, beginning-of-year | 2020-10-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 10 |
Total of all active and inactive participants | 2020-10-01 | 10 |
Total participants | 2020-10-01 | 10 |
Number of participants with account balances | 2020-10-01 | 10 |
2019: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2019 401k membership |
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Total participants, beginning-of-year | 2019-10-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 1 |
Total of all active and inactive participants | 2019-10-01 | 11 |
Total participants | 2019-10-01 | 11 |
Number of participants with account balances | 2019-10-01 | 11 |
2018: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2018 401k membership |
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Total participants, beginning-of-year | 2018-10-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 11 |
Total of all active and inactive participants | 2018-10-01 | 11 |
Total participants | 2018-10-01 | 11 |
Number of participants with account balances | 2018-10-01 | 11 |
2017: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2017 401k membership |
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Total participants, beginning-of-year | 2017-10-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 10 |
Total of all active and inactive participants | 2017-10-01 | 10 |
Total participants | 2017-10-01 | 10 |
Number of participants with account balances | 2017-10-01 | 10 |
2016: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2016 401k membership |
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Total participants, beginning-of-year | 2016-10-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 10 |
Total of all active and inactive participants | 2016-10-01 | 10 |
Total participants | 2016-10-01 | 10 |
Number of participants with account balances | 2016-10-01 | 10 |
2015: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2015 401k membership |
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Total participants, beginning-of-year | 2015-10-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 1 |
Total of all active and inactive participants | 2015-10-01 | 9 |
Total participants | 2015-10-01 | 9 |
Number of participants with account balances | 2015-10-01 | 9 |
2014: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2014 401k membership |
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Total participants, beginning-of-year | 2014-10-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 8 |
Total of all active and inactive participants | 2014-10-01 | 8 |
Total participants | 2014-10-01 | 8 |
Number of participants with account balances | 2014-10-01 | 8 |
2013: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2013 401k membership |
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Total participants, beginning-of-year | 2013-10-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 7 |
Total of all active and inactive participants | 2013-10-01 | 7 |
Total participants | 2013-10-01 | 7 |
Number of participants with account balances | 2013-10-01 | 7 |
2012: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2012 401k membership |
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Total participants, beginning-of-year | 2012-10-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 1 |
Total of all active and inactive participants | 2012-10-01 | 10 |
Total participants | 2012-10-01 | 10 |
Number of participants with account balances | 2012-10-01 | 10 |
2011: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2011 401k membership |
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Total participants, beginning-of-year | 2011-10-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 10 |
Total of all active and inactive participants | 2011-10-01 | 10 |
Total participants | 2011-10-01 | 10 |
Number of participants with account balances | 2011-10-01 | 10 |
2010: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2010 401k membership |
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Total participants, beginning-of-year | 2010-10-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 9 |
Total of all active and inactive participants | 2010-10-01 | 9 |
Total participants | 2010-10-01 | 9 |
Number of participants with account balances | 2010-10-01 | 9 |
2009: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2009 401k membership |
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Total participants, beginning-of-year | 2009-10-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 9 |
Total of all active and inactive participants | 2009-10-01 | 9 |
Total participants | 2009-10-01 | 9 |
Number of participants with account balances | 2009-10-01 | 9 |
Measure | Date | Value |
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2022 : PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2022 401k financial data |
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Total income from all sources | 2022-09-30 | $102,684 |
Expenses. Total of all expenses incurred | 2022-09-30 | $136,494 |
Benefits paid (including direct rollovers) | 2022-09-30 | $130,994 |
Total plan assets at end of year | 2022-09-30 | $3,315,159 |
Total plan assets at beginning of year | 2022-09-30 | $3,348,969 |
Value of fidelity bond covering the plan | 2022-09-30 | $400,000 |
Expenses. Other expenses not covered elsewhere | 2022-09-30 | $5,500 |
Other income received | 2022-09-30 | $23,475 |
Net income (gross income less expenses) | 2022-09-30 | $-33,810 |
Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $3,315,159 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $3,348,969 |
Assets. Value of real-estate (other than employer real property) | 2022-09-30 | $930,503 |
Total contributions received or receivable from employer(s) | 2022-09-30 | $79,209 |
2021 : PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2021 401k financial data |
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Total income from all sources | 2021-09-30 | $373,481 |
Expenses. Total of all expenses incurred | 2021-09-30 | $7,282 |
Benefits paid (including direct rollovers) | 2021-09-30 | $1,867 |
Total plan assets at end of year | 2021-09-30 | $3,348,969 |
Total plan assets at beginning of year | 2021-09-30 | $2,982,770 |
Value of fidelity bond covering the plan | 2021-09-30 | $400,000 |
Expenses. Other expenses not covered elsewhere | 2021-09-30 | $5,415 |
Other income received | 2021-09-30 | $295,903 |
Net income (gross income less expenses) | 2021-09-30 | $366,199 |
Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $3,348,969 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $2,982,770 |
Assets. Value of real-estate (other than employer real property) | 2021-09-30 | $930,503 |
Total contributions received or receivable from employer(s) | 2021-09-30 | $77,578 |
Funding deficiency by the employer to the plan for this plan year | 2021-09-30 | $0 |
Minimum employer required contribution for this plan year | 2021-09-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2021-09-30 | $0 |
2020 : PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2020 401k financial data |
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Total income from all sources | 2020-09-30 | $106,985 |
Expenses. Total of all expenses incurred | 2020-09-30 | $233,505 |
Benefits paid (including direct rollovers) | 2020-09-30 | $228,155 |
Total plan assets at end of year | 2020-09-30 | $2,982,770 |
Total plan assets at beginning of year | 2020-09-30 | $3,109,290 |
Value of fidelity bond covering the plan | 2020-09-30 | $400,000 |
Expenses. Other expenses not covered elsewhere | 2020-09-30 | $5,350 |
Other income received | 2020-09-30 | $32,989 |
Net income (gross income less expenses) | 2020-09-30 | $-126,520 |
Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $2,982,770 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $3,109,290 |
Total contributions received or receivable from employer(s) | 2020-09-30 | $73,996 |
2019 : PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2019 401k financial data |
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Total income from all sources | 2019-09-30 | $421,130 |
Expenses. Total of all expenses incurred | 2019-09-30 | $100,898 |
Benefits paid (including direct rollovers) | 2019-09-30 | $94,500 |
Total plan assets at end of year | 2019-09-30 | $3,109,290 |
Total plan assets at beginning of year | 2019-09-30 | $2,789,058 |
Value of fidelity bond covering the plan | 2019-09-30 | $400,000 |
Expenses. Other expenses not covered elsewhere | 2019-09-30 | $6,398 |
Other income received | 2019-09-30 | $347,362 |
Net income (gross income less expenses) | 2019-09-30 | $320,232 |
Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $3,109,290 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $2,789,058 |
Total contributions received or receivable from employer(s) | 2019-09-30 | $73,768 |
Funding deficiency by the employer to the plan for this plan year | 2019-09-30 | $0 |
Minimum employer required contribution for this plan year | 2019-09-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2019-09-30 | $0 |
2018 : PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2018 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2018-09-30 | $0 |
Minimum employer required contribution for this plan year | 2018-09-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2018-09-30 | $0 |
2017 : PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2017 401k financial data |
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Total income from all sources | 2017-09-30 | $290,617 |
Expenses. Total of all expenses incurred | 2017-09-30 | $26,600 |
Benefits paid (including direct rollovers) | 2017-09-30 | $10,391 |
Total plan assets at end of year | 2017-09-30 | $2,739,787 |
Total plan assets at beginning of year | 2017-09-30 | $2,475,770 |
Value of fidelity bond covering the plan | 2017-09-30 | $400,000 |
Expenses. Other expenses not covered elsewhere | 2017-09-30 | $16,209 |
Other income received | 2017-09-30 | $220,642 |
Net income (gross income less expenses) | 2017-09-30 | $264,017 |
Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $2,739,787 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $2,475,770 |
Total contributions received or receivable from employer(s) | 2017-09-30 | $69,975 |
2016 : PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2016 401k financial data |
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Total income from all sources | 2016-09-30 | $427,920 |
Expenses. Total of all expenses incurred | 2016-09-30 | $210,333 |
Benefits paid (including direct rollovers) | 2016-09-30 | $188,000 |
Total plan assets at end of year | 2016-09-30 | $2,475,770 |
Total plan assets at beginning of year | 2016-09-30 | $2,258,183 |
Value of fidelity bond covering the plan | 2016-09-30 | $400,000 |
Expenses. Other expenses not covered elsewhere | 2016-09-30 | $22,333 |
Other income received | 2016-09-30 | $360,839 |
Net income (gross income less expenses) | 2016-09-30 | $217,587 |
Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $2,475,770 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $2,258,183 |
Total contributions received or receivable from employer(s) | 2016-09-30 | $67,081 |
2015 : PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2015 401k financial data |
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Total income from all sources | 2015-09-30 | $-177,867 |
Expenses. Total of all expenses incurred | 2015-09-30 | $16,992 |
Total plan assets at end of year | 2015-09-30 | $2,258,183 |
Total plan assets at beginning of year | 2015-09-30 | $2,453,042 |
Value of fidelity bond covering the plan | 2015-09-30 | $400,000 |
Expenses. Other expenses not covered elsewhere | 2015-09-30 | $16,992 |
Other income received | 2015-09-30 | $-243,428 |
Net income (gross income less expenses) | 2015-09-30 | $-194,859 |
Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $2,258,183 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $2,453,042 |
Assets. Value of real-estate (other than employer real property) | 2015-09-30 | $1,080,891 |
Total contributions received or receivable from employer(s) | 2015-09-30 | $65,561 |
2014 : PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2014 401k financial data |
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Total income from all sources | 2014-09-30 | $139,923 |
Expenses. Total of all expenses incurred | 2014-09-30 | $125,985 |
Benefits paid (including direct rollovers) | 2014-09-30 | $121,869 |
Total plan assets at end of year | 2014-09-30 | $2,453,042 |
Total plan assets at beginning of year | 2014-09-30 | $2,439,104 |
Value of fidelity bond covering the plan | 2014-09-30 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2014-09-30 | $4,116 |
Other income received | 2014-09-30 | $77,088 |
Net income (gross income less expenses) | 2014-09-30 | $13,938 |
Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $2,453,042 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $2,439,104 |
Assets. Value of real-estate (other than employer real property) | 2014-09-30 | $1,445,811 |
Total contributions received or receivable from employer(s) | 2014-09-30 | $62,835 |
2013 : PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2013 401k financial data |
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Total income from all sources | 2013-09-30 | $-7,574 |
Expenses. Total of all expenses incurred | 2013-09-30 | $203,856 |
Benefits paid (including direct rollovers) | 2013-09-30 | $200,000 |
Total plan assets at end of year | 2013-09-30 | $2,439,104 |
Total plan assets at beginning of year | 2013-09-30 | $2,650,534 |
Value of fidelity bond covering the plan | 2013-09-30 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2013-09-30 | $3,856 |
Other income received | 2013-09-30 | $-71,907 |
Net income (gross income less expenses) | 2013-09-30 | $-211,430 |
Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $2,439,104 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $2,650,534 |
Assets. Value of real-estate (other than employer real property) | 2013-09-30 | $1,445,811 |
Total contributions received or receivable from employer(s) | 2013-09-30 | $64,333 |
2012 : PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2012 401k financial data |
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Total income from all sources | 2012-09-30 | $333,492 |
Expenses. Total of all expenses incurred | 2012-09-30 | $440,843 |
Benefits paid (including direct rollovers) | 2012-09-30 | $437,000 |
Total plan assets at end of year | 2012-09-30 | $2,650,534 |
Total plan assets at beginning of year | 2012-09-30 | $2,757,885 |
Value of fidelity bond covering the plan | 2012-09-30 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2012-09-30 | $3,843 |
Other income received | 2012-09-30 | $268,728 |
Net income (gross income less expenses) | 2012-09-30 | $-107,351 |
Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $2,650,534 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $2,757,885 |
Assets. Value of real-estate (other than employer real property) | 2012-09-30 | $1,565,402 |
Total contributions received or receivable from employer(s) | 2012-09-30 | $64,764 |
Funding deficiency by the employer to the plan for this plan year | 2012-09-30 | $0 |
Minimum employer required contribution for this plan year | 2012-09-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-09-30 | $0 |
2011 : PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2011 401k financial data |
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Total income from all sources | 2011-09-30 | $71,740 |
Expenses. Total of all expenses incurred | 2011-09-30 | $5,810 |
Total plan assets at end of year | 2011-09-30 | $2,757,885 |
Total plan assets at beginning of year | 2011-09-30 | $2,691,955 |
Value of fidelity bond covering the plan | 2011-09-30 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2011-09-30 | $5,810 |
Other income received | 2011-09-30 | $7,317 |
Net income (gross income less expenses) | 2011-09-30 | $65,930 |
Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $2,757,885 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $2,691,955 |
Assets. Value of real-estate (other than employer real property) | 2011-09-30 | $1,565,402 |
Total contributions received or receivable from employer(s) | 2011-09-30 | $64,423 |