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PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 401k Plan overview

Plan NamePROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC
Plan identification number 001

PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC Benefits

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

401k Sponsoring company profile

WALTER L STEWART DDS PC has sponsored the creation of one or more 401k plans.

Company Name:WALTER L STEWART DDS PC
Employer identification number (EIN):581207032
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about WALTER L STEWART DDS PC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 523682

More information about WALTER L STEWART DDS PC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01WALTER L STEWART DDS
0012015-10-01WALTER L STEWART DDS
0012014-10-01WALTER L STEWART DDS
0012013-10-01WALTER L STEWART DDS
0012012-10-01WALTER L STEWART DDS
0012011-10-01WALTER L STEWART DDS
0012010-10-01WALTER L STEWART DDS
0012009-10-01WALTER L STEWART DDS

Plan Statistics for 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
2021: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2021 401k membership
Total participants, beginning-of-year2021-10-0110
Total number of active participants reported on line 7a of the Form 55002021-10-0110
Total of all active and inactive participants2021-10-0110
Total participants2021-10-0110
Number of participants with account balances2021-10-0110
2020: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2020 401k membership
Total participants, beginning-of-year2020-10-0111
Total number of active participants reported on line 7a of the Form 55002020-10-0110
Total of all active and inactive participants2020-10-0110
Total participants2020-10-0110
Number of participants with account balances2020-10-0110
2019: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2019 401k membership
Total participants, beginning-of-year2019-10-0111
Total number of active participants reported on line 7a of the Form 55002019-10-0110
Number of other retired or separated participants entitled to future benefits2019-10-011
Total of all active and inactive participants2019-10-0111
Total participants2019-10-0111
Number of participants with account balances2019-10-0111
2018: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2018 401k membership
Total participants, beginning-of-year2018-10-0110
Total number of active participants reported on line 7a of the Form 55002018-10-0111
Total of all active and inactive participants2018-10-0111
Total participants2018-10-0111
Number of participants with account balances2018-10-0111
2017: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2017 401k membership
Total participants, beginning-of-year2017-10-0110
Total number of active participants reported on line 7a of the Form 55002017-10-0110
Total of all active and inactive participants2017-10-0110
Total participants2017-10-0110
Number of participants with account balances2017-10-0110
2016: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2016 401k membership
Total participants, beginning-of-year2016-10-019
Total number of active participants reported on line 7a of the Form 55002016-10-0110
Total of all active and inactive participants2016-10-0110
Total participants2016-10-0110
Number of participants with account balances2016-10-0110
2015: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2015 401k membership
Total participants, beginning-of-year2015-10-018
Total number of active participants reported on line 7a of the Form 55002015-10-018
Number of other retired or separated participants entitled to future benefits2015-10-011
Total of all active and inactive participants2015-10-019
Total participants2015-10-019
Number of participants with account balances2015-10-019
2014: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2014 401k membership
Total participants, beginning-of-year2014-10-017
Total number of active participants reported on line 7a of the Form 55002014-10-018
Total of all active and inactive participants2014-10-018
Total participants2014-10-018
Number of participants with account balances2014-10-018
2013: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2013 401k membership
Total participants, beginning-of-year2013-10-0110
Total number of active participants reported on line 7a of the Form 55002013-10-017
Total of all active and inactive participants2013-10-017
Total participants2013-10-017
Number of participants with account balances2013-10-017
2012: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2012 401k membership
Total participants, beginning-of-year2012-10-0110
Total number of active participants reported on line 7a of the Form 55002012-10-019
Number of other retired or separated participants entitled to future benefits2012-10-011
Total of all active and inactive participants2012-10-0110
Total participants2012-10-0110
Number of participants with account balances2012-10-0110
2011: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2011 401k membership
Total participants, beginning-of-year2011-10-0110
Total number of active participants reported on line 7a of the Form 55002011-10-0110
Total of all active and inactive participants2011-10-0110
Total participants2011-10-0110
Number of participants with account balances2011-10-0110
2010: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2010 401k membership
Total participants, beginning-of-year2010-10-0110
Total number of active participants reported on line 7a of the Form 55002010-10-019
Total of all active and inactive participants2010-10-019
Total participants2010-10-019
Number of participants with account balances2010-10-019
2009: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2009 401k membership
Total participants, beginning-of-year2009-10-0110
Total number of active participants reported on line 7a of the Form 55002009-10-019
Total of all active and inactive participants2009-10-019
Total participants2009-10-019
Number of participants with account balances2009-10-019

Financial Data on PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC

Measure Date Value
2022 : PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2022 401k financial data
Total income from all sources2022-09-30$102,684
Expenses. Total of all expenses incurred2022-09-30$136,494
Benefits paid (including direct rollovers)2022-09-30$130,994
Total plan assets at end of year2022-09-30$3,315,159
Total plan assets at beginning of year2022-09-30$3,348,969
Value of fidelity bond covering the plan2022-09-30$400,000
Expenses. Other expenses not covered elsewhere2022-09-30$5,500
Other income received2022-09-30$23,475
Net income (gross income less expenses)2022-09-30$-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
Total income from all sources2021-09-30$373,481
Expenses. Total of all expenses incurred2021-09-30$7,282
Benefits paid (including direct rollovers)2021-09-30$1,867
Total plan assets at end of year2021-09-30$3,348,969
Total plan assets at beginning of year2021-09-30$2,982,770
Value of fidelity bond covering the plan2021-09-30$400,000
Expenses. Other expenses not covered elsewhere2021-09-30$5,415
Other income received2021-09-30$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 year2021-09-30$0
Minimum employer required contribution for this plan year2021-09-30$0
Amount contributed by the employer to the plan for this plan year2021-09-30$0
2020 : PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2020 401k financial data
Total income from all sources2020-09-30$106,985
Expenses. Total of all expenses incurred2020-09-30$233,505
Benefits paid (including direct rollovers)2020-09-30$228,155
Total plan assets at end of year2020-09-30$2,982,770
Total plan assets at beginning of year2020-09-30$3,109,290
Value of fidelity bond covering the plan2020-09-30$400,000
Expenses. Other expenses not covered elsewhere2020-09-30$5,350
Other income received2020-09-30$32,989
Net income (gross income less expenses)2020-09-30$-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
Total income from all sources2019-09-30$421,130
Expenses. Total of all expenses incurred2019-09-30$100,898
Benefits paid (including direct rollovers)2019-09-30$94,500
Total plan assets at end of year2019-09-30$3,109,290
Total plan assets at beginning of year2019-09-30$2,789,058
Value of fidelity bond covering the plan2019-09-30$400,000
Expenses. Other expenses not covered elsewhere2019-09-30$6,398
Other income received2019-09-30$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 year2019-09-30$0
Minimum employer required contribution for this plan year2019-09-30$0
Amount contributed by the employer to the plan for this plan year2019-09-30$0
2018 : PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2018 401k financial data
Funding deficiency by the employer to the plan for this plan year2018-09-30$0
Minimum employer required contribution for this plan year2018-09-30$0
Amount contributed by the employer to the plan for this plan year2018-09-30$0
2017 : PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2017 401k financial data
Total income from all sources2017-09-30$290,617
Expenses. Total of all expenses incurred2017-09-30$26,600
Benefits paid (including direct rollovers)2017-09-30$10,391
Total plan assets at end of year2017-09-30$2,739,787
Total plan assets at beginning of year2017-09-30$2,475,770
Value of fidelity bond covering the plan2017-09-30$400,000
Expenses. Other expenses not covered elsewhere2017-09-30$16,209
Other income received2017-09-30$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
Total income from all sources2016-09-30$427,920
Expenses. Total of all expenses incurred2016-09-30$210,333
Benefits paid (including direct rollovers)2016-09-30$188,000
Total plan assets at end of year2016-09-30$2,475,770
Total plan assets at beginning of year2016-09-30$2,258,183
Value of fidelity bond covering the plan2016-09-30$400,000
Expenses. Other expenses not covered elsewhere2016-09-30$22,333
Other income received2016-09-30$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$67,081
2015 : PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2015 401k financial data
Total income from all sources2015-09-30$-177,867
Expenses. Total of all expenses incurred2015-09-30$16,992
Total plan assets at end of year2015-09-30$2,258,183
Total plan assets at beginning of year2015-09-30$2,453,042
Value of fidelity bond covering the plan2015-09-30$400,000
Expenses. Other expenses not covered elsewhere2015-09-30$16,992
Other income received2015-09-30$-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
Total income from all sources2014-09-30$139,923
Expenses. Total of all expenses incurred2014-09-30$125,985
Benefits paid (including direct rollovers)2014-09-30$121,869
Total plan assets at end of year2014-09-30$2,453,042
Total plan assets at beginning of year2014-09-30$2,439,104
Value of fidelity bond covering the plan2014-09-30$500,000
Expenses. Other expenses not covered elsewhere2014-09-30$4,116
Other income received2014-09-30$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$62,835
2013 : PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2013 401k financial data
Total income from all sources2013-09-30$-7,574
Expenses. Total of all expenses incurred2013-09-30$203,856
Benefits paid (including direct rollovers)2013-09-30$200,000
Total plan assets at end of year2013-09-30$2,439,104
Total plan assets at beginning of year2013-09-30$2,650,534
Value of fidelity bond covering the plan2013-09-30$500,000
Expenses. Other expenses not covered elsewhere2013-09-30$3,856
Other income received2013-09-30$-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
Total income from all sources2012-09-30$333,492
Expenses. Total of all expenses incurred2012-09-30$440,843
Benefits paid (including direct rollovers)2012-09-30$437,000
Total plan assets at end of year2012-09-30$2,650,534
Total plan assets at beginning of year2012-09-30$2,757,885
Value of fidelity bond covering the plan2012-09-30$500,000
Expenses. Other expenses not covered elsewhere2012-09-30$3,843
Other income received2012-09-30$268,728
Net income (gross income less expenses)2012-09-30$-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 year2012-09-30$0
Minimum employer required contribution for this plan year2012-09-30$0
Amount contributed by the employer to the plan for this plan year2012-09-30$0
2011 : PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2011 401k financial data
Total income from all sources2011-09-30$71,740
Expenses. Total of all expenses incurred2011-09-30$5,810
Total plan assets at end of year2011-09-30$2,757,885
Total plan assets at beginning of year2011-09-30$2,691,955
Value of fidelity bond covering the plan2011-09-30$500,000
Expenses. Other expenses not covered elsewhere2011-09-30$5,810
Other income received2011-09-30$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

Form 5500 Responses for PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC

2021: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2010: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: PROFIT SHARING PLAN AND TRUST OF WALTER L STEWART DDS PC 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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