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ROBERT H. WRIGHT, D.D.S., P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT H. WRIGHT, D.D.S., P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 001

ROBERT H. WRIGHT, D.D.S., P.A. 401(K) PROFIT SHARING 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.
  • 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.
  • 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

ROBERT H. WRIGHT, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT H. WRIGHT, D.D.S., P.A.
Employer identification number (EIN):581270250
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT H. WRIGHT, D.D.S., P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL WRIGHT2024-03-24
0012022-01-01MICHAEL WRIGHT2023-08-20
0012021-01-01MICHAEL WRIGHT2022-03-29
0012020-01-01MICHAEL WRIGHT2021-04-23
0012020-01-01MICHAEL WRIGHT2022-03-29
0012019-01-01MICHAEL WRIGHT2020-03-26
0012018-01-01MICHAEL WRIGHT2019-04-17
0012017-01-01MICHAEL WRIGHT2018-04-23
0012016-01-01MICHAEL WRIGHT2017-03-15
0012015-01-01MICHAEL WRIGHT2016-05-21
0012013-01-01MICHAEL WRIGHT2014-06-24
0012012-01-01MICHAEL WRIGHT2013-09-04
0012011-01-01MICHAEL WRIGHT2013-09-04
0012010-01-01MICHAEL WRIGHT2013-09-04

Plan Statistics for ROBERT H. WRIGHT, D.D.S., P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT H. WRIGHT, D.D.S., P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2024: ROBERT H. WRIGHT, D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-03-2411
Total number of particpants at end of year2024-03-2411
Number of Participants With Account Balances2024-03-2411
2022: ROBERT H. WRIGHT, D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-03-2913
Total number of particpants at end of year2022-03-298
Number of Participants With Account Balances2022-03-298

Financial Data on ROBERT H. WRIGHT, D.D.S., P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2024 : ROBERT H. WRIGHT, D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-2447884
Net assets as of the end of the plan year2024-03-242378039
Total assets as of the beginning of the plan year2024-03-242042023
Value of plan covered by a fidelity bond2024-03-24500000
Participant contributions to plan in this plan year2024-03-2430650
Other income to plan in this plan year2024-03-24298050
Plan net income in this plan year2024-03-24336016
Net assets as of the end of the plan year2024-03-242378039
Net assets as of the beginning of the plan year2024-03-242042023
Employer contributions to plan in this plan year2024-03-2455200
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-249199
2022 : ROBERT H. WRIGHT, D.D.S., P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-2930343
Net assets as of the end of the plan year2022-03-292258319
Total assets as of the beginning of the plan year2022-03-291898584
Value of plan covered by a fidelity bond2022-03-29220000
Participant contributions to plan in this plan year2022-03-2921014
Other income to plan in this plan year2022-03-29307547
Plan net income in this plan year2022-03-29359735
Net assets as of the end of the plan year2022-03-292258319
Net assets as of the beginning of the plan year2022-03-291898584
Employer contributions to plan in this plan year2022-03-2961517
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-298901

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