401k Plan data: JOHN R. WESTINE, DDS, PA plan

JOHN R. WESTINE, DDS, PA 401k Plan overview

Plan Name	JOHN R. WESTINE, DDS, PA
Plan identification number	002

JOHN R. WESTINE, DDS, PA Benefits

401k Plan Type

Defined 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).
Money purchase (other than target benefit)
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.
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

JOHN R WESTINE has sponsored the creation of one or more 401k plans.

Company Name: JOHN R WESTINE

Employer identification number (EIN): 591374931

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN R. WESTINE, DDS, PA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-11-01 LAURALEE G. WESTINE 2025-01-13
002 2022-11-01 LAURALEE G. WESTINE 2024-03-26
002 2021-11-01
002 2021-11-01 JOHN WESTINE
002 2020-11-01
002 2019-11-01
002 2018-11-01
002 2017-11-01
002 2016-11-01 JOHN WESTINE
002 2015-11-01 JOHN WESTINE
002 2014-11-01 JOHN WESTINE JOHN WESTINE 2016-03-16
002 2013-11-01 JOHN WESTINE JOHN WESTINE 2015-02-04
002 2012-11-01 JOHN WESTINE JOHN WESTINE 2014-03-27
002 2011-11-01 JOHN WESTINE
002 2010-11-01 JOHN WESTINE
002 2009-11-01 JOHN WESTINE
002 2009-11-01 JOHN WESTINE
002 2008-11-01 JOHN WESTINE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-11-01	LAURALEE G. WESTINE	2025-01-13
002	2022-11-01	LAURALEE G. WESTINE	2024-03-26
002	2021-11-01
002	2021-11-01	JOHN WESTINE
002	2020-11-01
002	2019-11-01
002	2018-11-01
002	2017-11-01
002	2016-11-01	JOHN WESTINE
002	2015-11-01	JOHN WESTINE
002	2014-11-01	JOHN WESTINE		JOHN WESTINE	2016-03-16
002	2013-11-01	JOHN WESTINE		JOHN WESTINE	2015-02-04
002	2012-11-01	JOHN WESTINE		JOHN WESTINE	2014-03-27
002	2011-11-01	JOHN WESTINE
002	2010-11-01	JOHN WESTINE
002	2009-11-01	JOHN WESTINE
002	2009-11-01	JOHN WESTINE
002	2008-11-01	JOHN WESTINE

Financial Data on JOHN R. WESTINE, DDS, PA

Measure	Date	Value
2024 : JOHN R. WESTINE, DDS, PA 2024 401k financial data
Total plan liabilities at end of year	2024-10-31	$0
Total plan liabilities at beginning of year	2024-10-31	$0
Total income from all sources	2024-10-31	$247,485
Expenses. Total of all expenses incurred	2024-10-31	$2,226,190
Benefits paid (including direct rollovers)	2024-10-31	$2,226,190
Total plan assets at end of year	2024-10-31	$0
Total plan assets at beginning of year	2024-10-31	$1,978,705
Other income received	2024-10-31	$247,485
Net income (gross income less expenses)	2024-10-31	$-1,978,705
Net plan assets at end of year (total assets less liabilities)	2024-10-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2024-10-31	$1,978,705
2023 : JOHN R. WESTINE, DDS, PA 2023 401k financial data
Total plan liabilities at end of year	2023-10-31	$0
Total plan liabilities at beginning of year	2023-10-31	$0
Total income from all sources	2023-10-31	$533,133
Expenses. Total of all expenses incurred	2023-10-31	$165,000
Benefits paid (including direct rollovers)	2023-10-31	$165,000
Total plan assets at end of year	2023-10-31	$1,978,705
Total plan assets at beginning of year	2023-10-31	$1,610,572
Value of fidelity bond covering the plan	2023-10-31	$500,000
Other income received	2023-10-31	$533,133
Net income (gross income less expenses)	2023-10-31	$368,133
Net plan assets at end of year (total assets less liabilities)	2023-10-31	$1,978,705
Net plan assets at beginning of year (total assets less liabilities)	2023-10-31	$1,610,572
2022 : JOHN R. WESTINE, DDS, PA 2022 401k financial data
Total income from all sources	2022-10-31	$-444,966
Expenses. Total of all expenses incurred	2022-10-31	$171,004
Benefits paid (including direct rollovers)	2022-10-31	$171,000
Total plan assets at end of year	2022-10-31	$1,610,572
Total plan assets at beginning of year	2022-10-31	$2,226,542
Value of fidelity bond covering the plan	2022-10-31	$500,000
Other income received	2022-10-31	$-444,966
Net income (gross income less expenses)	2022-10-31	$-615,970
Net plan assets at end of year (total assets less liabilities)	2022-10-31	$1,610,572
Net plan assets at beginning of year (total assets less liabilities)	2022-10-31	$2,226,542
Expenses. Administrative service providers (salaries,fees and commissions)	2022-10-31	$4
2021 : JOHN R. WESTINE, DDS, PA 2021 401k financial data
Total plan liabilities at end of year	2021-10-31	$0
Total plan liabilities at beginning of year	2021-10-31	$0
Total income from all sources	2021-10-31	$653,445
Expenses. Total of all expenses incurred	2021-10-31	$125,004
Benefits paid (including direct rollovers)	2021-10-31	$125,000
Total plan assets at end of year	2021-10-31	$2,226,542
Total plan assets at beginning of year	2021-10-31	$1,698,101
Value of fidelity bond covering the plan	2021-10-31	$500,000
Total contributions received or receivable from participants	2021-10-31	$0
Contributions received from other sources (not participants or employers)	2021-10-31	$0
Other income received	2021-10-31	$653,445
Noncash contributions received	2021-10-31	$0
Net income (gross income less expenses)	2021-10-31	$528,441
Net plan assets at end of year (total assets less liabilities)	2021-10-31	$2,226,542
Net plan assets at beginning of year (total assets less liabilities)	2021-10-31	$1,698,101
Total contributions received or receivable from employer(s)	2021-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-10-31	$4
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-10-31	$0
2020 : JOHN R. WESTINE, DDS, PA 2020 401k financial data
Total plan liabilities at end of year	2020-10-31	$0
Total plan liabilities at beginning of year	2020-10-31	$0
Total income from all sources	2020-10-31	$221,278
Expenses. Total of all expenses incurred	2020-10-31	$119,004
Benefits paid (including direct rollovers)	2020-10-31	$119,000
Total plan assets at end of year	2020-10-31	$1,698,101
Total plan assets at beginning of year	2020-10-31	$1,595,827
Value of fidelity bond covering the plan	2020-10-31	$500,000
Total contributions received or receivable from participants	2020-10-31	$0
Contributions received from other sources (not participants or employers)	2020-10-31	$0
Other income received	2020-10-31	$199,318
Noncash contributions received	2020-10-31	$0
Net income (gross income less expenses)	2020-10-31	$102,274
Net plan assets at end of year (total assets less liabilities)	2020-10-31	$1,698,101
Net plan assets at beginning of year (total assets less liabilities)	2020-10-31	$1,595,827
Total contributions received or receivable from employer(s)	2020-10-31	$21,960
Value of certain deemed distributions of participant loans	2020-10-31	$0
Value of corrective distributions	2020-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-10-31	$4
2019 : JOHN R. WESTINE, DDS, PA 2019 401k financial data
Total plan liabilities at end of year	2019-10-31	$0
Total plan liabilities at beginning of year	2019-10-31	$0
Total income from all sources	2019-10-31	$287,390
Expenses. Total of all expenses incurred	2019-10-31	$100,325
Benefits paid (including direct rollovers)	2019-10-31	$100,000
Total plan assets at end of year	2019-10-31	$1,595,827
Total plan assets at beginning of year	2019-10-31	$1,408,762
Value of fidelity bond covering the plan	2019-10-31	$500,000
Total contributions received or receivable from participants	2019-10-31	$0
Expenses. Other expenses not covered elsewhere	2019-10-31	$0
Contributions received from other sources (not participants or employers)	2019-10-31	$0
Other income received	2019-10-31	$271,773
Noncash contributions received	2019-10-31	$0
Net income (gross income less expenses)	2019-10-31	$187,065
Net plan assets at end of year (total assets less liabilities)	2019-10-31	$1,595,827
Net plan assets at beginning of year (total assets less liabilities)	2019-10-31	$1,408,762
Total contributions received or receivable from employer(s)	2019-10-31	$15,617
Value of certain deemed distributions of participant loans	2019-10-31	$0
Value of corrective distributions	2019-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-10-31	$325
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-10-31	$0
2018 : JOHN R. WESTINE, DDS, PA 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-10-31	$0
2017 : JOHN R. WESTINE, DDS, PA 2017 401k financial data
Total income from all sources	2017-10-31	$264,440
Expenses. Total of all expenses incurred	2017-10-31	$99,902
Benefits paid (including direct rollovers)	2017-10-31	$99,000
Total plan assets at end of year	2017-10-31	$1,790,706
Total plan assets at beginning of year	2017-10-31	$1,626,168
Value of fidelity bond covering the plan	2017-10-31	$500,000
Other income received	2017-10-31	$247,389
Net income (gross income less expenses)	2017-10-31	$164,538
Net plan assets at end of year (total assets less liabilities)	2017-10-31	$1,790,706
Net plan assets at beginning of year (total assets less liabilities)	2017-10-31	$1,626,168
Total contributions received or receivable from employer(s)	2017-10-31	$17,051
Expenses. Administrative service providers (salaries,fees and commissions)	2017-10-31	$902
2016 : JOHN R. WESTINE, DDS, PA 2016 401k financial data
Total plan liabilities at end of year	2016-10-31	$0
Total plan liabilities at beginning of year	2016-10-31	$0
Total income from all sources	2016-10-31	$92,629
Expenses. Total of all expenses incurred	2016-10-31	$103,952
Benefits paid (including direct rollovers)	2016-10-31	$103,952
Total plan assets at end of year	2016-10-31	$1,626,168
Total plan assets at beginning of year	2016-10-31	$1,637,491
Value of fidelity bond covering the plan	2016-10-31	$500,000
Other income received	2016-10-31	$76,225
Net income (gross income less expenses)	2016-10-31	$-11,323
Net plan assets at end of year (total assets less liabilities)	2016-10-31	$1,626,168
Net plan assets at beginning of year (total assets less liabilities)	2016-10-31	$1,637,491
Total contributions received or receivable from employer(s)	2016-10-31	$16,404
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-10-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-10-31	$10,404
Minimum employer required contribution for this plan year	2016-10-31	$16,404
Amount contributed by the employer to the plan for this plan year	2016-10-31	$6,000
2015 : JOHN R. WESTINE, DDS, PA 2015 401k financial data
Total plan liabilities at end of year	2015-10-31	$0
Total plan liabilities at beginning of year	2015-10-31	$0
Total income from all sources	2015-10-31	$77,293
Expenses. Total of all expenses incurred	2015-10-31	$94,301
Benefits paid (including direct rollovers)	2015-10-31	$94,199
Total plan assets at end of year	2015-10-31	$1,637,491
Total plan assets at beginning of year	2015-10-31	$1,654,499
Value of fidelity bond covering the plan	2015-10-31	$500,000
Total contributions received or receivable from participants	2015-10-31	$0
Expenses. Other expenses not covered elsewhere	2015-10-31	$102
Contributions received from other sources (not participants or employers)	2015-10-31	$0
Other income received	2015-10-31	$63,084
Noncash contributions received	2015-10-31	$0
Net income (gross income less expenses)	2015-10-31	$-17,008
Net plan assets at end of year (total assets less liabilities)	2015-10-31	$1,637,491
Net plan assets at beginning of year (total assets less liabilities)	2015-10-31	$1,654,499
Total contributions received or receivable from employer(s)	2015-10-31	$14,209
Value of certain deemed distributions of participant loans	2015-10-31	$0
Value of corrective distributions	2015-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-10-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-10-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-10-31	$2,685
Minimum employer required contribution for this plan year	2015-10-31	$14,209
Amount contributed by the employer to the plan for this plan year	2015-10-31	$11,524
2014 : JOHN R. WESTINE, DDS, PA 2014 401k financial data
Total plan liabilities at end of year	2014-10-31	$0
Total plan liabilities at beginning of year	2014-10-31	$0
Total income from all sources	2014-10-31	$206,035
Expenses. Total of all expenses incurred	2014-10-31	$129,498
Benefits paid (including direct rollovers)	2014-10-31	$129,394
Total plan assets at end of year	2014-10-31	$1,654,499
Total plan assets at beginning of year	2014-10-31	$1,577,962
Value of fidelity bond covering the plan	2014-10-31	$800,000
Total contributions received or receivable from participants	2014-10-31	$0
Other income received	2014-10-31	$193,059
Net income (gross income less expenses)	2014-10-31	$76,537
Net plan assets at end of year (total assets less liabilities)	2014-10-31	$1,654,499
Net plan assets at beginning of year (total assets less liabilities)	2014-10-31	$1,577,962
Total contributions received or receivable from employer(s)	2014-10-31	$12,976
Expenses. Administrative service providers (salaries,fees and commissions)	2014-10-31	$104
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-10-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-10-31	$0
Minimum employer required contribution for this plan year	2014-10-31	$12,976
Amount contributed by the employer to the plan for this plan year	2014-10-31	$12,976
2013 : JOHN R. WESTINE, DDS, PA 2013 401k financial data
Total income from all sources	2013-10-31	$365,847
Expenses. Total of all expenses incurred	2013-10-31	$87,410
Benefits paid (including direct rollovers)	2013-10-31	$87,410
Total plan assets at end of year	2013-10-31	$1,577,962
Total plan assets at beginning of year	2013-10-31	$1,299,523
Value of fidelity bond covering the plan	2013-10-31	$800,000
Total contributions received or receivable from participants	2013-10-31	$0
Other income received	2013-10-31	$350,638
Net income (gross income less expenses)	2013-10-31	$278,437
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$1,577,962
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$1,299,523
Total contributions received or receivable from employer(s)	2013-10-31	$15,209
Value of certain deemed distributions of participant loans	2013-10-31	$0
Value of corrective distributions	2013-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-10-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-10-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-10-31	$1,059
Minimum employer required contribution for this plan year	2013-10-31	$15,209
Amount contributed by the employer to the plan for this plan year	2013-10-31	$14,150
2012 : JOHN R. WESTINE, DDS, PA 2012 401k financial data
Total income from all sources	2012-10-31	$122,334
Expenses. Total of all expenses incurred	2012-10-31	$59,197
Benefits paid (including direct rollovers)	2012-10-31	$58,946
Total plan assets at end of year	2012-10-31	$1,299,523
Total plan assets at beginning of year	2012-10-31	$1,236,386
Value of fidelity bond covering the plan	2012-10-31	$800,000
Total contributions received or receivable from participants	2012-10-31	$0
Expenses. Other expenses not covered elsewhere	2012-10-31	$251
Contributions received from other sources (not participants or employers)	2012-10-31	$0
Other income received	2012-10-31	$105,653
Noncash contributions received	2012-10-31	$0
Net income (gross income less expenses)	2012-10-31	$63,137
Net plan assets at end of year (total assets less liabilities)	2012-10-31	$1,299,523
Net plan assets at beginning of year (total assets less liabilities)	2012-10-31	$1,236,386
Total contributions received or receivable from employer(s)	2012-10-31	$16,681
Value of certain deemed distributions of participant loans	2012-10-31	$0
Value of corrective distributions	2012-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-10-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-10-31	$2,656
Minimum employer required contribution for this plan year	2012-10-31	$16,681
Amount contributed by the employer to the plan for this plan year	2012-10-31	$14,025
2011 : JOHN R. WESTINE, DDS, PA 2011 401k financial data
Total income from all sources	2011-10-31	$30,734
Expenses. Total of all expenses incurred	2011-10-31	$59,174
Benefits paid (including direct rollovers)	2011-10-31	$58,823
Total plan assets at end of year	2011-10-31	$1,236,386
Total plan assets at beginning of year	2011-10-31	$1,264,826
Value of fidelity bond covering the plan	2011-10-31	$800,000
Total contributions received or receivable from participants	2011-10-31	$0
Expenses. Other expenses not covered elsewhere	2011-10-31	$351
Contributions received from other sources (not participants or employers)	2011-10-31	$0
Other income received	2011-10-31	$11,942
Noncash contributions received	2011-10-31	$0
Net income (gross income less expenses)	2011-10-31	$-28,440
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$1,236,386
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$1,264,826
Total contributions received or receivable from employer(s)	2011-10-31	$18,792
Value of certain deemed distributions of participant loans	2011-10-31	$0
Value of corrective distributions	2011-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-10-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-10-31	$-1,208
Minimum employer required contribution for this plan year	2011-10-31	$18,792
Amount contributed by the employer to the plan for this plan year	2011-10-31	$20,000
2010 : JOHN R. WESTINE, DDS, PA 2010 401k financial data
Total income from all sources	2010-10-31	$181,707
Expenses. Total of all expenses incurred	2010-10-31	$109,096
Benefits paid (including direct rollovers)	2010-10-31	$108,395
Total plan assets at end of year	2010-10-31	$1,264,826
Total plan assets at beginning of year	2010-10-31	$1,192,215
Value of fidelity bond covering the plan	2010-10-31	$800,000
Total contributions received or receivable from participants	2010-10-31	$0
Expenses. Other expenses not covered elsewhere	2010-10-31	$701
Contributions received from other sources (not participants or employers)	2010-10-31	$0
Other income received	2010-10-31	$161,242
Noncash contributions received	2010-10-31	$0
Net income (gross income less expenses)	2010-10-31	$72,611
Net plan assets at end of year (total assets less liabilities)	2010-10-31	$1,264,826
Net plan assets at beginning of year (total assets less liabilities)	2010-10-31	$1,192,215
Total contributions received or receivable from employer(s)	2010-10-31	$20,465
Value of certain deemed distributions of participant loans	2010-10-31	$0
Value of corrective distributions	2010-10-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-10-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-10-31	$3,865
Minimum employer required contribution for this plan year	2010-10-31	$20,465
Amount contributed by the employer to the plan for this plan year	2010-10-31	$16,600
2009 : JOHN R. WESTINE, DDS, PA 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-10-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-10-31	$7,683
Minimum employer required contribution for this plan year	2009-10-31	$19,683
Amount contributed by the employer to the plan for this plan year	2009-10-31	$12,000

Form 5500 Responses for JOHN R. WESTINE, DDS, PA

2023: JOHN R. WESTINE, DDS, PA 2023 form 5500 responses
2023-11-01	Type of plan entity	Single employer plan
2023-11-01	Submission has been amended	No
2023-11-01	This submission is the final filing	Yes
2023-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-11-01	Plan is a collectively bargained plan	No
2023-11-01	Plan funding arrangement – Trust	Yes
2023-11-01	Plan benefit arrangement - Trust	Yes
2022: JOHN R. WESTINE, DDS, PA 2022 form 5500 responses
2022-11-01	Type of plan entity	Single employer plan
2022-11-01	Submission has been amended	No
2022-11-01	This submission is the final filing	No
2022-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-11-01	Plan is a collectively bargained plan	No
2022-11-01	Plan funding arrangement – Trust	Yes
2022-11-01	Plan benefit arrangement - Trust	Yes
2021: JOHN R. WESTINE, DDS, PA 2021 form 5500 responses
2021-11-01	Type of plan entity	Single employer plan
2021-11-01	Submission has been amended	No
2021-11-01	This submission is the final filing	No
2021-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-11-01	Plan is a collectively bargained plan	No
2021-11-01	Plan funding arrangement – Trust	Yes
2021-11-01	Plan benefit arrangement - Trust	Yes
2020: JOHN R. WESTINE, DDS, PA 2020 form 5500 responses
2020-11-01	Type of plan entity	Single employer plan
2020-11-01	Submission has been amended	No
2020-11-01	This submission is the final filing	No
2020-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-11-01	Plan is a collectively bargained plan	No
2020-11-01	Plan funding arrangement – Trust	Yes
2020-11-01	Plan benefit arrangement - Trust	Yes
2019: JOHN R. WESTINE, DDS, PA 2019 form 5500 responses
2019-11-01	Type of plan entity	Single employer plan
2019-11-01	Submission has been amended	No
2019-11-01	This submission is the final filing	No
2019-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-11-01	Plan is a collectively bargained plan	No
2019-11-01	Plan funding arrangement – Trust	Yes
2019-11-01	Plan benefit arrangement - Trust	Yes
2018: JOHN R. WESTINE, DDS, PA 2018 form 5500 responses
2018-11-01	Type of plan entity	Single employer plan
2018-11-01	Submission has been amended	No
2018-11-01	This submission is the final filing	No
2018-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-11-01	Plan is a collectively bargained plan	No
2018-11-01	Plan funding arrangement – Trust	Yes
2018-11-01	Plan benefit arrangement - Trust	Yes
2017: JOHN R. WESTINE, DDS, PA 2017 form 5500 responses
2017-11-01	Type of plan entity	Single employer plan
2017-11-01	Submission has been amended	No
2017-11-01	This submission is the final filing	No
2017-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-11-01	Plan is a collectively bargained plan	No
2017-11-01	Plan funding arrangement – Trust	Yes
2017-11-01	Plan benefit arrangement - Trust	Yes
2016: JOHN R. WESTINE, DDS, PA 2016 form 5500 responses
2016-11-01	Type of plan entity	Single employer plan
2016-11-01	Submission has been amended	No
2016-11-01	This submission is the final filing	No
2016-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-11-01	Plan is a collectively bargained plan	No
2016-11-01	Plan funding arrangement – Trust	Yes
2016-11-01	Plan benefit arrangement - Trust	Yes
2015: JOHN R. WESTINE, DDS, PA 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	First time form 5500 has been submitted	Yes
2015-11-01	Submission has been amended	No
2015-11-01	This submission is the final filing	No
2015-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-11-01	Plan is a collectively bargained plan	No
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: JOHN R. WESTINE, DDS, PA 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	First time form 5500 has been submitted	Yes
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	No
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: JOHN R. WESTINE, DDS, PA 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	First time form 5500 has been submitted	Yes
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: JOHN R. WESTINE, DDS, PA 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	First time form 5500 has been submitted	Yes
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: JOHN R. WESTINE, DDS, PA 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	First time form 5500 has been submitted	Yes
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2010: JOHN R. WESTINE, DDS, PA 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Submission has been amended	Yes
2010-11-01	This submission is the final filing	No
2010-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-11-01	Plan is a collectively bargained plan	No
2010-11-01	Plan funding arrangement – Trust	Yes
2010-11-01	Plan benefit arrangement - Trust	Yes
2009: JOHN R. WESTINE, DDS, PA 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	Yes
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes
2008: JOHN R. WESTINE, DDS, PA 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No
2008-11-01	Plan funding arrangement – Trust	Yes
2008-11-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	591374931D2
Policy instance	1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	591374931D2
Policy instance	1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	591374931D2
Policy instance	1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	591374931D2
Policy instance	1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	591374931D2
Policy instance	1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	591374931D2
Policy instance	1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	591374931D2
Policy instance	1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	591374931D2
Policy instance	1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	591374931D2
Policy instance	1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	591374931D2
Policy instance	1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number	59-1374931D2
Policy instance	1

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Company Name:	JOHN R WESTINE
Employer identification number (EIN):	591374931
NAIC Classification:	621210
NAIC Description:	Offices of Dentists