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JOHN R WELLS, DMD, PSC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN R WELLS, DMD, PSC 401(K) PROFIT SHARING PLAN
Plan identification number 001

JOHN R WELLS, DMD, PSC 401(K) PROFIT SHARING PLAN Benefits

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

JOHN R. WELLS, D.M.D., P.S.C. has sponsored the creation of one or more 401k plans.

Company Name:JOHN R. WELLS, D.M.D., P.S.C.
Employer identification number (EIN):611105375
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN R WELLS, DMD, PSC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01CHARLES SIMPSON2021-05-07
0012019-01-01CHARLES SIMPSON2020-06-08
0012018-01-01KIRK NELLANS2019-03-15
0012017-01-01KIRK NELLANS2018-02-23
0012016-01-01KIRK NELLANS2017-03-02
0012015-01-01CHARLES SIMPSON2016-08-29
0012014-01-01JOHN R. WELLS, D.M.D. JOHN R. WELLS, D.M.D.2015-09-09
0012013-01-01JOHN R. WELLS, D.M.D. JOHN R. WELLS, D.M.D.2014-07-19
0012012-01-01JOHN R. WELLS, D.M.D. JOHN R. WELLS, D.M.D.2013-09-18
0012011-01-01JOHN R. WELLS, D.M.D. JOHN R. WELLS, D.M.D.2012-09-25
0012010-01-01JOHN R. WELLS, D.M.D. JOHN R. WELLS, D.M.D.2011-07-27
0012009-01-01JOHN R. WELLS, D.M.D. JOHN R. WELLS, D.M.D.2010-07-22

Financial Data on JOHN R WELLS, DMD, PSC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : JOHN R WELLS, DMD, PSC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-02760978
Net assets as of the end of the plan year2022-03-021692576
Total assets as of the beginning of the plan year2022-03-022276285
Value of plan covered by a fidelity bond2022-03-02230000
Participant contributions to plan in this plan year2022-03-0261859
Other income to plan in this plan year2022-03-02102883
Plan net income in this plan year2022-03-02-583709
Net assets as of the end of the plan year2022-03-021692576
Net assets as of the beginning of the plan year2022-03-022276285
Employer contributions to plan in this plan year2022-03-0212527
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-0210258
2014 : JOHN R WELLS, DMD, PSC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$135,246
Expenses. Total of all expenses incurred2014-12-31$37,969
Benefits paid (including direct rollovers)2014-12-31$37,969
Total plan assets at end of year2014-12-31$1,258,078
Total plan assets at beginning of year2014-12-31$1,160,801
Total contributions received or receivable from participants2014-12-31$56,255
Other income received2014-12-31$15,841
Net income (gross income less expenses)2014-12-31$97,277
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,258,078
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,160,801
Total contributions received or receivable from employer(s)2014-12-31$63,150
2013 : JOHN R WELLS, DMD, PSC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$217,663
Expenses. Total of all expenses incurred2013-12-31$32,084
Benefits paid (including direct rollovers)2013-12-31$32,084
Total plan assets at end of year2013-12-31$1,160,801
Total plan assets at beginning of year2013-12-31$975,222
Total contributions received or receivable from participants2013-12-31$59,131
Other income received2013-12-31$88,903
Net income (gross income less expenses)2013-12-31$185,579
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,160,801
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$975,222
Total contributions received or receivable from employer(s)2013-12-31$69,629
2012 : JOHN R WELLS, DMD, PSC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$176,611
Total plan assets at end of year2012-12-31$975,222
Total plan assets at beginning of year2012-12-31$798,611
Total contributions received or receivable from participants2012-12-31$54,566
Other income received2012-12-31$56,553
Net income (gross income less expenses)2012-12-31$176,611
Net plan assets at end of year (total assets less liabilities)2012-12-31$975,222
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$798,611
Total contributions received or receivable from employer(s)2012-12-31$65,492
2011 : JOHN R WELLS, DMD, PSC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$93,172
Expenses. Total of all expenses incurred2011-12-31$9,200
Benefits paid (including direct rollovers)2011-12-31$9,200
Total plan assets at end of year2011-12-31$798,611
Total plan assets at beginning of year2011-12-31$714,639
Total contributions received or receivable from participants2011-12-31$42,560
Other income received2011-12-31$-3,253
Net income (gross income less expenses)2011-12-31$83,972
Net plan assets at end of year (total assets less liabilities)2011-12-31$798,611
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$714,639
Total contributions received or receivable from employer(s)2011-12-31$53,865
2010 : JOHN R WELLS, DMD, PSC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$140,332
Total plan assets at end of year2010-12-31$714,639
Total plan assets at beginning of year2010-12-31$574,307
Total contributions received or receivable from participants2010-12-31$35,759
Other income received2010-12-31$46,852
Net income (gross income less expenses)2010-12-31$140,332
Net plan assets at end of year (total assets less liabilities)2010-12-31$714,639
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$574,307
Total contributions received or receivable from employer(s)2010-12-31$57,721

Form 5500 Responses for JOHN R WELLS, DMD, PSC 401(K) PROFIT SHARING PLAN

2014: JOHN R WELLS, DMD, PSC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHN R WELLS, DMD, PSC 401(K) PROFIT SHARING 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: JOHN R WELLS, DMD, PSC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN R WELLS, DMD, PSC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOHN R WELLS, DMD, PSC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOHN R WELLS, DMD, PSC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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