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WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameWILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined 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).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

WILSON & FIQUETT, D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name:WILSON & FIQUETT, D.M.D., P.C.
Employer identification number (EIN):630961197
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-12-01
0012016-12-01
0012015-12-01
0012014-12-01
0012013-12-01MARK C. WILSON
0012012-12-01MARK C. WILSON
0012011-12-01MARK C. WILSON
0012009-12-01MARK C. WILSON

Plan Statistics for WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2024: WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-05-1430
Total number of particpants at end of year2024-05-140
Number of Participants With Account Balances2024-05-140
Total number of particpants at beginning of year2024-02-0833
Total number of particpants at end of year2024-02-0830
Number of Participants With Account Balances2024-02-0829
2022: WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-03-1528
Total number of particpants at end of year2022-03-1529
Number of Participants With Account Balances2022-03-1529
2016: WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-12-0120
Total number of active participants reported on line 7a of the Form 55002016-12-0118
Number of retired or separated participants receiving benefits2016-12-010
Number of other retired or separated participants entitled to future benefits2016-12-012
Total of all active and inactive participants2016-12-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-010
Total participants2016-12-0120
Number of participants with account balances2016-12-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-12-011
2015: WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-12-0119
Total number of active participants reported on line 7a of the Form 55002015-12-0118
Number of retired or separated participants receiving benefits2015-12-010
Number of other retired or separated participants entitled to future benefits2015-12-011
Total of all active and inactive participants2015-12-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-010
Total participants2015-12-0119
Number of participants with account balances2015-12-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-12-011
2014: WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-12-0116
Total number of active participants reported on line 7a of the Form 55002014-12-0117
Number of retired or separated participants receiving benefits2014-12-010
Number of other retired or separated participants entitled to future benefits2014-12-011
Total of all active and inactive participants2014-12-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-010
Total participants2014-12-0118
Number of participants with account balances2014-12-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-12-010
2013: WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-12-0115
Total number of active participants reported on line 7a of the Form 55002013-12-0111
Number of retired or separated participants receiving benefits2013-12-010
Number of other retired or separated participants entitled to future benefits2013-12-013
Total of all active and inactive participants2013-12-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-010
Total participants2013-12-0114
Number of participants with account balances2013-12-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-12-010
2012: WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-12-0115
Total number of active participants reported on line 7a of the Form 55002012-12-0111
Number of retired or separated participants receiving benefits2012-12-010
Number of other retired or separated participants entitled to future benefits2012-12-014
Total of all active and inactive participants2012-12-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-010
Total participants2012-12-0115
Number of participants with account balances2012-12-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-12-011
2011: WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-12-0115
Total number of active participants reported on line 7a of the Form 55002011-12-0114
Number of retired or separated participants receiving benefits2011-12-010
Number of other retired or separated participants entitled to future benefits2011-12-011
Total of all active and inactive participants2011-12-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-010
Total participants2011-12-0115
Number of participants with account balances2011-12-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-12-010
2009: WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-12-0114
Total number of active participants reported on line 7a of the Form 55002009-12-0114
Number of retired or separated participants receiving benefits2009-12-010
Number of other retired or separated participants entitled to future benefits2009-12-011
Total of all active and inactive participants2009-12-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-010
Total participants2009-12-0115
Number of participants with account balances2009-12-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-12-011

Financial Data on WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2024 : WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-143848097
Net assets as of the end of the plan year2024-05-140
Total assets as of the beginning of the plan year2024-05-143661828
Value of plan covered by a fidelity bond2024-05-14350000
Other contributions to plan in this plan year2024-05-14186269
Plan net income in this plan year2024-05-14-3661828
Net assets as of the end of the plan year2024-05-140
Net assets as of the beginning of the plan year2024-05-143661828
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-1413765
Total expenses incurred by plan in this plan year2024-02-0816867
Net assets as of the end of the plan year2024-02-083661828
Total assets as of the beginning of the plan year2024-02-083025766
Value of plan covered by a fidelity bond2024-02-08350000
Participant contributions to plan in this plan year2024-02-08118564
Other income to plan in this plan year2024-02-08478575
Plan net income in this plan year2024-02-08636062
Net assets as of the end of the plan year2024-02-083661828
Net assets as of the beginning of the plan year2024-02-083025766
Employer contributions to plan in this plan year2024-02-0855790
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-08400
2022 : WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-150
Net assets as of the end of the plan year2022-03-153416809
Total assets as of the beginning of the plan year2022-03-152898206
Value of plan covered by a fidelity bond2022-03-15300000
Participant contributions to plan in this plan year2022-03-15123569
Other income to plan in this plan year2022-03-15330807
Plan net income in this plan year2022-03-15518603
Net assets as of the end of the plan year2022-03-153416809
Net assets as of the beginning of the plan year2022-03-152898206
Employer contributions to plan in this plan year2022-03-1564227
2017 : WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-11-30$400,998
Expenses. Total of all expenses incurred2017-11-30$16,224
Benefits paid (including direct rollovers)2017-11-30$16,124
Total plan assets at end of year2017-11-30$2,686,580
Total plan assets at beginning of year2017-11-30$2,301,806
Value of fidelity bond covering the plan2017-11-30$300,000
Other income received2017-11-30$312,998
Net income (gross income less expenses)2017-11-30$384,774
Net plan assets at end of year (total assets less liabilities)2017-11-30$2,686,580
Net plan assets at beginning of year (total assets less liabilities)2017-11-30$2,301,806
Total contributions received or receivable from employer(s)2017-11-30$88,000
Value of certain deemed distributions of participant loans2017-11-30$100
2016 : WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-11-30$135,460
Expenses. Total of all expenses incurred2016-11-30$3,861
Total plan assets at end of year2016-11-30$2,301,806
Total plan assets at beginning of year2016-11-30$2,170,207
Value of fidelity bond covering the plan2016-11-30$250,000
Other income received2016-11-30$45,460
Net income (gross income less expenses)2016-11-30$131,599
Net plan assets at end of year (total assets less liabilities)2016-11-30$2,301,806
Net plan assets at beginning of year (total assets less liabilities)2016-11-30$2,170,207
Total contributions received or receivable from employer(s)2016-11-30$90,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-11-30$3,861
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-11-30$0
2015 : WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-11-30$85,203
Expenses. Total of all expenses incurred2015-11-30$9,811
Benefits paid (including direct rollovers)2015-11-30$9,811
Total plan assets at end of year2015-11-30$2,170,207
Total plan assets at beginning of year2015-11-30$2,094,815
Value of fidelity bond covering the plan2015-11-30$250,000
Other income received2015-11-30$5,203
Net income (gross income less expenses)2015-11-30$75,392
Net plan assets at end of year (total assets less liabilities)2015-11-30$2,170,207
Net plan assets at beginning of year (total assets less liabilities)2015-11-30$2,094,815
Total contributions received or receivable from employer(s)2015-11-30$80,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$0
2014 : WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-11-30$81,020
Expenses. Total of all expenses incurred2014-11-30$50,779
Benefits paid (including direct rollovers)2014-11-30$50,779
Total plan assets at end of year2014-11-30$2,094,815
Total plan assets at beginning of year2014-11-30$2,064,574
Value of fidelity bond covering the plan2014-11-30$250,000
Other income received2014-11-30$1,020
Net income (gross income less expenses)2014-11-30$30,241
Net plan assets at end of year (total assets less liabilities)2014-11-30$2,094,815
Net plan assets at beginning of year (total assets less liabilities)2014-11-30$2,064,574
Total contributions received or receivable from employer(s)2014-11-30$80,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-11-30$0
2013 : WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-11-30$50,196
Expenses. Total of all expenses incurred2013-11-30$0
Total plan assets at end of year2013-11-30$2,064,574
Total plan assets at beginning of year2013-11-30$2,014,378
Value of fidelity bond covering the plan2013-11-30$250,000
Other income received2013-11-30$196
Net income (gross income less expenses)2013-11-30$50,196
Net plan assets at end of year (total assets less liabilities)2013-11-30$2,064,574
Net plan assets at beginning of year (total assets less liabilities)2013-11-30$2,014,378
Total contributions received or receivable from employer(s)2013-11-30$50,000
2012 : WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-11-30$278,470
Expenses. Total of all expenses incurred2012-11-30$0
Total plan assets at end of year2012-11-30$2,014,378
Total plan assets at beginning of year2012-11-30$1,735,908
Value of fidelity bond covering the plan2012-11-30$200,000
Other income received2012-11-30$198,470
Net income (gross income less expenses)2012-11-30$278,470
Net plan assets at end of year (total assets less liabilities)2012-11-30$2,014,378
Net plan assets at beginning of year (total assets less liabilities)2012-11-30$1,735,908
Total contributions received or receivable from employer(s)2012-11-30$80,000
2011 : WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-11-30$133,243
Expenses. Total of all expenses incurred2011-11-30$91,028
Benefits paid (including direct rollovers)2011-11-30$91,028
Total plan assets at end of year2011-11-30$1,735,908
Total plan assets at beginning of year2011-11-30$1,693,693
Value of fidelity bond covering the plan2011-11-30$200,000
Noncash contributions received2011-11-30$53,243
Net income (gross income less expenses)2011-11-30$42,215
Net plan assets at end of year (total assets less liabilities)2011-11-30$1,735,908
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$1,693,693
Total contributions received or receivable from employer(s)2011-11-30$80,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-11-30$0

Form 5500 Responses for WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST

2016: WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement - TrustYes
2015: WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement - TrustYes
2014: WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement - TrustYes
2013: WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement - TrustYes
2012: WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement - TrustYes
2011: WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planNo
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement - TrustYes
2009: WILSON & FIQUETT, D.M.D., P.C. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planNo
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement - TrustYes

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