WILLIAM M PHILLIPS DDS INC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

WILLIAM M PHILLIPS DDS INC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Sponsoring company profile

Company Name:	WILLIAM M PHILLIPS DDS INC
Employer identification number (EIN):	731643098
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	SHIRLEY HORNER	2023-11-15
001	2022-01-01	SHIRLEY HORNER	2023-09-15
001	2021-01-01	NICK RICE	2022-08-17
001	2020-01-01	TERRI PHILLIPS	2021-06-16
001	2019-01-01	TERRI CRISTANELLI	2020-07-30
001	2018-01-01	TERRI PHILLIPS	2019-07-23
001	2017-01-01	TERRI PHILLIPS	2018-06-27
001	2016-01-01	TERRI PHILLIPS	2017-07-31
001	2015-01-01	TERRI PHILLIPS
001	2014-01-01	TERRI CRISTANELLI	2015-11-30
001	2013-01-01	TERRI CRISTANELLI	2014-07-14
001	2012-01-01	TERRI CRISTANELLI	2013-04-24
001	2011-01-01	TERRI CRISTANELLI	2012-06-21
001	2010-01-01	TERRI CRISTANELLI	2011-03-04

Plan Statistics for WILLIAM M PHILLIPS DDS INC 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2015: WILLIAM M PHILLIPS DDS INC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on WILLIAM M PHILLIPS DDS INC 401(K) PROFIT SHARING PLAN & TRUST

Form 5500 Responses for WILLIAM M PHILLIPS DDS INC 401(K) PROFIT SHARING PLAN & TRUST

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