401k Plan data: JOHN A. WRIGHT, DDS 401K PROFIT SHARING PLAN & TRUST plan

JOHN A. WRIGHT, DDS 401K PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	JOHN A. WRIGHT, DDS 401K PROFIT SHARING PLAN & TRUST
Plan identification number	001

JOHN A. WRIGHT, DDS 401K PROFIT SHARING PLAN & TRUST 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).
Profit-sharing
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.
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 A. WRIGHT, DDS has sponsored the creation of one or more 401k plans.

Company Name: JOHN A. WRIGHT, DDS

Employer identification number (EIN): 810539285

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. WRIGHT, DDS 401K PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 JOHN WRIGHT JOHN WRIGHT 2017-07-31
001 2015-01-01
001 2014-01-01 JOHN A. WRIGHT, DDS
001 2013-01-01 JOHN A. WRIGHT, DDS
001 2012-01-01 JOHN A. WRIGHT, DDS
001 2011-01-01 JOHN A. WRIGHT, DDS
001 2010-01-01 JOHN A. WRIGHT, DDS, PC
001 2009-01-01 JOHN A. WRIGHT, DDS, PC

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	JOHN WRIGHT	JOHN WRIGHT	2017-07-31
001	2015-01-01
001	2014-01-01	JOHN A. WRIGHT, DDS
001	2013-01-01	JOHN A. WRIGHT, DDS
001	2012-01-01	JOHN A. WRIGHT, DDS
001	2011-01-01	JOHN A. WRIGHT, DDS
001	2010-01-01	JOHN A. WRIGHT, DDS, PC
001	2009-01-01	JOHN A. WRIGHT, DDS, PC

Financial Data on JOHN A. WRIGHT, DDS 401K PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2016 : JOHN A. WRIGHT, DDS 401K PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$-807
Total plan assets at end of year	2016-12-31	$26,880
Total plan assets at beginning of year	2016-12-31	$27,687
Value of fidelity bond covering the plan	2016-12-31	$60,000
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$26,880
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$27,687
2015 : JOHN A. WRIGHT, DDS 401K PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$4,831
Expenses. Total of all expenses incurred	2015-12-31	$595,765
Benefits paid (including direct rollovers)	2015-12-31	$591,718
Total plan assets at end of year	2015-12-31	$27,687
Total plan assets at beginning of year	2015-12-31	$618,621
Value of fidelity bond covering the plan	2015-12-31	$60,000
Other income received	2015-12-31	$4,831
Net income (gross income less expenses)	2015-12-31	$-590,934
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$27,687
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$618,621
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,047
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JOHN A. WRIGHT, DDS 401K PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$29,252
Expenses. Total of all expenses incurred	2014-12-31	$7,916
Benefits paid (including direct rollovers)	2014-12-31	$2,149
Total plan assets at end of year	2014-12-31	$618,621
Total plan assets at beginning of year	2014-12-31	$597,285
Value of fidelity bond covering the plan	2014-12-31	$60,000
Other income received	2014-12-31	$21,413
Net income (gross income less expenses)	2014-12-31	$21,336
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$618,621
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$597,285
Total contributions received or receivable from employer(s)	2014-12-31	$7,839
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$5,767
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : JOHN A. WRIGHT, DDS 401K PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$53,772
Expenses. Total of all expenses incurred	2013-12-31	$5,090
Total plan assets at end of year	2013-12-31	$597,285
Total plan assets at beginning of year	2013-12-31	$548,603
Value of fidelity bond covering the plan	2013-12-31	$60,000
Total contributions received or receivable from participants	2013-12-31	$250
Other income received	2013-12-31	$30,739
Net income (gross income less expenses)	2013-12-31	$48,682
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$597,285
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$548,603
Total contributions received or receivable from employer(s)	2013-12-31	$22,783
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,090
2012 : JOHN A. WRIGHT, DDS 401K PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$75,519
Expenses. Total of all expenses incurred	2012-12-31	$5,035
Benefits paid (including direct rollovers)	2012-12-31	$513
Total plan assets at end of year	2012-12-31	$548,603
Total plan assets at beginning of year	2012-12-31	$478,119
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$6,800
Expenses. Other expenses not covered elsewhere	2012-12-31	$4,522
Other income received	2012-12-31	$42,627
Net income (gross income less expenses)	2012-12-31	$70,484
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$548,603
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$478,119
Total contributions received or receivable from employer(s)	2012-12-31	$26,092
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JOHN A. WRIGHT, DDS 401K PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$43,245
Expenses. Total of all expenses incurred	2011-12-31	$2,974
Total plan assets at end of year	2011-12-31	$478,119
Total plan assets at beginning of year	2011-12-31	$437,848
Value of fidelity bond covering the plan	2011-12-31	$40,000
Total contributions received or receivable from participants	2011-12-31	$22,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,974
Other income received	2011-12-31	$-2,238
Net income (gross income less expenses)	2011-12-31	$40,271
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$478,119
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$437,848
Total contributions received or receivable from employer(s)	2011-12-31	$23,483
2010 : JOHN A. WRIGHT, DDS 401K PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$64,834
Expenses. Total of all expenses incurred	2010-12-31	$17,693
Benefits paid (including direct rollovers)	2010-12-31	$14,259
Total plan assets at end of year	2010-12-31	$437,848
Total plan assets at beginning of year	2010-12-31	$390,707
Value of fidelity bond covering the plan	2010-12-31	$40,000
Total contributions received or receivable from participants	2010-12-31	$24,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$3,434
Other income received	2010-12-31	$25,834
Net income (gross income less expenses)	2010-12-31	$47,141
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$437,848
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$390,707
Total contributions received or receivable from employer(s)	2010-12-31	$15,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for JOHN A. WRIGHT, DDS 401K PROFIT SHARING PLAN & TRUST

2016: JOHN A. WRIGHT, DDS 401K PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOHN A. WRIGHT, DDS 401K PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JOHN A. WRIGHT, DDS 401K PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHN A. WRIGHT, DDS 401K PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHN A. WRIGHT, DDS 401K PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN A. WRIGHT, DDS 401K PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JOHN A. WRIGHT, DDS 401K PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN A. WRIGHT, DDS 401K PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JOHN A. WRIGHT, DDS
Employer identification number (EIN):	810539285
NAIC Classification:	621210
NAIC Description:	Offices of Dentists