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WILLIAM J. WHITNEY, D.D.S. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameWILLIAM J. WHITNEY, D.D.S. 401(K) RETIREMENT PLAN
Plan identification number 001

WILLIAM J. WHITNEY, D.D.S. 401(K) RETIREMENT PLAN 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

WILLIAM J. WHITNEY, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM J. WHITNEY, D.D.S.
Employer identification number (EIN):833398823
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM J. WHITNEY, D.D.S. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WILLIAM J WHITNEY2024-10-15
0012022-01-01
0012021-01-01
0012020-01-01

Plan Statistics for WILLIAM J. WHITNEY, D.D.S. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for WILLIAM J. WHITNEY, D.D.S. 401(K) RETIREMENT PLAN

Measure Date Value
2025: WILLIAM J. WHITNEY, D.D.S. 401(K) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-318
Total number of particpants at end of year2025-07-317
Number of Participants With Account Balances2025-07-317
2024: WILLIAM J. WHITNEY, D.D.S. 401(K) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-157
Total number of particpants at end of year2024-10-157
Number of Participants With Account Balances2024-10-157
2022: WILLIAM J. WHITNEY, D.D.S. 401(K) RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-08-226
Total number of particpants at end of year2022-08-225
Number of Participants With Account Balances2022-08-225

Financial Data on WILLIAM J. WHITNEY, D.D.S. 401(K) RETIREMENT PLAN

Measure Date Value
2025 : WILLIAM J. WHITNEY, D.D.S. 401(K) RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-3172767
Net assets as of the end of the plan year2025-07-311836960
Total assets as of the beginning of the plan year2025-07-311565886
Value of plan covered by a fidelity bond2025-07-31156589
Participant contributions to plan in this plan year2025-07-3134870
Other income to plan in this plan year2025-07-31257810
Plan net income in this plan year2025-07-31271074
Net assets as of the end of the plan year2025-07-311836960
Net assets as of the beginning of the plan year2025-07-311565886
Employer contributions to plan in this plan year2025-07-3151161
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-31190
2024 : WILLIAM J. WHITNEY, D.D.S. 401(K) RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-15766
Net assets as of the end of the plan year2024-10-151565886
Total assets as of the beginning of the plan year2024-10-151203991
Value of plan covered by a fidelity bond2024-10-15120400
Participant contributions to plan in this plan year2024-10-1530247
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-15258647
Plan net income in this plan year2024-10-15361895
Net assets as of the end of the plan year2024-10-151565886
Net assets as of the beginning of the plan year2024-10-151203991
Employer contributions to plan in this plan year2024-10-1573767
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-15140
2022 : WILLIAM J. WHITNEY, D.D.S. 401(K) RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-220
Total liabilities as of the end of the plan year2022-08-220
Total liabilities as of the beginning of the plan year2022-08-220
Total expenses incurred by plan in this plan year2022-08-2296723
Net assets as of the end of the plan year2022-08-221469920
Total assets as of the beginning of the plan year2022-08-221281558
Value of plan covered by a fidelity bond2022-08-22128156
Participant contributions to plan in this plan year2022-08-223145
Other expenses paid from plan in this plan year2022-08-220
Other contributions to plan in this plan year2022-08-220
Other income to plan in this plan year2022-08-22219594
Plan net income in this plan year2022-08-22188362
Net assets as of the end of the plan year2022-08-221469920
Net assets as of the beginning of the plan year2022-08-221281558
Employer contributions to plan in this plan year2022-08-2262346
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-22150

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