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JOHN A. WYATT D.D.S. P.C. 401(K) PLAN & TRUST 401k Plan overview

Plan NameJOHN A. WYATT D.D.S. P.C. 401(K) PLAN & TRUST
Plan identification number 001

JOHN A. WYATT D.D.S. P.C. 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

JOHN A WYATT D.D.S. P.C. has sponsored the creation of one or more 401k plans.

Company Name:JOHN A WYATT D.D.S. P.C.
Employer identification number (EIN):841484502
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. WYATT D.D.S. P.C. 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LISA WYATT2024-08-28
0012022-01-01LISA WYATT2023-10-13
0012021-01-01LISA WYATT2022-10-13
0012020-01-01LISA WYATT2021-10-11
0012019-01-01LISA WYATT2020-04-08
0012018-01-01LISA WYATT2019-05-16
0012017-01-01LISA WYATT2018-08-28
0012016-01-01LISA WYATT2017-07-06
0012015-01-01LISA WYATT2016-08-31
0012014-01-01LISA WYATT2015-09-17
0012013-01-01LISA WYATT2014-08-27
0012012-01-01LISA WYATT2013-09-18
0012011-01-01LISA WYATT2012-07-18
0012010-01-01LISA WYATT2011-09-06
0012009-01-01LISA WYATT
0012009-01-01LISA WYATT

Financial Data on JOHN A. WYATT D.D.S. P.C. 401(K) PLAN & TRUST

Measure Date Value
2025 : JOHN A. WYATT D.D.S. P.C. 401(K) PLAN & TRUST 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-0817137
Net assets as of the end of the plan year2025-10-082707068
Total assets as of the beginning of the plan year2025-10-082217294
Value of plan covered by a fidelity bond2025-10-0860000
Participant contributions to plan in this plan year2025-10-0829405
Other income to plan in this plan year2025-10-08465265
Plan net income in this plan year2025-10-08489774
Net assets as of the end of the plan year2025-10-082707068
Net assets as of the beginning of the plan year2025-10-082217294
Employer contributions to plan in this plan year2025-10-0812241
Fees paid to broker by Benefit Provider2025-10-084
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0817137
2024 : JOHN A. WYATT D.D.S. P.C. 401(K) PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-280
Total liabilities as of the end of the plan year2024-08-280
Total liabilities as of the beginning of the plan year2024-08-280
Total expenses incurred by plan in this plan year2024-08-2813688
Net assets as of the end of the plan year2024-08-282217294
Total assets as of the beginning of the plan year2024-08-281707150
Value of plan covered by a fidelity bond2024-08-2860000
Participant contributions to plan in this plan year2024-08-2850648
Other expenses paid from plan in this plan year2024-08-280
Other contributions to plan in this plan year2024-08-280
Other income to plan in this plan year2024-08-28459284
Plan net income in this plan year2024-08-28510144
Net assets as of the end of the plan year2024-08-282217294
Net assets as of the beginning of the plan year2024-08-281707150
Employer contributions to plan in this plan year2024-08-2813900
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-2813688

Form 5500 Responses for JOHN A. WYATT D.D.S. P.C. 401(K) PLAN & TRUST

2009: JOHN A. WYATT D.D.S. P.C. 401(K) PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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