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BRIAN J. WILSON, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 401k Plan overview

Plan NameBRIAN J. WILSON, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST
Plan identification number 003

BRIAN J. WILSON, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

BRIAN J. WILSON, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name:BRIAN J. WILSON, D.D.S., P.C.
Employer identification number (EIN):860380740
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN J. WILSON, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032011-01-01BRIAN WILSON BRIAN WILSON2012-10-12
0032010-01-01BRIAN J. WILSON DDS, PC BRIAN J. WILSON DDS, PC2011-10-14
0032009-01-01BRIAN J WILSON BRIAN J WILSON2010-10-13

Financial Data on BRIAN J. WILSON, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST

Measure Date Value
2011 : BRIAN J. WILSON, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-117,288
Expenses. Total of all expenses incurred2011-12-31$378,338
Benefits paid (including direct rollovers)2011-12-31$367,646
Total plan assets at end of year2011-12-31$0
Total plan assets at beginning of year2011-12-31$495,626
Value of fidelity bond covering the plan2011-12-31$180,000
Other income received2011-12-31$-129,945
Net income (gross income less expenses)2011-12-31$-495,626
Net plan assets at end of year (total assets less liabilities)2011-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$495,626
Assets. Value of assets in partnership/joint-venture interests2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$12,657
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$10,692
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$5,091
2010 : BRIAN J. WILSON, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$119,151
Expenses. Total of all expenses incurred2010-12-31$5,950
Total plan assets at end of year2010-12-31$495,626
Total plan assets at beginning of year2010-12-31$382,425
Value of fidelity bond covering the plan2010-12-31$180,000
Other income received2010-12-31$80,748
Net income (gross income less expenses)2010-12-31$113,201
Net plan assets at end of year (total assets less liabilities)2010-12-31$495,626
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$382,425
Assets. Value of assets in partnership/joint-venture interests2010-12-31$9,819
Total contributions received or receivable from employer(s)2010-12-31$38,403
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,950

Form 5500 Responses for BRIAN J. WILSON, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST

2011: BRIAN J. WILSON, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingYes
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: BRIAN J. WILSON, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BRIAN J. WILSON, D.D.S., P.C. DEFINED BENEFIT PENSION PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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