401k Plan data: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN plan

DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 401k Plan overview

Plan Name	DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN
Plan identification number	001

DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 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
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

DONALD L. WILCOX, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: DONALD L. WILCOX, D.D.S., P.C.

Employer identification number (EIN): 860901363

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 DONALD WILCOX 2020-10-14
001 2018-01-01
001 2017-01-01
001 2016-01-01 DONALD WILCOX
001 2015-01-01 DONALD WILCOX
001 2014-01-01 DONALD WILCOX
001 2013-01-01 DONALD WILCOX
001 2012-01-01 DONALD WILCOX
001 2011-01-01 DONALD WILCOX
001 2010-01-01 DONALD WILCOX
001 2009-01-01 DONALD WILCOX

Plan Statistics for DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN

401k plan membership statisitcs for DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN

Measure Date Value
2019: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 8
Total of all active and inactive participants 2018-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 10
2017: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
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 1
Total of all active and inactive participants 2015-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 7
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
2011: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 7
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
2009: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 6
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2019: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	8
Total of all active and inactive participants	2018-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	10
2017: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
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	1
Total of all active and inactive participants	2015-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	7
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
2011: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	7
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
2009: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	6
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Financial Data on DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN

Measure	Date	Value
2019 : DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$52,503
Expenses. Total of all expenses incurred	2019-12-31	$572,083
Benefits paid (including direct rollovers)	2019-12-31	$569,681
Total plan assets at end of year	2019-12-31	$155,016
Total plan assets at beginning of year	2019-12-31	$674,596
Value of fidelity bond covering the plan	2019-12-31	$600,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$52,503
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-519,580
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$155,016
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$674,596
Assets. Value of participant loans	2019-12-31	$0
Assets. Value of real-estate (other than employer real property)	2019-12-31	$130,000
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,402
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-6,447
Expenses. Total of all expenses incurred	2018-12-31	$50,342
Benefits paid (including direct rollovers)	2018-12-31	$50,000
Total plan assets at end of year	2018-12-31	$674,596
Total plan assets at beginning of year	2018-12-31	$731,385
Value of fidelity bond covering the plan	2018-12-31	$600,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$342
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-33,688
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-56,789
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$674,596
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$731,385
Assets. Value of participant loans	2018-12-31	$4,495
Assets. Value of real-estate (other than employer real property)	2018-12-31	$136,000
Total contributions received or receivable from employer(s)	2018-12-31	$27,241
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
2017 : DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$79,547
Expenses. Total of all expenses incurred	2017-12-31	$125,237
Benefits paid (including direct rollovers)	2017-12-31	$124,717
Total plan assets at end of year	2017-12-31	$731,385
Total plan assets at beginning of year	2017-12-31	$777,075
Value of fidelity bond covering the plan	2017-12-31	$600,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$520
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$60,012
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-45,690
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$731,385
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$777,075
Assets. Value of participant loans	2017-12-31	$4,495
Assets. Value of real-estate (other than employer real property)	2017-12-31	$142,000
Total contributions received or receivable from employer(s)	2017-12-31	$19,535
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
2016 : DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$57,476
Expenses. Total of all expenses incurred	2016-12-31	$338
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$777,075
Total plan assets at beginning of year	2016-12-31	$719,937
Value of fidelity bond covering the plan	2016-12-31	$600,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$338
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$38,066
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$57,138
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$777,075
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$719,937
Assets. Value of participant loans	2016-12-31	$4,495
Assets. Value of real-estate (other than employer real property)	2016-12-31	$150,000
Total contributions received or receivable from employer(s)	2016-12-31	$19,410
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
2015 : DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$1,671
Expenses. Total of all expenses incurred	2015-12-31	$7,754
Benefits paid (including direct rollovers)	2015-12-31	$7,459
Total plan assets at end of year	2015-12-31	$719,937
Total plan assets at beginning of year	2015-12-31	$726,020
Value of fidelity bond covering the plan	2015-12-31	$600,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-12,842
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-6,083
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$719,937
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$726,020
Assets. Value of participant loans	2015-12-31	$15,173
Assets. Value of real-estate (other than employer real property)	2015-12-31	$155,000
Total contributions received or receivable from employer(s)	2015-12-31	$14,513
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$295
2014 : DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$21,584
Expenses. Total of all expenses incurred	2014-12-31	$466
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$726,020
Total plan assets at beginning of year	2014-12-31	$704,902
Value of fidelity bond covering the plan	2014-12-31	$350,000
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$8,236
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$21,118
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$726,020
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$704,902
Assets. Value of participant loans	2014-12-31	$22,631
Assets. Value of real-estate (other than employer real property)	2014-12-31	$155,000
Total contributions received or receivable from employer(s)	2014-12-31	$13,348
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$466
2013 : DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$-9,707
Expenses. Total of all expenses incurred	2013-12-31	$1,996
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$704,902
Total plan assets at beginning of year	2013-12-31	$716,605
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$-23,932
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-11,703
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$704,902
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$716,605
Assets. Value of participant loans	2013-12-31	$27,233
Assets. Value of real-estate (other than employer real property)	2013-12-31	$155,000
Total contributions received or receivable from employer(s)	2013-12-31	$14,225
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,996
2012 : DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$-85,996
Expenses. Total of all expenses incurred	2012-12-31	$13,349
Benefits paid (including direct rollovers)	2012-12-31	$13,180
Total plan assets at end of year	2012-12-31	$716,605
Total plan assets at beginning of year	2012-12-31	$815,950
Value of fidelity bond covering the plan	2012-12-31	$350,000
Other income received	2012-12-31	$-95,421
Net income (gross income less expenses)	2012-12-31	$-99,345
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$716,605
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$815,950
Assets. Value of participant loans	2012-12-31	$4,495
Assets. Value of real-estate (other than employer real property)	2012-12-31	$155,000
Total contributions received or receivable from employer(s)	2012-12-31	$9,425
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$169
2011 : DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-136,504
Expenses. Total of all expenses incurred	2011-12-31	$2,203
Total plan assets at end of year	2011-12-31	$815,950
Total plan assets at beginning of year	2011-12-31	$954,657
Value of fidelity bond covering the plan	2011-12-31	$350,000
Other income received	2011-12-31	$-154,732
Net income (gross income less expenses)	2011-12-31	$-138,707
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$815,950
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$954,657
Assets. Value of participant loans	2011-12-31	$10,251
Assets. Value of real-estate (other than employer real property)	2011-12-31	$155,000
Total contributions received or receivable from employer(s)	2011-12-31	$18,228
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,203
2010 : DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$176,615
Total plan assets at end of year	2010-12-31	$954,657
Total plan assets at beginning of year	2010-12-31	$778,042
Value of fidelity bond covering the plan	2010-12-31	$100,000
Other income received	2010-12-31	$151,286
Net income (gross income less expenses)	2010-12-31	$176,615
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$954,657
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$778,042
Assets. Value of participant loans	2010-12-31	$26,446
Assets. Value of real-estate (other than employer real property)	2010-12-31	$155,000
Total contributions received or receivable from employer(s)	2010-12-31	$25,329

Form 5500 Responses for DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN

2019: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: DONALD L. WILCOX, D.D.S. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DONALD L. WILCOX, D.D.S., P.C.
Employer identification number (EIN):	860901363
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2019-01-01	DONALD WILCOX	2020-10-14
001	2018-01-01
001	2017-01-01
001	2016-01-01	DONALD WILCOX
001	2015-01-01	DONALD WILCOX
001	2014-01-01	DONALD WILCOX
001	2013-01-01	DONALD WILCOX
001	2012-01-01	DONALD WILCOX
001	2011-01-01	DONALD WILCOX
001	2010-01-01	DONALD WILCOX
001	2009-01-01	DONALD WILCOX