JAMES R WILLCOX, DMD, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES R WILLCOX, DMD, PC PROFIT SHARING AND 401(K)
| Measure | Date | Value |
|---|
| 2023 : JAMES R WILLCOX, DMD, PC PROFIT SHARING AND 401(K) 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $177,496 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $440,000 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $440,000 |
| Total plan assets at end of year | 2023-12-31 | $6,406,742 |
| Total plan assets at beginning of year | 2023-12-31 | $6,669,246 |
| Value of fidelity bond covering the plan | 2023-12-31 | $7,500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $40,301 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $223,144 |
| Other income received | 2023-12-31 | $130,685 |
| Net income (gross income less expenses) | 2023-12-31 | $-262,504 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $6,406,742 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,669,246 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $1,037,180 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $6,510 |
| 2022 : JAMES R WILLCOX, DMD, PC PROFIT SHARING AND 401(K) 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-316,558 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $471,308 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $471,308 |
| Total plan assets at end of year | 2022-12-31 | $6,668,562 |
| Total plan assets at beginning of year | 2022-12-31 | $7,456,428 |
| Value of fidelity bond covering the plan | 2022-12-31 | $7,500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $29,394 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $587,881 |
| Other income received | 2022-12-31 | $-345,952 |
| Net income (gross income less expenses) | 2022-12-31 | $-787,866 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $6,668,562 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,456,428 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $1,030,530 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $5,820 |
| 2021 : JAMES R WILLCOX, DMD, PC PROFIT SHARING AND 401(K) 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $569,098 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $538,590 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $495,000 |
| Total plan assets at end of year | 2021-12-31 | $7,456,428 |
| Total plan assets at beginning of year | 2021-12-31 | $7,425,920 |
| Value of fidelity bond covering the plan | 2021-12-31 | $7,500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $34,481 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $836,120 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $43,590 |
| Other income received | 2021-12-31 | $528,924 |
| Net income (gross income less expenses) | 2021-12-31 | $30,508 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $7,456,428 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,425,920 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $986,456 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $5,693 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2011 : JAMES R WILLCOX, DMD, PC PROFIT SHARING AND 401(K) 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $966,405 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $528,884 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $489,000 |
| Total plan assets at end of year | 2011-12-31 | $9,205,754 |
| Total plan assets at beginning of year | 2011-12-31 | $8,768,233 |
| Value of fidelity bond covering the plan | 2011-12-31 | $8,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $66,158 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $39,884 |
| Other income received | 2011-12-31 | $894,217 |
| Net income (gross income less expenses) | 2011-12-31 | $437,521 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $9,205,754 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,768,233 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $887,700 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $6,030 |
| 2010 : JAMES R WILLCOX, DMD, PC PROFIT SHARING AND 401(K) 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $8,889 |
| Total income from all sources | 2010-12-31 | $621,936 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $212,572 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $191,650 |
| Total plan assets at end of year | 2010-12-31 | $8,768,233 |
| Total plan assets at beginning of year | 2010-12-31 | $8,367,758 |
| Value of fidelity bond covering the plan | 2010-12-31 | $7,500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $64,164 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $20,922 |
| Other income received | 2010-12-31 | $551,467 |
| Net income (gross income less expenses) | 2010-12-31 | $409,364 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $8,768,233 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,358,869 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $967,050 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $6,305 |
| 2023: JAMES R WILLCOX, DMD, PC PROFIT SHARING AND 401(K) 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: JAMES R WILLCOX, DMD, PC PROFIT SHARING AND 401(K) 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: JAMES R WILLCOX, DMD, PC PROFIT SHARING AND 401(K) 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JAMES R WILLCOX, DMD, PC PROFIT SHARING AND 401(K) 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 |
| 2009: JAMES R WILLCOX, DMD, PC PROFIT SHARING AND 401(K) 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 |
