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WILLIAM C. FREY, DMD PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAM C. FREY, DMD PROFIT SHARING PLAN
Plan identification number 001

WILLIAM C. FREY, DMD PROFIT SHARING 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
  • 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.
  • Plan covering Self-Employed individuals.
  • 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 C. FREY, DMD has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM C. FREY, DMD
Employer identification number (EIN):942516496
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM C. FREY, DMD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01WILLIAM C. FREY
0012016-01-01WILLIAM C. FREY
0012015-01-01WILLIAM C. FREY
0012014-01-01WILLIAM C. FREY
0012013-01-01WILLIAM C. FREY
0012012-01-01WILLIAM C. FREY
0012011-01-01WILLIAM C. FREY2012-04-09
0012010-01-01WILLIAM C. FREY2011-03-18

Plan Statistics for WILLIAM C. FREY, DMD PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM C. FREY, DMD PROFIT SHARING PLAN

Measure Date Value
2018: WILLIAM C. FREY, DMD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-012
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WILLIAM C. FREY, DMD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WILLIAM C. FREY, DMD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WILLIAM C. FREY, DMD PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WILLIAM C. FREY, DMD PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: WILLIAM C. FREY, DMD PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WILLIAM C. FREY, DMD PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-013
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-014
Number of participants with account balances2012-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on WILLIAM C. FREY, DMD PROFIT SHARING PLAN

Measure Date Value
2018 : WILLIAM C. FREY, DMD PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-17,233
Expenses. Total of all expenses incurred2018-12-31$76,039
Benefits paid (including direct rollovers)2018-12-31$75,944
Total plan assets at end of year2018-12-31$861,085
Total plan assets at beginning of year2018-12-31$954,357
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$24,500
Expenses. Other expenses not covered elsewhere2018-12-31$95
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-47,496
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-93,272
Net plan assets at end of year (total assets less liabilities)2018-12-31$861,085
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$954,357
Assets. Value of assets in partnership/joint-venture interests2018-12-31$72,517
Total contributions received or receivable from employer(s)2018-12-31$5,763
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : WILLIAM C. FREY, DMD PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$100,284
Expenses. Total of all expenses incurred2017-12-31$110,114
Benefits paid (including direct rollovers)2017-12-31$102,360
Total plan assets at end of year2017-12-31$954,357
Total plan assets at beginning of year2017-12-31$964,187
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$24,000
Other income received2017-12-31$62,927
Net income (gross income less expenses)2017-12-31$-9,830
Net plan assets at end of year (total assets less liabilities)2017-12-31$954,357
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$964,187
Assets. Value of assets in partnership/joint-venture interests2017-12-31$98,810
Total contributions received or receivable from employer(s)2017-12-31$13,357
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$7,754
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : WILLIAM C. FREY, DMD PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$137,198
Expenses. Total of all expenses incurred2016-12-31$5,415
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$964,187
Total plan assets at beginning of year2016-12-31$832,404
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$48,875
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$48,596
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$131,783
Net plan assets at end of year (total assets less liabilities)2016-12-31$964,187
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$832,404
Assets. Value of assets in partnership/joint-venture interests2016-12-31$125,296
Total contributions received or receivable from employer(s)2016-12-31$39,727
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,415
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : WILLIAM C. FREY, DMD PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$88,706
Expenses. Total of all expenses incurred2015-12-31$23,275
Benefits paid (including direct rollovers)2015-12-31$17,606
Total plan assets at end of year2015-12-31$832,404
Total plan assets at beginning of year2015-12-31$766,973
Value of fidelity bond covering the plan2015-12-31$195,000
Total contributions received or receivable from participants2015-12-31$48,864
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-4,746
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$65,431
Net plan assets at end of year (total assets less liabilities)2015-12-31$832,404
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$766,973
Assets. Value of assets in partnership/joint-venture interests2015-12-31$129,378
Total contributions received or receivable from employer(s)2015-12-31$44,588
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,669
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : WILLIAM C. FREY, DMD PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$97,135
Expenses. Total of all expenses incurred2014-12-31$98,966
Benefits paid (including direct rollovers)2014-12-31$93,374
Total plan assets at end of year2014-12-31$766,973
Total plan assets at beginning of year2014-12-31$768,804
Value of fidelity bond covering the plan2014-12-31$195,000
Total contributions received or receivable from participants2014-12-31$38,513
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$21,004
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-1,831
Net plan assets at end of year (total assets less liabilities)2014-12-31$766,973
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$768,804
Assets. Value of assets in partnership/joint-venture interests2014-12-31$120,940
Total contributions received or receivable from employer(s)2014-12-31$37,618
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$5,592
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : WILLIAM C. FREY, DMD PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$138,335
Expenses. Total of all expenses incurred2013-12-31$4,997
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$768,804
Total plan assets at beginning of year2013-12-31$635,466
Value of fidelity bond covering the plan2013-12-31$195,000
Total contributions received or receivable from participants2013-12-31$47,627
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$49,278
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$133,338
Net plan assets at end of year (total assets less liabilities)2013-12-31$768,804
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$635,466
Assets. Value of assets in partnership/joint-venture interests2013-12-31$120,940
Total contributions received or receivable from employer(s)2013-12-31$41,430
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,997
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : WILLIAM C. FREY, DMD PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$80,756
Expenses. Total of all expenses incurred2012-12-31$3,189
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$635,466
Total plan assets at beginning of year2012-12-31$557,899
Value of fidelity bond covering the plan2012-12-31$195,000
Total contributions received or receivable from participants2012-12-31$24,103
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$18,621
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$77,567
Net plan assets at end of year (total assets less liabilities)2012-12-31$635,466
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$557,899
Assets. Value of assets in partnership/joint-venture interests2012-12-31$140,121
Total contributions received or receivable from employer(s)2012-12-31$38,032
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,189
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for WILLIAM C. FREY, DMD PROFIT SHARING PLAN

2018: WILLIAM C. FREY, DMD PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILLIAM C. FREY, DMD PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLIAM C. FREY, DMD PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLIAM C. FREY, DMD PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLIAM C. FREY, DMD PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLIAM C. FREY, DMD PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIAM C. FREY, DMD PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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