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THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 401k Plan overview

Plan NameTHE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC.
Plan identification number 002

THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 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.
  • 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

FRANK J. WILKINSON, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name:FRANK J. WILKINSON, D.D.S., INC.
Employer identification number (EIN):953202183
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-11-01FRANK WILKINSON
0022016-11-01FRANK WILKINSON
0022015-11-01FRANK WILKINSON
0022014-11-01FRANK WILKINSON
0022013-11-01FRANK WILKINSON
0022012-11-01FRANK WILKINSON
0022011-11-01FRANK WILKINSON FRANK WILKINSON2013-01-23
0022009-11-01FRANK WILKINSON FRANK WILKINSON2011-01-12

Plan Statistics for THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC.

401k plan membership statisitcs for THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC.

Measure Date Value
2017: THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2017 401k membership
Total participants, beginning-of-year2017-11-011
Total number of active participants reported on line 7a of the Form 55002017-11-010
Number of retired or separated participants receiving benefits2017-11-010
Number of other retired or separated participants entitled to future benefits2017-11-010
Total of all active and inactive participants2017-11-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-11-010
Total participants2017-11-010
Number of participants with account balances2017-11-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-11-010
2016: THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2016 401k membership
Total participants, beginning-of-year2016-11-012
Total number of active participants reported on line 7a of the Form 55002016-11-010
Number of retired or separated participants receiving benefits2016-11-011
Number of other retired or separated participants entitled to future benefits2016-11-010
Total of all active and inactive participants2016-11-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-011
Number of participants with account balances2016-11-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-11-010
2015: THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2015 401k membership
Total participants, beginning-of-year2015-11-012
Total number of active participants reported on line 7a of the Form 55002015-11-011
Number of retired or separated participants receiving benefits2015-11-010
Number of other retired or separated participants entitled to future benefits2015-11-011
Total of all active and inactive participants2015-11-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-010
Total participants2015-11-012
Number of participants with account balances2015-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
2014: THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2014 401k membership
Total participants, beginning-of-year2014-11-012
Total number of active participants reported on line 7a of the Form 55002014-11-011
Number of retired or separated participants receiving benefits2014-11-010
Number of other retired or separated participants entitled to future benefits2014-11-011
Total of all active and inactive participants2014-11-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-010
Total participants2014-11-012
Number of participants with account balances2014-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
2013: THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2013 401k membership
Total participants, beginning-of-year2013-11-012
Total number of active participants reported on line 7a of the Form 55002013-11-012
Number of retired or separated participants receiving benefits2013-11-010
Number of other retired or separated participants entitled to future benefits2013-11-010
Total of all active and inactive participants2013-11-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-010
Total participants2013-11-012
Number of participants with account balances2013-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010
2012: THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2012 401k membership
Total participants, beginning-of-year2012-11-012
Total number of active participants reported on line 7a of the Form 55002012-11-012
Number of retired or separated participants receiving benefits2012-11-010
Number of other retired or separated participants entitled to future benefits2012-11-010
Total of all active and inactive participants2012-11-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-010
Total participants2012-11-012
Number of participants with account balances2012-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-010
2011: THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2011 401k membership
Total participants, beginning-of-year2011-11-012
Total number of active participants reported on line 7a of the Form 55002011-11-012
Number of retired or separated participants receiving benefits2011-11-010
Number of other retired or separated participants entitled to future benefits2011-11-010
Total of all active and inactive participants2011-11-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-010
Total participants2011-11-012
Number of participants with account balances2011-11-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010
2009: THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2009 401k membership
Total participants, beginning-of-year2009-11-0110
Total number of active participants reported on line 7a of the Form 55002009-11-018
Number of retired or separated participants receiving benefits2009-11-010
Number of other retired or separated participants entitled to future benefits2009-11-010
Total of all active and inactive participants2009-11-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-010
Total participants2009-11-018
Number of participants with account balances2009-11-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010

Financial Data on THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC.

Measure Date Value
2017 : THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2017 401k financial data
Total income from all sources2017-12-31$11,517
Expenses. Total of all expenses incurred2017-12-31$148,614
Benefits paid (including direct rollovers)2017-12-31$148,614
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$137,097
Value of fidelity bond covering the plan2017-12-31$500,000
Other income received2017-12-31$11,517
Net income (gross income less expenses)2017-12-31$-137,097
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$137,097
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Total plan liabilities at end of year2017-10-31$0
Total plan liabilities at beginning of year2017-10-31$0
Total income from all sources2017-10-31$432,208
Expenses. Total of all expenses incurred2017-10-31$6,549,379
Benefits paid (including direct rollovers)2017-10-31$6,549,379
Total plan assets at end of year2017-10-31$137,097
Total plan assets at beginning of year2017-10-31$6,254,268
Value of fidelity bond covering the plan2017-10-31$500,000
Total contributions received or receivable from participants2017-10-31$0
Expenses. Other expenses not covered elsewhere2017-10-31$0
Contributions received from other sources (not participants or employers)2017-10-31$0
Other income received2017-10-31$432,208
Noncash contributions received2017-10-31$0
Net income (gross income less expenses)2017-10-31$-6,117,171
Net plan assets at end of year (total assets less liabilities)2017-10-31$137,097
Net plan assets at beginning of year (total assets less liabilities)2017-10-31$6,254,268
Assets. Value of real-estate (other than employer real property)2017-10-31$0
Total contributions received or receivable from employer(s)2017-10-31$0
Value of certain deemed distributions of participant loans2017-10-31$0
Value of corrective distributions2017-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-10-31$0
2016 : THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2016 401k financial data
Total plan liabilities at end of year2016-10-31$0
Total plan liabilities at beginning of year2016-10-31$0
Total income from all sources2016-10-31$494,531
Expenses. Total of all expenses incurred2016-10-31$0
Benefits paid (including direct rollovers)2016-10-31$0
Total plan assets at end of year2016-10-31$6,254,268
Total plan assets at beginning of year2016-10-31$5,759,737
Value of fidelity bond covering the plan2016-10-31$500,000
Total contributions received or receivable from participants2016-10-31$0
Other income received2016-10-31$494,531
Net income (gross income less expenses)2016-10-31$494,531
Net plan assets at end of year (total assets less liabilities)2016-10-31$6,254,268
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$5,759,737
Assets. Value of real-estate (other than employer real property)2016-10-31$780,072
Total contributions received or receivable from employer(s)2016-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-10-31$0
2015 : THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2015 401k financial data
Total plan liabilities at end of year2015-10-31$0
Total plan liabilities at beginning of year2015-10-31$0
Total income from all sources2015-10-31$176,858
Expenses. Total of all expenses incurred2015-10-31$0
Benefits paid (including direct rollovers)2015-10-31$0
Total plan assets at end of year2015-10-31$5,759,737
Total plan assets at beginning of year2015-10-31$5,582,879
Value of fidelity bond covering the plan2015-10-31$500,000
Total contributions received or receivable from participants2015-10-31$0
Contributions received from other sources (not participants or employers)2015-10-31$0
Other income received2015-10-31$176,858
Net income (gross income less expenses)2015-10-31$176,858
Net plan assets at end of year (total assets less liabilities)2015-10-31$5,759,737
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$5,582,879
Assets. Value of real-estate (other than employer real property)2015-10-31$1,719,002
Total contributions received or receivable from employer(s)2015-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-10-31$0
2014 : THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2014 401k financial data
Total plan liabilities at end of year2014-10-31$0
Total plan liabilities at beginning of year2014-10-31$0
Total income from all sources2014-10-31$2,945,000
Expenses. Total of all expenses incurred2014-10-31$0
Benefits paid (including direct rollovers)2014-10-31$0
Total plan assets at end of year2014-10-31$5,582,879
Total plan assets at beginning of year2014-10-31$2,637,879
Value of fidelity bond covering the plan2014-10-31$75,000
Total contributions received or receivable from participants2014-10-31$0
Contributions received from other sources (not participants or employers)2014-10-31$2,770,635
Other income received2014-10-31$174,365
Net income (gross income less expenses)2014-10-31$2,945,000
Net plan assets at end of year (total assets less liabilities)2014-10-31$5,582,879
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$2,637,879
Assets. Value of real-estate (other than employer real property)2014-10-31$1,246,486
Total contributions received or receivable from employer(s)2014-10-31$0
2013 : THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2013 401k financial data
Total income from all sources2013-10-31$64,427
Expenses. Total of all expenses incurred2013-10-31$0
Total plan assets at end of year2013-10-31$2,637,879
Total plan assets at beginning of year2013-10-31$2,573,452
Value of fidelity bond covering the plan2013-10-31$75,000
Other income received2013-10-31$64,427
Net income (gross income less expenses)2013-10-31$64,427
Net plan assets at end of year (total assets less liabilities)2013-10-31$2,637,879
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$2,573,452
2012 : THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2012 401k financial data
Total income from all sources2012-10-31$256,884
Expenses. Total of all expenses incurred2012-10-31$0
Total plan assets at end of year2012-10-31$2,573,452
Total plan assets at beginning of year2012-10-31$2,316,568
Value of fidelity bond covering the plan2012-10-31$75,000
Total contributions received or receivable from participants2012-10-31$0
Expenses. Other expenses not covered elsewhere2012-10-31$0
Contributions received from other sources (not participants or employers)2012-10-31$0
Other income received2012-10-31$256,884
Net income (gross income less expenses)2012-10-31$256,884
Net plan assets at end of year (total assets less liabilities)2012-10-31$2,573,452
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$2,316,568
Total contributions received or receivable from employer(s)2012-10-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-10-31$0
2011 : THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2011 401k financial data
Total income from all sources2011-10-31$101,224
Expenses. Total of all expenses incurred2011-10-31$86,031
Benefits paid (including direct rollovers)2011-10-31$86,031
Total plan assets at end of year2011-10-31$2,316,568
Total plan assets at beginning of year2011-10-31$2,301,375
Value of fidelity bond covering the plan2011-10-31$75,000
Total contributions received or receivable from participants2011-10-31$0
Contributions received from other sources (not participants or employers)2011-10-31$0
Other income received2011-10-31$101,224
Net income (gross income less expenses)2011-10-31$15,193
Net plan assets at end of year (total assets less liabilities)2011-10-31$2,316,568
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$2,301,375
Total contributions received or receivable from employer(s)2011-10-31$0

Form 5500 Responses for THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC.

2017: THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2017 form 5500 responses
2017-11-01Type of plan entitySingle employer plan
2017-11-01Submission has been amendedNo
2017-11-01This submission is the final filingYes
2017-11-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-11-01Plan is a collectively bargained planNo
2017-11-01Plan funding arrangement – TrustYes
2017-11-01Plan benefit arrangement - TrustYes
2016: THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement - TrustYes
2015: THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2009: THE RETIREMENT PLAN AND TRUST FOR THE EMPLOYEES OF FRANK J. WILKINSON, D.D.S., INC. 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes

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