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STEPHEN D. WILLENS, D.D.S., INC. 401 K PROFIT SHARING PLAN 401k Plan overview

Plan NameSTEPHEN D. WILLENS, D.D.S., INC. 401 K PROFIT SHARING PLAN
Plan identification number 001

STEPHEN D. WILLENS, D.D.S., INC. 401 K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='954776091' AND PlanID='001'

401k Sponsoring company profile

STEPHEN D. WILLENS, D.D.S., INC. has sponsored the creation of one or more 401k plans.

Company Name:STEPHEN D. WILLENS, D.D.S., INC.
Employer identification number (EIN):954776091
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN D. WILLENS, D.D.S., INC. 401 K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01STEPHEN WILLENS2021-03-29
0012019-01-01STEPHEN WILLENS2020-03-26
0012018-01-01STEPHEN WILLENS2019-08-02
0012017-01-01STEPHEN WILLENS2018-05-12
0012016-01-01STEPHEN WILLENS2017-05-29
0012015-01-01STEPHEN WILLENS2016-05-18
0012014-01-01STEPHEN WILLENS2015-04-15
0012013-01-01STEPHEN WILLENS2014-04-27
0012012-01-01STEPHEN WILLENS2013-05-28
0012011-01-01STEPHEN WILLENS
0012009-01-01STEPHEN WILLENS

Financial Data on STEPHEN D. WILLENS, D.D.S., INC. 401 K PROFIT SHARING PLAN

Measure Date Value
2011 : STEPHEN D. WILLENS, D.D.S., INC. 401 K PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$437
Total plan liabilities at beginning of year2011-12-31$178
Total income from all sources2011-12-31$34,308
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$212,365
Total plan assets at beginning of year2011-12-31$177,798
Value of fidelity bond covering the plan2011-12-31$10,000
Total contributions received or receivable from participants2011-12-31$24,940
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$579
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$34,308
Net plan assets at end of year (total assets less liabilities)2011-12-31$211,928
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$177,620
Total contributions received or receivable from employer(s)2011-12-31$8,789
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : STEPHEN D. WILLENS, D.D.S., INC. 401 K PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$178
Total plan liabilities at beginning of year2010-12-31$7
Total income from all sources2010-12-31$49,699
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$177,798
Total plan assets at beginning of year2010-12-31$127,928
Value of fidelity bond covering the plan2010-12-31$10,000
Total contributions received or receivable from participants2010-12-31$25,120
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$15,193
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$49,699
Net plan assets at end of year (total assets less liabilities)2010-12-31$177,620
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$127,921
Total contributions received or receivable from employer(s)2010-12-31$9,386
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number65336
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number65336
Policy instance 1

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