401k Plan data: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN plan

WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN
Plan identification number	001

WOBURN DENTAL ASSOCIATES 401(K) 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

WOBURN DENTAL ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: WOBURN DENTAL ASSOCIATES

Employer identification number (EIN): 043502744

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01 ROBERT HENKEL ROBERT HENKEL 2019-07-22
001 2017-01-01 ROBERT HENKEL ROBERT HENKEL 2018-07-23
001 2016-01-01 ROBERT HENKEL ROBERT HENKEL 2017-09-07
001 2015-01-01 ROBERT HENKEL ROBERT HENKEL 2016-07-14
001 2014-01-01 ROBERT HENKEL ROBERT HENKEL 2015-06-15
001 2013-01-01 ROBERT HENKEL ROBERT HENKEL 2014-05-27
001 2012-01-01 ROBERT HENKEL ROBERT HENKEL 2013-06-13
001 2011-01-01 ROBERT HENKEL ROBERT HENKEL 2012-07-25
001 2010-01-01 ROBERT HENKEL ROBERT HENKEL 2011-08-22
001 2009-01-01 ROBERT HENKEL ROBERT HENKEL 2010-08-20

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01	ROBERT HENKEL	ROBERT HENKEL	2019-07-22
001	2017-01-01	ROBERT HENKEL	ROBERT HENKEL	2018-07-23
001	2016-01-01	ROBERT HENKEL	ROBERT HENKEL	2017-09-07
001	2015-01-01	ROBERT HENKEL	ROBERT HENKEL	2016-07-14
001	2014-01-01	ROBERT HENKEL	ROBERT HENKEL	2015-06-15
001	2013-01-01	ROBERT HENKEL	ROBERT HENKEL	2014-05-27
001	2012-01-01	ROBERT HENKEL	ROBERT HENKEL	2013-06-13
001	2011-01-01	ROBERT HENKEL	ROBERT HENKEL	2012-07-25
001	2010-01-01	ROBERT HENKEL	ROBERT HENKEL	2011-08-22
001	2009-01-01	ROBERT HENKEL	ROBERT HENKEL	2010-08-20

Plan Statistics for WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
2019: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
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 3
Total of all active and inactive participants 2019-01-01 10
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 10
2018: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 11
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 11
2017: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 12
Total participants 2017-01-01 12
Number of participants with account balances 2017-01-01 12
2016: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 12
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 12
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 12
2014: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 13
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
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 5
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 10
Number of participants with account balances 2010-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2020: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
2019: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
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	3
Total of all active and inactive participants	2019-01-01	10
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	10
2018: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	11
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	11
2017: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	12
Total participants	2017-01-01	12
Number of participants with account balances	2017-01-01	12
2016: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	12
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	12
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	12
2014: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	13
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
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	5
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	10
Number of participants with account balances	2010-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2020 : WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-05-05	$-196,284
Expenses. Total of all expenses incurred	2020-05-05	$2,209,078
Benefits paid (including direct rollovers)	2020-05-05	$2,206,932
Total plan assets at end of year	2020-05-05	$0
Total plan assets at beginning of year	2020-05-05	$2,405,362
Value of fidelity bond covering the plan	2020-05-05	$250,000
Total contributions received or receivable from participants	2020-05-05	$0
Other income received	2020-05-05	$-196,284
Net income (gross income less expenses)	2020-05-05	$-2,405,362
Net plan assets at end of year (total assets less liabilities)	2020-05-05	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-05-05	$2,405,362
Total contributions received or receivable from employer(s)	2020-05-05	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-05-05	$2,146
2019 : WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$573,902
Expenses. Total of all expenses incurred	2019-12-31	$154,433
Benefits paid (including direct rollovers)	2019-12-31	$147,961
Total plan assets at end of year	2019-12-31	$2,405,362
Total plan assets at beginning of year	2019-12-31	$1,985,893
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$43,702
Other income received	2019-12-31	$477,322
Net income (gross income less expenses)	2019-12-31	$419,469
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,405,362
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,985,893
Total contributions received or receivable from employer(s)	2019-12-31	$52,878
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$6,472
2018 : WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-22,210
Expenses. Total of all expenses incurred	2018-12-31	$18,535
Benefits paid (including direct rollovers)	2018-12-31	$10,600
Total plan assets at end of year	2018-12-31	$1,985,893
Total plan assets at beginning of year	2018-12-31	$2,026,638
Value of fidelity bond covering the plan	2018-12-31	$250,000
Total contributions received or receivable from participants	2018-12-31	$86,912
Other income received	2018-12-31	$-163,151
Net income (gross income less expenses)	2018-12-31	$-40,745
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,985,893
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,026,638
Total contributions received or receivable from employer(s)	2018-12-31	$54,029
Value of certain deemed distributions of participant loans	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$7,935
2017 : WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$468,435
Expenses. Total of all expenses incurred	2017-12-31	$15,021
Total plan assets at end of year	2017-12-31	$2,026,638
Total plan assets at beginning of year	2017-12-31	$1,573,224
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$77,249
Other income received	2017-12-31	$338,490
Net income (gross income less expenses)	2017-12-31	$453,414
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,026,638
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,573,224
Total contributions received or receivable from employer(s)	2017-12-31	$52,696
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$15,021
2016 : WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$215,705
Expenses. Total of all expenses incurred	2016-12-31	$12,596
Total plan assets at end of year	2016-12-31	$1,573,224
Total plan assets at beginning of year	2016-12-31	$1,370,115
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$70,551
Other income received	2016-12-31	$94,837
Net income (gross income less expenses)	2016-12-31	$203,109
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,573,224
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,370,115
Total contributions received or receivable from employer(s)	2016-12-31	$50,317
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$12,596
2015 : WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$142,919
Expenses. Total of all expenses incurred	2015-12-31	$231,164
Benefits paid (including direct rollovers)	2015-12-31	$219,186
Total plan assets at end of year	2015-12-31	$1,370,115
Total plan assets at beginning of year	2015-12-31	$1,458,360
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$60,181
Other income received	2015-12-31	$22,770
Net income (gross income less expenses)	2015-12-31	$-88,245
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,370,115
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,458,360
Total contributions received or receivable from employer(s)	2015-12-31	$59,968
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$11,978
2014 : WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$158,187
Expenses. Total of all expenses incurred	2014-12-31	$12,337
Total plan assets at end of year	2014-12-31	$1,458,360
Total plan assets at beginning of year	2014-12-31	$1,312,510
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$64,273
Other income received	2014-12-31	$40,100
Net income (gross income less expenses)	2014-12-31	$145,850
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,458,360
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,312,510
Total contributions received or receivable from employer(s)	2014-12-31	$53,814
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$12,337
2013 : WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$359,094
Expenses. Total of all expenses incurred	2013-12-31	$10,705
Total plan assets at end of year	2013-12-31	$1,312,510
Total plan assets at beginning of year	2013-12-31	$964,121
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$54,457
Other income received	2013-12-31	$246,962
Net income (gross income less expenses)	2013-12-31	$348,389
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,312,510
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$964,121
Total contributions received or receivable from employer(s)	2013-12-31	$57,675
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$10,705
2012 : WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$220,605
Expenses. Total of all expenses incurred	2012-12-31	$8,300
Total plan assets at end of year	2012-12-31	$964,121
Total plan assets at beginning of year	2012-12-31	$751,816
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$58,224
Other income received	2012-12-31	$104,411
Net income (gross income less expenses)	2012-12-31	$212,305
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$964,121
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$751,816
Total contributions received or receivable from employer(s)	2012-12-31	$57,970
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$8,300
2011 : WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$70,291
Expenses. Total of all expenses incurred	2011-12-31	$7,454
Total plan assets at end of year	2011-12-31	$751,816
Total plan assets at beginning of year	2011-12-31	$688,979
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$55,677
Other income received	2011-12-31	$-44,407
Net income (gross income less expenses)	2011-12-31	$62,837
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$751,816
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$688,979
Total contributions received or receivable from employer(s)	2011-12-31	$59,021
Value of corrective distributions	2011-12-31	$448
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$7,006
2010 : WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$165,879
Expenses. Total of all expenses incurred	2010-12-31	$523
Benefits paid (including direct rollovers)	2010-12-31	$523
Total plan assets at end of year	2010-12-31	$688,979
Total plan assets at beginning of year	2010-12-31	$523,623
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$47,283
Other income received	2010-12-31	$62,267
Net income (gross income less expenses)	2010-12-31	$165,356
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$688,979
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$523,623
Total contributions received or receivable from employer(s)	2010-12-31	$56,329

Form 5500 Responses for WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN

2020: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WOBURN DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

12643

Policy instance

Insurance contract or identification number	12643
Number of Individuals Covered	10
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

12643

Policy instance

Insurance contract or identification number	12643
Number of Individuals Covered	11
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $2,592
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,592
Insurance broker organization code?	3

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

Policy contract number

12643

Policy instance

Insurance contract or identification number	12643
Number of Individuals Covered	12
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $8,943
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for group deferred annuity?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,943
Insurance broker organization code?	3
Insurance broker name	CES INSURANCE AGENCY INC.

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WOBURN DENTAL ASSOCIATES
Employer identification number (EIN):	043502744
NAIC Classification:	621210
NAIC Description:	Offices of Dentists