401k Plan data: KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN plan

KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN
Plan identification number	001

KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

KATHRYN C. WRIGHT DMD MS has sponsored the creation of one or more 401k plans.

Company Name: KATHRYN C. WRIGHT DMD MS

Employer identification number (EIN): 203188442

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2021-01-01
001 2020-01-01 KATHRYN C WRIGHT 2021-10-14
001 2019-01-01 KATHRYN C WRIGHT 2020-10-14
001 2018-01-01 KATHRYN C WRIGHT 2019-10-11
001 2017-01-01 KATHRYN C WRIGHT 2018-10-15
001 2016-01-01 KATHRYN C WRIGHT 2017-10-16
001 2015-01-01 KATHRYN WRIGHT KATHRYN WRIGHT 2016-07-25
001 2014-01-01 KATHRYN WRIGHT KATHRYN WRIGHT 2015-07-14
001 2013-01-01 KATHRYN WRIGHT KATHRYN WRIGHT 2014-10-07
001 2012-10-01 KAREN ANSPACH KAREN ANSPACH 2014-10-07
001 2011-10-01 KATHRYN WRIGHT KATHRYN WRIGHT 2013-08-20
001 2010-10-01 KATHRYN C WRIGHT 2012-07-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2021-01-01
001	2020-01-01	KATHRYN C WRIGHT	2021-10-14
001	2019-01-01	KATHRYN C WRIGHT	2020-10-14
001	2018-01-01	KATHRYN C WRIGHT	2019-10-11
001	2017-01-01	KATHRYN C WRIGHT	2018-10-15
001	2016-01-01	KATHRYN C WRIGHT	2017-10-16
001	2015-01-01	KATHRYN WRIGHT		KATHRYN WRIGHT	2016-07-25
001	2014-01-01	KATHRYN WRIGHT		KATHRYN WRIGHT	2015-07-14
001	2013-01-01	KATHRYN WRIGHT		KATHRYN WRIGHT	2014-10-07
001	2012-10-01	KAREN ANSPACH		KAREN ANSPACH	2014-10-07
001	2011-10-01	KATHRYN WRIGHT		KATHRYN WRIGHT	2013-08-20
001	2010-10-01	KATHRYN C WRIGHT	2012-07-16

Plan Statistics for KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN

Measure Date Value
2015: KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
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 0
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 6
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 0
Total of all active and inactive participants 2012-10-01 6
Total participants 2012-10-01 6
Number of participants with account balances 2012-10-01 5
2011: KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 5
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 0
Total of all active and inactive participants 2011-10-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 5
Number of participants with account balances 2011-10-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0

Measure	Date	Value
2015: KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
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	0
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	6
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	0
Total of all active and inactive participants	2012-10-01	6
Total participants	2012-10-01	6
Number of participants with account balances	2012-10-01	5
2011: KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	5
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	0
Total of all active and inactive participants	2011-10-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	5
Number of participants with account balances	2011-10-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0

Financial Data on KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN

Measure	Date	Value
2015 : KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$73,626
Expenses. Total of all expenses incurred	2015-12-31	$5,649
Total plan assets at end of year	2015-12-31	$501,981
Total plan assets at beginning of year	2015-12-31	$434,004
Value of fidelity bond covering the plan	2015-12-31	$20,000
Total contributions received or receivable from participants	2015-12-31	$58,327
Contributions received from other sources (not participants or employers)	2015-12-31	$502
Other income received	2015-12-31	$-10,618
Net income (gross income less expenses)	2015-12-31	$67,977
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$501,981
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$434,004
Total contributions received or receivable from employer(s)	2015-12-31	$25,415
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$5,649
2014 : KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$93,342
Expenses. Total of all expenses incurred	2014-12-31	$4,369
Total plan assets at end of year	2014-12-31	$434,004
Total plan assets at beginning of year	2014-12-31	$345,031
Value of fidelity bond covering the plan	2014-12-31	$20,000
Total contributions received or receivable from participants	2014-12-31	$42,076
Contributions received from other sources (not participants or employers)	2014-12-31	$13,019
Other income received	2014-12-31	$21,023
Net income (gross income less expenses)	2014-12-31	$88,973
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$434,004
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$345,031
Total contributions received or receivable from employer(s)	2014-12-31	$17,224
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,369
2013 : KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$63,134
Expenses. Total of all expenses incurred	2013-12-31	$3,375
Total plan assets at end of year	2013-12-31	$345,031
Total plan assets at beginning of year	2013-12-31	$285,272
Value of fidelity bond covering the plan	2013-12-31	$20,000
Total contributions received or receivable from participants	2013-12-31	$21,908
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$32,693
Net income (gross income less expenses)	2013-12-31	$59,759
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$345,031
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$285,272
Total contributions received or receivable from employer(s)	2013-12-31	$8,533
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$3,375
2012 : KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$36,884
Expenses. Total of all expenses incurred	2012-12-31	$841
Total plan assets at end of year	2012-12-31	$285,272
Total plan assets at beginning of year	2012-12-31	$249,229
Value of fidelity bond covering the plan	2012-12-31	$20,000
Total contributions received or receivable from participants	2012-12-31	$1,780
Other income received	2012-12-31	$3,213
Net income (gross income less expenses)	2012-12-31	$36,043
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$285,272
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$249,229
Total contributions received or receivable from employer(s)	2012-12-31	$31,891
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$841
Total income from all sources	2012-09-30	$75,040
Expenses. Total of all expenses incurred	2012-09-30	$4,319
Total plan assets at end of year	2012-09-30	$249,229
Total plan assets at beginning of year	2012-09-30	$178,508
Value of fidelity bond covering the plan	2012-09-30	$20,000
Total contributions received or receivable from participants	2012-09-30	$28,696
Contributions received from other sources (not participants or employers)	2012-09-30	$0
Other income received	2012-09-30	$36,132
Net income (gross income less expenses)	2012-09-30	$70,721
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$249,229
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$178,508
Total contributions received or receivable from employer(s)	2012-09-30	$10,212
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$4,319

Form 5500 Responses for KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN

2015: KATHRYN C. WRIGHT DMD MS PC 401K 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 - Trust	Yes
2014: KATHRYN C. WRIGHT DMD MS PC 401K 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 - Trust	Yes
2013: KATHRYN C. WRIGHT DMD MS PC 401K 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 - Trust	Yes
2012: KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: KATHRYN C. WRIGHT DMD MS PC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KATHRYN C. WRIGHT DMD MS
Employer identification number (EIN):	203188442
NAIC Classification:	541330
NAIC Description:	Engineering Services