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WESTON DENTAL SPECIALISTS 401(K) PLAN 401k Plan overview

Plan NameWESTON DENTAL SPECIALISTS 401(K) PLAN
Plan identification number 002

WESTON DENTAL SPECIALISTS 401(K) PLAN 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.
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WESTON DENTAL SPECIALISTS GROUP, PC has sponsored the creation of one or more 401k plans.

Company Name:WESTON DENTAL SPECIALISTS GROUP, PC
Employer identification number (EIN):464319146
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTON DENTAL SPECIALISTS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ALAA ALWAZZAN2024-06-03
0022022-01-01SONYA MARTIN2023-04-26
0022021-01-01ALAA ALWAZZAN2022-05-18
0022020-01-01ALAA ALWAZZAN2021-07-29
0022017-01-01SOLLANGE MARTINS
0022016-01-01SOLLANGE MARTINS
0022015-01-01ALAA ALWAZZAN
0022014-01-01ALAA ALWAZZAN

Financial Data on WESTON DENTAL SPECIALISTS 401(K) PLAN

Measure Date Value
2025 : WESTON DENTAL SPECIALISTS 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-290
Total liabilities as of the end of the plan year2025-05-290
Total liabilities as of the beginning of the plan year2025-05-290
Total expenses incurred by plan in this plan year2025-05-29751053
Net assets as of the end of the plan year2025-05-298306109
Total assets as of the beginning of the plan year2025-05-297591250
Participant contributions to plan in this plan year2025-05-29342213
Value of participant loans at end of plan year2025-05-2929838
Other expenses paid from plan in this plan year2025-05-290
Other contributions to plan in this plan year2025-05-290
Other income to plan in this plan year2025-05-29945635
Plan net income in this plan year2025-05-29714859
Net assets as of the end of the plan year2025-05-298306109
Net assets as of the beginning of the plan year2025-05-297591250
Employer contributions to plan in this plan year2025-05-29178064
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2940167
2024 : WESTON DENTAL SPECIALISTS 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-030
Total liabilities as of the end of the plan year2024-06-030
Total liabilities as of the beginning of the plan year2024-06-030
Total expenses incurred by plan in this plan year2024-06-031864560
Net assets as of the end of the plan year2024-06-037591250
Total assets as of the beginning of the plan year2024-06-037823053
Participant contributions to plan in this plan year2024-06-03349866
Value of participant loans at end of plan year2024-06-0341849
Other expenses paid from plan in this plan year2024-06-030
Other contributions to plan in this plan year2024-06-0320199
Other income to plan in this plan year2024-06-031066453
Plan net income in this plan year2024-06-03-231803
Net assets as of the end of the plan year2024-06-037591250
Net assets as of the beginning of the plan year2024-06-037823053
Employer contributions to plan in this plan year2024-06-03196239
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-0333141
2022 : WESTON DENTAL SPECIALISTS 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-180
Total liabilities as of the end of the plan year2022-05-180
Total liabilities as of the beginning of the plan year2022-05-180
Total expenses incurred by plan in this plan year2022-05-18451882
Net assets as of the end of the plan year2022-05-1810576890
Total assets as of the beginning of the plan year2022-05-188822754
Participant contributions to plan in this plan year2022-05-18358853
Value of participant loans at end of plan year2022-05-1810675
Other expenses paid from plan in this plan year2022-05-180
Other contributions to plan in this plan year2022-05-18143198
Other income to plan in this plan year2022-05-181557849
Plan net income in this plan year2022-05-181754136
Net assets as of the end of the plan year2022-05-1810576890
Net assets as of the beginning of the plan year2022-05-188822754
Employer contributions to plan in this plan year2022-05-18146118
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-1842394
2017 : WESTON DENTAL SPECIALISTS 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
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$638,324
Expenses. Total of all expenses incurred2017-12-31$141,691
Benefits paid (including direct rollovers)2017-12-31$141,691
Total plan assets at end of year2017-12-31$3,518,946
Total plan assets at beginning of year2017-12-31$3,022,313
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$128,613
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$451,332
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$496,633
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,518,946
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,022,313
Total contributions received or receivable from employer(s)2017-12-31$58,379
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : WESTON DENTAL SPECIALISTS 401(K) 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$405,984
Expenses. Total of all expenses incurred2016-12-31$480,375
Benefits paid (including direct rollovers)2016-12-31$480,375
Total plan assets at end of year2016-12-31$3,022,313
Total plan assets at beginning of year2016-12-31$3,096,704
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$129,422
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$216,144
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$-74,391
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,022,313
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,096,704
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$60,418
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$0
2015 : WESTON DENTAL SPECIALISTS 401(K) 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$175,043
Expenses. Total of all expenses incurred2015-12-31$21,561
Benefits paid (including direct rollovers)2015-12-31$21,536
Total plan assets at end of year2015-12-31$3,096,704
Total plan assets at beginning of year2015-12-31$2,943,222
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$139,123
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-30,258
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$153,482
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,096,704
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,943,222
Assets. Value of participant loans2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$66,178
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$25
2014 : WESTON DENTAL SPECIALISTS 401(K) 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$266,376
Expenses. Total of all expenses incurred2014-12-31$101,347
Benefits paid (including direct rollovers)2014-12-31$95,543
Total plan assets at end of year2014-12-31$2,943,222
Total plan assets at beginning of year2014-12-31$2,778,193
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$127,871
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$102,469
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$165,029
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,943,222
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,778,193
Assets. Value of participant loans2014-12-31$6,151
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$36,036
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$5,804

Form 5500 Responses for WESTON DENTAL SPECIALISTS 401(K) PLAN

2017: WESTON DENTAL SPECIALISTS 401(K) 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: WESTON DENTAL SPECIALISTS 401(K) 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: WESTON DENTAL SPECIALISTS 401(K) 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: WESTON DENTAL SPECIALISTS 401(K) 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number13852
Policy instance 1

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