401k Plan data: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN plan

W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 401k Plan overview

Plan Name	W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN
Plan identification number	001

W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

W BRIAN COOK, DMD, PLLC has sponsored the creation of one or more 401k plans.

Company Name: W BRIAN COOK, DMD, PLLC

Employer identification number (EIN): 464503774

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 W. CLAY NEWMAN, CPA 2024-03-12 W. CLAY NEWMAN, CPA 2024-03-12
001 2022-01-01 W. CLAY NEWMAN, CPA 2023-03-07 W. CLAY NEWMAN, CPA 2023-03-07
001 2021-01-01 W. CLAY NEWMAN, CPA 2022-02-22 W. CLAY NEWMAN, CPA 2022-02-22
001 2020-01-01 W. CLAY NEWMAN, CPA 2021-05-11 W. CLAY NEWMAN, CPA 2021-05-11
001 2019-01-01 STEPHEN H. HOLLADAY, CPA 2020-06-26 STEPHEN H. HOLLADAY, CPA 2020-06-26
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-02-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	W. CLAY NEWMAN, CPA	2024-03-12	W. CLAY NEWMAN, CPA	2024-03-12
001	2022-01-01	W. CLAY NEWMAN, CPA	2023-03-07	W. CLAY NEWMAN, CPA	2023-03-07
001	2021-01-01	W. CLAY NEWMAN, CPA	2022-02-22	W. CLAY NEWMAN, CPA	2022-02-22
001	2020-01-01	W. CLAY NEWMAN, CPA	2021-05-11	W. CLAY NEWMAN, CPA	2021-05-11
001	2019-01-01	STEPHEN H. HOLLADAY, CPA	2020-06-26	STEPHEN H. HOLLADAY, CPA	2020-06-26
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-02-01

Plan Statistics for W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN

401k plan membership statisitcs for W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN

Measure Date Value
2023: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 3
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 4
Number of participants with account balances 2023-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 4
Number of participants with account balances 2022-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 3
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
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 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
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 1
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-02-01 0
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 6
Number of other retired or separated participants entitled to future benefits 2014-02-01 1
Total of all active and inactive participants 2014-02-01 7
Total participants 2014-02-01 7
Number of participants with account balances 2014-02-01 7

Measure	Date	Value
2023: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	3
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	4
Number of participants with account balances	2023-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	4
Number of participants with account balances	2022-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	3
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
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	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
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	1
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-02-01	0
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	6
Number of other retired or separated participants entitled to future benefits	2014-02-01	1
Total of all active and inactive participants	2014-02-01	7
Total participants	2014-02-01	7
Number of participants with account balances	2014-02-01	7

Financial Data on W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN

Measure	Date	Value
2023 : W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$145,380
Total plan assets at end of year	2023-12-31	$1,538,414
Total plan assets at beginning of year	2023-12-31	$1,393,034
Value of fidelity bond covering the plan	2023-12-31	$1,543,800
Total contributions received or receivable from participants	2023-12-31	$30,000
Other income received	2023-12-31	$106,832
Net income (gross income less expenses)	2023-12-31	$145,380
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,538,414
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,393,034
Total contributions received or receivable from employer(s)	2023-12-31	$8,548
2022 : W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$73,536
Total plan assets at end of year	2022-12-31	$1,393,034
Total plan assets at beginning of year	2022-12-31	$1,319,498
Value of fidelity bond covering the plan	2022-12-31	$139,300
Total contributions received or receivable from participants	2022-12-31	$20,500
Other income received	2022-12-31	$44,590
Net income (gross income less expenses)	2022-12-31	$73,536
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,393,034
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,319,498
Total contributions received or receivable from employer(s)	2022-12-31	$8,446
2021 : W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$98,964
Total plan assets at end of year	2021-12-31	$1,319,498
Total plan assets at beginning of year	2021-12-31	$1,220,534
Value of fidelity bond covering the plan	2021-12-31	$132,000
Total contributions received or receivable from participants	2021-12-31	$19,500
Other income received	2021-12-31	$71,797
Net income (gross income less expenses)	2021-12-31	$98,964
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,319,498
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,220,534
Total contributions received or receivable from employer(s)	2021-12-31	$7,667
2020 : W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$120,139
Expenses. Total of all expenses incurred	2020-12-31	$63,642
Benefits paid (including direct rollovers)	2020-12-31	$63,642
Total plan assets at end of year	2020-12-31	$1,220,534
Total plan assets at beginning of year	2020-12-31	$1,164,037
Value of fidelity bond covering the plan	2020-12-31	$122,000
Other income received	2020-12-31	$111,676
Net income (gross income less expenses)	2020-12-31	$56,497
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,220,534
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,164,037
Total contributions received or receivable from employer(s)	2020-12-31	$8,463
2019 : W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$292,676
Total plan assets at end of year	2019-12-31	$1,164,037
Total plan assets at beginning of year	2019-12-31	$871,361
Value of fidelity bond covering the plan	2019-12-31	$115,000
Total contributions received or receivable from participants	2019-12-31	$19,000
Other income received	2019-12-31	$265,639
Net income (gross income less expenses)	2019-12-31	$292,676
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,164,037
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$871,361
Total contributions received or receivable from employer(s)	2019-12-31	$8,037
2018 : W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-87,030
Expenses. Total of all expenses incurred	2018-12-31	$280,310
Benefits paid (including direct rollovers)	2018-12-31	$280,260
Total plan assets at end of year	2018-12-31	$871,361
Total plan assets at beginning of year	2018-12-31	$1,238,701
Value of fidelity bond covering the plan	2018-12-31	$115,000
Other income received	2018-12-31	$-95,693
Net income (gross income less expenses)	2018-12-31	$-367,340
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$871,361
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,238,701
Total contributions received or receivable from employer(s)	2018-12-31	$8,663
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$50
2017 : W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$108,331
Expenses. Total of all expenses incurred	2017-12-31	$12,273
Benefits paid (including direct rollovers)	2017-12-31	$10,066
Total plan assets at end of year	2017-12-31	$1,238,701
Total plan assets at beginning of year	2017-12-31	$1,142,643
Value of fidelity bond covering the plan	2017-12-31	$115,000
Total contributions received or receivable from participants	2017-12-31	$18,000
Other income received	2017-12-31	$80,032
Net income (gross income less expenses)	2017-12-31	$96,058
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,238,701
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,142,643
Total contributions received or receivable from employer(s)	2017-12-31	$10,299
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,207
2016 : W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$-17,467
Expenses. Total of all expenses incurred	2016-12-31	$13,113
Benefits paid (including direct rollovers)	2016-12-31	$9,755
Total plan assets at end of year	2016-12-31	$1,142,643
Total plan assets at beginning of year	2016-12-31	$1,173,223
Value of fidelity bond covering the plan	2016-12-31	$118,000
Total contributions received or receivable from participants	2016-12-31	$22,493
Other income received	2016-12-31	$-67,960
Net income (gross income less expenses)	2016-12-31	$-30,580
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,142,643
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,173,223
Total contributions received or receivable from employer(s)	2016-12-31	$28,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,358
2015 : W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-97,024
Expenses. Total of all expenses incurred	2015-12-31	$27,520
Benefits paid (including direct rollovers)	2015-12-31	$23,503
Total plan assets at end of year	2015-12-31	$1,173,223
Total plan assets at beginning of year	2015-12-31	$1,297,767
Value of fidelity bond covering the plan	2015-12-31	$130,000
Total contributions received or receivable from participants	2015-12-31	$27,500
Other income received	2015-12-31	$-153,131
Net income (gross income less expenses)	2015-12-31	$-124,544
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,173,223
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,297,767
Total contributions received or receivable from employer(s)	2015-12-31	$28,607
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,017
2014 : W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$1,192,015
Total income from all sources	2014-12-31	$117,695
Expenses. Total of all expenses incurred	2014-12-31	$11,943
Benefits paid (including direct rollovers)	2014-12-31	$9,200
Total plan assets at end of year	2014-12-31	$1,297,767
Total plan assets at beginning of year	2014-12-31	$0
Value of fidelity bond covering the plan	2014-12-31	$130,000
Total contributions received or receivable from participants	2014-12-31	$27,500
Other income received	2014-12-31	$60,831
Net income (gross income less expenses)	2014-12-31	$105,752
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,297,767
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$29,364
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,743

Form 5500 Responses for W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN

2023: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: W. BRIAN COOK, DMD, PLLC PROFIT SHARING AND 401(K) PLAN 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	First time form 5500 has been submitted	Yes
2014-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	W BRIAN COOK, DMD, PLLC
Employer identification number (EIN):	464503774
NAIC Classification:	621210
NAIC Description:	Offices of Dentists