401k Plan data: WERNER ORTHODONTICS, P.C. 401(K) PLAN plan

WERNER ORTHODONTICS, P.C. 401(K) PLAN 401k Plan overview

Plan Name	WERNER ORTHODONTICS, P.C. 401(K) PLAN
Plan identification number	003

WERNER ORTHODONTICS, P.C. 401(K) 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

WERNER ORTHODONTICS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: WERNER ORTHODONTICS, P.C.

Employer identification number (EIN): 620969213

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WERNER ORTHODONTICS, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 STANLEY P WERNER 2023-10-03
003 2021-01-01 SCOTT P WERNER 2022-09-19
003 2020-01-01 STANLEY P WERNER 2021-04-23
003 2019-01-01 STANLEY P WERNER 2020-07-23
003 2018-01-01
003 2017-01-01
003 2016-01-01 STANLEY WERNER
003 2015-01-01 STANLEY WERNER
003 2014-01-01 STANLEY WERNER
003 2013-01-01 STANLEY WERNER
003 2012-01-01 STANLEY WERNER
003 2011-01-01 STANLEY WERNER STANLEY WERNER 2012-04-27
003 2009-01-01 SCOTT WERNER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	STANLEY P WERNER	2023-10-03
003	2021-01-01	SCOTT P WERNER	2022-09-19
003	2020-01-01	STANLEY P WERNER	2021-04-23
003	2019-01-01	STANLEY P WERNER	2020-07-23
003	2018-01-01
003	2017-01-01
003	2016-01-01	STANLEY WERNER
003	2015-01-01	STANLEY WERNER
003	2014-01-01	STANLEY WERNER
003	2013-01-01	STANLEY WERNER
003	2012-01-01	STANLEY WERNER
003	2011-01-01	STANLEY WERNER		STANLEY WERNER	2012-04-27
003	2009-01-01	SCOTT WERNER

Financial Data on WERNER ORTHODONTICS, P.C. 401(K) PLAN

Measure	Date	Value
2022 : WERNER ORTHODONTICS, P.C. 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-179,244
Expenses. Total of all expenses incurred	2022-12-31	$138,741
Benefits paid (including direct rollovers)	2022-12-31	$138,741
Total plan assets at end of year	2022-12-31	$3,414,543
Total plan assets at beginning of year	2022-12-31	$3,732,528
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$34,084
Other income received	2022-12-31	$-268,309
Net income (gross income less expenses)	2022-12-31	$-317,985
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,414,543
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,732,528
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$50,000
Assets. Value of real-estate (other than employer real property)	2022-12-31	$1,141,000
Total contributions received or receivable from employer(s)	2022-12-31	$54,981
2021 : WERNER ORTHODONTICS, P.C. 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$959,885
Expenses. Total of all expenses incurred	2021-12-31	$114,686
Benefits paid (including direct rollovers)	2021-12-31	$113,826
Total plan assets at end of year	2021-12-31	$3,732,528
Total plan assets at beginning of year	2021-12-31	$2,887,329
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$33,720
Other income received	2021-12-31	$871,391
Net income (gross income less expenses)	2021-12-31	$845,199
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,732,528
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,887,329
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$50,000
Assets. Value of real-estate (other than employer real property)	2021-12-31	$1,141,000
Total contributions received or receivable from employer(s)	2021-12-31	$54,774
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$860
2020 : WERNER ORTHODONTICS, P.C. 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$252,209
Expenses. Total of all expenses incurred	2020-12-31	$420
Total plan assets at end of year	2020-12-31	$2,887,329
Total plan assets at beginning of year	2020-12-31	$2,635,540
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$58,333
Other income received	2020-12-31	$134,723
Net income (gross income less expenses)	2020-12-31	$251,789
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,887,329
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,635,540
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$50,000
Assets. Value of real-estate (other than employer real property)	2020-12-31	$487,500
Total contributions received or receivable from employer(s)	2020-12-31	$59,153
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$420
2019 : WERNER ORTHODONTICS, P.C. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$329,919
Expenses. Total of all expenses incurred	2019-12-31	$151,788
Benefits paid (including direct rollovers)	2019-12-31	$151,188
Total plan assets at end of year	2019-12-31	$2,635,540
Total plan assets at beginning of year	2019-12-31	$2,457,409
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$84,283
Other income received	2019-12-31	$163,289
Net income (gross income less expenses)	2019-12-31	$178,131
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,635,540
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,457,409
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$50,000
Assets. Value of real-estate (other than employer real property)	2019-12-31	$487,500
Total contributions received or receivable from employer(s)	2019-12-31	$82,347
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$600
2018 : WERNER ORTHODONTICS, P.C. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-18,714
Expenses. Total of all expenses incurred	2018-12-31	$142,071
Benefits paid (including direct rollovers)	2018-12-31	$141,566
Total plan assets at end of year	2018-12-31	$2,457,409
Total plan assets at beginning of year	2018-12-31	$2,618,194
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$32,271
Other income received	2018-12-31	$-108,645
Net income (gross income less expenses)	2018-12-31	$-160,785
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,457,409
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,618,194
Assets. Value of real-estate (other than employer real property)	2018-12-31	$487,500
Total contributions received or receivable from employer(s)	2018-12-31	$57,660
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$505
2017 : WERNER ORTHODONTICS, P.C. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$194,804
Expenses. Total of all expenses incurred	2017-12-31	$100,487
Benefits paid (including direct rollovers)	2017-12-31	$99,917
Total plan assets at end of year	2017-12-31	$2,618,194
Total plan assets at beginning of year	2017-12-31	$2,523,877
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$31,786
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$105,877
Net income (gross income less expenses)	2017-12-31	$94,317
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,618,194
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,523,877
Assets. Value of real-estate (other than employer real property)	2017-12-31	$487,500
Total contributions received or receivable from employer(s)	2017-12-31	$57,141
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$570
2016 : WERNER ORTHODONTICS, P.C. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$142,354
Expenses. Total of all expenses incurred	2016-12-31	$69,357
Benefits paid (including direct rollovers)	2016-12-31	$68,912
Total plan assets at end of year	2016-12-31	$2,523,877
Total plan assets at beginning of year	2016-12-31	$2,450,880
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$32,879
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$51,023
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$72,997
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,523,877
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,450,880
Assets. Value of real-estate (other than employer real property)	2016-12-31	$487,500
Total contributions received or receivable from employer(s)	2016-12-31	$58,452
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$445
2015 : WERNER ORTHODONTICS, P.C. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$148,428
Expenses. Total of all expenses incurred	2015-12-31	$62,136
Benefits paid (including direct rollovers)	2015-12-31	$61,806
Total plan assets at end of year	2015-12-31	$2,450,880
Total plan assets at beginning of year	2015-12-31	$2,364,588
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$32,755
Other income received	2015-12-31	$58,335
Net income (gross income less expenses)	2015-12-31	$86,292
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,450,880
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,364,588
Assets. Value of real-estate (other than employer real property)	2015-12-31	$487,500
Total contributions received or receivable from employer(s)	2015-12-31	$57,338
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$330
2014 : WERNER ORTHODONTICS, P.C. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$262,135
Expenses. Total of all expenses incurred	2014-12-31	$54,543
Benefits paid (including direct rollovers)	2014-12-31	$54,228
Total plan assets at end of year	2014-12-31	$2,364,588
Total plan assets at beginning of year	2014-12-31	$2,156,996
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$50,889
Other income received	2014-12-31	$126,149
Net income (gross income less expenses)	2014-12-31	$207,592
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,364,588
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,156,996
Assets. Value of real-estate (other than employer real property)	2014-12-31	$487,500
Total contributions received or receivable from employer(s)	2014-12-31	$85,097
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$315
2013 : WERNER ORTHODONTICS, P.C. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$231,111
Expenses. Total of all expenses incurred	2013-12-31	$53,936
Benefits paid (including direct rollovers)	2013-12-31	$53,496
Total plan assets at end of year	2013-12-31	$2,156,996
Total plan assets at beginning of year	2013-12-31	$1,979,821
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$32,574
Other income received	2013-12-31	$144,541
Net income (gross income less expenses)	2013-12-31	$177,175
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,156,996
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,979,821
Assets. Value of real-estate (other than employer real property)	2013-12-31	$487,500
Total contributions received or receivable from employer(s)	2013-12-31	$53,996
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$440
2012 : WERNER ORTHODONTICS, P.C. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$203,538
Expenses. Total of all expenses incurred	2012-12-31	$44,364
Benefits paid (including direct rollovers)	2012-12-31	$44,094
Total plan assets at end of year	2012-12-31	$1,979,821
Total plan assets at beginning of year	2012-12-31	$1,820,647
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$47,705
Other income received	2012-12-31	$77,264
Net income (gross income less expenses)	2012-12-31	$159,174
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,979,821
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,820,647
Assets. Value of real-estate (other than employer real property)	2012-12-31	$487,500
Total contributions received or receivable from employer(s)	2012-12-31	$78,569
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$270
2011 : WERNER ORTHODONTICS, P.C. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$173,694
Expenses. Total of all expenses incurred	2011-12-31	$57,376
Benefits paid (including direct rollovers)	2011-12-31	$50,773
Total plan assets at end of year	2011-12-31	$1,820,647
Total plan assets at beginning of year	2011-12-31	$1,704,329
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$45,963
Other income received	2011-12-31	$48,676
Net income (gross income less expenses)	2011-12-31	$116,318
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,820,647
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,704,329
Assets. Value of real-estate (other than employer real property)	2011-12-31	$487,500
Total contributions received or receivable from employer(s)	2011-12-31	$79,055
Value of certain deemed distributions of participant loans	2011-12-31	$6,138
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$465
2010 : WERNER ORTHODONTICS, P.C. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$200,002
Expenses. Total of all expenses incurred	2010-12-31	$35,323
Benefits paid (including direct rollovers)	2010-12-31	$35,038
Total plan assets at end of year	2010-12-31	$1,704,329
Total plan assets at beginning of year	2010-12-31	$1,539,650
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$46,426
Other income received	2010-12-31	$72,242
Net income (gross income less expenses)	2010-12-31	$164,679
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,704,329
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,539,650
Assets. Value of participant loans	2010-12-31	$12,048
Assets. Value of real-estate (other than employer real property)	2010-12-31	$487,500
Total contributions received or receivable from employer(s)	2010-12-31	$81,334
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$285
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for WERNER ORTHODONTICS, P.C. 401(K) PLAN

2022: WERNER ORTHODONTICS, P.C. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WERNER ORTHODONTICS, P.C. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WERNER ORTHODONTICS, P.C. 401(K) 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	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
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: WERNER ORTHODONTICS, P.C. 401(K) 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 – Insurance	Yes
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: WERNER ORTHODONTICS, P.C. 401(K) 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 – Insurance	Yes
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: WERNER ORTHODONTICS, P.C. 401(K) 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 – Insurance	Yes
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: WERNER ORTHODONTICS, P.C. 401(K) 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 – Insurance	Yes
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: WERNER ORTHODONTICS, P.C. 401(K) 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 – Insurance	Yes
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: WERNER ORTHODONTICS, P.C. 401(K) 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: WERNER ORTHODONTICS, P.C. 401(K) 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: WERNER ORTHODONTICS, P.C. 401(K) 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: WERNER ORTHODONTICS, P.C. 401(K) 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: WERNER ORTHODONTICS, P.C. 401(K) 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 – Insurance	Yes
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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHH045

Policy instance

Insurance contract or identification number	PHH045
Number of Individuals Covered	24
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHH045

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHH045

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHH045

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHH045

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHH045

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHH045

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHH045

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHH045

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHH045

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHH045

Policy instance

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

PHH045

Policy instance

Potentially related plans

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Company Name:	WERNER ORTHODONTICS, P.C.
Employer identification number (EIN):	620969213
NAIC Classification:	621210
NAIC Description:	Offices of Dentists