 |
|
|
|
| Plan Name | WERNER ORTHODONTICS, P.C. 401(K) PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | WERNER ORTHODONTICS, P.C. |
| Employer identification number (EIN): | 620969313 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | SCOTT P WERNER | 2024-10-02 |
| Measure | Date | Value |
|---|---|---|
| 2023 : WERNER ORTHODONTICS, P.C. 401(K) PLAN 2023 401k financial data | ||
| Total income from all sources | 2023-12-31 | $702,739 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $134,316 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $133,751 |
| Total plan assets at end of year | 2023-12-31 | $3,982,966 |
| Total plan assets at beginning of year | 2023-12-31 | $3,414,543 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $38,601 |
| Other income received | 2023-12-31 | $606,031 |
| Net income (gross income less expenses) | 2023-12-31 | $568,423 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,982,966 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,414,543 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $600,000 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $1,141,000 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $58,107 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $565 |
| 2023: WERNER ORTHODONTICS, P.C. 401(K) PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) | |||||||||||||
| Policy contract number | PHH045 | ||||||||||||
| Policy instance | 1 | ||||||||||||
| |||||||||||||
| 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 | |
| | |
|