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MONTE A. WHEELER, DDS, 401(K) PLAN 401k Plan overview

Plan NameMONTE A. WHEELER, DDS, 401(K) PLAN
Plan identification number 001

MONTE A. WHEELER, DDS, 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.
  • 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

MONTE A. WHEELER, DDS has sponsored the creation of one or more 401k plans.

Company Name:MONTE A. WHEELER, DDS
Employer identification number (EIN):710787234
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTE A. WHEELER, DDS, 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01MONTE WHEELER, DDS
0012017-01-01MONTE WHEELER
0012016-01-01MONTE WHEELER
0012015-01-01MONTE WHEELER
0012014-01-01MONTE WHEELER
0012013-01-01MONTE WHEELER
0012012-01-01MONTE WHEELER
0012011-01-01MONTE WHEELER
0012009-01-01MONTE A. WHEELER, DDS

Plan Statistics for MONTE A. WHEELER, DDS, 401(K) PLAN

401k plan membership statisitcs for MONTE A. WHEELER, DDS, 401(K) PLAN

Measure Date Value
2022: MONTE A. WHEELER, DDS, 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017
Total number of active participants reported on line 7a of the Form 55002022-01-016
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-017
Number of participants with account balances2022-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MONTE A. WHEELER, DDS, 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-017
Total number of active participants reported on line 7a of the Form 55002021-01-016
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-017
Number of participants with account balances2021-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MONTE A. WHEELER, DDS, 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017
Total number of active participants reported on line 7a of the Form 55002020-01-016
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-017
Number of participants with account balances2020-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MONTE A. WHEELER, DDS, 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-017
Number of participants with account balances2019-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MONTE A. WHEELER, DDS, 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017
Total number of active participants reported on line 7a of the Form 55002018-01-016
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017
Number of participants with account balances2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MONTE A. WHEELER, DDS, 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MONTE A. WHEELER, DDS, 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MONTE A. WHEELER, DDS, 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MONTE A. WHEELER, DDS, 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MONTE A. WHEELER, DDS, 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MONTE A. WHEELER, DDS, 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MONTE A. WHEELER, DDS, 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
2009: MONTE A. WHEELER, DDS, 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MONTE A. WHEELER, DDS, 401(K) PLAN

Measure Date Value
2022 : MONTE A. WHEELER, DDS, 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$8,985
Expenses. Total of all expenses incurred2022-12-31$4,681
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$450,374
Total plan assets at beginning of year2022-12-31$446,070
Value of fidelity bond covering the plan2022-12-31$100,000
Total contributions received or receivable from participants2022-12-31$15,786
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-17,760
Net income (gross income less expenses)2022-12-31$4,304
Net plan assets at end of year (total assets less liabilities)2022-12-31$450,374
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$446,070
Total contributions received or receivable from employer(s)2022-12-31$10,959
Value of certain deemed distributions of participant loans2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$4,681
2021 : MONTE A. WHEELER, DDS, 401(K) PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$75,555
Expenses. Total of all expenses incurred2021-12-31$4,384
Benefits paid (including direct rollovers)2021-12-31$0
Total plan assets at end of year2021-12-31$446,070
Total plan assets at beginning of year2021-12-31$374,899
Value of fidelity bond covering the plan2021-12-31$100,000
Total contributions received or receivable from participants2021-12-31$16,839
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$47,557
Net income (gross income less expenses)2021-12-31$71,171
Net plan assets at end of year (total assets less liabilities)2021-12-31$446,070
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$374,899
Assets. Value of participant loans2021-12-31$5,000
Total contributions received or receivable from employer(s)2021-12-31$11,159
Value of certain deemed distributions of participant loans2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$4,384
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : MONTE A. WHEELER, DDS, 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$42,981
Expenses. Total of all expenses incurred2020-12-31$3,569
Benefits paid (including direct rollovers)2020-12-31$3,569
Total plan assets at end of year2020-12-31$374,899
Total plan assets at beginning of year2020-12-31$335,487
Value of fidelity bond covering the plan2020-12-31$100,000
Total contributions received or receivable from participants2020-12-31$11,487
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$25,455
Net income (gross income less expenses)2020-12-31$39,412
Net plan assets at end of year (total assets less liabilities)2020-12-31$374,899
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$335,487
Assets. Value of participant loans2020-12-31$5,000
Total contributions received or receivable from employer(s)2020-12-31$6,039
Value of certain deemed distributions of participant loans2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
2019 : MONTE A. WHEELER, DDS, 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$69,924
Expenses. Total of all expenses incurred2019-12-31$3,289
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$335,487
Total plan assets at beginning of year2019-12-31$268,852
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$15,445
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$45,215
Net income (gross income less expenses)2019-12-31$66,635
Net plan assets at end of year (total assets less liabilities)2019-12-31$335,487
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$268,852
Assets. Value of participant loans2019-12-31$5,000
Total contributions received or receivable from employer(s)2019-12-31$9,264
Value of certain deemed distributions of participant loans2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,289
2018 : MONTE A. WHEELER, DDS, 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$7,532
Expenses. Total of all expenses incurred2018-12-31$3,067
Total plan assets at end of year2018-12-31$268,852
Total plan assets at beginning of year2018-12-31$264,387
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$12,702
Other income received2018-12-31$-14,500
Net income (gross income less expenses)2018-12-31$4,465
Net plan assets at end of year (total assets less liabilities)2018-12-31$268,852
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$264,387
Assets. Value of participant loans2018-12-31$4,646
Total contributions received or receivable from employer(s)2018-12-31$9,330
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,067
2017 : MONTE A. WHEELER, DDS, 401(K) PLAN 2017 401k financial data
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$44,592
Expenses. Total of all expenses incurred2017-12-31$2,684
Total plan assets at end of year2017-12-31$264,387
Total plan assets at beginning of year2017-12-31$222,479
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$9,861
Other income received2017-12-31$26,442
Net income (gross income less expenses)2017-12-31$41,908
Net plan assets at end of year (total assets less liabilities)2017-12-31$264,387
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$222,479
Assets. Value of participant loans2017-12-31$4,545
Total contributions received or receivable from employer(s)2017-12-31$8,289
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,684
2016 : MONTE A. WHEELER, DDS, 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total income from all sources2016-12-31$27,923
Expenses. Total of all expenses incurred2016-12-31$2,534
Total plan assets at end of year2016-12-31$222,479
Total plan assets at beginning of year2016-12-31$197,090
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$8,222
Other income received2016-12-31$11,837
Net income (gross income less expenses)2016-12-31$25,389
Net plan assets at end of year (total assets less liabilities)2016-12-31$222,479
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$197,090
Assets. Value of participant loans2016-12-31$4,545
Total contributions received or receivable from employer(s)2016-12-31$7,864
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,534
2015 : MONTE A. WHEELER, DDS, 401(K) PLAN 2015 401k financial data
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$11,598
Expenses. Total of all expenses incurred2015-12-31$2,885
Total plan assets at end of year2015-12-31$197,090
Total plan assets at beginning of year2015-12-31$188,377
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$9,346
Other income received2015-12-31$-6,746
Net income (gross income less expenses)2015-12-31$8,713
Net plan assets at end of year (total assets less liabilities)2015-12-31$197,090
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$188,377
Assets. Value of participant loans2015-12-31$4,545
Total contributions received or receivable from employer(s)2015-12-31$8,998
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,885
2014 : MONTE A. WHEELER, DDS, 401(K) PLAN 2014 401k financial data
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$20,801
Expenses. Total of all expenses incurred2014-12-31$2,828
Total plan assets at end of year2014-12-31$188,377
Total plan assets at beginning of year2014-12-31$170,404
Value of fidelity bond covering the plan2014-12-31$25,000
Total contributions received or receivable from participants2014-12-31$7,388
Other income received2014-12-31$6,390
Net income (gross income less expenses)2014-12-31$17,973
Net plan assets at end of year (total assets less liabilities)2014-12-31$188,377
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$170,404
Assets. Value of participant loans2014-12-31$4,545
Total contributions received or receivable from employer(s)2014-12-31$7,023
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,828
2013 : MONTE A. WHEELER, DDS, 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$24,329
Expenses. Total of all expenses incurred2013-12-31$5,027
Total plan assets at end of year2013-12-31$170,404
Total plan assets at beginning of year2013-12-31$151,102
Value of fidelity bond covering the plan2013-12-31$25,000
Total contributions received or receivable from participants2013-12-31$7,369
Other income received2013-12-31$9,951
Net income (gross income less expenses)2013-12-31$19,302
Net plan assets at end of year (total assets less liabilities)2013-12-31$170,404
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$151,102
Assets. Value of participant loans2013-12-31$4,500
Total contributions received or receivable from employer(s)2013-12-31$7,009
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,027
2012 : MONTE A. WHEELER, DDS, 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$25,602
Expenses. Total of all expenses incurred2012-12-31$2,217
Total plan assets at end of year2012-12-31$151,102
Total plan assets at beginning of year2012-12-31$127,717
Value of fidelity bond covering the plan2012-12-31$25,000
Total contributions received or receivable from participants2012-12-31$7,221
Other income received2012-12-31$11,496
Net income (gross income less expenses)2012-12-31$23,385
Net plan assets at end of year (total assets less liabilities)2012-12-31$151,102
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$127,717
Total contributions received or receivable from employer(s)2012-12-31$6,885
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,217
2011 : MONTE A. WHEELER, DDS, 401(K) PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$14,131
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$127,717
Total plan assets at beginning of year2011-12-31$113,586
Total contributions received or receivable from participants2011-12-31$7,141
Other income received2011-12-31$182
Net income (gross income less expenses)2011-12-31$14,131
Net plan assets at end of year (total assets less liabilities)2011-12-31$127,717
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$113,586
Total contributions received or receivable from employer(s)2011-12-31$6,808

Form 5500 Responses for MONTE A. WHEELER, DDS, 401(K) PLAN

2022: MONTE A. WHEELER, DDS, 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MONTE A. WHEELER, DDS, 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MONTE A. WHEELER, DDS, 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MONTE A. WHEELER, DDS, 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MONTE A. WHEELER, DDS, 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MONTE A. WHEELER, DDS, 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: MONTE A. WHEELER, DDS, 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: MONTE A. WHEELER, DDS, 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: MONTE A. WHEELER, DDS, 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MONTE A. WHEELER, DDS, 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MONTE A. WHEELER, DDS, 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MONTE A. WHEELER, DDS, 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MONTE A. WHEELER, DDS, 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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