401k Plan data: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC. plan

THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC. 401k Plan overview

Plan Name	THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC.
Plan identification number	004

THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

WELCH DENTAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: WELCH DENTAL GROUP, INC.

Employer identification number (EIN): 742076831

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2020-01-01 TERRANCE P. POWER 2021-07-30
004 2019-01-01 LEE D. VOGT 2020-10-07
004 2018-01-01 LEE D. VOGT 2019-08-26
004 2017-01-01
004 2016-01-01
004 2015-01-01
004 2014-01-01 LEE D. VOGT
004 2013-01-01 LEE D. VOGT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2020-01-01	TERRANCE P. POWER	2021-07-30
004	2019-01-01	LEE D. VOGT	2020-10-07
004	2018-01-01	LEE D. VOGT	2019-08-26
004	2017-01-01
004	2016-01-01
004	2015-01-01
004	2014-01-01	LEE D. VOGT
004	2013-01-01	LEE D. VOGT

Financial Data on THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC.

Measure	Date	Value
2020 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC. 2020 401k financial data
Total income from all sources	2020-12-31	$347,282
Expenses. Total of all expenses incurred	2020-12-31	$28,454
Benefits paid (including direct rollovers)	2020-12-31	$14,146
Total plan assets at end of year	2020-12-31	$1,354,976
Total plan assets at beginning of year	2020-12-31	$1,036,148
Value of fidelity bond covering the plan	2020-12-31	$25,000
Total contributions received or receivable from participants	2020-12-31	$98,572
Other income received	2020-12-31	$248,710
Net income (gross income less expenses)	2020-12-31	$318,828
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,354,976
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,036,148
Assets. Value of participant loans	2020-12-31	$16,601
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$14,308
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC. 2019 401k financial data
Total income from all sources	2019-12-31	$286,827
Expenses. Total of all expenses incurred	2019-12-31	$8,836
Total plan assets at end of year	2019-12-31	$1,036,148
Total plan assets at beginning of year	2019-12-31	$758,157
Value of fidelity bond covering the plan	2019-12-31	$25,000
Total contributions received or receivable from participants	2019-12-31	$106,527
Other income received	2019-12-31	$180,300
Net income (gross income less expenses)	2019-12-31	$277,991
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,036,148
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$758,157
Assets. Value of participant loans	2019-12-31	$21,120
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$8,836
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC. 2018 401k financial data
Total income from all sources	2018-12-31	$60,130
Expenses. Total of all expenses incurred	2018-12-31	$9,922
Benefits paid (including direct rollovers)	2018-12-31	$2,677
Total plan assets at end of year	2018-12-31	$758,157
Total plan assets at beginning of year	2018-12-31	$707,949
Value of fidelity bond covering the plan	2018-12-31	$25,000
Total contributions received or receivable from participants	2018-12-31	$123,629
Expenses. Other expenses not covered elsewhere	2018-12-31	$45
Other income received	2018-12-31	$-63,499
Net income (gross income less expenses)	2018-12-31	$50,208
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$758,157
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$707,949
Assets. Value of participant loans	2018-12-31	$33,203
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$7,200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC. 2017 401k financial data
Total income from all sources	2017-12-31	$217,837
Expenses. Total of all expenses incurred	2017-12-31	$48,669
Benefits paid (including direct rollovers)	2017-12-31	$41,926
Total plan assets at end of year	2017-12-31	$707,949
Total plan assets at beginning of year	2017-12-31	$538,781
Value of fidelity bond covering the plan	2017-12-31	$25,000
Total contributions received or receivable from participants	2017-12-31	$114,203
Contributions received from other sources (not participants or employers)	2017-12-31	$45
Other income received	2017-12-31	$103,589
Net income (gross income less expenses)	2017-12-31	$169,168
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$707,949
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$538,781
Assets. Value of participant loans	2017-12-31	$19,590
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$6,743
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC. 2016 401k financial data
Total income from all sources	2016-12-31	$137,309
Expenses. Total of all expenses incurred	2016-12-31	$51,933
Benefits paid (including direct rollovers)	2016-12-31	$46,009
Total plan assets at end of year	2016-12-31	$538,781
Total plan assets at beginning of year	2016-12-31	$453,405
Value of fidelity bond covering the plan	2016-12-31	$25,000
Total contributions received or receivable from participants	2016-12-31	$99,606
Expenses. Other expenses not covered elsewhere	2016-12-31	$2,543
Other income received	2016-12-31	$37,703
Net income (gross income less expenses)	2016-12-31	$85,376
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$538,781
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$453,405
Assets. Value of participant loans	2016-12-31	$42,636
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,381
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC. 2015 401k financial data
Total income from all sources	2015-12-31	$105,881
Expenses. Total of all expenses incurred	2015-12-31	$14,632
Benefits paid (including direct rollovers)	2015-12-31	$9,464
Total plan assets at end of year	2015-12-31	$453,405
Total plan assets at beginning of year	2015-12-31	$362,156
Value of fidelity bond covering the plan	2015-12-31	$25,000
Total contributions received or receivable from participants	2015-12-31	$113,553
Expenses. Other expenses not covered elsewhere	2015-12-31	$2,122
Other income received	2015-12-31	$-7,672
Net income (gross income less expenses)	2015-12-31	$91,249
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$453,405
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$362,156
Assets. Value of participant loans	2015-12-31	$37,400
Total contributions received or receivable from employer(s)	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,046
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC. 2014 401k financial data
Total income from all sources	2014-12-31	$113,303
Expenses. Total of all expenses incurred	2014-12-31	$86,794
Benefits paid (including direct rollovers)	2014-12-31	$81,502
Total plan assets at end of year	2014-12-31	$362,156
Total plan assets at beginning of year	2014-12-31	$335,647
Value of fidelity bond covering the plan	2014-12-31	$25,000
Total contributions received or receivable from participants	2014-12-31	$95,308
Expenses. Other expenses not covered elsewhere	2014-12-31	$2,490
Other income received	2014-12-31	$17,995
Net income (gross income less expenses)	2014-12-31	$26,509
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$362,156
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$335,647
Assets. Value of participant loans	2014-12-31	$13,654
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$2,802
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC. 2013 401k financial data
Transfers to/from the plan	2013-12-31	$209,470
Total income from all sources	2013-12-31	$140,711
Expenses. Total of all expenses incurred	2013-12-31	$14,534
Benefits paid (including direct rollovers)	2013-12-31	$10,062
Total plan assets at end of year	2013-12-31	$335,647
Total plan assets at beginning of year	2013-12-31	$0
Value of fidelity bond covering the plan	2013-12-31	$25,000
Total contributions received or receivable from participants	2013-12-31	$98,948
Expenses. Other expenses not covered elsewhere	2013-12-31	$175
Other income received	2013-12-31	$41,763
Net income (gross income less expenses)	2013-12-31	$126,177
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$335,647
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$0
Assets. Value of participant loans	2013-12-31	$8,259
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,297
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC.

2020: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC. 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC. 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC. 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC. 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC. 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC. 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC. 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN FBO GARY D. WELCH DDS, INC. 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	First time form 5500 has been submitted	Yes
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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	108660
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	108660
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	108660
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	108660
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	108660
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	108660
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	108660
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	108660
Policy instance	1

Potentially related plans

Was this data useful?

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

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WELCH DENTAL GROUP, INC.
Employer identification number (EIN):	742076831
NAIC Classification:	621210
NAIC Description:	Offices of Dentists