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Plan Name | WENTZ ORTHODONTICS/PERIODONTICS RETIREMENT PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | C. EDWIN WENTZ, D.D.S., P.A. |
Employer identification number (EIN): | 752546833 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Additional information about C. EDWIN WENTZ, D.D.S., P.A.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1999-12-29 |
Company Identification Number: | 0082082203 |
Legal Registered Office Address: |
4013 84TH ST LUBBOCK United States of America (USA) 79423 |
More information about C. EDWIN WENTZ, D.D.S., P.A.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | LISA M. WENTZ | 2023-10-12 | ||
001 | 2020-01-01 | C. EDWIN WENTZ | 2021-10-07 | ||
001 | 2019-01-01 | C. EDWIN WENTZ | 2020-09-28 | ||
001 | 2018-01-01 | C. EDWIN WENTZ | 2019-10-02 | ||
001 | 2017-01-01 | C. EDWIN WENTZ | 2018-09-24 | ||
001 | 2016-01-01 | C. EDWIN WENTZ | 2017-10-05 | ||
001 | 2015-01-01 | C. EDWIN WENTZ | 2016-07-25 | ||
001 | 2014-01-01 | C. EDWIN WENTZ | 2015-06-15 | ||
001 | 2013-01-01 | C. EDWIN WENTZ | 2014-06-11 | ||
001 | 2012-01-01 | C. EDWIN WENTZ | 2013-04-16 | ||
001 | 2011-01-01 | C. EDWIN WENTZ | |||
001 | 2010-01-01 | C. EDWIN WENTZ | |||
001 | 2009-01-01 | C. EDWIN WENTZ |
Measure | Date | Value |
---|---|---|
2011: WENTZ ORTHODONTICS/PERIODONTICS RETIREMENT PLAN & TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 32 |
Number of participants with account balances | 2011-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 4 |
2010: WENTZ ORTHODONTICS/PERIODONTICS RETIREMENT PLAN & TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 5 |
Total of all active and inactive participants | 2010-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 30 |
Number of participants with account balances | 2010-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 3 |
2009: WENTZ ORTHODONTICS/PERIODONTICS RETIREMENT PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
Total of all active and inactive participants | 2009-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 30 |
Number of participants with account balances | 2009-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2011 : WENTZ ORTHODONTICS/PERIODONTICS RETIREMENT PLAN & TRUST 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $-189,714 |
Expenses. Total of all expenses incurred | 2011-12-31 | $25,033 |
Benefits paid (including direct rollovers) | 2011-12-31 | $25,033 |
Total plan assets at end of year | 2011-12-31 | $3,077,558 |
Total plan assets at beginning of year | 2011-12-31 | $3,292,305 |
Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
Total contributions received or receivable from participants | 2011-12-31 | $53,456 |
Other income received | 2011-12-31 | $-351,532 |
Net income (gross income less expenses) | 2011-12-31 | $-214,747 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,077,558 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,292,305 |
Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2011-12-31 | $51 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $108,362 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : WENTZ ORTHODONTICS/PERIODONTICS RETIREMENT PLAN & TRUST 2010 401k financial data | ||
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $492,227 |
Expenses. Total of all expenses incurred | 2010-12-31 | $36,344 |
Benefits paid (including direct rollovers) | 2010-12-31 | $8,014 |
Total plan assets at end of year | 2010-12-31 | $3,292,305 |
Total plan assets at beginning of year | 2010-12-31 | $2,836,422 |
Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
Total contributions received or receivable from participants | 2010-12-31 | $53,574 |
Other income received | 2010-12-31 | $347,854 |
Net income (gross income less expenses) | 2010-12-31 | $455,883 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,292,305 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,836,422 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $90,799 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $28,330 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : WENTZ ORTHODONTICS/PERIODONTICS RETIREMENT PLAN & TRUST 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2011: WENTZ ORTHODONTICS/PERIODONTICS RETIREMENT PLAN & TRUST 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: WENTZ ORTHODONTICS/PERIODONTICS RETIREMENT PLAN & TRUST 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: WENTZ ORTHODONTICS/PERIODONTICS RETIREMENT PLAN & TRUST 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |