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WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 401k Plan overview

Plan NameWEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN
Plan identification number 002

WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN Benefits

401k Plan TypeDefined 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
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

WEARNER FAMILY DENTISTRY P.C. has sponsored the creation of one or more 401k plans.

Company Name:WEARNER FAMILY DENTISTRY P.C.
Employer identification number (EIN):840827032
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01BRIAN WEARNER2023-01-23
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01BRIAN E WEARNER BRIAN E WEARNER2019-02-18
0022017-01-01BRIAN E WEARNER BRIAN E WEARNER2018-02-22
0022016-01-01BRIAN E WEARNER BRIAN E WEARNER2017-02-08
0022015-01-01BRIAN E WEARNER BRIAN E WEARNER2016-02-08
0022014-01-01BRIAN E WEARNER BRIAN E WEARNER2015-02-09
0022013-01-01BRIAN E WEARNER BRIAN E WEARNER2014-02-21
0022012-01-01BRIAN E WEARNER BRIAN E WEARNER2013-03-15
0022011-01-01BRIAN E WEARNER BRIAN E WEARNER2012-02-29
0022010-01-01BRIAN E WEARNER BRIAN E WEARNER2011-02-17
0022009-01-01BRIAN E WEARNER BRIAN E WEARNER2010-02-16

Plan Statistics for WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN

401k plan membership statisitcs for WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN

Measure Date Value
2021: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-014
Total of all active and inactive participants2021-01-014
Total participants2021-01-014
Number of participants with account balances2021-01-014
2020: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-015
Total of all active and inactive participants2020-01-015
Total participants2020-01-015
Number of participants with account balances2020-01-015
2019: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-014
Total of all active and inactive participants2019-01-014
Total participants2019-01-014
Number of participants with account balances2019-01-014
2018: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-015
Total of all active and inactive participants2018-01-015
Total participants2018-01-015
Number of participants with account balances2018-01-015
2017: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-015
Total of all active and inactive participants2017-01-015
Total participants2017-01-015
Number of participants with account balances2017-01-015
2016: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-015
Total of all active and inactive participants2016-01-015
Total participants2016-01-015
Number of participants with account balances2016-01-015
2015: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-014
Total of all active and inactive participants2015-01-014
Total participants2015-01-014
Number of participants with account balances2015-01-014
2014: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-015
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Number of participants with account balances2014-01-015
2013: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Total of all active and inactive participants2013-01-016
Total participants2013-01-016
Number of participants with account balances2013-01-016
2012: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
Number of participants with account balances2012-01-016
2011: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
2010: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-016
Total of all active and inactive participants2010-01-016
Total participants2010-01-016
Number of participants with account balances2010-01-016
2009: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-016
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-016

Financial Data on WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN

Measure Date Value
2021 : WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$272,512
Expenses. Total of all expenses incurred2021-12-31$39,328
Benefits paid (including direct rollovers)2021-12-31$39,328
Total plan assets at end of year2021-12-31$1,394,005
Total plan assets at beginning of year2021-12-31$1,160,821
Value of fidelity bond covering the plan2021-12-31$150,000
Total contributions received or receivable from participants2021-12-31$26,000
Other income received2021-12-31$228,605
Net income (gross income less expenses)2021-12-31$233,184
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,394,005
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,160,821
Total contributions received or receivable from employer(s)2021-12-31$17,907
2020 : WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$132,184
Total plan assets at end of year2020-12-31$1,160,821
Total plan assets at beginning of year2020-12-31$1,028,637
Value of fidelity bond covering the plan2020-12-31$150,000
Total contributions received or receivable from participants2020-12-31$26,000
Other income received2020-12-31$88,494
Net income (gross income less expenses)2020-12-31$132,184
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,160,821
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,028,637
Total contributions received or receivable from employer(s)2020-12-31$17,690
2019 : WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$202,645
Expenses. Total of all expenses incurred2019-12-31$5,143
Benefits paid (including direct rollovers)2019-12-31$5,143
Total plan assets at end of year2019-12-31$1,028,637
Total plan assets at beginning of year2019-12-31$831,135
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$25,000
Other income received2019-12-31$159,178
Net income (gross income less expenses)2019-12-31$197,502
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,028,637
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$831,135
Total contributions received or receivable from employer(s)2019-12-31$18,467
2018 : WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-7,130
Total plan assets at end of year2018-12-31$831,135
Total plan assets at beginning of year2018-12-31$838,265
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$24,500
Other income received2018-12-31$-51,951
Net income (gross income less expenses)2018-12-31$-7,130
Net plan assets at end of year (total assets less liabilities)2018-12-31$831,135
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$838,265
Total contributions received or receivable from employer(s)2018-12-31$20,321
2017 : WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$115,608
Expenses. Total of all expenses incurred2017-12-31$95
Total plan assets at end of year2017-12-31$838,265
Total plan assets at beginning of year2017-12-31$722,752
Value of fidelity bond covering the plan2017-12-31$75,000
Total contributions received or receivable from participants2017-12-31$18,000
Expenses. Other expenses not covered elsewhere2017-12-31$95
Other income received2017-12-31$77,116
Net income (gross income less expenses)2017-12-31$115,513
Net plan assets at end of year (total assets less liabilities)2017-12-31$838,265
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$722,752
Total contributions received or receivable from employer(s)2017-12-31$20,492
2016 : WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$104,622
Total plan assets at end of year2016-12-31$722,752
Total plan assets at beginning of year2016-12-31$618,130
Value of fidelity bond covering the plan2016-12-31$75,000
Total contributions received or receivable from participants2016-12-31$18,000
Other income received2016-12-31$67,424
Net income (gross income less expenses)2016-12-31$104,622
Net plan assets at end of year (total assets less liabilities)2016-12-31$722,752
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$618,130
Total contributions received or receivable from employer(s)2016-12-31$19,198
2015 : WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$25,429
Expenses. Total of all expenses incurred2015-12-31$29,434
Benefits paid (including direct rollovers)2015-12-31$29,434
Total plan assets at end of year2015-12-31$618,130
Total plan assets at beginning of year2015-12-31$622,135
Value of fidelity bond covering the plan2015-12-31$75,000
Total contributions received or receivable from participants2015-12-31$18,000
Other income received2015-12-31$-12,159
Net income (gross income less expenses)2015-12-31$-4,005
Net plan assets at end of year (total assets less liabilities)2015-12-31$618,130
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$622,135
Total contributions received or receivable from employer(s)2015-12-31$19,588
2014 : WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$75,767
Expenses. Total of all expenses incurred2014-12-31$2,615
Benefits paid (including direct rollovers)2014-12-31$2,444
Total plan assets at end of year2014-12-31$622,135
Total plan assets at beginning of year2014-12-31$548,983
Value of fidelity bond covering the plan2014-12-31$75,000
Total contributions received or receivable from participants2014-12-31$17,500
Expenses. Other expenses not covered elsewhere2014-12-31$171
Other income received2014-12-31$38,722
Net income (gross income less expenses)2014-12-31$73,152
Net plan assets at end of year (total assets less liabilities)2014-12-31$622,135
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$548,983
Total contributions received or receivable from employer(s)2014-12-31$19,545
2013 : WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$108,378
Total plan assets at end of year2013-12-31$548,983
Total plan assets at beginning of year2013-12-31$440,605
Value of fidelity bond covering the plan2013-12-31$55,000
Total contributions received or receivable from participants2013-12-31$17,500
Other income received2013-12-31$71,304
Net income (gross income less expenses)2013-12-31$108,378
Net plan assets at end of year (total assets less liabilities)2013-12-31$548,983
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$440,605
Total contributions received or receivable from employer(s)2013-12-31$19,574
2012 : WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$80,513
Total plan assets at end of year2012-12-31$440,605
Total plan assets at beginning of year2012-12-31$360,092
Value of fidelity bond covering the plan2012-12-31$55,000
Total contributions received or receivable from participants2012-12-31$17,000
Other income received2012-12-31$44,241
Net income (gross income less expenses)2012-12-31$80,513
Net plan assets at end of year (total assets less liabilities)2012-12-31$440,605
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$360,092
Total contributions received or receivable from employer(s)2012-12-31$19,272
2011 : WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$28,682
Expenses. Total of all expenses incurred2011-12-31$11
Total plan assets at end of year2011-12-31$360,092
Total plan assets at beginning of year2011-12-31$331,421
Value of fidelity bond covering the plan2011-12-31$55,000
Total contributions received or receivable from participants2011-12-31$16,500
Other income received2011-12-31$-6,122
Net income (gross income less expenses)2011-12-31$28,671
Net plan assets at end of year (total assets less liabilities)2011-12-31$360,092
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$331,421
Total contributions received or receivable from employer(s)2011-12-31$18,304
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$11
2010 : WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$73,513
Expenses. Total of all expenses incurred2010-12-31$6
Total plan assets at end of year2010-12-31$331,421
Total plan assets at beginning of year2010-12-31$257,914
Value of fidelity bond covering the plan2010-12-31$40,000
Total contributions received or receivable from participants2010-12-31$16,500
Other income received2010-12-31$38,775
Net income (gross income less expenses)2010-12-31$73,507
Net plan assets at end of year (total assets less liabilities)2010-12-31$331,421
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$257,914
Total contributions received or receivable from employer(s)2010-12-31$18,238
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$6

Form 5500 Responses for WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN

2021: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING 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: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING 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: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING 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: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING 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: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WEARNER FAMILY DENTISTRY P.C. PROFIT-SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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