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RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 401k Plan overview

Plan NameRICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN
Plan identification number 002

RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

RICHARD F. WOLVEN, D.D.S. PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:RICHARD F. WOLVEN, D.D.S. PROFESSIONAL CORPORATION
Employer identification number (EIN):942241296
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about RICHARD F. WOLVEN, D.D.S. PROFESSIONAL CORPORATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1974-01-25
Company Identification Number: C0697467
Legal Registered Office Address: 2750 Harrison Ave

Eureka
United States of America (USA)
95501

More information about RICHARD F. WOLVEN, D.D.S. PROFESSIONAL CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-02-01
0022021-02-01
0022020-02-01
0022019-02-01
0022018-02-01
0022017-02-01RICHARD F. WOLVEN
0022016-02-01RICHARD F. WOLVEN
0022015-02-01RICHARD F. WOLVEN
0022014-02-01RICHARD F. WOLVEN
0022013-02-01RICHARD F. WOLVEN
0022012-02-01RICHARD F. WOLVEN
0022011-02-01RICHARD F. WOLVEN
0022010-02-01RICHARD F. WOLVEN
0022009-02-01RICHARD F. WOLVEN

Plan Statistics for RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN

401k plan membership statisitcs for RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN

Measure Date Value
2019: RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-018
Total number of active participants reported on line 7a of the Form 55002019-02-018
Number of retired or separated participants receiving benefits2019-02-010
Number of other retired or separated participants entitled to future benefits2019-02-011
Total of all active and inactive participants2019-02-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-02-010
Total participants2019-02-019
Number of participants with account balances2019-02-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-02-010
2018: RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-02-018
Total number of active participants reported on line 7a of the Form 55002018-02-018
Number of retired or separated participants receiving benefits2018-02-010
Number of other retired or separated participants entitled to future benefits2018-02-011
Total of all active and inactive participants2018-02-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-02-010
Total participants2018-02-019
Number of participants with account balances2018-02-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-02-010
2017: RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-019
Total number of active participants reported on line 7a of the Form 55002017-02-018
Number of retired or separated participants receiving benefits2017-02-010
Number of other retired or separated participants entitled to future benefits2017-02-011
Total of all active and inactive participants2017-02-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-02-010
Total participants2017-02-019
Number of participants with account balances2017-02-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-02-010
2016: RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-0110
Total number of active participants reported on line 7a of the Form 55002016-02-018
Number of retired or separated participants receiving benefits2016-02-010
Number of other retired or separated participants entitled to future benefits2016-02-012
Total of all active and inactive participants2016-02-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-010
Total participants2016-02-0110
Number of participants with account balances2016-02-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-010
2015: RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-0110
Total number of active participants reported on line 7a of the Form 55002015-02-018
Number of retired or separated participants receiving benefits2015-02-010
Number of other retired or separated participants entitled to future benefits2015-02-012
Total of all active and inactive participants2015-02-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-02-010
Total participants2015-02-0110
Number of participants with account balances2015-02-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-02-010
2014: RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-019
Total number of active participants reported on line 7a of the Form 55002014-02-018
Number of retired or separated participants receiving benefits2014-02-010
Number of other retired or separated participants entitled to future benefits2014-02-012
Total of all active and inactive participants2014-02-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-02-010
Total participants2014-02-0110
Number of participants with account balances2014-02-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-02-010
2013: RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-019
Total number of active participants reported on line 7a of the Form 55002013-02-018
Number of retired or separated participants receiving benefits2013-02-010
Number of other retired or separated participants entitled to future benefits2013-02-011
Total of all active and inactive participants2013-02-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-010
Total participants2013-02-019
Number of participants with account balances2013-02-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-010
2012: RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-019
Total number of active participants reported on line 7a of the Form 55002012-02-018
Number of retired or separated participants receiving benefits2012-02-010
Number of other retired or separated participants entitled to future benefits2012-02-011
Total of all active and inactive participants2012-02-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-010
Total participants2012-02-019
Number of participants with account balances2012-02-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-010
2011: RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-019
Total number of active participants reported on line 7a of the Form 55002011-02-018
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-011
Total of all active and inactive participants2011-02-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-019
Number of participants with account balances2011-02-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-010
2010: RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-02-019
Total number of active participants reported on line 7a of the Form 55002010-02-018
Number of retired or separated participants receiving benefits2010-02-010
Number of other retired or separated participants entitled to future benefits2010-02-011
Total of all active and inactive participants2010-02-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-02-010
Total participants2010-02-019
Number of participants with account balances2010-02-019
2009: RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-019
Total number of active participants reported on line 7a of the Form 55002009-02-019
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-010
Total of all active and inactive participants2009-02-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-019
Number of participants with account balances2009-02-019

Financial Data on RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN

Measure Date Value
2020 : RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2020 401k financial data
Total income from all sources2020-01-31$358,390
Expenses. Total of all expenses incurred2020-01-31$107,743
Benefits paid (including direct rollovers)2020-01-31$84,936
Total plan assets at end of year2020-01-31$2,559,807
Total plan assets at beginning of year2020-01-31$2,309,160
Other income received2020-01-31$328,266
Net income (gross income less expenses)2020-01-31$250,647
Net plan assets at end of year (total assets less liabilities)2020-01-31$2,559,807
Net plan assets at beginning of year (total assets less liabilities)2020-01-31$2,309,160
Assets. Value of participant loans2020-01-31$16,976
Total contributions received or receivable from employer(s)2020-01-31$30,124
Expenses. Administrative service providers (salaries,fees and commissions)2020-01-31$22,807
2018 : RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2018 401k financial data
Total income from all sources2018-01-31$426,845
Expenses. Total of all expenses incurred2018-01-31$254,730
Benefits paid (including direct rollovers)2018-01-31$241,079
Total plan assets at end of year2018-01-31$2,537,853
Total plan assets at beginning of year2018-01-31$2,365,738
Value of fidelity bond covering the plan2018-01-31$75,000
Other income received2018-01-31$396,830
Net income (gross income less expenses)2018-01-31$172,115
Net plan assets at end of year (total assets less liabilities)2018-01-31$2,537,853
Net plan assets at beginning of year (total assets less liabilities)2018-01-31$2,365,738
Assets. Value of participant loans2018-01-31$2,467
Total contributions received or receivable from employer(s)2018-01-31$30,015
Expenses. Administrative service providers (salaries,fees and commissions)2018-01-31$13,651
2017 : RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2017 401k financial data
Total income from all sources2017-01-31$403,582
Expenses. Total of all expenses incurred2017-01-31$77,124
Benefits paid (including direct rollovers)2017-01-31$70,190
Total plan assets at end of year2017-01-31$2,365,738
Total plan assets at beginning of year2017-01-31$2,039,280
Value of fidelity bond covering the plan2017-01-31$75,000
Other income received2017-01-31$373,843
Net income (gross income less expenses)2017-01-31$326,458
Net plan assets at end of year (total assets less liabilities)2017-01-31$2,365,738
Net plan assets at beginning of year (total assets less liabilities)2017-01-31$2,039,280
Assets. Value of participant loans2017-01-31$4,859
Total contributions received or receivable from employer(s)2017-01-31$29,739
Expenses. Administrative service providers (salaries,fees and commissions)2017-01-31$6,934
2016 : RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2016 401k financial data
Total income from all sources2016-01-31$23,833
Expenses. Total of all expenses incurred2016-01-31$41,952
Benefits paid (including direct rollovers)2016-01-31$39,223
Total plan assets at end of year2016-01-31$2,039,280
Total plan assets at beginning of year2016-01-31$2,057,399
Value of fidelity bond covering the plan2016-01-31$75,000
Expenses. Other expenses not covered elsewhere2016-01-31$355
Other income received2016-01-31$-5,305
Net income (gross income less expenses)2016-01-31$-18,119
Net plan assets at end of year (total assets less liabilities)2016-01-31$2,039,280
Net plan assets at beginning of year (total assets less liabilities)2016-01-31$2,057,399
Assets. Value of participant loans2016-01-31$6,984
Total contributions received or receivable from employer(s)2016-01-31$29,138
Expenses. Administrative service providers (salaries,fees and commissions)2016-01-31$2,374
2015 : RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2015 401k financial data
Total income from all sources2015-01-31$1,871
Expenses. Total of all expenses incurred2015-01-31$105,097
Benefits paid (including direct rollovers)2015-01-31$104,547
Total plan assets at end of year2015-01-31$2,057,399
Total plan assets at beginning of year2015-01-31$2,160,625
Value of fidelity bond covering the plan2015-01-31$75,000
Expenses. Other expenses not covered elsewhere2015-01-31$550
Other income received2015-01-31$-25,788
Net income (gross income less expenses)2015-01-31$-103,226
Net plan assets at end of year (total assets less liabilities)2015-01-31$2,057,399
Net plan assets at beginning of year (total assets less liabilities)2015-01-31$2,160,625
Assets. Value of participant loans2015-01-31$9,132
Total contributions received or receivable from employer(s)2015-01-31$27,659
2014 : RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2014 401k financial data
Total income from all sources2014-01-31$525,742
Expenses. Total of all expenses incurred2014-01-31$49,771
Benefits paid (including direct rollovers)2014-01-31$49,671
Total plan assets at end of year2014-01-31$2,160,625
Total plan assets at beginning of year2014-01-31$1,684,654
Value of fidelity bond covering the plan2014-01-31$75,000
Expenses. Other expenses not covered elsewhere2014-01-31$100
Other income received2014-01-31$497,861
Net income (gross income less expenses)2014-01-31$475,971
Net plan assets at end of year (total assets less liabilities)2014-01-31$2,160,625
Net plan assets at beginning of year (total assets less liabilities)2014-01-31$1,684,654
Assets. Value of participant loans2014-01-31$9,828
Total contributions received or receivable from employer(s)2014-01-31$27,881
2013 : RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2013 401k financial data
Total income from all sources2013-01-31$164,828
Expenses. Total of all expenses incurred2013-01-31$143
Total plan assets at end of year2013-01-31$1,684,654
Total plan assets at beginning of year2013-01-31$1,519,969
Value of fidelity bond covering the plan2013-01-31$75,000
Other income received2013-01-31$137,192
Net income (gross income less expenses)2013-01-31$164,685
Net plan assets at end of year (total assets less liabilities)2013-01-31$1,684,654
Net plan assets at beginning of year (total assets less liabilities)2013-01-31$1,519,969
Total contributions received or receivable from employer(s)2013-01-31$27,636
Expenses. Administrative service providers (salaries,fees and commissions)2013-01-31$143
2012 : RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2012 401k financial data
Total income from all sources2012-01-31$80,511
Expenses. Total of all expenses incurred2012-01-31$192
Total plan assets at end of year2012-01-31$1,519,969
Total plan assets at beginning of year2012-01-31$1,439,650
Value of fidelity bond covering the plan2012-01-31$250,000
Other income received2012-01-31$53,898
Net income (gross income less expenses)2012-01-31$80,319
Net plan assets at end of year (total assets less liabilities)2012-01-31$1,519,969
Net plan assets at beginning of year (total assets less liabilities)2012-01-31$1,439,650
Total contributions received or receivable from employer(s)2012-01-31$26,613
Expenses. Administrative service providers (salaries,fees and commissions)2012-01-31$192
2011 : RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-01-31$2,345
Total income from all sources2011-01-31$8,809
Expenses. Total of all expenses incurred2011-01-31$50
Total plan assets at end of year2011-01-31$1,439,650
Total plan assets at beginning of year2011-01-31$1,433,236
Value of fidelity bond covering the plan2011-01-31$250,000
Other income received2011-01-31$-17,103
Net income (gross income less expenses)2011-01-31$8,759
Net plan assets at end of year (total assets less liabilities)2011-01-31$1,439,650
Net plan assets at beginning of year (total assets less liabilities)2011-01-31$1,430,891
Assets. Value of participant loans2011-01-31$862
Total contributions received or receivable from employer(s)2011-01-31$25,912
Expenses. Administrative service providers (salaries,fees and commissions)2011-01-31$50

Form 5500 Responses for RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN

2019: RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement – InsuranceYes
2019-02-01Plan benefit arrangement - TrustYes
2018: RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2018 form 5500 responses
2018-02-01Type of plan entitySingle employer plan
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement – InsuranceYes
2018-02-01Plan benefit arrangement - TrustYes
2017: RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement – InsuranceYes
2017-02-01Plan benefit arrangement - TrustYes
2016: RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement – InsuranceYes
2016-02-01Plan benefit arrangement - TrustYes
2015: RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement – InsuranceYes
2015-02-01Plan benefit arrangement - TrustYes
2014: RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement – InsuranceYes
2014-02-01Plan benefit arrangement - TrustYes
2013: RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement – InsuranceYes
2013-02-01Plan benefit arrangement - TrustYes
2012: RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement – InsuranceYes
2012-02-01Plan benefit arrangement - TrustYes
2011: RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement – InsuranceYes
2011-02-01Plan benefit arrangement - TrustYes
2010: RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2010 form 5500 responses
2010-02-01Type of plan entitySingle employer plan
2010-02-01Plan funding arrangement – TrustYes
2010-02-01Plan benefit arrangement – InsuranceYes
2010-02-01Plan benefit arrangement - TrustYes
2009: RICHARD F. WOLVEN DDS PROFESSIONAL CORPORATION PENSION PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement – InsuranceYes
2009-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number13502
Policy instance 1
Insurance contract or identification number13502
Number of Individuals Covered1
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number13502
Policy instance 1
Insurance contract or identification number13502
Number of Individuals Covered1
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number13502
Policy instance 1
Insurance contract or identification number13502
Number of Individuals Covered1
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of fees paid to insurance companyUSD $42
Are there contracts with allocated funds for individual policies?1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees42
Insurance broker namePAUL J NICKLAS

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