401k Plan data: PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN plan

PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN
Plan identification number	001

PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
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

PAUL L WINBORN II DDS PA has sponsored the creation of one or more 401k plans.

Company Name: PAUL L WINBORN II DDS PA

Employer identification number (EIN): 043763007

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 PAUL WINBORN 2024-07-09 PAUL L WINBORN 2024-07-09
001 2022-01-01 PAUL WINBORN 2023-06-15 PAUL L WINBORN 2023-06-15
001 2021-01-01 PAUL WINBORN 2022-07-15
001 2020-01-01 PAUL WINBORN 2021-07-30 PAUL L WINBORN 2021-07-30
001 2019-01-01 PAUL WINBORN 2020-07-31 PAUL L WINBORN 2020-07-31
001 2018-01-01 PAUL WINBORN 2019-07-03 PAUL WINBORN 2019-07-03
001 2017-01-01 PAUL WINBORN 2018-06-13 PAUL WINBORN 2018-06-13
001 2016-01-01 PAUL WINBORN 2017-06-07 PAUL WINBORN 2017-06-07
001 2015-01-01 PAUL WINBORN 2016-06-21 PAUL WINBORN 2016-06-21
001 2014-01-01 PAUL WINBORN II PAUL WINBORN II 2015-06-25
001 2013-01-01 PAUL WINBORN PAUL WINBORN 2014-05-12
001 2012-01-01 PAUL WINBORN PAUL WINBORN 2013-05-29
001 2011-01-01 PAUL WINBORN PAUL WINBORN 2012-07-27
001 2010-01-01 PAUL L WINBORN PAUL L WINBORN 2011-06-09
001 2009-01-01 PAUL WINBORN PAUL WINBORN 2010-07-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	PAUL WINBORN	2024-07-09	PAUL L WINBORN	2024-07-09
001	2022-01-01	PAUL WINBORN	2023-06-15	PAUL L WINBORN	2023-06-15
001	2021-01-01	PAUL WINBORN	2022-07-15
001	2020-01-01	PAUL WINBORN	2021-07-30	PAUL L WINBORN	2021-07-30
001	2019-01-01	PAUL WINBORN	2020-07-31	PAUL L WINBORN	2020-07-31
001	2018-01-01	PAUL WINBORN	2019-07-03	PAUL WINBORN	2019-07-03
001	2017-01-01	PAUL WINBORN	2018-06-13	PAUL WINBORN	2018-06-13
001	2016-01-01	PAUL WINBORN	2017-06-07	PAUL WINBORN	2017-06-07
001	2015-01-01	PAUL WINBORN	2016-06-21	PAUL WINBORN	2016-06-21
001	2014-01-01	PAUL WINBORN II		PAUL WINBORN II	2015-06-25
001	2013-01-01	PAUL WINBORN		PAUL WINBORN	2014-05-12
001	2012-01-01	PAUL WINBORN		PAUL WINBORN	2013-05-29
001	2011-01-01	PAUL WINBORN		PAUL WINBORN	2012-07-27
001	2010-01-01	PAUL L WINBORN		PAUL L WINBORN	2011-06-09
001	2009-01-01	PAUL WINBORN		PAUL WINBORN	2010-07-23

Plan Statistics for PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN

401k plan membership statisitcs for PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN

Measure Date Value
2014: PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Total of all active and inactive participants 2014-01-01 9
Total participants 2014-01-01 9
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Total of all active and inactive participants 2013-01-01 10
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 9
2012: PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Total of all active and inactive participants 2012-01-01 9
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
2011: PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Total of all active and inactive participants 2011-01-01 9
Total participants 2011-01-01 9
2010: PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 8
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 9
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
2009: PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 8
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8

Measure	Date	Value
2014: PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Total of all active and inactive participants	2014-01-01	9
Total participants	2014-01-01	9
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Total of all active and inactive participants	2013-01-01	10
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	9
2012: PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Total of all active and inactive participants	2012-01-01	9
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
2011: PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Total of all active and inactive participants	2011-01-01	9
Total participants	2011-01-01	9
2010: PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	8
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	9
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
2009: PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	8
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8

Financial Data on PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN

Measure	Date	Value
2014 : PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$117,559
Expenses. Total of all expenses incurred	2014-12-31	$4,507
Total plan assets at end of year	2014-12-31	$878,753
Total plan assets at beginning of year	2014-12-31	$765,701
Value of fidelity bond covering the plan	2014-12-31	$90,000
Total contributions received or receivable from participants	2014-12-31	$42,593
Expenses. Other expenses not covered elsewhere	2014-12-31	$696
Other income received	2014-12-31	$39,983
Net income (gross income less expenses)	2014-12-31	$113,052
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$878,753
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$765,701
Assets. Value of participant loans	2014-12-31	$13,502
Total contributions received or receivable from employer(s)	2014-12-31	$34,983
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$3,811
2013 : PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$100,227
Expenses. Total of all expenses incurred	2013-12-31	$2,764
Total plan assets at end of year	2013-12-31	$765,701
Total plan assets at beginning of year	2013-12-31	$668,238
Value of fidelity bond covering the plan	2013-12-31	$80,000
Total contributions received or receivable from participants	2013-12-31	$42,983
Expenses. Other expenses not covered elsewhere	2013-12-31	$978
Other income received	2013-12-31	$27,040
Net income (gross income less expenses)	2013-12-31	$97,463
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$765,701
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$668,238
Total contributions received or receivable from employer(s)	2013-12-31	$30,204
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,786
2012 : PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$115,560
Expenses. Total of all expenses incurred	2012-12-31	$668
Total plan assets at end of year	2012-12-31	$668,238
Total plan assets at beginning of year	2012-12-31	$553,346
Value of fidelity bond covering the plan	2012-12-31	$70,000
Total contributions received or receivable from participants	2012-12-31	$42,185
Other income received	2012-12-31	$43,071
Net income (gross income less expenses)	2012-12-31	$114,892
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$668,238
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$553,346
Total contributions received or receivable from employer(s)	2012-12-31	$30,304
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$668
2011 : PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$48,133
Expenses. Total of all expenses incurred	2011-12-31	$14,755
Benefits paid (including direct rollovers)	2011-12-31	$6,501
Total plan assets at end of year	2011-12-31	$553,346
Total plan assets at beginning of year	2011-12-31	$519,958
Value of fidelity bond covering the plan	2011-12-31	$60,000
Total contributions received or receivable from participants	2011-12-31	$38,603
Expenses. Other expenses not covered elsewhere	2011-12-31	$5,715
Other income received	2011-12-31	$-4,159
Net income (gross income less expenses)	2011-12-31	$33,378
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$553,346
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$519,958
Total contributions received or receivable from employer(s)	2011-12-31	$13,689
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,539
2010 : PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$99,054
Expenses. Total of all expenses incurred	2010-12-31	$2,986
Total plan assets at end of year	2010-12-31	$519,958
Total plan assets at beginning of year	2010-12-31	$423,890
Value of fidelity bond covering the plan	2010-12-31	$25,000
Total contributions received or receivable from participants	2010-12-31	$37,421
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,986
Other income received	2010-12-31	$47,917
Net income (gross income less expenses)	2010-12-31	$96,068
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$519,958
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$423,890
Total contributions received or receivable from employer(s)	2010-12-31	$13,716

Form 5500 Responses for PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN

2014: PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PAUL WINBORN II DDS PA 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PAUL L WINBORN II DDS PA
Employer identification number (EIN):	043763007
NAIC Classification:	621210
NAIC Description:	Offices of Dentists