401k Plan data: PFA RETIREMENT PLAN SOLUTION plan

PFA RETIREMENT PLAN SOLUTION 401k Plan overview

Plan Name	PFA RETIREMENT PLAN SOLUTION
Plan identification number	002

PFA RETIREMENT PLAN SOLUTION Benefits

401k Plan Type

Defined 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
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

ROSEMARY C. WONG, D.M.D. has sponsored the creation of one or more 401k plans.

Company Name: ROSEMARY C. WONG, D.M.D.

Employer identification number (EIN): 200480666

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PFA RETIREMENT PLAN SOLUTION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01

Plan Statistics for PFA RETIREMENT PLAN SOLUTION

401k plan membership statisitcs for PFA RETIREMENT PLAN SOLUTION

Measure Date Value
2016: PFA RETIREMENT PLAN SOLUTION 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PFA RETIREMENT PLAN SOLUTION 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PFA RETIREMENT PLAN SOLUTION 2014 401k membership
Total participants, beginning-of-year 2014-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2016: PFA RETIREMENT PLAN SOLUTION 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PFA RETIREMENT PLAN SOLUTION 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PFA RETIREMENT PLAN SOLUTION 2014 401k membership
Total participants, beginning-of-year	2014-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on PFA RETIREMENT PLAN SOLUTION

Measure	Date	Value
2016 : PFA RETIREMENT PLAN SOLUTION 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total income from all sources	2016-12-31	$86,009
Expenses. Total of all expenses incurred	2016-12-31	$3,380
Total plan assets at end of year	2016-12-31	$393,524
Total plan assets at beginning of year	2016-12-31	$310,895
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$26,810
Other income received	2016-12-31	$51,446
Net income (gross income less expenses)	2016-12-31	$82,629
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$393,524
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$310,895
Assets. Value of participant loans	2016-12-31	$519
Total contributions received or receivable from employer(s)	2016-12-31	$7,753
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$3,380
2015 : PFA RETIREMENT PLAN SOLUTION 2015 401k financial data
Total income from all sources	2015-12-31	$20,470
Expenses. Total of all expenses incurred	2015-12-31	$3,074
Total plan assets at end of year	2015-12-31	$310,895
Total plan assets at beginning of year	2015-12-31	$293,499
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$27,040
Other income received	2015-12-31	$-14,577
Net income (gross income less expenses)	2015-12-31	$17,396
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$310,895
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$293,499
Assets. Value of participant loans	2015-12-31	$1,044
Total contributions received or receivable from employer(s)	2015-12-31	$8,007
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,074
2014 : PFA RETIREMENT PLAN SOLUTION 2014 401k financial data
Transfers to/from the plan	2014-12-31	$285,322
Total income from all sources	2014-12-31	$19,307
Expenses. Total of all expenses incurred	2014-12-31	$11,130
Benefits paid (including direct rollovers)	2014-12-31	$10,900
Total plan assets at end of year	2014-12-31	$293,499
Total plan assets at beginning of year	2014-12-31	$0
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$1,224
Expenses. Other expenses not covered elsewhere	2014-12-31	$230
Other income received	2014-12-31	$8,914
Net income (gross income less expenses)	2014-12-31	$8,177
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$293,499
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Assets. Value of participant loans	2014-12-31	$1,627
Total contributions received or receivable from employer(s)	2014-12-31	$9,169

Form 5500 Responses for PFA RETIREMENT PLAN SOLUTION

2016: PFA RETIREMENT PLAN SOLUTION 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: PFA RETIREMENT PLAN SOLUTION 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: PFA RETIREMENT PLAN SOLUTION 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	First time form 5500 has been submitted	Yes
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

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Company Name:	ROSEMARY C. WONG, D.M.D.
Employer identification number (EIN):	200480666
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01