401k Plan data: WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN plan

WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN
Plan identification number	001

WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 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
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WILLIAM W. ROBERTS, III, D.M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM W. ROBERTS, III, D.M.D., P.C.

Employer identification number (EIN): 232070570

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM W. ROBERTS, III, D.M.D., P.C. 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 WILLIAM W. ROBERTS 2024-10-14
001 2022-01-01 WILLIAM W. ROBERTS 2023-10-15
001 2021-01-01 WILLIAM W. ROBERTS, III, DMD 2022-09-15
001 2020-01-01 WILLIAM W. ROBERTS, III 2021-09-02
001 2019-01-01 WILLIAM W. ROBERTS III 2020-07-15
001 2018-01-01
001 2017-01-01
001 2016-01-01 IAN HARING 2017-09-22
001 2015-01-01 IAN HARING 2016-10-11
001 2014-01-01 IAN HARING 2015-06-22
001 2013-01-01 IAN HARING 2014-06-10 IAN HARING 2014-06-10
001 2012-01-01 IAN HARING IAN HARING 2013-07-09
001 2011-01-01 IAN HARING IAN HARING 2012-08-06
001 2010-01-01 IAN HARING 2011-04-13 IAN HARING 2011-04-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	WILLIAM W. ROBERTS	2024-10-14
001	2022-01-01	WILLIAM W. ROBERTS	2023-10-15
001	2021-01-01	WILLIAM W. ROBERTS, III, DMD	2022-09-15
001	2020-01-01	WILLIAM W. ROBERTS, III	2021-09-02
001	2019-01-01	WILLIAM W. ROBERTS III	2020-07-15
001	2018-01-01
001	2017-01-01
001	2016-01-01	IAN HARING	2017-09-22
001	2015-01-01	IAN HARING	2016-10-11
001	2014-01-01	IAN HARING	2015-06-22
001	2013-01-01	IAN HARING	2014-06-10	IAN HARING	2014-06-10
001	2012-01-01	IAN HARING		IAN HARING	2013-07-09
001	2011-01-01	IAN HARING		IAN HARING	2012-08-06
001	2010-01-01	IAN HARING	2011-04-13	IAN HARING	2011-04-13

Plan Statistics for WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN

Measure Date Value
2023: WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 7
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 4
Total of all active and inactive participants 2023-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 11
Number of participants with account balances 2023-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 13
Number of participants with account balances 2022-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 8
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 13
Number of participants with account balances 2021-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 4
Total of all active and inactive participants 2020-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 12
Number of participants with account balances 2020-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 11
Number of participants with account balances 2019-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2012: WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
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 1
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2023: WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	7
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	4
Total of all active and inactive participants	2023-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	11
Number of participants with account balances	2023-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	13
Number of participants with account balances	2022-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	8
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	13
Number of participants with account balances	2021-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	4
Total of all active and inactive participants	2020-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	12
Number of participants with account balances	2020-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	11
Number of participants with account balances	2019-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2012: WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
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	1
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN

Measure	Date	Value
2023 : WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$2,438,815
Expenses. Total of all expenses incurred	2023-12-31	$0
Benefits paid (including direct rollovers)	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$11,687,433
Total plan assets at beginning of year	2023-12-31	$9,248,618
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Total contributions received or receivable from participants	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$2,370,510
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$2,438,815
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$11,687,433
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$9,248,618
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$11,644,128
Total contributions received or receivable from employer(s)	2023-12-31	$68,305
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$0
2022 : WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-3,371,435
Expenses. Total of all expenses incurred	2022-12-31	$63,221
Benefits paid (including direct rollovers)	2022-12-31	$63,051
Total plan assets at end of year	2022-12-31	$9,248,618
Total plan assets at beginning of year	2022-12-31	$12,683,274
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-3,455,395
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-3,434,656
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$9,248,618
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$12,683,274
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$9,177,286
Total contributions received or receivable from employer(s)	2022-12-31	$83,960
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$170
2021 : WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,773,686
Expenses. Total of all expenses incurred	2021-12-31	$0
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$12,683,274
Total plan assets at beginning of year	2021-12-31	$10,909,588
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$1,702,957
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$1,773,686
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$12,683,274
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$10,909,588
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$12,645,901
Total contributions received or receivable from employer(s)	2021-12-31	$70,729
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
2020 : WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$2,577,597
Expenses. Total of all expenses incurred	2020-12-31	$0
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$10,909,588
Total plan assets at beginning of year	2020-12-31	$8,331,991
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$2,518,899
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$2,577,597
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$10,909,588
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$8,331,991
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$10,885,891
Total contributions received or receivable from employer(s)	2020-12-31	$58,698
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$2,158,729
Expenses. Total of all expenses incurred	2019-12-31	$53,106
Benefits paid (including direct rollovers)	2019-12-31	$53,021
Total plan assets at end of year	2019-12-31	$8,331,991
Total plan assets at beginning of year	2019-12-31	$6,226,368
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$2,102,274
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$2,105,623
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$8,331,991
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,226,368
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$882,406
Total contributions received or receivable from employer(s)	2019-12-31	$56,455
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$85
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2012 : WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$22,035
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$225,938
Expenses. Total of all expenses incurred	2012-12-31	$16,849
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$4,024,726
Total plan assets at beginning of year	2012-12-31	$3,793,602
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$112,973
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$209,089
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,002,691
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,793,602
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$112,965
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$16,849
2011 : WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$199,544
Expenses. Total of all expenses incurred	2011-12-31	$34,635
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$3,793,602
Total plan assets at beginning of year	2011-12-31	$3,628,693
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$83,771
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$164,909
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,793,602
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,628,693
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$518,496
Total contributions received or receivable from employer(s)	2011-12-31	$115,773
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$34,635

Form 5500 Responses for WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN

2023: WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2012: WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM W. ROBERTS, III, D.M.D., P.C. PROFIT SHARING PLAN 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

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Company Name:	WILLIAM W. ROBERTS, III, D.M.D., P.C.
Employer identification number (EIN):	232070570
NAIC Classification:	621210
NAIC Description:	Offices of Dentists