STEPHEN L. WHEELER, D.D.S., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STEPHEN L. WHEELER, D.D.S., INC. CASH BALANCE PLAN
401k plan membership statisitcs for STEPHEN L. WHEELER, D.D.S., INC. CASH BALANCE PLAN
| Measure | Date | Value |
|---|
| 2011: STEPHEN L. WHEELER, D.D.S., INC. CASH BALANCE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
| 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 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: STEPHEN L. WHEELER, D.D.S., INC. CASH BALANCE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2011 : STEPHEN L. WHEELER, D.D.S., INC. CASH BALANCE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $46,501 |
| Total plan assets at end of year | 2011-12-31 | $261,399 |
| Total plan assets at beginning of year | 2011-12-31 | $214,898 |
| Other income received | 2011-12-31 | $-2,674 |
| Net income (gross income less expenses) | 2011-12-31 | $46,501 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $261,399 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $214,898 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $49,175 |
| 2010 : STEPHEN L. WHEELER, D.D.S., INC. CASH BALANCE PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $59,793 |
| Total plan assets at end of year | 2010-12-31 | $214,898 |
| Total plan assets at beginning of year | 2010-12-31 | $155,105 |
| Other income received | 2010-12-31 | $10,880 |
| Net income (gross income less expenses) | 2010-12-31 | $59,793 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $214,898 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $155,105 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $48,913 |
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