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WILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU 401k Plan overview

Plan NameWILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU
Plan identification number 003

WILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

NWO ENDODONTICS, INC WILLIAM R. PETERSON D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:NWO ENDODONTICS, INC WILLIAM R. PETERSON D.D.S.
Employer identification number (EIN):341269450
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032015-01-01WILLIAM PETERSON
0032014-01-01WILLIAM PETERSON
0032013-01-01WILLIAM PETERSON
0032012-01-01WILLIAM PETERSON
0032011-01-01WILLIAM PETERSON

Plan Statistics for WILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU

401k plan membership statisitcs for WILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU

Measure Date Value
2015: WILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-010
Total of all active and inactive participants2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
2014: WILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: WILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Total of all active and inactive participants2013-01-012
Total participants2013-01-012
Number of participants with account balances2013-01-012
2012: WILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: WILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012

Financial Data on WILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU

Measure Date Value
2015 : WILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU 2015 401k financial data
Transfers to/from the plan2015-12-31$1,409,216
Total income from all sources2015-12-31$64,768
Expenses. Total of all expenses incurred2015-12-31$3,531,519
Benefits paid (including direct rollovers)2015-12-31$3,531,519
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$2,057,535
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$47,000
Other income received2015-12-31$17,768
Net income (gross income less expenses)2015-12-31$-3,466,751
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,057,535
Total contributions received or receivable from employer(s)2015-12-31$0
2014 : WILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU 2014 401k financial data
Transfers to/from the plan2014-12-31$12,133
Total income from all sources2014-12-31$112,058
Total plan assets at end of year2014-12-31$2,057,535
Total plan assets at beginning of year2014-12-31$1,933,344
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$46,000
Other income received2014-12-31$24,558
Net income (gross income less expenses)2014-12-31$112,058
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,057,535
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,933,344
Total contributions received or receivable from employer(s)2014-12-31$41,500
2013 : WILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU 2013 401k financial data
Transfers to/from the plan2013-12-31$904,409
Total income from all sources2013-12-31$191,712
Total plan assets at end of year2013-12-31$1,933,344
Total plan assets at beginning of year2013-12-31$837,223
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$46,000
Other income received2013-12-31$105,212
Net income (gross income less expenses)2013-12-31$191,712
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,933,344
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$837,223
Total contributions received or receivable from employer(s)2013-12-31$40,500
2012 : WILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU 2012 401k financial data
Total income from all sources2012-12-31$144,084
Total plan assets at end of year2012-12-31$837,223
Total plan assets at beginning of year2012-12-31$693,139
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$44,000
Other income received2012-12-31$87,484
Net income (gross income less expenses)2012-12-31$144,084
Net plan assets at end of year (total assets less liabilities)2012-12-31$837,223
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$693,139
Total contributions received or receivable from employer(s)2012-12-31$12,600
2011 : WILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU 2011 401k financial data
Total income from all sources2011-12-31$95,776
Total plan assets at end of year2011-12-31$693,139
Total plan assets at beginning of year2011-12-31$597,363
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$44,000
Other income received2011-12-31$19,276
Net income (gross income less expenses)2011-12-31$95,776
Net plan assets at end of year (total assets less liabilities)2011-12-31$693,139
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$597,363
Total contributions received or receivable from employer(s)2011-12-31$32,500

Form 5500 Responses for WILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU

2015: WILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAM R. PETERSON, DDS, INC. 401(K) PLAN AND TRU 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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