401k Plan data: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST plan

DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST
Plan identification number	001

DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

DAVID A. WALDRON, DDS, INC. has sponsored the creation of one or more 401k plans.

Company Name: DAVID A. WALDRON, DDS, INC.

Employer identification number (EIN): 341350482

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-12-01 DAVID WALDRON 2021-11-09
001 2018-12-01 DAVID WALDRON 2021-11-15
001 2016-12-01
001 2014-12-01
001 2013-12-01
001 2012-12-01 DAVID A. WALDRON
001 2011-12-01 DAVID A. WALDRON
001 2010-12-01 DAVID A. WALDRON DDS
001 2009-01-01 JOHN MAY
001 2008-12-01

Plan Statistics for DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2016: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-12-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-12-01 4
Number of retired or separated participants receiving benefits 2016-12-01 1
Total of all active and inactive participants 2016-12-01 5
Total participants 2016-12-01 5
2014: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-12-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-12-01 4
Number of retired or separated participants receiving benefits 2014-12-01 1
Number of other retired or separated participants entitled to future benefits 2014-12-01 0
Total of all active and inactive participants 2014-12-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-12-01 0
Total participants 2014-12-01 5
Number of participants with account balances 2014-12-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-12-01 0
2013: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-12-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-12-01 5
Number of retired or separated participants receiving benefits 2013-12-01 0
Number of other retired or separated participants entitled to future benefits 2013-12-01 0
Total of all active and inactive participants 2013-12-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-12-01 0
Total participants 2013-12-01 5
Number of participants with account balances 2013-12-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-12-01 0
2012: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-12-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-12-01 5
Number of retired or separated participants receiving benefits 2012-12-01 0
Number of other retired or separated participants entitled to future benefits 2012-12-01 0
Total of all active and inactive participants 2012-12-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-12-01 0
Total participants 2012-12-01 5
Number of participants with account balances 2012-12-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-12-01 0
2011: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-12-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 5
Number of retired or separated participants receiving benefits 2011-12-01 0
Number of other retired or separated participants entitled to future benefits 2011-12-01 0
Total of all active and inactive participants 2011-12-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-12-01 0
Total participants 2011-12-01 5
Number of participants with account balances 2011-12-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-12-01 0
2010: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-12-01 5
Total of all active and inactive participants 2010-12-01 0
Total participants 2010-12-01 0
2009: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 4
Number of retired or separated participants receiving benefits 2009-01-01 1
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
Number of employers contributing to the scheme 2009-01-01 0

Measure	Date	Value
2016: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-12-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-12-01	4
Number of retired or separated participants receiving benefits	2016-12-01	1
Total of all active and inactive participants	2016-12-01	5
Total participants	2016-12-01	5
2014: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-12-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-12-01	4
Number of retired or separated participants receiving benefits	2014-12-01	1
Number of other retired or separated participants entitled to future benefits	2014-12-01	0
Total of all active and inactive participants	2014-12-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-12-01	0
Total participants	2014-12-01	5
Number of participants with account balances	2014-12-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-12-01	0
2013: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-12-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-12-01	5
Number of retired or separated participants receiving benefits	2013-12-01	0
Number of other retired or separated participants entitled to future benefits	2013-12-01	0
Total of all active and inactive participants	2013-12-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-12-01	0
Total participants	2013-12-01	5
Number of participants with account balances	2013-12-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-12-01	0
2012: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-12-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-12-01	5
Number of retired or separated participants receiving benefits	2012-12-01	0
Number of other retired or separated participants entitled to future benefits	2012-12-01	0
Total of all active and inactive participants	2012-12-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-12-01	0
Total participants	2012-12-01	5
Number of participants with account balances	2012-12-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-12-01	0
2011: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-12-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	5
Number of retired or separated participants receiving benefits	2011-12-01	0
Number of other retired or separated participants entitled to future benefits	2011-12-01	0
Total of all active and inactive participants	2011-12-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-12-01	0
Total participants	2011-12-01	5
Number of participants with account balances	2011-12-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-12-01	0
2010: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-12-01	5
Total of all active and inactive participants	2010-12-01	0
Total participants	2010-12-01	0
2009: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	4
Number of retired or separated participants receiving benefits	2009-01-01	1
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
Number of employers contributing to the scheme	2009-01-01	0

Financial Data on DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2017 : DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-11-30	$0
Total plan liabilities at beginning of year	2017-11-30	$0
Total income from all sources	2017-11-30	$28,453
Expenses. Total of all expenses incurred	2017-11-30	$145
Total plan assets at end of year	2017-11-30	$547,012
Total plan assets at beginning of year	2017-11-30	$518,704
Expenses. Other expenses not covered elsewhere	2017-11-30	$145
Other income received	2017-11-30	$20,975
Net income (gross income less expenses)	2017-11-30	$28,308
Net plan assets at end of year (total assets less liabilities)	2017-11-30	$547,012
Net plan assets at beginning of year (total assets less liabilities)	2017-11-30	$518,704
Total contributions received or receivable from employer(s)	2017-11-30	$7,478
2015 : DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-11-30	$0
Total plan liabilities at beginning of year	2015-11-30	$53
Total income from all sources	2015-11-30	$18,183
Expenses. Total of all expenses incurred	2015-11-30	$10,070
Benefits paid (including direct rollovers)	2015-11-30	$5,381
Total plan assets at end of year	2015-11-30	$562,108
Total plan assets at beginning of year	2015-11-30	$554,048
Expenses. Other expenses not covered elsewhere	2015-11-30	$4,689
Other income received	2015-11-30	$10,334
Net income (gross income less expenses)	2015-11-30	$8,113
Net plan assets at end of year (total assets less liabilities)	2015-11-30	$562,108
Net plan assets at beginning of year (total assets less liabilities)	2015-11-30	$553,995
Total contributions received or receivable from employer(s)	2015-11-30	$7,849
2014 : DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-11-30	$53
Total plan liabilities at beginning of year	2014-11-30	$48
Total income from all sources	2014-11-30	$40,904
Expenses. Total of all expenses incurred	2014-11-30	$4,747
Total plan assets at end of year	2014-11-30	$554,048
Total plan assets at beginning of year	2014-11-30	$517,886
Expenses. Other expenses not covered elsewhere	2014-11-30	$4,747
Other income received	2014-11-30	$32,077
Net income (gross income less expenses)	2014-11-30	$36,157
Net plan assets at end of year (total assets less liabilities)	2014-11-30	$553,995
Net plan assets at beginning of year (total assets less liabilities)	2014-11-30	$517,838
Total contributions received or receivable from employer(s)	2014-11-30	$8,827
2013 : DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-11-30	$48
Total plan liabilities at beginning of year	2013-11-30	$0
Total income from all sources	2013-11-30	$87,070
Expenses. Total of all expenses incurred	2013-11-30	$9,067
Total plan assets at end of year	2013-11-30	$517,886
Total plan assets at beginning of year	2013-11-30	$439,835
Expenses. Other expenses not covered elsewhere	2013-11-30	$9,067
Other income received	2013-11-30	$85,870
Net income (gross income less expenses)	2013-11-30	$78,003
Net plan assets at end of year (total assets less liabilities)	2013-11-30	$517,838
Net plan assets at beginning of year (total assets less liabilities)	2013-11-30	$439,835
Total contributions received or receivable from employer(s)	2013-11-30	$1,200
2012 : DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-11-30	$0
Total plan liabilities at beginning of year	2012-11-30	$0
Total income from all sources	2012-11-30	$35,148
Expenses. Total of all expenses incurred	2012-11-30	$2,733
Total plan assets at end of year	2012-11-30	$439,835
Total plan assets at beginning of year	2012-11-30	$407,420
Expenses. Other expenses not covered elsewhere	2012-11-30	$2,733
Other income received	2012-11-30	$35,148
Net income (gross income less expenses)	2012-11-30	$32,415
Net plan assets at end of year (total assets less liabilities)	2012-11-30	$439,835
Net plan assets at beginning of year (total assets less liabilities)	2012-11-30	$407,420
2011 : DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total plan liabilities at beginning of year	2011-11-30	$0
Total income from all sources	2011-11-30	$-8,293
Expenses. Total of all expenses incurred	2011-11-30	$4,160
Benefits paid (including direct rollovers)	2011-11-30	$1,785
Total plan assets at end of year	2011-11-30	$407,420
Total plan assets at beginning of year	2011-11-30	$419,873
Expenses. Other expenses not covered elsewhere	2011-11-30	$2,375
Other income received	2011-11-30	$-8,593
Net income (gross income less expenses)	2011-11-30	$-12,453
Net plan assets at end of year (total assets less liabilities)	2011-11-30	$407,420
Net plan assets at beginning of year (total assets less liabilities)	2011-11-30	$419,873
Total contributions received or receivable from employer(s)	2011-11-30	$300

Form 5500 Responses for DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST

2016: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-12-01	Type of plan entity	Single employer plan
2016-12-01	Plan funding arrangement – Trust	Yes
2016-12-01	Plan benefit arrangement - Trust	Yes
2014: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-12-01	Type of plan entity	Single employer plan
2014-12-01	Plan funding arrangement – Trust	Yes
2014-12-01	Plan benefit arrangement - Trust	Yes
2013: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-12-01	Type of plan entity	Single employer plan
2013-12-01	Plan funding arrangement – Trust	Yes
2013-12-01	Plan benefit arrangement - Trust	Yes
2012: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-12-01	Type of plan entity	Single employer plan
2012-12-01	Plan funding arrangement – Trust	Yes
2012-12-01	Plan benefit arrangement - Trust	Yes
2011: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	Plan funding arrangement – Trust	Yes
2011-12-01	Plan benefit arrangement - Trust	Yes
2010: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-12-01	Type of plan entity	Single employer plan
2010-12-01	Plan funding arrangement – Trust	Yes
2010-12-01	Plan benefit arrangement - Trust	Yes
2009: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: DAVID A. WALDRON DDS, INC. PROFIT SHARING PLAN & TRUST 2008 form 5500 responses
2008-12-01	Type of plan entity	Single employer plan
2008-12-01	Submission has been amended	No
2008-12-01	This submission is the final filing	No
2008-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-01	Plan is a collectively bargained plan	No

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Company Name:	DAVID A. WALDRON, DDS, INC.
Employer identification number (EIN):	341350482
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-12-01	DAVID WALDRON	2021-11-09
001	2018-12-01	DAVID WALDRON	2021-11-15
001	2016-12-01
001	2014-12-01
001	2013-12-01
001	2012-12-01	DAVID A. WALDRON
001	2011-12-01	DAVID A. WALDRON
001	2010-12-01	DAVID A. WALDRON DDS
001	2009-01-01	JOHN MAY
001	2008-12-01