WELLS & WELLS ORTHODONTICS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WELLS & WELLS ORTHODONTICS LLC 401(K) PROFIT SHARI PLAN
401k plan membership statisitcs for WELLS & WELLS ORTHODONTICS LLC 401(K) PROFIT SHARI PLAN
| Measure | Date | Value |
|---|
| 2011: WELLS & WELLS ORTHODONTICS LLC 401(K) PROFIT SHARI 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 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
| Total of all active and inactive participants | 2011-01-01 | 9 |
| Total participants | 2011-01-01 | 9 |
| Number of participants with account balances | 2011-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2009: WELLS & WELLS ORTHODONTICS LLC 401(K) PROFIT SHARI PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
| 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 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 8 |
| Number of participants with account balances | 2009-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2011 : WELLS & WELLS ORTHODONTICS LLC 401(K) PROFIT SHARI PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $24,070 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $35,040 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $25,176 |
| Total plan assets at end of year | 2011-12-31 | $642,849 |
| Total plan assets at beginning of year | 2011-12-31 | $653,819 |
| Value of fidelity bond covering the plan | 2011-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $40,795 |
| Other income received | 2011-12-31 | $-32,864 |
| Net income (gross income less expenses) | 2011-12-31 | $-10,970 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $642,849 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $653,819 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $16,139 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $9,864 |
| 2010 : WELLS & WELLS ORTHODONTICS LLC 401(K) PROFIT SHARI PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $169,904 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,968 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,968 |
| Total plan assets at end of year | 2010-12-31 | $653,819 |
| Total plan assets at beginning of year | 2010-12-31 | $485,883 |
| Value of fidelity bond covering the plan | 2010-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $42,377 |
| Other income received | 2010-12-31 | $73,185 |
| Net income (gross income less expenses) | 2010-12-31 | $167,936 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $653,819 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $485,883 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $54,342 |
| 2011: WELLS & WELLS ORTHODONTICS LLC 401(K) PROFIT SHARI PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WELLS & WELLS ORTHODONTICS LLC 401(K) PROFIT SHARI PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 59137 |
| Policy instance | 1 |
| Insurance contract or identification number | 59137 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $3,204 | | Total amount of fees paid to insurance company | USD $513 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) |
| Policy contract number | 59137 |
| Policy instance | 1 |
| Insurance contract or identification number | 59137 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $2,470 | | Total amount of fees paid to insurance company | USD $506 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,470 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 506 | | Additional information about fees paid to insurance broker | TPA FEES | | Insurance broker name | KEMPER CPA GROUP, LLP |
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