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MARK J. WELLS, D.D.S. & AIRAN S. WELLS, D.D.S. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameMARK J. WELLS, D.D.S. & AIRAN S. WELLS, D.D.S. 401K PROFIT SHARING PLAN
Plan identification number 001

MARK J. WELLS, D.D.S. & AIRAN S. WELLS, D.D.S. 401K PROFIT SHARING PLAN 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • 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

MARK J. WELLS, D.D.S. & AIRAN S. WELLS, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:MARK J. WELLS, D.D.S. & AIRAN S. WELLS, D.D.S.
Employer identification number (EIN):371221634
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK J. WELLS, D.D.S. & AIRAN S. WELLS, D.D.S. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DR. MARK J. WELLS2015-07-18
0012013-01-01DR. MARK J. WELLS2014-07-21
0012012-01-01DR. MARK J. WELLS2013-07-31
0012011-01-01DR. MARK J. WELLS
0012010-01-01DR. MARK J. WELLS
0012009-01-01DR. MARK J. WELLS

Plan Statistics for MARK J. WELLS, D.D.S. & AIRAN S. WELLS, D.D.S. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for MARK J. WELLS, D.D.S. & AIRAN S. WELLS, D.D.S. 401K PROFIT SHARING PLAN

Measure Date Value
2011: MARK J. WELLS, D.D.S. & AIRAN S. WELLS, D.D.S. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0113
Number of participants with account balances2011-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MARK J. WELLS, D.D.S. & AIRAN S. WELLS, D.D.S. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0113
Total number of active participants reported on line 7a of the Form 55002010-01-019
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0113
Number of participants with account balances2010-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: MARK J. WELLS, D.D.S. & AIRAN S. WELLS, D.D.S. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0113
Number of participants with account balances2009-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MARK J. WELLS, D.D.S. & AIRAN S. WELLS, D.D.S. 401K PROFIT SHARING PLAN

Measure Date Value
2011 : MARK J. WELLS, D.D.S. & AIRAN S. WELLS, D.D.S. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$94,494
Expenses. Total of all expenses incurred2011-12-31$12,182
Benefits paid (including direct rollovers)2011-12-31$12,182
Total plan assets at end of year2011-12-31$998,357
Total plan assets at beginning of year2011-12-31$916,045
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$49,527
Other income received2011-12-31$-35,012
Net income (gross income less expenses)2011-12-31$82,312
Net plan assets at end of year (total assets less liabilities)2011-12-31$998,357
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$916,045
Total contributions received or receivable from employer(s)2011-12-31$79,979
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : MARK J. WELLS, D.D.S. & AIRAN S. WELLS, D.D.S. 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$195,543
Expenses. Total of all expenses incurred2010-12-31$2,340
Benefits paid (including direct rollovers)2010-12-31$2,340
Total plan assets at end of year2010-12-31$916,045
Total plan assets at beginning of year2010-12-31$722,842
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$43,767
Other income received2010-12-31$71,484
Net income (gross income less expenses)2010-12-31$193,203
Net plan assets at end of year (total assets less liabilities)2010-12-31$916,045
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$722,842
Total contributions received or receivable from employer(s)2010-12-31$80,292
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : MARK J. WELLS, D.D.S. & AIRAN S. WELLS, D.D.S. 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MARK J. WELLS, D.D.S. & AIRAN S. WELLS, D.D.S. 401K PROFIT SHARING PLAN

2011: MARK J. WELLS, D.D.S. & AIRAN S. WELLS, D.D.S. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MARK J. WELLS, D.D.S. & AIRAN S. WELLS, D.D.S. 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MARK J. WELLS, D.D.S. & AIRAN S. WELLS, D.D.S. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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