401k Plan data: WILLIAM LEWIS, DDS 401K SAVINGS PLAN plan

WILLIAM LEWIS, DDS 401K SAVINGS PLAN 401k Plan overview

Plan Name	WILLIAM LEWIS, DDS 401K SAVINGS PLAN
Plan identification number	001

WILLIAM LEWIS, DDS 401K SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

WILLIAM LEWIS, DDS has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM LEWIS, DDS

Employer identification number (EIN): 411967682

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM LEWIS, DDS 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 WILLIAM LEWIS WILLIAM LEWIS 2018-07-19
001 2016-01-01 WILLIAM LEWIS WILLIAM LEWIS 2017-07-28
001 2015-01-01 WILLIAM LEWIS WILLIAM LEWIS 2016-07-29
001 2014-01-01 WILLIAM L LEWIS WILLIAM L LEWIS 2015-10-07
001 2013-01-01 WILLIAM L LEWIS WILLIAM L LEWIS 2014-07-31
001 2012-01-01 WILLIAM L LEWIS WILLIAM L LEWIS 2013-10-15
001 2011-01-01 WILLIAM L LEWIS WILLIAM L LEWIS 2012-10-12
001 2010-01-01 WILLIAM LEWIS WILLIAM LEWIS 2011-07-29
001 2009-01-01 WILLIAM LEWIS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01	WILLIAM LEWIS	WILLIAM LEWIS	2018-07-19
001	2016-01-01	WILLIAM LEWIS	WILLIAM LEWIS	2017-07-28
001	2015-01-01	WILLIAM LEWIS	WILLIAM LEWIS	2016-07-29
001	2014-01-01	WILLIAM L LEWIS	WILLIAM L LEWIS	2015-10-07
001	2013-01-01	WILLIAM L LEWIS	WILLIAM L LEWIS	2014-07-31
001	2012-01-01	WILLIAM L LEWIS	WILLIAM L LEWIS	2013-10-15
001	2011-01-01	WILLIAM L LEWIS	WILLIAM L LEWIS	2012-10-12
001	2010-01-01	WILLIAM LEWIS	WILLIAM LEWIS	2011-07-29
001	2009-01-01	WILLIAM LEWIS

Plan Statistics for WILLIAM LEWIS, DDS 401K SAVINGS PLAN

401k plan membership statisitcs for WILLIAM LEWIS, DDS 401K SAVINGS PLAN

Measure Date Value
2019: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Total participants 2019-01-01 0
2018: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Total of all active and inactive participants 2018-01-01 6
Total participants 2018-01-01 6
2017: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Total of all active and inactive participants 2017-01-01 6
Total participants 2017-01-01 6
2016: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Total of all active and inactive participants 2016-01-01 6
Total participants 2016-01-01 6
2015: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Total of all active and inactive participants 2015-01-01 6
Total participants 2015-01-01 6
2014: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
2013: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Total of all active and inactive participants 2011-01-01 6
Total participants 2011-01-01 6
2010: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Total of all active and inactive participants 2010-01-01 6
Total participants 2010-01-01 6
2009: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
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 1
Total of all active and inactive participants 2009-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2019: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Total participants	2019-01-01	0
2018: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Total of all active and inactive participants	2018-01-01	6
Total participants	2018-01-01	6
2017: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Total of all active and inactive participants	2017-01-01	6
Total participants	2017-01-01	6
2016: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Total of all active and inactive participants	2016-01-01	6
Total participants	2016-01-01	6
2015: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Total of all active and inactive participants	2015-01-01	6
Total participants	2015-01-01	6
2014: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
2013: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Total of all active and inactive participants	2011-01-01	6
Total participants	2011-01-01	6
2010: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Total of all active and inactive participants	2010-01-01	6
Total participants	2010-01-01	6
2009: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
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	1
Total of all active and inactive participants	2009-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on WILLIAM LEWIS, DDS 401K SAVINGS PLAN

Measure	Date	Value
2019 : WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$250,030
Expenses. Total of all expenses incurred	2019-12-31	$2,028,957
Benefits paid (including direct rollovers)	2019-12-31	$2,028,957
Total plan assets at end of year	2019-12-31	$0
Total plan assets at beginning of year	2019-12-31	$1,778,927
Value of fidelity bond covering the plan	2019-12-31	$170,000
Total contributions received or receivable from participants	2019-12-31	$47,025
Other income received	2019-12-31	$195,583
Net income (gross income less expenses)	2019-12-31	$-1,778,927
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,778,927
Total contributions received or receivable from employer(s)	2019-12-31	$7,422
2018 : WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-8,226
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$1,778,927
Total plan assets at beginning of year	2018-12-31	$1,787,153
Value of fidelity bond covering the plan	2018-12-31	$170,000
Total contributions received or receivable from participants	2018-12-31	$46,460
Other income received	2018-12-31	$-66,898
Net income (gross income less expenses)	2018-12-31	$-8,226
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,778,927
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,787,153
Total contributions received or receivable from employer(s)	2018-12-31	$12,212
2017 : WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$380,521
Expenses. Total of all expenses incurred	2017-12-31	$144,056
Benefits paid (including direct rollovers)	2017-12-31	$144,056
Total plan assets at end of year	2017-12-31	$1,787,153
Total plan assets at beginning of year	2017-12-31	$1,550,688
Value of fidelity bond covering the plan	2017-12-31	$170,000
Total contributions received or receivable from participants	2017-12-31	$45,730
Other income received	2017-12-31	$322,385
Net income (gross income less expenses)	2017-12-31	$236,465
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,787,153
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,550,688
Total contributions received or receivable from employer(s)	2017-12-31	$12,406
2016 : WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$197,945
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,550,688
Total plan assets at beginning of year	2016-12-31	$1,352,743
Value of fidelity bond covering the plan	2016-12-31	$170,000
Total contributions received or receivable from participants	2016-12-31	$45,948
Other income received	2016-12-31	$139,689
Net income (gross income less expenses)	2016-12-31	$197,945
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,550,688
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,352,743
Total contributions received or receivable from employer(s)	2016-12-31	$12,308
2015 : WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$57,293
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,352,743
Total plan assets at beginning of year	2015-12-31	$1,295,450
Value of fidelity bond covering the plan	2015-12-31	$120,000
Total contributions received or receivable from participants	2015-12-31	$49,027
Other income received	2015-12-31	$-285
Net income (gross income less expenses)	2015-12-31	$57,293
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,352,743
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,295,450
Total contributions received or receivable from employer(s)	2015-12-31	$8,551
2014 : WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$189,637
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,295,450
Total plan assets at beginning of year	2014-12-31	$1,105,813
Value of fidelity bond covering the plan	2014-12-31	$120,000
Assets. Value of tangible personal property	2014-12-31	$0
Total contributions received or receivable from participants	2014-12-31	$48,450
Assets. Value of loans (other than to participants)	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$126,119
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$189,637
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,295,450
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,105,813
Assets. Value of participant loans	2014-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2014-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2014-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$0
Assets. Value of real-estate (other than employer real property)	2014-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2014-12-31	$0
Assets. Value of employer securities	2014-12-31	$0
Assets. Value of employer real property	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$15,068
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$306,419
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,105,813
Total plan assets at beginning of year	2013-12-31	$799,394
Value of fidelity bond covering the plan	2013-12-31	$120,000
Assets. Value of tangible personal property	2013-12-31	$0
Total contributions received or receivable from participants	2013-12-31	$48,497
Assets. Value of loans (other than to participants)	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$249,007
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$306,419
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,105,813
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$799,394
Assets. Value of participant loans	2013-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2013-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2013-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$0
Assets. Value of real-estate (other than employer real property)	2013-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$0
Assets. Value of employer securities	2013-12-31	$0
Assets. Value of employer real property	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$8,915
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$147,958
Expenses. Total of all expenses incurred	2012-12-31	$35
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$799,394
Total plan assets at beginning of year	2012-12-31	$651,471
Value of fidelity bond covering the plan	2012-12-31	$20,000
Assets. Value of tangible personal property	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$47,142
Assets. Value of loans (other than to participants)	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$86,359
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$147,923
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$799,394
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$651,471
Assets. Value of participant loans	2012-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2012-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2012-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$0
Assets. Value of real-estate (other than employer real property)	2012-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$0
Assets. Value of employer securities	2012-12-31	$0
Assets. Value of employer real property	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$14,457
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$35
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$48,291
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$651,471
Total plan assets at beginning of year	2011-12-31	$6,031,800
Value of fidelity bond covering the plan	2011-12-31	$6,000
Assets. Value of tangible personal property	2011-12-31	$0
Total contributions received or receivable from participants	2011-12-31	$48,515
Assets. Value of loans (other than to participants)	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-14,895
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$48,291
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$651,471
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,031,800
Assets. Value of participant loans	2011-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2011-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2011-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$0
Assets. Value of real-estate (other than employer real property)	2011-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$0
Assets. Value of employer securities	2011-12-31	$0
Assets. Value of employer real property	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$14,671
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$134,693
Expenses. Total of all expenses incurred	2010-12-31	$2,865
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$603,180
Total plan assets at beginning of year	2010-12-31	$471,352
Value of fidelity bond covering the plan	2010-12-31	$6,000
Assets. Value of tangible personal property	2010-12-31	$0
Total contributions received or receivable from participants	2010-12-31	$46,832
Assets. Value of loans (other than to participants)	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,865
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$73,165
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$131,828
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$603,180
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$471,352
Assets. Value of participant loans	2010-12-31	$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year	2010-12-31	$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year	2010-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$0
Assets. Value of real-estate (other than employer real property)	2010-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2010-12-31	$0
Assets. Value of employer securities	2010-12-31	$0
Assets. Value of employer real property	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$14,696
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for WILLIAM LEWIS, DDS 401K SAVINGS PLAN

2019: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WILLIAM LEWIS, DDS 401K SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM LEWIS, DDS 401K SAVINGS 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WILLIAM LEWIS, DDS
Employer identification number (EIN):	411967682
NAIC Classification:	621210
NAIC Description:	Offices of Dentists