401k Plan data: KEVIN D. WALLACE, DMD, PC 401(K) PLAN plan

KEVIN D. WALLACE, DMD, PC 401(K) PLAN 401k Plan overview

Plan Name	KEVIN D. WALLACE, DMD, PC 401(K) PLAN
Plan identification number	001

KEVIN D. WALLACE, DMD, PC 401(K) 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.
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.
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

KEVIN D. WALLACE, DMD, PC has sponsored the creation of one or more 401k plans.

Company Name: KEVIN D. WALLACE, DMD, PC

Employer identification number (EIN): 431663322

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEVIN D. WALLACE, DMD, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 KEVIN D WALLACE DMD
001 2017-01-01 KEVIN D WALLACE DMD
001 2016-01-01 KEVIN D WALLACE
001 2015-01-01 KEVIN D. WALLACE, DMD
001 2014-01-01
001 2013-01-01
001 2012-01-01 KEVIN D WALLACE
001 2011-01-01 KEVIN D WALLACE
001 2009-01-01 KEVIN WALLACE

Plan Statistics for KEVIN D. WALLACE, DMD, PC 401(K) PLAN

401k plan membership statisitcs for KEVIN D. WALLACE, DMD, PC 401(K) PLAN

Measure Date Value
2023: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 3
Total of all active and inactive participants 2023-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 7
Number of participants with account balances 2023-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 4
Total of all active and inactive participants 2022-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 8
Number of participants with account balances 2022-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 8
Number of participants with account balances 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 9
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: KEVIN D. WALLACE, DMD, PC 401(K) 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
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KEVIN D. WALLACE, DMD, PC 401(K) 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
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: KEVIN D. WALLACE, DMD, PC 401(K) 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 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: KEVIN D. WALLACE, DMD, PC 401(K) 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: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: KEVIN D. WALLACE, DMD, PC 401(K) 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 7
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 0
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	3
Total of all active and inactive participants	2023-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	7
Number of participants with account balances	2023-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	4
Total of all active and inactive participants	2022-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	8
Number of participants with account balances	2022-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	8
Number of participants with account balances	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	9
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: KEVIN D. WALLACE, DMD, PC 401(K) 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
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KEVIN D. WALLACE, DMD, PC 401(K) 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
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: KEVIN D. WALLACE, DMD, PC 401(K) 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	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: KEVIN D. WALLACE, DMD, PC 401(K) 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: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: KEVIN D. WALLACE, DMD, PC 401(K) 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	7
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	0
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on KEVIN D. WALLACE, DMD, PC 401(K) PLAN

Measure	Date	Value
2023 : KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$294,072
Expenses. Total of all expenses incurred	2023-12-31	$155,526
Benefits paid (including direct rollovers)	2023-12-31	$136,386
Total plan assets at end of year	2023-12-31	$1,673,469
Total plan assets at beginning of year	2023-12-31	$1,534,923
Value of fidelity bond covering the plan	2023-12-31	$200,000
Total contributions received or receivable from participants	2023-12-31	$33,458
Other income received	2023-12-31	$198,930
Net income (gross income less expenses)	2023-12-31	$138,546
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,673,469
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,534,923
Total contributions received or receivable from employer(s)	2023-12-31	$61,684
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$19,140
2022 : KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-77,594
Expenses. Total of all expenses incurred	2022-12-31	$24,978
Benefits paid (including direct rollovers)	2022-12-31	$7,000
Total plan assets at end of year	2022-12-31	$1,534,923
Total plan assets at beginning of year	2022-12-31	$1,637,495
Value of fidelity bond covering the plan	2022-12-31	$200,000
Total contributions received or receivable from participants	2022-12-31	$30,902
Other income received	2022-12-31	$-164,585
Net income (gross income less expenses)	2022-12-31	$-102,572
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,534,923
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,637,495
Total contributions received or receivable from employer(s)	2022-12-31	$56,089
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$17,978
2021 : KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$936,959
Expenses. Total of all expenses incurred	2021-12-31	$1,796,440
Benefits paid (including direct rollovers)	2021-12-31	$1,772,579
Total plan assets at end of year	2021-12-31	$1,637,495
Total plan assets at beginning of year	2021-12-31	$2,496,976
Value of fidelity bond covering the plan	2021-12-31	$200,000
Total contributions received or receivable from participants	2021-12-31	$30,505
Contributions received from other sources (not participants or employers)	2021-12-31	$431,958
Other income received	2021-12-31	$418,617
Net income (gross income less expenses)	2021-12-31	$-859,481
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,637,495
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,496,976
Total contributions received or receivable from employer(s)	2021-12-31	$55,879
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$23,861
2020 : KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$295,675
Expenses. Total of all expenses incurred	2020-12-31	$87,197
Benefits paid (including direct rollovers)	2020-12-31	$65,857
Total plan assets at end of year	2020-12-31	$2,496,976
Total plan assets at beginning of year	2020-12-31	$2,288,498
Value of fidelity bond covering the plan	2020-12-31	$200,000
Total contributions received or receivable from participants	2020-12-31	$55,942
Other income received	2020-12-31	$199,733
Net income (gross income less expenses)	2020-12-31	$208,478
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,496,976
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,288,498
Total contributions received or receivable from employer(s)	2020-12-31	$40,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$21,340
2019 : KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$430,331
Expenses. Total of all expenses incurred	2019-12-31	$161,452
Benefits paid (including direct rollovers)	2019-12-31	$142,092
Total plan assets at end of year	2019-12-31	$2,288,498
Total plan assets at beginning of year	2019-12-31	$2,019,619
Value of fidelity bond covering the plan	2019-12-31	$200,000
Total contributions received or receivable from participants	2019-12-31	$54,661
Other income received	2019-12-31	$335,670
Net income (gross income less expenses)	2019-12-31	$268,879
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,288,498
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,019,619
Total contributions received or receivable from employer(s)	2019-12-31	$40,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$19,360
2018 : KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-32,307
Expenses. Total of all expenses incurred	2018-12-31	$19,062
Total plan assets at end of year	2018-12-31	$2,019,619
Total plan assets at beginning of year	2018-12-31	$2,070,988
Value of fidelity bond covering the plan	2018-12-31	$200,000
Total contributions received or receivable from participants	2018-12-31	$52,243
Other income received	2018-12-31	$-148,348
Net income (gross income less expenses)	2018-12-31	$-51,369
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,019,619
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,070,988
Total contributions received or receivable from employer(s)	2018-12-31	$63,798
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$19,062
2017 : KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$322,703
Expenses. Total of all expenses incurred	2017-12-31	$27,442
Benefits paid (including direct rollovers)	2017-12-31	$10,600
Total plan assets at end of year	2017-12-31	$2,070,988
Total plan assets at beginning of year	2017-12-31	$1,775,727
Value of fidelity bond covering the plan	2017-12-31	$200,000
Total contributions received or receivable from participants	2017-12-31	$52,609
Other income received	2017-12-31	$213,717
Net income (gross income less expenses)	2017-12-31	$295,261
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,070,988
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,775,727
Total contributions received or receivable from employer(s)	2017-12-31	$56,377
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$16,842
2016 : KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$273,114
Expenses. Total of all expenses incurred	2016-12-31	$14,553
Total plan assets at end of year	2016-12-31	$1,775,727
Total plan assets at beginning of year	2016-12-31	$1,517,166
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$53,038
Other income received	2016-12-31	$163,632
Net income (gross income less expenses)	2016-12-31	$258,561
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,775,727
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,517,166
Total contributions received or receivable from employer(s)	2016-12-31	$56,444
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$14,553
2015 : KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$45,637
Expenses. Total of all expenses incurred	2015-12-31	$25,905
Benefits paid (including direct rollovers)	2015-12-31	$12,000
Total plan assets at end of year	2015-12-31	$1,517,166
Total plan assets at beginning of year	2015-12-31	$1,497,434
Value of fidelity bond covering the plan	2015-12-31	$150,000
Total contributions received or receivable from participants	2015-12-31	$53,030
Other income received	2015-12-31	$-19,131
Net income (gross income less expenses)	2015-12-31	$19,732
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,517,166
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,497,434
Total contributions received or receivable from employer(s)	2015-12-31	$11,738
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$13,905
2014 : KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$159,421
Expenses. Total of all expenses incurred	2014-12-31	$12,129
Total plan assets at end of year	2014-12-31	$1,497,434
Total plan assets at beginning of year	2014-12-31	$1,350,142
Value of fidelity bond covering the plan	2014-12-31	$150,000
Total contributions received or receivable from participants	2014-12-31	$40,052
Other income received	2014-12-31	$65,557
Net income (gross income less expenses)	2014-12-31	$147,292
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,497,434
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,350,142
Total contributions received or receivable from employer(s)	2014-12-31	$53,812
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$12,129
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$295,943
Expenses. Total of all expenses incurred	2013-12-31	$18,031
Benefits paid (including direct rollovers)	2013-12-31	$8,077
Total plan assets at end of year	2013-12-31	$1,350,142
Total plan assets at beginning of year	2013-12-31	$1,072,230
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$39,775
Other income received	2013-12-31	$201,794
Net income (gross income less expenses)	2013-12-31	$277,912
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,350,142
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,072,230
Total contributions received or receivable from employer(s)	2013-12-31	$54,374
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$9,954
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$198,719
Expenses. Total of all expenses incurred	2012-12-31	$17,783
Benefits paid (including direct rollovers)	2012-12-31	$8,000
Total plan assets at end of year	2012-12-31	$1,072,230
Total plan assets at beginning of year	2012-12-31	$891,294
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$37,775
Other income received	2012-12-31	$113,980
Net income (gross income less expenses)	2012-12-31	$180,936
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,072,230
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$891,294
Total contributions received or receivable from employer(s)	2012-12-31	$46,964
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$9,783
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$72,883
Expenses. Total of all expenses incurred	2011-12-31	$53,158
Benefits paid (including direct rollovers)	2011-12-31	$44,849
Total plan assets at end of year	2011-12-31	$891,294
Total plan assets at beginning of year	2011-12-31	$871,569
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$36,735
Other income received	2011-12-31	$-13,763
Net income (gross income less expenses)	2011-12-31	$19,725
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$891,294
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$871,569
Total contributions received or receivable from employer(s)	2011-12-31	$49,911
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$8,309
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$183,320
Expenses. Total of all expenses incurred	2010-12-31	$23,352
Benefits paid (including direct rollovers)	2010-12-31	$16,073
Total plan assets at end of year	2010-12-31	$871,569
Total plan assets at beginning of year	2010-12-31	$711,601
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$36,875
Other income received	2010-12-31	$98,792
Net income (gross income less expenses)	2010-12-31	$159,968
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$871,569
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$711,601
Total contributions received or receivable from employer(s)	2010-12-31	$47,653
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$7,279
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for KEVIN D. WALLACE, DMD, PC 401(K) PLAN

2023: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KEVIN D. WALLACE, DMD, PC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KEVIN D. WALLACE, DMD, PC 401(K) 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: KEVIN D. WALLACE, DMD, PC 401(K) 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: KEVIN D. WALLACE, DMD, PC 401(K) 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: KEVIN D. WALLACE, DMD, PC 401(K) 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
2009: KEVIN D. WALLACE, DMD, PC 401(K) 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

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Company Name:	KEVIN D. WALLACE, DMD, PC
Employer identification number (EIN):	431663322
NAIC Classification:	621210
NAIC Description:	Offices of Dentists