STEVEN B. WRIGHT, DMD, PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST
401k plan membership statisitcs for STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST
Measure | Date | Value |
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2020: STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
Number of participants with account balances | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 18 |
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 | 1 |
Total of all active and inactive participants | 2019-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 19 |
Number of participants with account balances | 2019-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 18 |
Number of participants with account balances | 2018-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 20 |
Number of participants with account balances | 2017-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 21 |
Number of participants with account balances | 2016-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 17 |
Number of participants with account balances | 2015-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 4 |
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 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 16 |
Number of participants with account balances | 2014-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
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 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 16 |
Number of participants with account balances | 2013-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 13 |
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 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 13 |
Number of participants with account balances | 2012-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST 2011 401k membership |
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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 | 13 |
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 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 13 |
Number of participants with account balances | 2011-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 11 |
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 | 11 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 11 |
Number of participants with account balances | 2009-01-01 | 11 |
Measure | Date | Value |
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2020 : STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $-750,830 |
Total plan liabilities at beginning of year | 2020-12-31 | $61,014 |
Total income from all sources | 2020-12-31 | $2,144 |
Expenses. Total of all expenses incurred | 2020-12-31 | $9,062 |
Benefits paid (including direct rollovers) | 2020-12-31 | $9,061 |
Total plan assets at end of year | 2020-12-31 | $0 |
Total plan assets at beginning of year | 2020-12-31 | $818,762 |
Value of fidelity bond covering the plan | 2020-12-31 | $250,000 |
Other income received | 2020-12-31 | $2,144 |
Net income (gross income less expenses) | 2020-12-31 | $-6,918 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $757,748 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1 |
2019 : STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $61,014 |
Total plan liabilities at beginning of year | 2019-12-31 | $333 |
Total income from all sources | 2019-12-31 | $129,892 |
Expenses. Total of all expenses incurred | 2019-12-31 | $61,610 |
Benefits paid (including direct rollovers) | 2019-12-31 | $61,372 |
Total plan assets at end of year | 2019-12-31 | $818,762 |
Total plan assets at beginning of year | 2019-12-31 | $689,799 |
Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
Other income received | 2019-12-31 | $90,467 |
Net income (gross income less expenses) | 2019-12-31 | $68,282 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $757,748 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $689,466 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $39,425 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $238 |
2018 : STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST 2018 401k financial data |
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Total plan liabilities at end of year | 2018-12-31 | $333 |
Total income from all sources | 2018-12-31 | $-56,199 |
Expenses. Total of all expenses incurred | 2018-12-31 | $2,541,740 |
Benefits paid (including direct rollovers) | 2018-12-31 | $2,541,438 |
Total plan assets at end of year | 2018-12-31 | $689,799 |
Total plan assets at beginning of year | 2018-12-31 | $3,287,405 |
Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
Other income received | 2018-12-31 | $-110,610 |
Net income (gross income less expenses) | 2018-12-31 | $-2,597,939 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $689,466 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,287,405 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $54,411 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $302 |
2017 : STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $373,311 |
Expenses. Total of all expenses incurred | 2017-12-31 | $175,884 |
Benefits paid (including direct rollovers) | 2017-12-31 | $175,532 |
Total plan assets at end of year | 2017-12-31 | $3,287,405 |
Total plan assets at beginning of year | 2017-12-31 | $3,089,978 |
Value of fidelity bond covering the plan | 2017-12-31 | $350,000 |
Other income received | 2017-12-31 | $373,311 |
Net income (gross income less expenses) | 2017-12-31 | $197,427 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,287,405 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,089,978 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $352 |
2016 : STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $297,005 |
Expenses. Total of all expenses incurred | 2016-12-31 | $102,331 |
Benefits paid (including direct rollovers) | 2016-12-31 | $102,331 |
Total plan assets at end of year | 2016-12-31 | $3,089,978 |
Total plan assets at beginning of year | 2016-12-31 | $2,895,304 |
Value of fidelity bond covering the plan | 2016-12-31 | $350,000 |
Other income received | 2016-12-31 | $200,226 |
Net income (gross income less expenses) | 2016-12-31 | $194,674 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,089,978 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,895,304 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $96,779 |
2015 : STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $36,113 |
Expenses. Total of all expenses incurred | 2015-12-31 | $120,390 |
Benefits paid (including direct rollovers) | 2015-12-31 | $120,390 |
Total plan assets at end of year | 2015-12-31 | $2,895,304 |
Total plan assets at beginning of year | 2015-12-31 | $2,979,581 |
Value of fidelity bond covering the plan | 2015-12-31 | $350,000 |
Other income received | 2015-12-31 | $-49,781 |
Net income (gross income less expenses) | 2015-12-31 | $-84,277 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,895,304 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,979,581 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $85,894 |
2014 : STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $211,524 |
Expenses. Total of all expenses incurred | 2014-12-31 | $100,234 |
Benefits paid (including direct rollovers) | 2014-12-31 | $99,950 |
Total plan assets at end of year | 2014-12-31 | $2,979,581 |
Total plan assets at beginning of year | 2014-12-31 | $2,868,291 |
Value of fidelity bond covering the plan | 2014-12-31 | $350,000 |
Other income received | 2014-12-31 | $116,598 |
Net income (gross income less expenses) | 2014-12-31 | $111,290 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,979,581 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,868,291 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $94,926 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $284 |
2013 : STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $396,142 |
Expenses. Total of all expenses incurred | 2013-12-31 | $89,139 |
Benefits paid (including direct rollovers) | 2013-12-31 | $89,139 |
Total plan assets at end of year | 2013-12-31 | $2,868,291 |
Total plan assets at beginning of year | 2013-12-31 | $2,561,288 |
Value of fidelity bond covering the plan | 2013-12-31 | $350,000 |
Other income received | 2013-12-31 | $305,806 |
Net income (gross income less expenses) | 2013-12-31 | $307,003 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,868,291 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,561,288 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $90,336 |
2012 : STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $347,394 |
Expenses. Total of all expenses incurred | 2012-12-31 | $94,617 |
Benefits paid (including direct rollovers) | 2012-12-31 | $76,613 |
Total plan assets at end of year | 2012-12-31 | $2,561,288 |
Total plan assets at beginning of year | 2012-12-31 | $2,308,511 |
Other income received | 2012-12-31 | $264,776 |
Net income (gross income less expenses) | 2012-12-31 | $252,777 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,561,288 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,308,511 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $82,618 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $18,004 |
2011 : STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $176,552 |
Expenses. Total of all expenses incurred | 2011-12-31 | $89,871 |
Benefits paid (including direct rollovers) | 2011-12-31 | $73,641 |
Total plan assets at end of year | 2011-12-31 | $2,308,511 |
Total plan assets at beginning of year | 2011-12-31 | $2,221,830 |
Other income received | 2011-12-31 | $96,983 |
Net income (gross income less expenses) | 2011-12-31 | $86,681 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,308,511 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,221,830 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $79,569 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $16,230 |
2010 : STEVEN B. WRIGHT, DMD, PA EMPLOYEES PROFIT - SHARING PLAN AND TRUST 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $249,320 |
Expenses. Total of all expenses incurred | 2010-12-31 | $136,597 |
Benefits paid (including direct rollovers) | 2010-12-31 | $116,613 |
Total plan assets at end of year | 2010-12-31 | $2,221,830 |
Total plan assets at beginning of year | 2010-12-31 | $2,109,107 |
Other income received | 2010-12-31 | $170,404 |
Net income (gross income less expenses) | 2010-12-31 | $112,723 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,221,830 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,109,107 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $78,916 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $19,984 |