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WILLIAM W. LEWIS, D.D.S., P.A. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameWILLIAM W. LEWIS, D.D.S., P.A. PROFIT SHARING PLAN & TRUST
Plan identification number 001

WILLIAM W. LEWIS, D.D.S., P.A. PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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 W. LEWIS, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM W. LEWIS, D.D.S., P.A.
Employer identification number (EIN):561519597
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM W. LEWIS, D.D.S., P.A. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01WILLIAM W. LEWIS, D.D.S.2012-07-05
0012009-01-01WILLIAM W. LEWIS, D.D.S.
0012009-01-01WILLIAM W. LEWIS, D.D.S.

Plan Statistics for WILLIAM W. LEWIS, D.D.S., P.A. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for WILLIAM W. LEWIS, D.D.S., P.A. PROFIT SHARING PLAN & TRUST

Measure Date Value
2009: WILLIAM W. LEWIS, D.D.S., P.A. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WILLIAM W. LEWIS, D.D.S., P.A. PROFIT SHARING PLAN & TRUST

Measure Date Value
2010 : WILLIAM W. LEWIS, D.D.S., P.A. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$66,866
Expenses. Total of all expenses incurred2010-12-31$65,480
Benefits paid (including direct rollovers)2010-12-31$57,003
Total plan assets at end of year2010-12-31$1,016,939
Total plan assets at beginning of year2010-12-31$1,015,553
Value of fidelity bond covering the plan2010-12-31$154,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$66,866
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$1,386
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,016,939
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,015,553
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$8,477

Form 5500 Responses for WILLIAM W. LEWIS, D.D.S., P.A. PROFIT SHARING PLAN & TRUST

2009: WILLIAM W. LEWIS, D.D.S., P.A. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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