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CHARLES R. WRIGHT, D.D.S., P.A. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCHARLES R. WRIGHT, D.D.S., P.A. RETIREMENT SAVINGS PLAN
Plan identification number 002

CHARLES R. WRIGHT, D.D.S., P.A. RETIREMENT SAVINGS PLAN 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
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

CHARLES R. WRIGHT, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name:CHARLES R. WRIGHT, D.D.S., P.A.
Employer identification number (EIN):592135507
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about CHARLES R. WRIGHT, D.D.S., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1981-10-07
Company Identification Number: F47667
Legal Registered Office Address: 1280 W LANTANA RD #8

LANTANA

33462

More information about CHARLES R. WRIGHT, D.D.S., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES R. WRIGHT, D.D.S., P.A. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01CHARLES R. WRIGHT2022-04-21
0022020-01-01CHARLES R. WRIGHT2021-04-12
0022019-01-01CHARLES R. WRIGHT2020-04-20
0022018-01-01CHARLES R. WRIGHT2019-05-01
0022017-01-01CHARLES R. WRIGHT2018-04-22
0022016-01-01CHARLES R. WRIGHT2017-04-03
0022015-01-01CHARLES R. WRIGHT2016-06-07
0022014-01-01CHARLES R. WRIGHT2015-05-03
0022013-01-01CHARLES R. WRIGHT2014-02-25
0022012-01-01CHARLES R. WRIGHT2013-07-13
0022011-01-01CHARLES R. WRIGHT
0022010-01-01CHARLES R. WRIGHT
0022009-01-01CHARLES R. WRIGHT CHARLES R. WRIGHT2010-05-11

Plan Statistics for CHARLES R. WRIGHT, D.D.S., P.A. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CHARLES R. WRIGHT, D.D.S., P.A. RETIREMENT SAVINGS PLAN

Measure Date Value
2011: CHARLES R. WRIGHT, D.D.S., P.A. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CHARLES R. WRIGHT, D.D.S., P.A. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-013
Number of participants with account balances2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CHARLES R. WRIGHT, D.D.S., P.A. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
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 participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CHARLES R. WRIGHT, D.D.S., P.A. RETIREMENT SAVINGS PLAN

Measure Date Value
2011 : CHARLES R. WRIGHT, D.D.S., P.A. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$85,507
Expenses. Total of all expenses incurred2011-12-31$12,046
Total plan assets at end of year2011-12-31$1,761,584
Total plan assets at beginning of year2011-12-31$1,688,123
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$23,727
Other income received2011-12-31$24,445
Net income (gross income less expenses)2011-12-31$73,461
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,761,584
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,688,123
Assets. Value of assets in partnership/joint-venture interests2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$37,335
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$12,046
2010 : CHARLES R. WRIGHT, D.D.S., P.A. RETIREMENT SAVINGS PLAN 2010 401k financial data
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$298,741
Expenses. Total of all expenses incurred2010-12-31$10,736
Total plan assets at end of year2010-12-31$1,688,123
Total plan assets at beginning of year2010-12-31$1,400,118
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$23,681
Expenses. Other expenses not covered elsewhere2010-12-31$10,736
Other income received2010-12-31$233,586
Net income (gross income less expenses)2010-12-31$288,005
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,688,123
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,400,118
Assets. Value of assets in partnership/joint-venture interests2010-12-31$30,000
Total contributions received or receivable from employer(s)2010-12-31$41,474

Form 5500 Responses for CHARLES R. WRIGHT, D.D.S., P.A. RETIREMENT SAVINGS PLAN

2011: CHARLES R. WRIGHT, D.D.S., P.A. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CHARLES R. WRIGHT, D.D.S., P.A. RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CHARLES R. WRIGHT, D.D.S., P.A. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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