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WILLIAM C BOLICK DDS LLC 401 K PLAN 401k Plan overview

Plan NameWILLIAM C BOLICK DDS LLC 401 K PLAN
Plan identification number 001

WILLIAM C BOLICK DDS LLC 401 K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

WILLIAM C. BOLICK DDS LLC has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM C. BOLICK DDS LLC
Employer identification number (EIN):611438867
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM C BOLICK DDS LLC 401 K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN ADAMS JOHN ADAMS2018-07-27
0012016-01-01JOHN ADAMS JOHN ADAMS2017-07-13
0012015-01-01JOHN ADAMS2016-07-19 JOHN ADAMS2016-07-19
0012014-01-01JOHN ADAMS2015-07-21 JOHN ADAMS2015-07-21
0012013-01-01JOHN ADAMS2014-06-26 JOHN ADAMS2014-06-26
0012012-01-01JOHN ADAMS2013-06-20 JOHN ADAMS2013-06-20
0012011-01-01JOHN ADAMS2012-07-03 JOHN ADAMS2012-07-03
0012009-01-01JOHN ADAMS2010-10-05 JOHN ADAMS2010-10-05

Plan Statistics for WILLIAM C BOLICK DDS LLC 401 K PLAN

401k plan membership statisitcs for WILLIAM C BOLICK DDS LLC 401 K PLAN

Measure Date Value
2020: WILLIAM C BOLICK DDS LLC 401 K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-010
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WILLIAM C BOLICK DDS LLC 401 K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014
Number of participants with account balances2019-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WILLIAM C BOLICK DDS LLC 401 K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-018
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017
Number of participants with account balances2018-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: WILLIAM C BOLICK DDS LLC 401 K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-019
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WILLIAM C BOLICK DDS LLC 401 K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WILLIAM C BOLICK DDS LLC 401 K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WILLIAM C BOLICK DDS LLC 401 K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-018
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WILLIAM C BOLICK DDS LLC 401 K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WILLIAM C BOLICK DDS LLC 401 K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WILLIAM C BOLICK DDS LLC 401 K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: WILLIAM C BOLICK DDS LLC 401 K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-018
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 participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018

Financial Data on WILLIAM C BOLICK DDS LLC 401 K PLAN

Measure Date Value
2020 : WILLIAM C BOLICK DDS LLC 401 K PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$-322,842
Total income from all sources2020-12-31$18,887
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$303,955
Other income received2020-12-31$18,887
Net income (gross income less expenses)2020-12-31$18,887
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$303,955
2019 : WILLIAM C BOLICK DDS LLC 401 K PLAN 2019 401k financial data
Total income from all sources2019-12-31$77,319
Expenses. Total of all expenses incurred2019-12-31$295,586
Benefits paid (including direct rollovers)2019-12-31$295,586
Total plan assets at end of year2019-12-31$303,955
Total plan assets at beginning of year2019-12-31$522,222
Value of fidelity bond covering the plan2019-12-31$100,000
Total contributions received or receivable from participants2019-12-31$3,811
Other income received2019-12-31$71,102
Net income (gross income less expenses)2019-12-31$-218,267
Net plan assets at end of year (total assets less liabilities)2019-12-31$303,955
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$522,222
Total contributions received or receivable from employer(s)2019-12-31$2,406
2018 : WILLIAM C BOLICK DDS LLC 401 K PLAN 2018 401k financial data
Total income from all sources2018-12-31$24,737
Expenses. Total of all expenses incurred2018-12-31$234,188
Benefits paid (including direct rollovers)2018-12-31$234,188
Total plan assets at end of year2018-12-31$522,222
Total plan assets at beginning of year2018-12-31$731,673
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$26,922
Other income received2018-12-31$-18,931
Net income (gross income less expenses)2018-12-31$-209,451
Net plan assets at end of year (total assets less liabilities)2018-12-31$522,222
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$731,673
Assets. Value of participant loans2018-12-31$10,579
Total contributions received or receivable from employer(s)2018-12-31$16,746
2017 : WILLIAM C BOLICK DDS LLC 401 K PLAN 2017 401k financial data
Total income from all sources2017-12-31$113,390
Total plan assets at end of year2017-12-31$731,673
Total plan assets at beginning of year2017-12-31$618,283
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$13,040
Other income received2017-12-31$92,433
Net income (gross income less expenses)2017-12-31$113,390
Net plan assets at end of year (total assets less liabilities)2017-12-31$731,673
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$618,283
Assets. Value of participant loans2017-12-31$21,691
Total contributions received or receivable from employer(s)2017-12-31$7,917
2016 : WILLIAM C BOLICK DDS LLC 401 K PLAN 2016 401k financial data
Total income from all sources2016-12-31$58,508
Total plan assets at end of year2016-12-31$618,283
Total plan assets at beginning of year2016-12-31$559,775
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$13,857
Other income received2016-12-31$36,377
Net income (gross income less expenses)2016-12-31$58,508
Net plan assets at end of year (total assets less liabilities)2016-12-31$618,283
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$559,775
Assets. Value of participant loans2016-12-31$17,228
Total contributions received or receivable from employer(s)2016-12-31$8,274
2015 : WILLIAM C BOLICK DDS LLC 401 K PLAN 2015 401k financial data
Total income from all sources2015-12-31$22,979
Total plan assets at end of year2015-12-31$559,775
Total plan assets at beginning of year2015-12-31$536,796
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$16,558
Other income received2015-12-31$-2,736
Net income (gross income less expenses)2015-12-31$22,979
Net plan assets at end of year (total assets less liabilities)2015-12-31$559,775
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$536,796
Assets. Value of participant loans2015-12-31$22,428
Total contributions received or receivable from employer(s)2015-12-31$9,157
2014 : WILLIAM C BOLICK DDS LLC 401 K PLAN 2014 401k financial data
Total income from all sources2014-12-31$22,073
Total plan assets at end of year2014-12-31$536,796
Total plan assets at beginning of year2014-12-31$514,723
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$15,651
Other income received2014-12-31$-2,607
Net income (gross income less expenses)2014-12-31$22,073
Net plan assets at end of year (total assets less liabilities)2014-12-31$536,796
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$514,723
Assets. Value of participant loans2014-12-31$11,811
Total contributions received or receivable from employer(s)2014-12-31$9,029
2013 : WILLIAM C BOLICK DDS LLC 401 K PLAN 2013 401k financial data
Total income from all sources2013-12-31$111,603
Total plan assets at end of year2013-12-31$514,723
Total plan assets at beginning of year2013-12-31$403,120
Total contributions received or receivable from participants2013-12-31$25,339
Other income received2013-12-31$66,936
Net income (gross income less expenses)2013-12-31$111,603
Net plan assets at end of year (total assets less liabilities)2013-12-31$514,723
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$403,120
Assets. Value of participant loans2013-12-31$39,012
Total contributions received or receivable from employer(s)2013-12-31$19,328
2012 : WILLIAM C BOLICK DDS LLC 401 K PLAN 2012 401k financial data
Total income from all sources2012-12-31$67,241
Total plan assets at end of year2012-12-31$403,120
Total plan assets at beginning of year2012-12-31$335,879
Total contributions received or receivable from participants2012-12-31$18,482
Other income received2012-12-31$33,481
Net income (gross income less expenses)2012-12-31$67,241
Net plan assets at end of year (total assets less liabilities)2012-12-31$403,120
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$335,879
Assets. Value of participant loans2012-12-31$43,000
Total contributions received or receivable from employer(s)2012-12-31$15,278
2011 : WILLIAM C BOLICK DDS LLC 401 K PLAN 2011 401k financial data
Total income from all sources2011-12-31$41,126
Expenses. Total of all expenses incurred2011-12-31$130,733
Benefits paid (including direct rollovers)2011-12-31$130,733
Total plan assets at end of year2011-12-31$335,879
Total plan assets at beginning of year2011-12-31$425,486
Total contributions received or receivable from participants2011-12-31$12,855
Other income received2011-12-31$-5,376
Net income (gross income less expenses)2011-12-31$-89,607
Net plan assets at end of year (total assets less liabilities)2011-12-31$335,879
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$425,486
Assets. Value of participant loans2011-12-31$8,000
Total contributions received or receivable from employer(s)2011-12-31$33,647
2010 : WILLIAM C BOLICK DDS LLC 401 K PLAN 2010 401k financial data
Total income from all sources2010-12-31$82,223
Total plan assets at end of year2010-12-31$425,486
Total plan assets at beginning of year2010-12-31$343,263
Total contributions received or receivable from participants2010-12-31$13,885
Other income received2010-12-31$38,563
Net income (gross income less expenses)2010-12-31$82,223
Net plan assets at end of year (total assets less liabilities)2010-12-31$425,486
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$343,263
Assets. Value of participant loans2010-12-31$8,000
Total contributions received or receivable from employer(s)2010-12-31$29,775

Form 5500 Responses for WILLIAM C BOLICK DDS LLC 401 K PLAN

2020: WILLIAM C BOLICK DDS LLC 401 K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILLIAM C BOLICK DDS LLC 401 K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WILLIAM C BOLICK DDS LLC 401 K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILLIAM C BOLICK DDS LLC 401 K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLIAM C BOLICK DDS LLC 401 K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLIAM C BOLICK DDS LLC 401 K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLIAM C BOLICK DDS LLC 401 K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLIAM C BOLICK DDS LLC 401 K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIAM C BOLICK DDS LLC 401 K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAM C BOLICK DDS LLC 401 K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM C BOLICK DDS LLC 401 K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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