401k Plan data: DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN plan

DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN
Plan identification number	001

DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Plan covering Self-Employed individuals.
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

DENNIS J. WELLS, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name: DENNIS J. WELLS, D.D.S.

Employer identification number (EIN): 710579627

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 DENNIS WELLS 2024-10-01
001 2023-01-01 DENNIS WELLS 2024-04-23
001 2022-01-01 DENNIS WELLS 2023-07-24
001 2021-01-01 DENNIS WELLS 2022-09-30
001 2020-01-01 DENNIS WELLS 2021-10-14
001 2019-01-01 DENNIS WELLS 2020-07-24
001 2018-01-01 DENNIS WELLS 2019-09-30
001 2017-01-01 DENNIS WELLS 2018-10-11
001 2016-01-01 DENNIS WELLS 2017-10-16
001 2015-01-01 DENNIS WELLS 2016-10-17
001 2014-01-01 DENNIS WELLS 2015-10-13
001 2013-01-01 DENNIS WELLS DENNIS WELLS 2014-04-11
001 2012-01-01 DENNIS WELLS DENNIS WELLS 2013-10-04
001 2011-01-01 DENNIS WELLS DENNIS WELLS 2012-07-24
001 2009-01-01 DENNIS WELLS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	DENNIS WELLS	2024-10-01
001	2023-01-01	DENNIS WELLS	2024-04-23
001	2022-01-01	DENNIS WELLS	2023-07-24
001	2021-01-01	DENNIS WELLS	2022-09-30
001	2020-01-01	DENNIS WELLS	2021-10-14
001	2019-01-01	DENNIS WELLS	2020-07-24
001	2018-01-01	DENNIS WELLS	2019-09-30
001	2017-01-01	DENNIS WELLS	2018-10-11
001	2016-01-01	DENNIS WELLS	2017-10-16
001	2015-01-01	DENNIS WELLS	2016-10-17
001	2014-01-01	DENNIS WELLS	2015-10-13
001	2013-01-01	DENNIS WELLS		DENNIS WELLS	2014-04-11
001	2012-01-01	DENNIS WELLS		DENNIS WELLS	2013-10-04
001	2011-01-01	DENNIS WELLS		DENNIS WELLS	2012-07-24
001	2009-01-01	DENNIS WELLS

Plan Statistics for DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
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 4
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN 2012 401k membership
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 8
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 4
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
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 6
Total of all active and inactive participants 2011-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 14
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
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 6
Total of all active and inactive participants 2009-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 15
Number of participants with account balances 2009-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
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	4
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN 2012 401k membership
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	8
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	4
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
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	6
Total of all active and inactive participants	2011-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	14
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
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	6
Total of all active and inactive participants	2009-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	15
Number of participants with account balances	2009-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$300,735
Expenses. Total of all expenses incurred	2013-12-31	$33,051
Benefits paid (including direct rollovers)	2013-12-31	$22,301
Total plan assets at end of year	2013-12-31	$1,875,399
Total plan assets at beginning of year	2013-12-31	$1,607,715
Value of fidelity bond covering the plan	2013-12-31	$600,000
Total contributions received or receivable from participants	2013-12-31	$45,290
Expenses. Other expenses not covered elsewhere	2013-12-31	$10,750
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$201,151
Net income (gross income less expenses)	2013-12-31	$267,684
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,875,399
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,607,715
Total contributions received or receivable from employer(s)	2013-12-31	$54,294
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$335,710
Expenses. Total of all expenses incurred	2012-12-31	$15,494
Benefits paid (including direct rollovers)	2012-12-31	$6,777
Total plan assets at end of year	2012-12-31	$1,607,715
Total plan assets at beginning of year	2012-12-31	$1,287,499
Value of fidelity bond covering the plan	2012-12-31	$600,000
Total contributions received or receivable from participants	2012-12-31	$45,020
Expenses. Other expenses not covered elsewhere	2012-12-31	$8,717
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$242,339
Net income (gross income less expenses)	2012-12-31	$320,216
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,607,715
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,287,499
Total contributions received or receivable from employer(s)	2012-12-31	$48,351
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$70,738
Expenses. Total of all expenses incurred	2011-12-31	$34,534
Benefits paid (including direct rollovers)	2011-12-31	$26,498
Total plan assets at end of year	2011-12-31	$1,287,499
Total plan assets at beginning of year	2011-12-31	$1,251,295
Value of fidelity bond covering the plan	2011-12-31	$600,000
Total contributions received or receivable from participants	2011-12-31	$43,610
Expenses. Other expenses not covered elsewhere	2011-12-31	$8,036
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-25,033
Net income (gross income less expenses)	2011-12-31	$36,204
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,287,499
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,251,295
Total contributions received or receivable from employer(s)	2011-12-31	$52,161
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$203,989
Expenses. Total of all expenses incurred	2010-12-31	$10,326
Benefits paid (including direct rollovers)	2010-12-31	$4,211
Total plan assets at end of year	2010-12-31	$1,251,295
Total plan assets at beginning of year	2010-12-31	$1,057,632
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$40,419
Expenses. Other expenses not covered elsewhere	2010-12-31	$6,115
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$111,355
Net income (gross income less expenses)	2010-12-31	$193,663
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,251,295
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,057,632
Total contributions received or receivable from employer(s)	2010-12-31	$52,215
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 DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN

2013: DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: DENNIS J. WELLS, D.D.S. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DENNIS J. WELLS, D.D.S.
Employer identification number (EIN):	710579627
NAIC Classification:	621210
NAIC Description:	Offices of Dentists