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SCOTT A. WRIGHT CHARTERED 401K PLAN 401k Plan overview

Plan NameSCOTT A. WRIGHT CHARTERED 401K PLAN
Plan identification number 001

SCOTT A. WRIGHT CHARTERED 401K 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
  • 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.
  • 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.
  • 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

SCOTT A. WRIGHT CHARTERED 401K PLAN has sponsored the creation of one or more 401k plans.

Company Name:SCOTT A. WRIGHT CHARTERED 401K PLAN
Employer identification number (EIN):820440919
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTT A. WRIGHT CHARTERED 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01SCOTT A. WRIGHT2019-02-14 SCOTT A. WRIGHT2019-02-14
0012017-01-01
0012016-01-01KIM PECK
0012015-01-01KIM PECK
0012014-01-01KIM PECK
0012013-01-01KIM PECK
0012012-01-01KIM PECK
0012011-01-01KIM PECK
0012010-01-01KIM PECK
0012009-02-01KIM PECK
0012009-02-01KIM PECK

Plan Statistics for SCOTT A. WRIGHT CHARTERED 401K PLAN

401k plan membership statisitcs for SCOTT A. WRIGHT CHARTERED 401K PLAN

Measure Date Value
2018: SCOTT A. WRIGHT CHARTERED 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0118
Total number of active participants reported on line 7a of the Form 55002018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-0122
Total participants2018-01-0122
Number of participants with account balances2018-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: SCOTT A. WRIGHT CHARTERED 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0110
Total number of active participants reported on line 7a of the Form 55002017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0118
Total participants2017-01-0118
Number of participants with account balances2017-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: SCOTT A. WRIGHT CHARTERED 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0121
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-0119
Total participants2016-01-0119
Number of participants with account balances2016-01-0119
2015: SCOTT A. WRIGHT CHARTERED 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0118
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0121
Total participants2015-01-0121
Number of participants with account balances2015-01-0121
2014: SCOTT A. WRIGHT CHARTERED 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0114
Total number of active participants reported on line 7a of the Form 55002014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-0118
Total participants2014-01-0118
Number of participants with account balances2014-01-0118
2013: SCOTT A. WRIGHT CHARTERED 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0121
Total number of active participants reported on line 7a of the Form 55002013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0114
Total participants2013-01-0114
Number of participants with account balances2013-01-0114
2012: SCOTT A. WRIGHT CHARTERED 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0125
Total number of active participants reported on line 7a of the Form 55002012-01-0113
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0121
Total participants2012-01-0121
Number of participants with account balances2012-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: SCOTT A. WRIGHT CHARTERED 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-0125
Total participants2011-01-0125
Number of participants with account balances2011-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2010: SCOTT A. WRIGHT CHARTERED 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0112
Total number of active participants reported on line 7a of the Form 55002010-01-019
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-0112
Total participants2010-01-0112
Number of participants with account balances2010-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: SCOTT A. WRIGHT CHARTERED 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-0112
Total number of active participants reported on line 7a of the Form 55002009-02-0112
Total of all active and inactive participants2009-02-0112
Total participants2009-02-0112
Number of participants with account balances2009-02-0112

Financial Data on SCOTT A. WRIGHT CHARTERED 401K PLAN

Measure Date Value
2018 : SCOTT A. WRIGHT CHARTERED 401K PLAN 2018 401k financial data
Total income from all sources2018-12-31$-761,682
Expenses. Total of all expenses incurred2018-12-31$27,336
Benefits paid (including direct rollovers)2018-12-31$16,218
Total plan assets at end of year2018-12-31$648,280
Total plan assets at beginning of year2018-12-31$1,437,298
Value of fidelity bond covering the plan2018-12-31$200,000
Total contributions received or receivable from participants2018-12-31$30,566
Other income received2018-12-31$-836,907
Net income (gross income less expenses)2018-12-31$-789,018
Net plan assets at end of year (total assets less liabilities)2018-12-31$648,280
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,437,298
Total contributions received or receivable from employer(s)2018-12-31$44,659
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$11,118
2017 : SCOTT A. WRIGHT CHARTERED 401K PLAN 2017 401k financial data
Total income from all sources2017-12-31$172,732
Expenses. Total of all expenses incurred2017-12-31$82,309
Benefits paid (including direct rollovers)2017-12-31$64,630
Total plan assets at end of year2017-12-31$1,437,298
Total plan assets at beginning of year2017-12-31$1,346,875
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$28,664
Contributions received from other sources (not participants or employers)2017-12-31$98,809
Net income (gross income less expenses)2017-12-31$90,423
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,437,298
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,346,875
Total contributions received or receivable from employer(s)2017-12-31$45,259
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$17,679
2016 : SCOTT A. WRIGHT CHARTERED 401K PLAN 2016 401k financial data
Total income from all sources2016-12-31$343,282
Expenses. Total of all expenses incurred2016-12-31$54,928
Benefits paid (including direct rollovers)2016-12-31$54,928
Total plan assets at end of year2016-12-31$1,346,875
Total plan assets at beginning of year2016-12-31$1,058,521
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$29,702
Other income received2016-12-31$268,687
Net income (gross income less expenses)2016-12-31$288,354
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,346,875
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,058,521
Total contributions received or receivable from employer(s)2016-12-31$44,893
2015 : SCOTT A. WRIGHT CHARTERED 401K PLAN 2015 401k financial data
Total income from all sources2015-12-31$-140,178
Expenses. Total of all expenses incurred2015-12-31$20,734
Benefits paid (including direct rollovers)2015-12-31$46
Total plan assets at end of year2015-12-31$1,058,521
Total plan assets at beginning of year2015-12-31$1,219,433
Value of fidelity bond covering the plan2015-12-31$80,000
Total contributions received or receivable from participants2015-12-31$28,780
Other income received2015-12-31$-214,310
Net income (gross income less expenses)2015-12-31$-160,912
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,058,521
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,219,433
Total contributions received or receivable from employer(s)2015-12-31$45,352
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$20,688
2014 : SCOTT A. WRIGHT CHARTERED 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$41,160
Expenses. Total of all expenses incurred2014-12-31$28,339
Benefits paid (including direct rollovers)2014-12-31$5,811
Total plan assets at end of year2014-12-31$1,219,433
Total plan assets at beginning of year2014-12-31$1,206,612
Value of fidelity bond covering the plan2014-12-31$80,000
Total contributions received or receivable from participants2014-12-31$34,209
Other income received2014-12-31$-36,105
Net income (gross income less expenses)2014-12-31$12,821
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,219,433
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,206,612
Total contributions received or receivable from employer(s)2014-12-31$43,056
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$22,528
2013 : SCOTT A. WRIGHT CHARTERED 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$233,278
Expenses. Total of all expenses incurred2013-12-31$791
Benefits paid (including direct rollovers)2013-12-31$791
Total plan assets at end of year2013-12-31$1,206,612
Total plan assets at beginning of year2013-12-31$974,125
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$33,236
Other income received2013-12-31$157,592
Net income (gross income less expenses)2013-12-31$232,487
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,206,612
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$974,125
Total contributions received or receivable from employer(s)2013-12-31$42,450
2012 : SCOTT A. WRIGHT CHARTERED 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$94,776
Expenses. Total of all expenses incurred2012-12-31$16,018
Benefits paid (including direct rollovers)2012-12-31$3,737
Total plan assets at end of year2012-12-31$974,125
Total plan assets at beginning of year2012-12-31$895,367
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$32,097
Other income received2012-12-31$18,291
Net income (gross income less expenses)2012-12-31$78,758
Net plan assets at end of year (total assets less liabilities)2012-12-31$974,125
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$895,367
Total contributions received or receivable from employer(s)2012-12-31$44,388
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$12,281
2011 : SCOTT A. WRIGHT CHARTERED 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$33,594
Expenses. Total of all expenses incurred2011-12-31$8,618
Total plan assets at end of year2011-12-31$895,367
Total plan assets at beginning of year2011-12-31$870,391
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$34,614
Other income received2011-12-31$-48,545
Net income (gross income less expenses)2011-12-31$24,976
Net plan assets at end of year (total assets less liabilities)2011-12-31$895,367
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$870,391
Total contributions received or receivable from employer(s)2011-12-31$47,525
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$8,618
2010 : SCOTT A. WRIGHT CHARTERED 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$659,805
Total plan assets at end of year2010-12-31$870,391
Total plan assets at beginning of year2010-12-31$210,586
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$22,910
Contributions received from other sources (not participants or employers)2010-12-31$515,307
Other income received2010-12-31$70,087
Net income (gross income less expenses)2010-12-31$659,805
Net plan assets at end of year (total assets less liabilities)2010-12-31$870,391
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$210,586
Total contributions received or receivable from employer(s)2010-12-31$51,501

Form 5500 Responses for SCOTT A. WRIGHT CHARTERED 401K PLAN

2018: SCOTT A. WRIGHT CHARTERED 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SCOTT A. WRIGHT CHARTERED 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SCOTT A. WRIGHT CHARTERED 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SCOTT A. WRIGHT CHARTERED 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCOTT A. WRIGHT CHARTERED 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SCOTT A. WRIGHT CHARTERED 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCOTT A. WRIGHT CHARTERED 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SCOTT A. WRIGHT CHARTERED 401K 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: SCOTT A. WRIGHT CHARTERED 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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: SCOTT A. WRIGHT CHARTERED 401K PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01First time form 5500 has been submittedYes
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

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