401k Plan data: ROGER A. WOOLEY, DMD PROFIT SHARING PLAN plan

ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROGER A. WOOLEY, DMD PROFIT SHARING PLAN
Plan identification number	001

ROGER A. WOOLEY, DMD 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.
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

ROGER A. WOOLEY, D.M.D., M.S. has sponsored the creation of one or more 401k plans.

Company Name: ROGER A. WOOLEY, D.M.D., M.S.

Employer identification number (EIN): 930963368

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROGER A. WOOLEY, DMD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ROGER WOOLEY 2023-10-15
001 2021-01-01 ROGER WOOLEY 2022-10-07
001 2020-01-01 ROGER WOOLEY 2021-10-13 ROGER WOOLEY 2021-10-13
001 2019-01-01 ROGER WOOLEY 2020-07-20 ROGER WOOLEY 2020-07-20
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2013-01-01
001 2012-01-01 ROGER WOOLEY 2013-10-14 ROGER WOOLEY 2013-10-14
001 2011-01-01 ROGER WOOLEY 2012-10-11 ROGER WOOLEY 2012-10-11
001 2010-01-01 ROGER WOOLEY 2012-10-11 ROGER WOOLEY 2012-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ROGER WOOLEY	2023-10-15
001	2021-01-01	ROGER WOOLEY	2022-10-07
001	2020-01-01	ROGER WOOLEY	2021-10-13	ROGER WOOLEY	2021-10-13
001	2019-01-01	ROGER WOOLEY	2020-07-20	ROGER WOOLEY	2020-07-20
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2013-01-01
001	2012-01-01	ROGER WOOLEY	2013-10-14	ROGER WOOLEY	2013-10-14
001	2011-01-01	ROGER WOOLEY	2012-10-11	ROGER WOOLEY	2012-10-11
001	2010-01-01	ROGER WOOLEY	2012-10-11	ROGER WOOLEY	2012-10-11

Plan Statistics for ROGER A. WOOLEY, DMD PROFIT SHARING PLAN

401k plan membership statisitcs for ROGER A. WOOLEY, DMD PROFIT SHARING PLAN

Measure Date Value
2022: ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on ROGER A. WOOLEY, DMD PROFIT SHARING PLAN

Measure	Date	Value
2022 : ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$393,689
Expenses. Total of all expenses incurred	2022-12-31	$62,404
Benefits paid (including direct rollovers)	2022-12-31	$62,404
Total plan assets at end of year	2022-12-31	$2,289,498
Total plan assets at beginning of year	2022-12-31	$1,958,213
Other income received	2022-12-31	$393,689
Net income (gross income less expenses)	2022-12-31	$331,285
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,289,498
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,958,213
Assets. Value of real-estate (other than employer real property)	2022-12-31	$1,925,433
2021 : ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$567,969
Expenses. Total of all expenses incurred	2021-12-31	$1,084,194
Benefits paid (including direct rollovers)	2021-12-31	$1,084,194
Total plan assets at end of year	2021-12-31	$1,958,213
Total plan assets at beginning of year	2021-12-31	$2,474,438
Other income received	2021-12-31	$567,969
Net income (gross income less expenses)	2021-12-31	$-516,225
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,958,213
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,474,438
Assets. Value of real-estate (other than employer real property)	2021-12-31	$1,894,326
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$909,226
Expenses. Total of all expenses incurred	2020-12-31	$45,200
Benefits paid (including direct rollovers)	2020-12-31	$45,200
Total plan assets at end of year	2020-12-31	$2,474,438
Total plan assets at beginning of year	2020-12-31	$1,610,412
Other income received	2020-12-31	$909,226
Net income (gross income less expenses)	2020-12-31	$864,026
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,474,438
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,610,412
Assets. Value of real-estate (other than employer real property)	2020-12-31	$1,213,860
2019 : ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$240,479
Expenses. Total of all expenses incurred	2019-12-31	$45,200
Benefits paid (including direct rollovers)	2019-12-31	$45,200
Total plan assets at end of year	2019-12-31	$1,610,412
Total plan assets at beginning of year	2019-12-31	$1,415,133
Other income received	2019-12-31	$240,479
Net income (gross income less expenses)	2019-12-31	$195,279
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,610,412
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,415,133
Assets. Value of real-estate (other than employer real property)	2019-12-31	$1,312,894
2018 : ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$108,919
Expenses. Total of all expenses incurred	2018-12-31	$41,700
Benefits paid (including direct rollovers)	2018-12-31	$41,700
Total plan assets at end of year	2018-12-31	$1,415,133
Total plan assets at beginning of year	2018-12-31	$1,347,914
Other income received	2018-12-31	$108,919
Net income (gross income less expenses)	2018-12-31	$67,219
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,415,133
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,347,914
Assets. Value of real-estate (other than employer real property)	2018-12-31	$1,197,222
2017 : ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$127,542
Expenses. Total of all expenses incurred	2017-12-31	$76,562
Benefits paid (including direct rollovers)	2017-12-31	$73,565
Total plan assets at end of year	2017-12-31	$1,347,914
Total plan assets at beginning of year	2017-12-31	$1,296,934
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$2,997
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$127,542
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$50,980
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,347,914
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,296,934
Assets. Value of real-estate (other than employer real property)	2017-12-31	$1,236,714
Total contributions received or receivable from employer(s)	2017-12-31	$0
2016 : ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$122,876
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,296,934
Total plan assets at beginning of year	2016-12-31	$1,174,058
Other income received	2016-12-31	$122,876
Net income (gross income less expenses)	2016-12-31	$122,876
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,296,934
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,174,058
Assets. Value of real-estate (other than employer real property)	2016-12-31	$1,272,715

Form 5500 Responses for ROGER A. WOOLEY, DMD PROFIT SHARING PLAN

2022: ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROGER A. WOOLEY, DMD PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROGER A. WOOLEY, D.M.D., M.S.
Employer identification number (EIN):	930963368
NAIC Classification:	621210
NAIC Description:	Offices of Dentists