Logo

STEVE E. WILHITE, DDS 401(K) PLAN 401k Plan overview

Plan NameSTEVE E. WILHITE, DDS 401(K) PLAN
Plan identification number 004

STEVE E. WILHITE, DDS 401(K) 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.
  • 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.
  • 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

STEVE E. WILHITE, DDS has sponsored the creation of one or more 401k plans.

Company Name:STEVE E. WILHITE, DDS
Employer identification number (EIN):990243117
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVE E. WILHITE, DDS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01STEVE WILHITE2022-12-16
0042021-01-01STEVE WILHITE2022-09-27
0042020-01-01STEVE WILHITE2021-09-02
0042019-01-01STEVE WILHITE2020-07-01
0042018-01-01STEVE WILHITE2019-04-30
0042017-01-01STEVE WILHITE2018-04-21
0042016-01-01STEVE WILHITE2017-05-15
0042015-01-01STEVE WILHITE2016-04-29
0042014-01-01STEVE WILHITE2015-08-26
0042013-01-01STEVE WILHITE
0042012-01-01STEVE WILHITE
0042011-01-01STEVE WILHITE
0042009-01-01STEVE WILHITE
0042009-01-01STEVE WILHITE
0042009-01-01STEVE WILHITE
0042008-01-01STEVE WILHITE
0042007-01-01STEVE WILHITE
0042006-01-01STEVE WILHITE

Plan Statistics for STEVE E. WILHITE, DDS 401(K) PLAN

401k plan membership statisitcs for STEVE E. WILHITE, DDS 401(K) PLAN

Measure Date Value
2013: STEVE E. WILHITE, DDS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014
Number of participants with account balances2013-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STEVE E. WILHITE, DDS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: STEVE E. WILHITE, DDS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
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 participants2011-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-014
Number of participants with account balances2011-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: STEVE E. WILHITE, DDS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
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
2008: STEVE E. WILHITE, DDS 401(K) PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-016
Total number of active participants reported on line 7a of the Form 55002008-01-013
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-013
Total of all active and inactive participants2008-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-016
Number of participants with account balances2008-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-011
2007: STEVE E. WILHITE, DDS 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-016
Total number of active participants reported on line 7a of the Form 55002007-01-016
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-016
Number of participants with account balances2007-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010
2006: STEVE E. WILHITE, DDS 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-016
Total number of active participants reported on line 7a of the Form 55002006-01-016
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-016
Number of participants with account balances2006-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010

Financial Data on STEVE E. WILHITE, DDS 401(K) PLAN

Measure Date Value
2013 : STEVE E. WILHITE, DDS 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$271,129
Expenses. Total of all expenses incurred2013-12-31$29,599
Benefits paid (including direct rollovers)2013-12-31$29,412
Total plan assets at end of year2013-12-31$1,107,061
Total plan assets at beginning of year2013-12-31$865,531
Total contributions received or receivable from participants2013-12-31$23,000
Other income received2013-12-31$205,788
Net income (gross income less expenses)2013-12-31$241,530
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,107,061
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$865,531
Assets. Value of participant loans2013-12-31$42,727
Total contributions received or receivable from employer(s)2013-12-31$42,341
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$187
2012 : STEVE E. WILHITE, DDS 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$159,656
Total plan assets at end of year2012-12-31$865,531
Total plan assets at beginning of year2012-12-31$705,875
Total contributions received or receivable from participants2012-12-31$23,331
Other income received2012-12-31$91,727
Net income (gross income less expenses)2012-12-31$159,656
Net plan assets at end of year (total assets less liabilities)2012-12-31$865,531
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$705,875
Assets. Value of participant loans2012-12-31$46,371
Total contributions received or receivable from employer(s)2012-12-31$44,598
2011 : STEVE E. WILHITE, DDS 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$16,207
Expenses. Total of all expenses incurred2011-12-31$758
Total plan assets at end of year2011-12-31$705,875
Total plan assets at beginning of year2011-12-31$690,426
Total contributions received or receivable from participants2011-12-31$23,044
Expenses. Other expenses not covered elsewhere2011-12-31$758
Other income received2011-12-31$-37,533
Net income (gross income less expenses)2011-12-31$15,449
Net plan assets at end of year (total assets less liabilities)2011-12-31$705,875
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$690,426
Assets. Value of participant loans2011-12-31$45,023
Total contributions received or receivable from employer(s)2011-12-31$30,696
2010 : STEVE E. WILHITE, DDS 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$108,784
Expenses. Total of all expenses incurred2010-12-31$450,567
Benefits paid (including direct rollovers)2010-12-31$449,526
Total plan assets at end of year2010-12-31$687,872
Total plan assets at beginning of year2010-12-31$1,029,655
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$1,041
Other income received2010-12-31$72,784
Net income (gross income less expenses)2010-12-31$-341,783
Net plan assets at end of year (total assets less liabilities)2010-12-31$687,872
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,029,655
Assets. Value of participant loans2010-12-31$47,564
Total contributions received or receivable from employer(s)2010-12-31$36,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : STEVE E. WILHITE, DDS 401(K) PLAN 2009 401k financial data
Total income from all sources2009-12-31$292,937
Expenses. Total of all expenses incurred2009-12-31$5,972
Benefits paid (including direct rollovers)2009-12-31$5,969
Total plan assets at end of year2009-12-31$1,031,465
Total plan assets at beginning of year2009-12-31$744,500
Total contributions received or receivable from participants2009-12-31$1,019
Expenses. Other expenses not covered elsewhere2009-12-31$3
Other income received2009-12-31$256,909
Net income (gross income less expenses)2009-12-31$286,965
Net plan assets at end of year (total assets less liabilities)2009-12-31$1,031,465
Net plan assets at beginning of year (total assets less liabilities)2009-12-31$744,500
Assets. Value of participant loans2009-12-31$50,000
Total contributions received or receivable from employer(s)2009-12-31$35,009
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : STEVE E. WILHITE, DDS 401(K) PLAN 2008 401k financial data
Total income from all sources2008-12-31$-384,519
Expenses. Total of all expenses incurred2008-12-31$0
Total plan assets at end of year2008-12-31$744,500
Total plan assets at beginning of year2008-12-31$1,129,019
Value of fidelity bond covering the plan2008-12-31$100,000
Total contributions received or receivable from participants2008-12-31$31,708
Other income received2008-12-31$-441,975
Net income (gross income less expenses)2008-12-31$-384,519
Net plan assets at end of year (total assets less liabilities)2008-12-31$744,500
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$1,129,019
Assets. Value of participant loans2008-12-31$47,564
Total contributions received or receivable from employer(s)2008-12-31$25,748
2007 : STEVE E. WILHITE, DDS 401(K) PLAN 2007 401k financial data
Total income from all sources2007-12-31$157,642
Expenses. Total of all expenses incurred2007-12-31$0
Total plan assets at end of year2007-12-31$1,129,019
Total plan assets at beginning of year2007-12-31$971,377
Value of fidelity bond covering the plan2007-12-31$100,000
Total contributions received or receivable from participants2007-12-31$21,517
Other income received2007-12-31$99,889
Net income (gross income less expenses)2007-12-31$157,642
Net plan assets at end of year (total assets less liabilities)2007-12-31$1,129,019
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$971,377
Assets. Value of participant loans2007-12-31$47,564
Total contributions received or receivable from employer(s)2007-12-31$36,236
2006 : STEVE E. WILHITE, DDS 401(K) PLAN 2006 401k financial data
Total income from all sources2006-12-31$214,215
Expenses. Total of all expenses incurred2006-12-31$3
Total plan assets at end of year2006-12-31$971,377
Total plan assets at beginning of year2006-12-31$757,165
Value of fidelity bond covering the plan2006-12-31$100,000
Total contributions received or receivable from participants2006-12-31$20,793
Expenses. Other expenses not covered elsewhere2006-12-31$3
Other income received2006-12-31$158,919
Net income (gross income less expenses)2006-12-31$214,212
Net plan assets at end of year (total assets less liabilities)2006-12-31$971,377
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$757,165
Assets. Value of participant loans2006-12-31$47,564
Total contributions received or receivable from employer(s)2006-12-31$34,503

Form 5500 Responses for STEVE E. WILHITE, DDS 401(K) PLAN

2013: STEVE E. WILHITE, DDS 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: STEVE E. WILHITE, DDS 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: STEVE E. WILHITE, DDS 401(K) 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
2009: STEVE E. WILHITE, DDS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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
2008: STEVE E. WILHITE, DDS 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes
2007: STEVE E. WILHITE, DDS 401(K) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedYes
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement - TrustYes
2006: STEVE E. WILHITE, DDS 401(K) PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedYes
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1