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ROSEMARY C. WONG, D.M.D. PROFIT SHARING PLAN 401k Plan overview

Plan NameROSEMARY C. WONG, D.M.D. PROFIT SHARING PLAN
Plan identification number 001

ROSEMARY C. WONG, D.M.D. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

ROSEMARY C. WONG, D.M.D. has sponsored the creation of one or more 401k plans.

Company Name:ROSEMARY C. WONG, D.M.D.
Employer identification number (EIN):200480666
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROSEMARY C. WONG, D.M.D. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01
0012013-01-01
0012012-01-01ROSEMARY C. WONG, D.M.D2013-03-26 ROSEMARY C. WONG, D.M.D2013-03-26
0012010-01-01GREGG MCGINLEY2011-11-28 GREGG MCGINLEY2011-11-28
0012008-01-01GREGG MCGINLEY GREGG MCGINLEY2011-11-28

Plan Statistics for ROSEMARY C. WONG, D.M.D. PROFIT SHARING PLAN

401k plan membership statisitcs for ROSEMARY C. WONG, D.M.D. PROFIT SHARING PLAN

Measure Date Value
2008: ROSEMARY C. WONG, D.M.D. PROFIT SHARING PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-015
Total number of active participants reported on line 7a of the Form 55002008-01-012
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-012
Number of participants with account balances2008-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010

Financial Data on ROSEMARY C. WONG, D.M.D. PROFIT SHARING PLAN

Measure Date Value
2008 : ROSEMARY C. WONG, D.M.D. PROFIT SHARING PLAN 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$23,296
Expenses. Total of all expenses incurred2008-12-31$21
Benefits paid (including direct rollovers)2008-12-31$0
Total plan assets at end of year2008-12-31$23,275
Total plan assets at beginning of year2008-12-31$0
Value of fidelity bond covering the plan2008-12-31$0
Assets. Value of tangible personal property2008-12-31$0
Total contributions received or receivable from participants2008-12-31$22,825
Assets. Value of loans (other than to participants)2008-12-31$0
Expenses. Other expenses not covered elsewhere2008-12-31$21
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-7,444
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$23,275
Net plan assets at end of year (total assets less liabilities)2008-12-31$23,275
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$0
Assets. Value of participant loans2008-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2008-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2008-12-31$0
Assets. Value of assets in partnership/joint-venture interests2008-12-31$0
Assets. Value of real-estate (other than employer real property)2008-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022008-12-31$0
Assets. Value of employer securities2008-12-31$0
Assets. Value of employer real property2008-12-31$0
Total contributions received or receivable from employer(s)2008-12-31$7,915
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0

Form 5500 Responses for ROSEMARY C. WONG, D.M.D. PROFIT SHARING PLAN

2008: ROSEMARY C. WONG, D.M.D. PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01First time form 5500 has been submittedYes
2008-01-01Submission has been amendedNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number200480666D1
Policy instance 1
Insurance contract or identification number200480666D1
Number of Individuals Covered5
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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