401k Plan data: MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN plan

MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN 401k Plan overview

Plan Name	MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN
Plan identification number	001

MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN Benefits

401k Plan Type

Defined 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

MICHELAKIS, WILHARM & HARRINGTON, DDS, PA has sponsored the creation of one or more 401k plans.

Company Name: MICHELAKIS, WILHARM & HARRINGTON, DDS, PA

Employer identification number (EIN): 200915124

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MICHAEL VANDERFORD 2023-10-16
001 2021-01-01 ANITA BISHOP 2022-09-22
001 2020-01-01 ANITA BISHOP 2021-07-21
001 2019-01-01 ANITA BISHOP 2020-09-21
001 2018-01-01 ROBERT AARON WILHARM 2019-08-22
001 2017-01-01 ANTHONY MICHELAKIS 2018-10-03
001 2016-01-01 ANTHONY MICHELAKIS 2017-09-20
001 2015-01-01
001 2014-01-01 ANTHONY MICHELAKIS 2015-04-08
001 2013-01-01 ANTHONY MICHELAKIS
001 2012-01-01 ANTHONY MICHELAKIS
001 2011-01-01 ANTHONY MICHELAKIS
001 2009-01-01 ANTHONY MICHELAKIS
001 2009-01-01 ANTHONY MICHELAKIS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	MICHAEL VANDERFORD	2023-10-16
001	2021-01-01	ANITA BISHOP	2022-09-22
001	2020-01-01	ANITA BISHOP	2021-07-21
001	2019-01-01	ANITA BISHOP	2020-09-21
001	2018-01-01	ROBERT AARON WILHARM	2019-08-22
001	2017-01-01	ANTHONY MICHELAKIS	2018-10-03
001	2016-01-01	ANTHONY MICHELAKIS	2017-09-20
001	2015-01-01
001	2014-01-01	ANTHONY MICHELAKIS	2015-04-08
001	2013-01-01	ANTHONY MICHELAKIS
001	2012-01-01	ANTHONY MICHELAKIS
001	2011-01-01	ANTHONY MICHELAKIS
001	2009-01-01	ANTHONY MICHELAKIS
001	2009-01-01	ANTHONY MICHELAKIS

Plan Statistics for MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN

401k plan membership statisitcs for MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN

Measure Date Value
2013: MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 33
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 39
Number of participants with account balances 2013-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 28
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 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 32
Number of participants with account balances 2012-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 25
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 3
Total of all active and inactive participants 2011-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 28
Number of participants with account balances 2011-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
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 2
Total of all active and inactive participants 2009-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 18
Number of participants with account balances 2009-01-01 18
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: MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	33
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	39
Number of participants with account balances	2013-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	28
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	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	32
Number of participants with account balances	2012-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	25
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	3
Total of all active and inactive participants	2011-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	28
Number of participants with account balances	2011-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
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	2
Total of all active and inactive participants	2009-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	18
Number of participants with account balances	2009-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN

Measure	Date	Value
2013 : MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$349,677
Expenses. Total of all expenses incurred	2013-12-31	$7,139
Benefits paid (including direct rollovers)	2013-12-31	$6,799
Total plan assets at end of year	2013-12-31	$1,568,964
Total plan assets at beginning of year	2013-12-31	$1,226,426
Value of fidelity bond covering the plan	2013-12-31	$150,000
Total contributions received or receivable from participants	2013-12-31	$126,937
Expenses. Other expenses not covered elsewhere	2013-12-31	$340
Contributions received from other sources (not participants or employers)	2013-12-31	$12,259
Other income received	2013-12-31	$145,851
Net income (gross income less expenses)	2013-12-31	$342,538
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,568,964
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,226,426
Total contributions received or receivable from employer(s)	2013-12-31	$64,630
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$237,430
Expenses. Total of all expenses incurred	2012-12-31	$26,879
Benefits paid (including direct rollovers)	2012-12-31	$26,809
Total plan assets at end of year	2012-12-31	$1,226,426
Total plan assets at beginning of year	2012-12-31	$1,015,875
Total contributions received or receivable from participants	2012-12-31	$121,777
Expenses. Other expenses not covered elsewhere	2012-12-31	$70
Contributions received from other sources (not participants or employers)	2012-12-31	$15,082
Other income received	2012-12-31	$32,225
Net income (gross income less expenses)	2012-12-31	$210,551
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,226,426
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,015,875
Total contributions received or receivable from employer(s)	2012-12-31	$68,346
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$193,032
Expenses. Total of all expenses incurred	2011-12-31	$11,285
Benefits paid (including direct rollovers)	2011-12-31	$11,285
Total plan assets at end of year	2011-12-31	$1,015,875
Total plan assets at beginning of year	2011-12-31	$834,128
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$119,598
Other income received	2011-12-31	$13,998
Net income (gross income less expenses)	2011-12-31	$181,747
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,015,875
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$834,128
Total contributions received or receivable from employer(s)	2011-12-31	$59,436
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$242,317
Expenses. Total of all expenses incurred	2010-12-31	$12,028
Benefits paid (including direct rollovers)	2010-12-31	$12,028
Total plan assets at end of year	2010-12-31	$834,128
Total plan assets at beginning of year	2010-12-31	$603,839
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$107,585
Contributions received from other sources (not participants or employers)	2010-12-31	$5,000
Other income received	2010-12-31	$80,114
Net income (gross income less expenses)	2010-12-31	$230,289
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$834,128
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$603,839
Total contributions received or receivable from employer(s)	2010-12-31	$49,618
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN

2013: MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K 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: MICHELAKIS, WILHARM & HARRINGTON, DDS, PA 401K 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:	MICHELAKIS, WILHARM & HARRINGTON, DDS, PA
Employer identification number (EIN):	200915124
NAIC Classification:	621210
NAIC Description:	Offices of Dentists