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DRS. WINE & LASSMAN, LTD. 401(K) PLAN 401k Plan overview

Plan NameDRS. WINE & LASSMAN, LTD. 401(K) PLAN
Plan identification number 004

DRS. WINE & LASSMAN, LTD. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

DRS. WINE & LASSMAN, LTD. has sponsored the creation of one or more 401k plans.

Company Name:DRS. WINE & LASSMAN, LTD.
Employer identification number (EIN):362725423
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DRS. WINE & LASSMAN, LTD. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042018-01-01GERALD L. WINE, D.D.S. GERALD L. WINE, D.D.S.2019-07-11
0042017-01-01GERALD L. WINE, D.D.S. GERALD L. WINE, D.D.S.2018-07-17
0042016-01-01GERALD L. WINE, D.D.S. GERALD L. WINE, D.D.S.2017-08-28
0042015-01-01GERALD L. WINE, D.D.S. GERALD L. WINE, D.D.S.2016-07-25
0042014-01-01GERALD L. WINE, D.D.S. GERALD L. WINE, D.D.S.2015-06-30
0042013-01-01GERALD L. WINE, D.D.S. GERALD L. WINE, D.D.S.2014-07-14
0042012-01-01GERALD L. WINE, D.D.S. GERALD L. WINE, D.D.S.2013-06-28
0042011-01-01GERALD L. WINE, D.D.S. GERALD L. WINE, D.D.S.2012-06-11
0042010-01-01GERALD L. WINE, D.D.S. GERALD L. WINE, D.D.S.2011-07-08
0042009-01-01GERALD L. WINE, D.D.S. GERALD L. WINE, D.D.S.2010-08-06

Plan Statistics for DRS. WINE & LASSMAN, LTD. 401(K) PLAN

401k plan membership statisitcs for DRS. WINE & LASSMAN, LTD. 401(K) PLAN

Measure Date Value
2018: DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-017
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0110
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0110
Number of participants with account balances2015-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-018
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-0111
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 participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0110
Total number of active participants reported on line 7a of the Form 55002010-01-0110
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0110
Number of participants with account balances2010-01-0110
2009: DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-0110
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 participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-0110

Financial Data on DRS. WINE & LASSMAN, LTD. 401(K) PLAN

Measure Date Value
2018 : DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$9,872
Expenses. Total of all expenses incurred2018-12-31$264,004
Benefits paid (including direct rollovers)2018-12-31$261,972
Total plan assets at end of year2018-12-31$0
Total plan assets at beginning of year2018-12-31$254,132
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$5,924
Other income received2018-12-31$3,948
Net income (gross income less expenses)2018-12-31$-254,132
Net plan assets at end of year (total assets less liabilities)2018-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$254,132
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$2,032
2017 : DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$38,437
Expenses. Total of all expenses incurred2017-12-31$9,377
Benefits paid (including direct rollovers)2017-12-31$6,000
Total plan assets at end of year2017-12-31$254,132
Total plan assets at beginning of year2017-12-31$225,072
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$12,226
Other income received2017-12-31$26,211
Net income (gross income less expenses)2017-12-31$29,060
Net plan assets at end of year (total assets less liabilities)2017-12-31$254,132
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$225,072
Assets. Value of participant loans2017-12-31$14,398
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,377
2016 : DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$40,688
Expenses. Total of all expenses incurred2016-12-31$56,779
Benefits paid (including direct rollovers)2016-12-31$53,739
Total plan assets at end of year2016-12-31$225,072
Total plan assets at beginning of year2016-12-31$241,163
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$15,378
Other income received2016-12-31$25,310
Net income (gross income less expenses)2016-12-31$-16,091
Net plan assets at end of year (total assets less liabilities)2016-12-31$225,072
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$241,163
Assets. Value of participant loans2016-12-31$18,461
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,040
2015 : DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$5,522
Expenses. Total of all expenses incurred2015-12-31$6,779
Benefits paid (including direct rollovers)2015-12-31$3,208
Total plan assets at end of year2015-12-31$241,163
Total plan assets at beginning of year2015-12-31$242,420
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$13,158
Other income received2015-12-31$-7,636
Net income (gross income less expenses)2015-12-31$-1,257
Net plan assets at end of year (total assets less liabilities)2015-12-31$241,163
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$242,420
Assets. Value of participant loans2015-12-31$15,419
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,571
2014 : DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$25,571
Expenses. Total of all expenses incurred2014-12-31$4,777
Benefits paid (including direct rollovers)2014-12-31$1,418
Total plan assets at end of year2014-12-31$242,420
Total plan assets at beginning of year2014-12-31$221,626
Value of fidelity bond covering the plan2014-12-31$31,500
Total contributions received or receivable from participants2014-12-31$11,429
Other income received2014-12-31$14,142
Net income (gross income less expenses)2014-12-31$20,794
Net plan assets at end of year (total assets less liabilities)2014-12-31$242,420
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$221,626
Assets. Value of participant loans2014-12-31$9,975
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,359
2013 : DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$33,832
Expenses. Total of all expenses incurred2013-12-31$3,100
Benefits paid (including direct rollovers)2013-12-31$3,100
Total plan assets at end of year2013-12-31$221,626
Total plan assets at beginning of year2013-12-31$190,894
Value of fidelity bond covering the plan2013-12-31$30,000
Total contributions received or receivable from participants2013-12-31$12,317
Other income received2013-12-31$21,515
Net income (gross income less expenses)2013-12-31$30,732
Net plan assets at end of year (total assets less liabilities)2013-12-31$221,626
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$190,894
Assets. Value of participant loans2013-12-31$12,279
2012 : DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$28,578
Expenses. Total of all expenses incurred2012-12-31$40,558
Benefits paid (including direct rollovers)2012-12-31$40,413
Total plan assets at end of year2012-12-31$190,894
Total plan assets at beginning of year2012-12-31$202,874
Value of fidelity bond covering the plan2012-12-31$25,000
Total contributions received or receivable from participants2012-12-31$12,349
Expenses. Other expenses not covered elsewhere2012-12-31$145
Other income received2012-12-31$16,229
Net income (gross income less expenses)2012-12-31$-11,980
Net plan assets at end of year (total assets less liabilities)2012-12-31$190,894
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$202,874
Assets. Value of participant loans2012-12-31$16,600
2011 : DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$9,262
Total plan assets at end of year2011-12-31$202,874
Total plan assets at beginning of year2011-12-31$193,612
Value of fidelity bond covering the plan2011-12-31$30,000
Total contributions received or receivable from participants2011-12-31$12,506
Other income received2011-12-31$-3,244
Net income (gross income less expenses)2011-12-31$9,262
Net plan assets at end of year (total assets less liabilities)2011-12-31$202,874
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$193,612
Assets. Value of participant loans2011-12-31$18,417
2010 : DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$30,556
Total plan assets at end of year2010-12-31$193,612
Total plan assets at beginning of year2010-12-31$163,056
Value of fidelity bond covering the plan2010-12-31$25,000
Total contributions received or receivable from participants2010-12-31$11,815
Other income received2010-12-31$18,741
Net income (gross income less expenses)2010-12-31$30,556
Net plan assets at end of year (total assets less liabilities)2010-12-31$193,612
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$163,056
Assets. Value of participant loans2010-12-31$19,782

Form 5500 Responses for DRS. WINE & LASSMAN, LTD. 401(K) PLAN

2018: DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01This submission is the final filingYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DRS. WINE & LASSMAN, LTD. 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: DRS. WINE & LASSMAN, LTD. 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: DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DRS. WINE & LASSMAN, LTD. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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