ROBIN A WETHERELL DMD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBIN A WETHERELL DMD PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2021 : ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $60,527 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,310 |
| Total plan assets at end of year | 2021-12-31 | $856,482 |
| Total plan assets at beginning of year | 2021-12-31 | $797,265 |
| Total contributions received or receivable from participants | 2021-12-31 | $9,059 |
| Other income received | 2021-12-31 | $27,171 |
| Net income (gross income less expenses) | 2021-12-31 | $59,217 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $856,482 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $797,265 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $24,297 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,310 |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
| 2020 : ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $91,842 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $583 |
| Total plan assets at end of year | 2020-12-31 | $797,265 |
| Total plan assets at beginning of year | 2020-12-31 | $706,006 |
| Total contributions received or receivable from participants | 2020-12-31 | $9,395 |
| Other income received | 2020-12-31 | $31,715 |
| Net income (gross income less expenses) | 2020-12-31 | $91,259 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $797,265 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $706,006 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $50,732 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $583 |
| Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
| 2019 : ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $43,632 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $6,117 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $6,000 |
| Total plan assets at end of year | 2019-12-31 | $706,006 |
| Total plan assets at beginning of year | 2019-12-31 | $668,491 |
| Total contributions received or receivable from participants | 2019-12-31 | $8,796 |
| Other income received | 2019-12-31 | $19,729 |
| Net income (gross income less expenses) | 2019-12-31 | $37,515 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $706,006 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $668,491 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $15,107 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $117 |
| 2018 : ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-5,665 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $17,265 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $14,000 |
| Total plan assets at end of year | 2018-12-31 | $668,491 |
| Total plan assets at beginning of year | 2018-12-31 | $691,421 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $2,952 |
| Other income received | 2018-12-31 | $-5,665 |
| Net income (gross income less expenses) | 2018-12-31 | $-22,930 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $668,491 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $691,421 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $313 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
| 2017 : ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $61,647 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $3,215 |
| Total plan assets at end of year | 2017-12-31 | $691,421 |
| Total plan assets at beginning of year | 2017-12-31 | $632,989 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $2,885 |
| Other income received | 2017-12-31 | $35,795 |
| Net income (gross income less expenses) | 2017-12-31 | $58,432 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $691,421 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $632,989 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $25,852 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $330 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
| 2016 : ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $19,155 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $30,072 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $9,375 |
| Total plan assets at end of year | 2016-12-31 | $632,989 |
| Total plan assets at beginning of year | 2016-12-31 | $643,906 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $445 |
| Other income received | 2016-12-31 | $19,155 |
| Net income (gross income less expenses) | 2016-12-31 | $-10,917 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $632,989 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $643,906 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $20,252 |
| Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
| 2015 : ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $16,516 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $40,980 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $8,125 |
| Total plan assets at end of year | 2015-12-31 | $643,906 |
| Total plan assets at beginning of year | 2015-12-31 | $668,370 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $459 |
| Other income received | 2015-12-31 | $4,063 |
| Net income (gross income less expenses) | 2015-12-31 | $-24,464 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $643,906 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $668,370 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $12,453 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $32,396 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
| 2014 : ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $-5,466 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $11,990 |
| Total plan assets at end of year | 2014-12-31 | $668,370 |
| Total plan assets at beginning of year | 2014-12-31 | $685,826 |
| Other income received | 2014-12-31 | $-18,135 |
| Net income (gross income less expenses) | 2014-12-31 | $-17,456 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $668,370 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $685,826 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $12,669 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $11,990 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2012 : ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $217,684 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $259,663 |
| Total plan assets at end of year | 2012-12-31 | $748,231 |
| Total plan assets at beginning of year | 2012-12-31 | $790,210 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $259,663 |
| Other income received | 2012-12-31 | $191,280 |
| Net income (gross income less expenses) | 2012-12-31 | $-41,979 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $748,231 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $790,210 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $26,404 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $20,347 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $6,403 |
| Total plan assets at end of year | 2011-12-31 | $790,210 |
| Total plan assets at beginning of year | 2011-12-31 | $776,266 |
| Value of fidelity bond covering the plan | 2011-12-31 | $60,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $6,403 |
| Other income received | 2011-12-31 | $3,035 |
| Net income (gross income less expenses) | 2011-12-31 | $13,944 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $790,210 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $776,266 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $17,312 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $73,847 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $5,762 |
| Total plan assets at end of year | 2010-12-31 | $776,266 |
| Total plan assets at beginning of year | 2010-12-31 | $708,181 |
| Value of fidelity bond covering the plan | 2010-12-31 | $60,000 |
| Other income received | 2010-12-31 | $48,383 |
| Net income (gross income less expenses) | 2010-12-31 | $68,085 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $776,266 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $708,181 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $25,464 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5,762 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2021: ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | This submission is the final filing | Yes |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBIN A WETHERELL DMD PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
