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KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameKENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST
Plan identification number 001

KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 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.

401k Sponsoring company profile

KENOSHA ORAL SURGERY, S.C. has sponsored the creation of one or more 401k plans.

Company Name:KENOSHA ORAL SURGERY, S.C.
Employer identification number (EIN):391208495
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-02-01DALE WILLOUGHBY DALE WILLOUGHBY2016-11-22
0012015-02-01DALE W. WILLOUGHBY D.D.S.
0012014-02-01DALE W. WILLOUGHBY D.D.S.
0012013-02-01DALE W. WILLOUGHBY D.D.S.
0012012-02-01DALE W. WILLOUGHBY D.D.S.
0012011-02-01DALE W WILLOUGHBY DDS
0012009-02-01DALE W WILLOUGHBY DDS
0012009-02-01DALE W WILLOUGHBY DDS
0012009-01-01DALE W WILLOUGHBY DDS

Plan Statistics for KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016: KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-02-013
Total number of active participants reported on line 7a of the Form 55002016-02-010
Number of retired or separated participants receiving benefits2016-02-010
Number of other retired or separated participants entitled to future benefits2016-02-010
Total of all active and inactive participants2016-02-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-010
Total participants2016-02-010
Number of participants with account balances2016-02-010
2015: KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-02-013
Total number of active participants reported on line 7a of the Form 55002015-02-012
Number of retired or separated participants receiving benefits2015-02-011
Total of all active and inactive participants2015-02-013
Total participants2015-02-013
Number of participants with account balances2015-02-013
2014: KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-02-016
Total number of active participants reported on line 7a of the Form 55002014-02-012
Number of retired or separated participants receiving benefits2014-02-011
Total of all active and inactive participants2014-02-013
Total participants2014-02-013
Number of participants with account balances2014-02-013
2013: KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-02-017
Total number of active participants reported on line 7a of the Form 55002013-02-014
Number of retired or separated participants receiving benefits2013-02-012
Total of all active and inactive participants2013-02-016
Total participants2013-02-016
Number of participants with account balances2013-02-016
2012: KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-02-017
Total number of active participants reported on line 7a of the Form 55002012-02-016
Number of other retired or separated participants entitled to future benefits2012-02-011
Total of all active and inactive participants2012-02-017
Total participants2012-02-017
Number of participants with account balances2012-02-017
2011: KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-02-017
Total number of active participants reported on line 7a of the Form 55002011-02-016
Number of other retired or separated participants entitled to future benefits2011-02-011
Total of all active and inactive participants2011-02-017
Total participants2011-02-017
Number of participants with account balances2011-02-017
2009: KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-02-019
Total number of active participants reported on line 7a of the Form 55002009-02-016
Number of other retired or separated participants entitled to future benefits2009-02-012
Total of all active and inactive participants2009-02-018
Total participants2009-02-018
Number of participants with account balances2009-02-018
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-018
Total participants2009-01-018
Number of participants with account balances2009-01-018

Financial Data on KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016 : KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-10-13$3,442
Expenses. Total of all expenses incurred2016-10-13$56,034
Benefits paid (including direct rollovers)2016-10-13$55,674
Total plan assets at end of year2016-10-13$0
Total plan assets at beginning of year2016-10-13$52,592
Value of fidelity bond covering the plan2016-10-13$6,000
Other income received2016-10-13$3,442
Net income (gross income less expenses)2016-10-13$-52,592
Net plan assets at end of year (total assets less liabilities)2016-10-13$0
Net plan assets at beginning of year (total assets less liabilities)2016-10-13$52,592
Expenses. Administrative service providers (salaries,fees and commissions)2016-10-13$360
Funding deficiency by the employer to the plan for this plan year2016-10-13$0
Minimum employer required contribution for this plan year2016-10-13$0
Amount contributed by the employer to the plan for this plan year2016-10-13$0
Total income from all sources2016-01-31$-3,253
Total plan assets at end of year2016-01-31$52,592
Total plan assets at beginning of year2016-01-31$55,845
Value of fidelity bond covering the plan2016-01-31$6,000
Other income received2016-01-31$-3,253
Net income (gross income less expenses)2016-01-31$-3,253
Net plan assets at end of year (total assets less liabilities)2016-01-31$52,592
Net plan assets at beginning of year (total assets less liabilities)2016-01-31$55,845
2015 : KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-01-31$5,812
Expenses. Total of all expenses incurred2015-01-31$38,783
Benefits paid (including direct rollovers)2015-01-31$38,015
Total plan assets at end of year2015-01-31$55,845
Total plan assets at beginning of year2015-01-31$88,816
Value of fidelity bond covering the plan2015-01-31$6,000
Total contributions received or receivable from participants2015-01-31$380
Expenses. Other expenses not covered elsewhere2015-01-31$768
Other income received2015-01-31$5,432
Net income (gross income less expenses)2015-01-31$-32,971
Net plan assets at end of year (total assets less liabilities)2015-01-31$55,845
Net plan assets at beginning of year (total assets less liabilities)2015-01-31$88,816
Funding deficiency by the employer to the plan for this plan year2015-01-31$0
Minimum employer required contribution for this plan year2015-01-31$0
Amount contributed by the employer to the plan for this plan year2015-01-31$0
2014 : KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-01-31$14,478
Expenses. Total of all expenses incurred2014-01-31$5,484
Benefits paid (including direct rollovers)2014-01-31$4,641
Total plan assets at end of year2014-01-31$88,816
Total plan assets at beginning of year2014-01-31$79,822
Value of fidelity bond covering the plan2014-01-31$50,000
Total contributions received or receivable from participants2014-01-31$1,080
Expenses. Other expenses not covered elsewhere2014-01-31$843
Other income received2014-01-31$13,398
Net income (gross income less expenses)2014-01-31$8,994
Net plan assets at end of year (total assets less liabilities)2014-01-31$88,816
Net plan assets at beginning of year (total assets less liabilities)2014-01-31$79,822
Funding deficiency by the employer to the plan for this plan year2014-01-31$0
Minimum employer required contribution for this plan year2014-01-31$0
Amount contributed by the employer to the plan for this plan year2014-01-31$0
2013 : KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-01-31$9,790
Expenses. Total of all expenses incurred2013-01-31$743
Total plan assets at end of year2013-01-31$79,822
Total plan assets at beginning of year2013-01-31$70,775
Value of fidelity bond covering the plan2013-01-31$50,000
Total contributions received or receivable from participants2013-01-31$1,040
Expenses. Other expenses not covered elsewhere2013-01-31$743
Other income received2013-01-31$8,750
Net income (gross income less expenses)2013-01-31$9,047
Net plan assets at end of year (total assets less liabilities)2013-01-31$79,822
Net plan assets at beginning of year (total assets less liabilities)2013-01-31$70,775
2012 : KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-01-31$1,153
Expenses. Total of all expenses incurred2012-01-31$681
Total plan assets at end of year2012-01-31$70,775
Total plan assets at beginning of year2012-01-31$70,303
Value of fidelity bond covering the plan2012-01-31$50,000
Total contributions received or receivable from participants2012-01-31$1,560
Expenses. Other expenses not covered elsewhere2012-01-31$681
Other income received2012-01-31$-407
Net income (gross income less expenses)2012-01-31$472
Net plan assets at end of year (total assets less liabilities)2012-01-31$70,775
Net plan assets at beginning of year (total assets less liabilities)2012-01-31$70,303
Funding deficiency by the employer to the plan for this plan year2012-01-31$0
Minimum employer required contribution for this plan year2012-01-31$0
Amount contributed by the employer to the plan for this plan year2012-01-31$0
2011 : KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-01-31$10,750
Expenses. Total of all expenses incurred2011-01-31$1,549
Benefits paid (including direct rollovers)2011-01-31$904
Total plan assets at end of year2011-01-31$70,303
Total plan assets at beginning of year2011-01-31$61,102
Value of fidelity bond covering the plan2011-01-31$50,000
Total contributions received or receivable from participants2011-01-31$2,080
Expenses. Other expenses not covered elsewhere2011-01-31$645
Other income received2011-01-31$8,670
Net income (gross income less expenses)2011-01-31$9,201
Net plan assets at end of year (total assets less liabilities)2011-01-31$70,303
Net plan assets at beginning of year (total assets less liabilities)2011-01-31$61,102
Funding deficiency by the employer to the plan for this plan year2011-01-31$0
Minimum employer required contribution for this plan year2011-01-31$0
Amount contributed by the employer to the plan for this plan year2011-01-31$0
2010 : KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-01-31$0
Minimum employer required contribution for this plan year2010-01-31$0
Amount contributed by the employer to the plan for this plan year2010-01-31$0
2009 : KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST

2016: KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Submission has been amendedNo
2016-02-01This submission is the final filingYes
2016-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-02-01Plan is a collectively bargained planNo
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2009: KENOSHA ORAL SURGERY, S.C. 401K PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedYes
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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