401k Plan data: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST plan

WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST
Plan identification number	001

WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
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

WELLS, WASCOW & ROESSLER, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name: WELLS, WASCOW & ROESSLER, L.L.C.

Employer identification number (EIN): 463951425

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 DOREEN A. WASCOW, D.D.S.
001 2017-01-01 DOREEN A. WASCOW, D.D.S.
001 2016-01-01 DOREEN A. WASCOW, D.D.S.
001 2015-01-01 DOREEN A. WASCOW, D.D.S.

Plan Statistics for WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST

Measure Date Value
2023: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 11
Number of retired or separated participants receiving benefits 2023-01-01 11
Total of all active and inactive participants 2023-01-01 11
Total participants 2023-01-01 11
Number of participants with account balances 2023-01-01 11
2022: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 11
Total of all active and inactive participants 2022-01-01 11
Total participants 2022-01-01 11
Number of participants with account balances 2022-01-01 11
2021: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9
Number of retired or separated participants receiving benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 10
Total participants 2021-01-01 10
Number of participants with account balances 2021-01-01 10
2020: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
Number of retired or separated participants receiving benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 11
Total participants 2020-01-01 11
Number of participants with account balances 2020-01-01 11
2019: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
Number of retired or separated participants receiving benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 12
Total participants 2019-01-01 12
Number of participants with account balances 2019-01-01 12
2018: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
Number of retired or separated participants receiving benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 12
Total participants 2018-01-01 12
Number of participants with account balances 2018-01-01 12
2017: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
Number of retired or separated participants receiving benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 11
Total participants 2017-01-01 11
Number of participants with account balances 2017-01-01 11
2016: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
Number of retired or separated participants receiving benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 10
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 10
2015: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of retired or separated participants receiving benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 10
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10

Measure	Date	Value
2023: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	11
Number of retired or separated participants receiving benefits	2023-01-01	11
Total of all active and inactive participants	2023-01-01	11
Total participants	2023-01-01	11
Number of participants with account balances	2023-01-01	11
2022: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	11
Total of all active and inactive participants	2022-01-01	11
Total participants	2022-01-01	11
Number of participants with account balances	2022-01-01	11
2021: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9
Number of retired or separated participants receiving benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	10
Total participants	2021-01-01	10
Number of participants with account balances	2021-01-01	10
2020: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
Number of retired or separated participants receiving benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	11
Total participants	2020-01-01	11
Number of participants with account balances	2020-01-01	11
2019: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
Number of retired or separated participants receiving benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	12
Total participants	2019-01-01	12
Number of participants with account balances	2019-01-01	12
2018: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
Number of retired or separated participants receiving benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	12
Total participants	2018-01-01	12
Number of participants with account balances	2018-01-01	12
2017: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
Number of retired or separated participants receiving benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	11
Total participants	2017-01-01	11
Number of participants with account balances	2017-01-01	11
2016: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
Number of retired or separated participants receiving benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	10
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	10
2015: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of retired or separated participants receiving benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	10
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10

Financial Data on WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2023 : WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$180
Total income from all sources	2023-12-31	$811,090
Total plan assets at end of year	2023-12-31	$5,361,687
Total plan assets at beginning of year	2023-12-31	$4,550,417
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$34,050
Assets. Value of loans (other than to participants)	2023-12-31	$26,292
Other income received	2023-12-31	$733,101
Net income (gross income less expenses)	2023-12-31	$811,090
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$5,361,507
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$4,550,417
Total contributions received or receivable from employer(s)	2023-12-31	$43,939
2022 : WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-618,026
Expenses. Total of all expenses incurred	2022-12-31	$201,186
Benefits paid (including direct rollovers)	2022-12-31	$201,186
Total plan assets at end of year	2022-12-31	$4,550,417
Total plan assets at beginning of year	2022-12-31	$5,369,629
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$59,980
Assets. Value of loans (other than to participants)	2022-12-31	$32,979
Other income received	2022-12-31	$-754,147
Net income (gross income less expenses)	2022-12-31	$-819,212
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,550,417
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,369,629
Total contributions received or receivable from employer(s)	2022-12-31	$76,141
2021 : WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$684,756
Expenses. Total of all expenses incurred	2021-12-31	$11,274
Benefits paid (including direct rollovers)	2021-12-31	$11,274
Total plan assets at end of year	2021-12-31	$5,369,629
Total plan assets at beginning of year	2021-12-31	$4,696,147
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$54,980
Assets. Value of loans (other than to participants)	2021-12-31	$45,412
Other income received	2021-12-31	$545,051
Net income (gross income less expenses)	2021-12-31	$673,482
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,369,629
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,696,147
Total contributions received or receivable from employer(s)	2021-12-31	$84,725
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 : WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$759,242
Expenses. Total of all expenses incurred	2020-12-31	$213,627
Benefits paid (including direct rollovers)	2020-12-31	$213,627
Total plan assets at end of year	2020-12-31	$4,696,147
Total plan assets at beginning of year	2020-12-31	$4,150,532
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$55,380
Assets. Value of loans (other than to participants)	2020-12-31	$12,388
Other income received	2020-12-31	$646,280
Net income (gross income less expenses)	2020-12-31	$545,615
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,696,147
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,150,532
Total contributions received or receivable from employer(s)	2020-12-31	$57,582
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 : WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$854,125
Expenses. Total of all expenses incurred	2019-12-31	$254,800
Benefits paid (including direct rollovers)	2019-12-31	$254,800
Total plan assets at end of year	2019-12-31	$4,150,532
Total plan assets at beginning of year	2019-12-31	$3,551,207
Value of fidelity bond covering the plan	2019-12-31	$430,000
Total contributions received or receivable from participants	2019-12-31	$53,240
Other income received	2019-12-31	$708,237
Net income (gross income less expenses)	2019-12-31	$599,325
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,150,532
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,551,207
Assets. Value of participant loans	2019-12-31	$26,036
Total contributions received or receivable from employer(s)	2019-12-31	$92,648
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$0
Amount contributed by the employer to the plan for this plan year	2019-12-31	$0
2018 : WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-73,393
Total plan assets at end of year	2018-12-31	$3,551,207
Total plan assets at beginning of year	2018-12-31	$3,624,600
Value of fidelity bond covering the plan	2018-12-31	$400,000
Total contributions received or receivable from participants	2018-12-31	$51,500
Other income received	2018-12-31	$-211,292
Net income (gross income less expenses)	2018-12-31	$-73,393
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,551,207
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,624,600
Total contributions received or receivable from employer(s)	2018-12-31	$86,399
2017 : WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$524,706
Expenses. Total of all expenses incurred	2017-12-31	$18,765
Benefits paid (including direct rollovers)	2017-12-31	$18,750
Total plan assets at end of year	2017-12-31	$3,624,600
Total plan assets at beginning of year	2017-12-31	$3,118,659
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$50,400
Expenses. Other expenses not covered elsewhere	2017-12-31	$15
Other income received	2017-12-31	$391,409
Net income (gross income less expenses)	2017-12-31	$505,941
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,624,600
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,118,659
Assets. Value of participant loans	2017-12-31	$29,726
Total contributions received or receivable from employer(s)	2017-12-31	$82,897
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 : WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$360,920
Expenses. Total of all expenses incurred	2016-12-31	$117,680
Benefits paid (including direct rollovers)	2016-12-31	$117,677
Total plan assets at end of year	2016-12-31	$3,118,659
Total plan assets at beginning of year	2016-12-31	$2,875,419
Value of fidelity bond covering the plan	2016-12-31	$375,000
Total contributions received or receivable from participants	2016-12-31	$50,600
Expenses. Other expenses not covered elsewhere	2016-12-31	$3
Other income received	2016-12-31	$240,269
Net income (gross income less expenses)	2016-12-31	$243,240
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,118,659
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,875,419
Assets. Value of participant loans	2016-12-31	$38,268
Total contributions received or receivable from employer(s)	2016-12-31	$70,051
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 : WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$94,392
Expenses. Total of all expenses incurred	2015-12-31	$1,872,710
Benefits paid (including direct rollovers)	2015-12-31	$1,872,710
Total plan assets at end of year	2015-12-31	$2,875,419
Total plan assets at beginning of year	2015-12-31	$4,653,737
Value of fidelity bond covering the plan	2015-12-31	$400,000
Total contributions received or receivable from participants	2015-12-31	$48,000
Other income received	2015-12-31	$-38,260
Net income (gross income less expenses)	2015-12-31	$-1,778,318
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,875,419
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,653,737
Assets. Value of participant loans	2015-12-31	$11,887
Total contributions received or receivable from employer(s)	2015-12-31	$84,652
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

Form 5500 Responses for WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST

2023: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WELLS, WASCOW & ROESSLER, L.L.C. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	WELLS, WASCOW & ROESSLER, L.L.C.
Employer identification number (EIN):	463951425
NAIC Classification:	621210
NAIC Description:	Offices of Dentists