401k Plan data: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST plan

WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WENATCHEE DENTAL has sponsored the creation of one or more 401k plans.

Company Name: WENATCHEE DENTAL

Employer identification number (EIN): 611559214

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 AARON KELLY 2023-10-10
001 2022-01-01 AARON KELLY 2023-10-10
001 2021-01-01 AARON KELLY 2022-10-11
001 2020-01-01 AARON KELLY 2021-08-30
001 2019-01-01
001 2018-01-01
001 2017-01-01 AARON KELLY
001 2016-01-01 AARON P. KELLY, D.D.S.
001 2015-01-01 AARON P. KELLY, D.D.S.
001 2014-01-01 AARON P. KELLY, D.D.S.
001 2013-01-01 AARON P. KELLY, D.D.S.
001 2012-01-01 AARON P. KELLY, D.D.S.
001 2011-01-01 AARON P. KELLY, D.D.S.
001 2010-01-01 AARON P. KELLY, D.D.S.
001 2009-01-01 AARON P. KELLY, D.D.S.
001 2009-01-01 AARON P. KELLY, D.D.S.
001 2009-01-01 AARON P. KELLY, D.D.S.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	AARON KELLY	2023-10-10
001	2022-01-01	AARON KELLY	2023-10-10
001	2021-01-01	AARON KELLY	2022-10-11
001	2020-01-01	AARON KELLY	2021-08-30
001	2019-01-01
001	2018-01-01
001	2017-01-01	AARON KELLY
001	2016-01-01	AARON P. KELLY, D.D.S.
001	2015-01-01	AARON P. KELLY, D.D.S.
001	2014-01-01	AARON P. KELLY, D.D.S.
001	2013-01-01	AARON P. KELLY, D.D.S.
001	2012-01-01	AARON P. KELLY, D.D.S.
001	2011-01-01	AARON P. KELLY, D.D.S.
001	2010-01-01	AARON P. KELLY, D.D.S.
001	2009-01-01	AARON P. KELLY, D.D.S.
001	2009-01-01	AARON P. KELLY, D.D.S.
001	2009-01-01	AARON P. KELLY, D.D.S.

Plan Statistics for WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2019: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 20
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 22
Number of participants with account balances 2019-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 18
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 22
Number of participants with account balances 2018-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 18
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 22
Number of participants with account balances 2017-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 4
2016: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 20
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 20
Number of participants with account balances 2016-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 19
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 22
Number of participants with account balances 2015-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 16
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 19
Number of participants with account balances 2014-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 16
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 18
Number of participants with account balances 2013-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17
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 3
Total of all active and inactive participants 2012-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 20
Number of participants with account balances 2012-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 18
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 1
Total of all active and inactive participants 2011-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 19
Number of participants with account balances 2011-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 15
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 5
Total of all active and inactive participants 2010-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 20
Number of participants with account balances 2010-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 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 3
Total of all active and inactive participants 2009-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 19
Number of participants with account balances 2009-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2019: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	20
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	22
Number of participants with account balances	2019-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	18
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	22
Number of participants with account balances	2018-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	18
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	22
Number of participants with account balances	2017-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	4
2016: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	20
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	20
Number of participants with account balances	2016-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	19
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	22
Number of participants with account balances	2015-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	16
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	19
Number of participants with account balances	2014-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	16
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	18
Number of participants with account balances	2013-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17
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	3
Total of all active and inactive participants	2012-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	20
Number of participants with account balances	2012-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	18
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	1
Total of all active and inactive participants	2011-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	19
Number of participants with account balances	2011-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	15
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	5
Total of all active and inactive participants	2010-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	20
Number of participants with account balances	2010-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 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	3
Total of all active and inactive participants	2009-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	19
Number of participants with account balances	2009-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2019 : WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$1,094
Total income from all sources	2019-12-31	$884,238
Expenses. Total of all expenses incurred	2019-12-31	$30,368
Benefits paid (including direct rollovers)	2019-12-31	$3,305
Total plan assets at end of year	2019-12-31	$3,413,237
Total plan assets at beginning of year	2019-12-31	$2,558,273
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$111,631
Other income received	2019-12-31	$660,346
Net income (gross income less expenses)	2019-12-31	$853,870
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,412,143
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,558,273
Total contributions received or receivable from employer(s)	2019-12-31	$112,261
Value of certain deemed distributions of participant loans	2019-12-31	$27,063
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-27,395
Expenses. Total of all expenses incurred	2018-12-31	$78,629
Benefits paid (including direct rollovers)	2018-12-31	$50,739
Total plan assets at end of year	2018-12-31	$2,558,273
Total plan assets at beginning of year	2018-12-31	$2,664,297
Value of fidelity bond covering the plan	2018-12-31	$266,430
Total contributions received or receivable from participants	2018-12-31	$112,917
Other income received	2018-12-31	$-249,163
Net income (gross income less expenses)	2018-12-31	$-106,024
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,558,273
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,664,297
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$384
Total contributions received or receivable from employer(s)	2018-12-31	$108,851
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$27,890
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$400,956
Expenses. Total of all expenses incurred	2017-12-31	$1,533
Total plan assets at end of year	2017-12-31	$2,664,297
Total plan assets at beginning of year	2017-12-31	$2,264,874
Value of fidelity bond covering the plan	2017-12-31	$226,488
Total contributions received or receivable from participants	2017-12-31	$102,424
Other income received	2017-12-31	$180,823
Net income (gross income less expenses)	2017-12-31	$399,423
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,664,297
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,264,874
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$385
Total contributions received or receivable from employer(s)	2017-12-31	$117,709
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,533
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$361,175
Expenses. Total of all expenses incurred	2016-12-31	$22,995
Benefits paid (including direct rollovers)	2016-12-31	$5,081
Total plan assets at end of year	2016-12-31	$2,264,874
Total plan assets at beginning of year	2016-12-31	$1,926,694
Value of fidelity bond covering the plan	2016-12-31	$226,488
Total contributions received or receivable from participants	2016-12-31	$104,005
Other income received	2016-12-31	$151,763
Net income (gross income less expenses)	2016-12-31	$338,180
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,264,874
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,926,694
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$385
Total contributions received or receivable from employer(s)	2016-12-31	$105,407
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$17,914
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$129,539
Expenses. Total of all expenses incurred	2015-12-31	$49,461
Benefits paid (including direct rollovers)	2015-12-31	$29,857
Total plan assets at end of year	2015-12-31	$1,926,694
Total plan assets at beginning of year	2015-12-31	$1,846,616
Value of fidelity bond covering the plan	2015-12-31	$192,678
Total contributions received or receivable from participants	2015-12-31	$100,398
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-63,132
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$80,078
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,926,694
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,846,616
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$8,742
Total contributions received or receivable from employer(s)	2015-12-31	$92,273
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$19,604
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$230,885
Expenses. Total of all expenses incurred	2014-12-31	$40,701
Benefits paid (including direct rollovers)	2014-12-31	$23,404
Total plan assets at end of year	2014-12-31	$1,846,616
Total plan assets at beginning of year	2014-12-31	$1,656,432
Value of fidelity bond covering the plan	2014-12-31	$184,662
Total contributions received or receivable from participants	2014-12-31	$95,551
Other income received	2014-12-31	$43,252
Net income (gross income less expenses)	2014-12-31	$190,184
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,846,616
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,656,432
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$31,309
Total contributions received or receivable from employer(s)	2014-12-31	$92,082
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$17,297
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$391,456
Expenses. Total of all expenses incurred	2013-12-31	$57,956
Benefits paid (including direct rollovers)	2013-12-31	$43,796
Total plan assets at end of year	2013-12-31	$1,656,432
Total plan assets at beginning of year	2013-12-31	$1,322,932
Value of fidelity bond covering the plan	2013-12-31	$165,643
Total contributions received or receivable from participants	2013-12-31	$95,034
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$202,973
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$333,500
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,656,432
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,322,932
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$38,075
Total contributions received or receivable from employer(s)	2013-12-31	$93,449
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$14,160
2012 : WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$302,479
Expenses. Total of all expenses incurred	2012-12-31	$92,448
Benefits paid (including direct rollovers)	2012-12-31	$80,960
Total plan assets at end of year	2012-12-31	$1,322,932
Total plan assets at beginning of year	2012-12-31	$1,112,901
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$92,646
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$125,179
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$210,031
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,322,932
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,112,901
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$39,143
Total contributions received or receivable from employer(s)	2012-12-31	$84,654
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$11,488
2011 : WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$206,194
Expenses. Total of all expenses incurred	2011-12-31	$81,979
Benefits paid (including direct rollovers)	2011-12-31	$72,090
Total plan assets at end of year	2011-12-31	$1,112,901
Total plan assets at beginning of year	2011-12-31	$988,686
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$111,223
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$5,624
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$124,215
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,112,901
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$988,686
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$38,629
Total contributions received or receivable from employer(s)	2011-12-31	$89,347
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$9,889
2010 : WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$289,988
Expenses. Total of all expenses incurred	2010-12-31	$23,531
Benefits paid (including direct rollovers)	2010-12-31	$16,100
Total plan assets at end of year	2010-12-31	$988,686
Total plan assets at beginning of year	2010-12-31	$722,229
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$111,833
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$89,700
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$266,457
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$988,686
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$722,229
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$38,010
Total contributions received or receivable from employer(s)	2010-12-31	$88,455
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$7,431

Form 5500 Responses for WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST

2019: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 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
2010: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WENATCHEE DENTAL 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

131581

Policy instance

Insurance contract or identification number	131581
Number of Individuals Covered	29
Insurance policy start date	2019-11-21
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $14,556
Total amount of fees paid to insurance company	USD $1,502
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,556
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

131581

Policy instance

Insurance contract or identification number	131581
Number of Individuals Covered	30
Insurance policy start date	2018-11-21
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $13,404
Total amount of fees paid to insurance company	USD $4,688
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,053
Insurance broker organization code?	3
Amount paid for insurance broker fees	4688
Additional information about fees paid to insurance broker	TPA FEES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

131581

Policy instance

Insurance contract or identification number	131581
Number of Individuals Covered	33
Insurance policy start date	2017-11-21
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,047
Total amount of fees paid to insurance company	USD $1,500
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1500
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $785
Insurance broker name	NY LIFE SECURITIES LLC

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Company Name:	WENATCHEE DENTAL
Employer identification number (EIN):	611559214
NAIC Classification:	621210
NAIC Description:	Offices of Dentists