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WIREGRASS ORTHODONTIC SPECIALISTS, LLC RETIREMENT PLAN 401k Plan overview

Plan NameWIREGRASS ORTHODONTIC SPECIALISTS, LLC RETIREMENT PLAN
Plan identification number 001

WIREGRASS ORTHODONTIC SPECIALISTS, LLC RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Life insurance

401k Sponsoring company profile

WIREGRASS ORTHODONTIC SPECIALISTS, has sponsored the creation of one or more 401k plans.

Company Name:WIREGRASS ORTHODONTIC SPECIALISTS,
Employer identification number (EIN):680592895
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WIREGRASS ORTHODONTIC SPECIALISTS, LLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012018-01-01
0012017-01-01
0012014-01-01JOHN HOWELL, DMD2015-10-12
0012013-01-01JOHN HOWELL, DMD2014-10-14 JOHN HOWELL, DMD2014-10-14
0012012-01-01JOHN HOWELL, DMD2013-09-09
0012011-01-01JOHN HOWELL, DMD
0012010-01-01JOHN HOWELL, M.D.2011-09-23

Plan Statistics for WIREGRASS ORTHODONTIC SPECIALISTS, LLC RETIREMENT PLAN

401k plan membership statisitcs for WIREGRASS ORTHODONTIC SPECIALISTS, LLC RETIREMENT PLAN

Measure Date Value
2025: WIREGRASS ORTHODONTIC SPECIALISTS, LLC RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-2219
Total number of particpants at end of year2025-07-2220
Number of Participants With Account Balances2025-07-2220
2024: WIREGRASS ORTHODONTIC SPECIALISTS, LLC RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0220
Total number of particpants at end of year2024-10-0218
Number of Participants With Account Balances2024-10-0217
2011: WIREGRASS ORTHODONTIC SPECIALISTS, LLC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-0112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0115
Total participants2011-01-0115
Number of participants with account balances2011-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on WIREGRASS ORTHODONTIC SPECIALISTS, LLC RETIREMENT PLAN

Measure Date Value
2025 : WIREGRASS ORTHODONTIC SPECIALISTS, LLC RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-22145326
Net assets as of the end of the plan year2025-07-222535106
Total assets as of the beginning of the plan year2025-07-222289771
Value of plan covered by a fidelity bond2025-07-221000000
Participant contributions to plan in this plan year2025-07-2240938
Value of participant loans at end of plan year2025-07-2242478
Other contributions to plan in this plan year2025-07-2231082
Other income to plan in this plan year2025-07-22269163
Plan net income in this plan year2025-07-22245335
Net assets as of the end of the plan year2025-07-222535106
Net assets as of the beginning of the plan year2025-07-222289771
Employer contributions to plan in this plan year2025-07-2249478
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2219196
2024 : WIREGRASS ORTHODONTIC SPECIALISTS, LLC RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-02179096
Net assets as of the end of the plan year2024-10-022289771
Total assets as of the beginning of the plan year2024-10-022041556
Value of plan covered by a fidelity bond2024-10-021000000
Participant contributions to plan in this plan year2024-10-0241232
Value of participant loans at end of plan year2024-10-0238761
Other income to plan in this plan year2024-10-02346135
Plan net income in this plan year2024-10-02248215
Net assets as of the end of the plan year2024-10-022289771
Net assets as of the beginning of the plan year2024-10-022041556
Employer contributions to plan in this plan year2024-10-0239944
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0217216
2011 : WIREGRASS ORTHODONTIC SPECIALISTS, LLC RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$35,525
Total plan assets at end of year2011-12-31$466,087
Total plan assets at beginning of year2011-12-31$430,562
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$29,089
Contributions received from other sources (not participants or employers)2011-12-31$1,322
Other income received2011-12-31$-23,116
Net income (gross income less expenses)2011-12-31$35,525
Net plan assets at end of year (total assets less liabilities)2011-12-31$466,087
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$430,562
Total contributions received or receivable from employer(s)2011-12-31$28,230

Form 5500 Responses for WIREGRASS ORTHODONTIC SPECIALISTS, LLC RETIREMENT PLAN

2011: WIREGRASS ORTHODONTIC SPECIALISTS, LLC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF52139370
Policy instance 1
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF52139390
Policy instance 2
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVF52139410
Policy instance 3

Potentially related plans

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