401k Plan data: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST plan

WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	WARDLAW ORTHO PROFIT SHARING PLAN & TRUST
Plan identification number	001

WARDLAW ORTHO PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

WARDLAW ORTHODONTICS, PA has sponsored the creation of one or more 401k plans.

Company Name: WARDLAW ORTHODONTICS, PA

Employer identification number (EIN): 710455765

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WARDLAW ORTHO 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 DAVID WARDLAW, DDS
001 2017-01-01 DAVID WARDLAW, DDS
001 2016-01-01 ROBERT L FRAZIER, CPA
001 2015-01-01 ROBERT L FRAZIER, CPA
001 2014-01-01 ROBERT L FRAZIER, CPA
001 2013-01-01 ROBERT L FRAZIER, CPA
001 2012-01-01 ROBERT L FRAZIER, CPA
001 2011-01-01 ROBERT L FRAZIER CPA
001 2009-01-01 2010-08-10
001 2009-01-01 ROBERT L FRAZIER

Plan Statistics for WARDLAW ORTHO PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for WARDLAW ORTHO PROFIT SHARING PLAN & TRUST

Measure Date Value
2023: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 12
Total number of active participants reported on line 7a of the Form 5500 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: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 11
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: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 11
Total of all active and inactive participants 2021-01-01 11
Total participants 2021-01-01 11
Number of participants with account balances 2021-01-01 11
2020: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 14
Total of all active and inactive participants 2020-01-01 14
Total participants 2020-01-01 14
Number of participants with account balances 2020-01-01 14
2019: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 13
Total of all active and inactive participants 2019-01-01 13
Total participants 2019-01-01 13
Number of participants with account balances 2019-01-01 13
2018: WARDLAW ORTHO 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 13
Total of all active and inactive participants 2018-01-01 13
Total participants 2018-01-01 13
Number of participants with account balances 2018-01-01 13
2017: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
Total of all active and inactive participants 2017-01-01 12
Total participants 2017-01-01 12
2016: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
Total of all active and inactive participants 2016-01-01 10
Total participants 2016-01-01 10
2015: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
Total of all active and inactive participants 2015-01-01 11
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 11
2014: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
Total of all active and inactive participants 2014-01-01 12
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 12
2013: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Total of all active and inactive participants 2013-01-01 12
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 12
2012: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 13
Total of all active and inactive participants 2012-01-01 13
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 13
2011: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 15
Total of all active and inactive participants 2011-01-01 15
Total participants 2011-01-01 15
2009: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 15
Total of all active and inactive participants 2009-01-01 15
Total participants 2009-01-01 15

Measure	Date	Value
2023: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	12
Total number of active participants reported on line 7a of the Form 5500	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: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	11
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: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	11
Total of all active and inactive participants	2021-01-01	11
Total participants	2021-01-01	11
Number of participants with account balances	2021-01-01	11
2020: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	14
Total of all active and inactive participants	2020-01-01	14
Total participants	2020-01-01	14
Number of participants with account balances	2020-01-01	14
2019: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	13
Total of all active and inactive participants	2019-01-01	13
Total participants	2019-01-01	13
Number of participants with account balances	2019-01-01	13
2018: WARDLAW ORTHO 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	13
Total of all active and inactive participants	2018-01-01	13
Total participants	2018-01-01	13
Number of participants with account balances	2018-01-01	13
2017: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
Total of all active and inactive participants	2017-01-01	12
Total participants	2017-01-01	12
2016: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
Total of all active and inactive participants	2016-01-01	10
Total participants	2016-01-01	10
2015: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
Total of all active and inactive participants	2015-01-01	11
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	11
2014: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
Total of all active and inactive participants	2014-01-01	12
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	12
2013: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Total of all active and inactive participants	2013-01-01	12
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	12
2012: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	13
Total of all active and inactive participants	2012-01-01	13
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	13
2011: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	15
Total of all active and inactive participants	2011-01-01	15
Total participants	2011-01-01	15
2009: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	15
Total of all active and inactive participants	2009-01-01	15
Total participants	2009-01-01	15

Financial Data on WARDLAW ORTHO PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2023 : WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$519,207
Expenses. Total of all expenses incurred	2023-12-31	$26,008
Benefits paid (including direct rollovers)	2023-12-31	$12,702
Total plan assets at end of year	2023-12-31	$2,613,028
Total plan assets at beginning of year	2023-12-31	$2,119,829
Total contributions received or receivable from participants	2023-12-31	$43,194
Expenses. Other expenses not covered elsewhere	2023-12-31	$13,306
Other income received	2023-12-31	$415,976
Net income (gross income less expenses)	2023-12-31	$493,199
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$2,613,028
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$2,119,829
Total contributions received or receivable from employer(s)	2023-12-31	$60,037
2022 : WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-421,549
Expenses. Total of all expenses incurred	2022-12-31	$132,638
Benefits paid (including direct rollovers)	2022-12-31	$111,575
Total plan assets at end of year	2022-12-31	$2,119,829
Total plan assets at beginning of year	2022-12-31	$2,674,016
Total contributions received or receivable from participants	2022-12-31	$63,050
Expenses. Other expenses not covered elsewhere	2022-12-31	$21,063
Other income received	2022-12-31	$-539,431
Net income (gross income less expenses)	2022-12-31	$-554,187
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$2,119,829
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,674,016
Total contributions received or receivable from employer(s)	2022-12-31	$54,832
2021 : WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$458,220
Expenses. Total of all expenses incurred	2021-12-31	$251,171
Benefits paid (including direct rollovers)	2021-12-31	$228,361
Total plan assets at end of year	2021-12-31	$2,674,016
Total plan assets at beginning of year	2021-12-31	$2,466,967
Total contributions received or receivable from participants	2021-12-31	$61,440
Expenses. Other expenses not covered elsewhere	2021-12-31	$22,810
Other income received	2021-12-31	$341,599
Net income (gross income less expenses)	2021-12-31	$207,049
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,674,016
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,466,967
Total contributions received or receivable from employer(s)	2021-12-31	$55,181
2020 : WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$495,415
Expenses. Total of all expenses incurred	2020-12-31	$30,543
Benefits paid (including direct rollovers)	2020-12-31	$10,257
Total plan assets at end of year	2020-12-31	$2,466,967
Total plan assets at beginning of year	2020-12-31	$2,002,095
Total contributions received or receivable from participants	2020-12-31	$60,435
Expenses. Other expenses not covered elsewhere	2020-12-31	$20,286
Other income received	2020-12-31	$382,800
Net income (gross income less expenses)	2020-12-31	$464,872
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,466,967
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,002,095
Total contributions received or receivable from employer(s)	2020-12-31	$52,180
2019 : WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$454,938
Expenses. Total of all expenses incurred	2019-12-31	$45,365
Benefits paid (including direct rollovers)	2019-12-31	$27,400
Total plan assets at end of year	2019-12-31	$2,002,095
Total plan assets at beginning of year	2019-12-31	$1,592,522
Total contributions received or receivable from participants	2019-12-31	$69,110
Expenses. Other expenses not covered elsewhere	2019-12-31	$17,965
Other income received	2019-12-31	$364,983
Net income (gross income less expenses)	2019-12-31	$409,573
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,002,095
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,592,522
Total contributions received or receivable from employer(s)	2019-12-31	$20,845
2018 : WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-32,094
Expenses. Total of all expenses incurred	2018-12-31	$52,896
Benefits paid (including direct rollovers)	2018-12-31	$35,394
Total plan assets at end of year	2018-12-31	$1,592,522
Total plan assets at beginning of year	2018-12-31	$1,677,512
Total contributions received or receivable from participants	2018-12-31	$47,362
Expenses. Other expenses not covered elsewhere	2018-12-31	$17,502
Other income received	2018-12-31	$-99,526
Net income (gross income less expenses)	2018-12-31	$-84,990
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,592,522
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,677,512
Total contributions received or receivable from employer(s)	2018-12-31	$20,070
2017 : WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$359,710
Expenses. Total of all expenses incurred	2017-12-31	$26,008
Benefits paid (including direct rollovers)	2017-12-31	$18,763
Total plan assets at end of year	2017-12-31	$1,677,512
Total plan assets at beginning of year	2017-12-31	$1,343,810
Total contributions received or receivable from participants	2017-12-31	$70,165
Expenses. Other expenses not covered elsewhere	2017-12-31	$7,245
Other income received	2017-12-31	$269,413
Net income (gross income less expenses)	2017-12-31	$333,702
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,677,512
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,343,810
Total contributions received or receivable from employer(s)	2017-12-31	$20,132
2016 : WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$195,835
Expenses. Total of all expenses incurred	2016-12-31	$43,995
Benefits paid (including direct rollovers)	2016-12-31	$43,995
Total plan assets at end of year	2016-12-31	$1,343,810
Total plan assets at beginning of year	2016-12-31	$1,191,970
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$68,645
Other income received	2016-12-31	$106,658
Net income (gross income less expenses)	2016-12-31	$151,840
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,343,810
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,191,970
Total contributions received or receivable from employer(s)	2016-12-31	$20,532
2015 : WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$102,815
Expenses. Total of all expenses incurred	2015-12-31	$16,320
Benefits paid (including direct rollovers)	2015-12-31	$16,320
Total plan assets at end of year	2015-12-31	$1,191,970
Total plan assets at beginning of year	2015-12-31	$1,105,475
Total contributions received or receivable from participants	2015-12-31	$70,930
Other income received	2015-12-31	$9,381
Net income (gross income less expenses)	2015-12-31	$86,495
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,191,970
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,105,475
Total contributions received or receivable from employer(s)	2015-12-31	$22,504
2014 : WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$160,607
Expenses. Total of all expenses incurred	2014-12-31	$27,391
Benefits paid (including direct rollovers)	2014-12-31	$27,391
Total plan assets at end of year	2014-12-31	$1,105,475
Total plan assets at beginning of year	2014-12-31	$972,259
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$65,135
Other income received	2014-12-31	$74,506
Net income (gross income less expenses)	2014-12-31	$133,216
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,105,475
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$972,259
Total contributions received or receivable from employer(s)	2014-12-31	$20,966
2013 : WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$227,267
Expenses. Total of all expenses incurred	2013-12-31	$40,445
Benefits paid (including direct rollovers)	2013-12-31	$40,445
Total plan assets at end of year	2013-12-31	$972,259
Total plan assets at beginning of year	2013-12-31	$785,437
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$50,033
Other income received	2013-12-31	$156,022
Net income (gross income less expenses)	2013-12-31	$186,822
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$972,259
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$785,437
Total contributions received or receivable from employer(s)	2013-12-31	$21,212
2012 : WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$181,661
Expenses. Total of all expenses incurred	2012-12-31	$72,202
Benefits paid (including direct rollovers)	2012-12-31	$72,202
Total plan assets at end of year	2012-12-31	$785,437
Total plan assets at beginning of year	2012-12-31	$675,978
Total contributions received or receivable from participants	2012-12-31	$59,462
Other income received	2012-12-31	$100,637
Net income (gross income less expenses)	2012-12-31	$109,459
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$785,437
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$675,978
Total contributions received or receivable from employer(s)	2012-12-31	$21,562
2011 : WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$86,897
Expenses. Total of all expenses incurred	2011-12-31	$25,942
Benefits paid (including direct rollovers)	2011-12-31	$25,942
Total plan assets at end of year	2011-12-31	$675,978
Total plan assets at beginning of year	2011-12-31	$615,023
Total contributions received or receivable from participants	2011-12-31	$66,800
Other income received	2011-12-31	$-2,475
Net income (gross income less expenses)	2011-12-31	$60,955
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$675,978
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$615,023
Total contributions received or receivable from employer(s)	2011-12-31	$22,572
2010 : WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$145,228
Expenses. Total of all expenses incurred	2010-12-31	$13,000
Benefits paid (including direct rollovers)	2010-12-31	$13,000
Total plan assets at end of year	2010-12-31	$615,023
Total plan assets at beginning of year	2010-12-31	$482,795
Total contributions received or receivable from participants	2010-12-31	$63,955
Other income received	2010-12-31	$59,591
Net income (gross income less expenses)	2010-12-31	$132,228
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$615,023
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$482,795
Total contributions received or receivable from employer(s)	2010-12-31	$21,682

Form 5500 Responses for WARDLAW ORTHO PROFIT SHARING PLAN & TRUST

2023: WARDLAW ORTHO 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: WARDLAW ORTHO 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: WARDLAW ORTHO 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: WARDLAW ORTHO 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: WARDLAW ORTHO 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: WARDLAW ORTHO 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: WARDLAW ORTHO 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: WARDLAW ORTHO 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: WARDLAW ORTHO 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
2014: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: WARDLAW ORTHO PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WARDLAW ORTHODONTICS, PA
Employer identification number (EIN):	710455765
NAIC Classification:	621210
NAIC Description:	Offices of Dentists