401k Plan data: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN plan

JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 401k Plan overview

Plan Name	JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN
Plan identification number	002

JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN Benefits

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

JAMES D. WRIGHT, D.D.S., P.C. has sponsored the creation of one or more 401k plans.

Company Name: JAMES D. WRIGHT, D.D.S., P.C.

Employer identification number (EIN): 860443790

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-05-01
002 2016-05-01 M. PAUL TURNER
002 2015-05-01 M. PAUL TURNER
002 2014-05-01 M. PAUL TURNER
002 2014-05-01 M. PAUL TURNER
002 2013-05-01 M. PAUL TURNER
002 2012-05-01 M. PAUL TURNER
002 2011-05-01 M. PAUL TURNER
002 2009-05-01 M. PAUL TURNER

Plan Statistics for JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN

Measure Date Value
2017: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-05-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-05-01 0
Number of retired or separated participants receiving benefits 2017-05-01 0
Number of other retired or separated participants entitled to future benefits 2017-05-01 1
Total of all active and inactive participants 2017-05-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-05-01 0
Total participants 2017-05-01 1
Number of participants with account balances 2017-05-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-05-01 0
2016: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-05-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-05-01 0
Number of retired or separated participants receiving benefits 2016-05-01 0
Number of other retired or separated participants entitled to future benefits 2016-05-01 10
Total of all active and inactive participants 2016-05-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-05-01 0
Total participants 2016-05-01 10
Number of participants with account balances 2016-05-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-05-01 0
2015: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-05-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-05-01 9
Number of retired or separated participants receiving benefits 2015-05-01 0
Number of other retired or separated participants entitled to future benefits 2015-05-01 1
Total of all active and inactive participants 2015-05-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-05-01 0
Total participants 2015-05-01 10
Number of participants with account balances 2015-05-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-05-01 0
2014: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-05-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-05-01 8
Number of retired or separated participants receiving benefits 2014-05-01 0
Number of other retired or separated participants entitled to future benefits 2014-05-01 0
Total of all active and inactive participants 2014-05-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-05-01 0
Total participants 2014-05-01 8
Number of participants with account balances 2014-05-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-05-01 0
2013: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-05-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-05-01 9
Number of retired or separated participants receiving benefits 2013-05-01 0
Number of other retired or separated participants entitled to future benefits 2013-05-01 0
Total of all active and inactive participants 2013-05-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-05-01 0
Total participants 2013-05-01 9
Number of participants with account balances 2013-05-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-05-01 0
2012: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-05-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-05-01 8
Number of retired or separated participants receiving benefits 2012-05-01 0
Number of other retired or separated participants entitled to future benefits 2012-05-01 0
Total of all active and inactive participants 2012-05-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-05-01 0
Total participants 2012-05-01 8
Number of participants with account balances 2012-05-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-05-01 0
2011: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-05-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-05-01 9
Number of retired or separated participants receiving benefits 2011-05-01 0
Number of other retired or separated participants entitled to future benefits 2011-05-01 0
Total of all active and inactive participants 2011-05-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-05-01 0
Total participants 2011-05-01 9
Number of participants with account balances 2011-05-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-05-01 0
2009: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-05-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-05-01 4
Number of retired or separated participants receiving benefits 2009-05-01 0
Number of other retired or separated participants entitled to future benefits 2009-05-01 0
Total of all active and inactive participants 2009-05-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-05-01 0
Total participants 2009-05-01 4
Number of participants with account balances 2009-05-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-05-01 0

Measure	Date	Value
2017: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-05-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-05-01	0
Number of retired or separated participants receiving benefits	2017-05-01	0
Number of other retired or separated participants entitled to future benefits	2017-05-01	1
Total of all active and inactive participants	2017-05-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-05-01	0
Total participants	2017-05-01	1
Number of participants with account balances	2017-05-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-05-01	0
2016: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-05-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-05-01	0
Number of retired or separated participants receiving benefits	2016-05-01	0
Number of other retired or separated participants entitled to future benefits	2016-05-01	10
Total of all active and inactive participants	2016-05-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-05-01	0
Total participants	2016-05-01	10
Number of participants with account balances	2016-05-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-05-01	0
2015: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-05-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-05-01	9
Number of retired or separated participants receiving benefits	2015-05-01	0
Number of other retired or separated participants entitled to future benefits	2015-05-01	1
Total of all active and inactive participants	2015-05-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-05-01	0
Total participants	2015-05-01	10
Number of participants with account balances	2015-05-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-05-01	0
2014: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-05-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-05-01	8
Number of retired or separated participants receiving benefits	2014-05-01	0
Number of other retired or separated participants entitled to future benefits	2014-05-01	0
Total of all active and inactive participants	2014-05-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-05-01	0
Total participants	2014-05-01	8
Number of participants with account balances	2014-05-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-05-01	0
2013: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-05-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-05-01	9
Number of retired or separated participants receiving benefits	2013-05-01	0
Number of other retired or separated participants entitled to future benefits	2013-05-01	0
Total of all active and inactive participants	2013-05-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-05-01	0
Total participants	2013-05-01	9
Number of participants with account balances	2013-05-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-05-01	0
2012: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-05-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-05-01	8
Number of retired or separated participants receiving benefits	2012-05-01	0
Number of other retired or separated participants entitled to future benefits	2012-05-01	0
Total of all active and inactive participants	2012-05-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-05-01	0
Total participants	2012-05-01	8
Number of participants with account balances	2012-05-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-05-01	0
2011: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-05-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-05-01	9
Number of retired or separated participants receiving benefits	2011-05-01	0
Number of other retired or separated participants entitled to future benefits	2011-05-01	0
Total of all active and inactive participants	2011-05-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-05-01	0
Total participants	2011-05-01	9
Number of participants with account balances	2011-05-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-05-01	0
2009: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-05-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-05-01	4
Number of retired or separated participants receiving benefits	2009-05-01	0
Number of other retired or separated participants entitled to future benefits	2009-05-01	0
Total of all active and inactive participants	2009-05-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-05-01	0
Total participants	2009-05-01	4
Number of participants with account balances	2009-05-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-05-01	0

Financial Data on JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN

Measure	Date	Value
2018 : JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-04-30	$0
Total plan liabilities at beginning of year	2018-04-30	$0
Total income from all sources	2018-04-30	$30,479
Expenses. Total of all expenses incurred	2018-04-30	$101,866
Benefits paid (including direct rollovers)	2018-04-30	$74,803
Total plan assets at end of year	2018-04-30	$535,479
Total plan assets at beginning of year	2018-04-30	$606,866
Value of fidelity bond covering the plan	2018-04-30	$70,000
Total contributions received or receivable from participants	2018-04-30	$0
Expenses. Other expenses not covered elsewhere	2018-04-30	$0
Contributions received from other sources (not participants or employers)	2018-04-30	$0
Other income received	2018-04-30	$30,479
Noncash contributions received	2018-04-30	$0
Net income (gross income less expenses)	2018-04-30	$-71,387
Net plan assets at end of year (total assets less liabilities)	2018-04-30	$535,479
Net plan assets at beginning of year (total assets less liabilities)	2018-04-30	$606,866
Assets. Value of assets in partnership/joint-venture interests	2018-04-30	$25,526
Assets. Value of real-estate (other than employer real property)	2018-04-30	$312,000
Total contributions received or receivable from employer(s)	2018-04-30	$0
Value of certain deemed distributions of participant loans	2018-04-30	$0
Value of corrective distributions	2018-04-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-04-30	$27,063
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-04-30	$0
2017 : JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-04-30	$0
Total plan liabilities at beginning of year	2017-04-30	$0
Total income from all sources	2017-04-30	$61,909
Expenses. Total of all expenses incurred	2017-04-30	$67,755
Benefits paid (including direct rollovers)	2017-04-30	$0
Total plan assets at end of year	2017-04-30	$606,866
Total plan assets at beginning of year	2017-04-30	$612,712
Value of fidelity bond covering the plan	2017-04-30	$70,000
Total contributions received or receivable from participants	2017-04-30	$0
Expenses. Other expenses not covered elsewhere	2017-04-30	$0
Contributions received from other sources (not participants or employers)	2017-04-30	$0
Other income received	2017-04-30	$33,284
Noncash contributions received	2017-04-30	$0
Net income (gross income less expenses)	2017-04-30	$-5,846
Net plan assets at end of year (total assets less liabilities)	2017-04-30	$606,866
Net plan assets at beginning of year (total assets less liabilities)	2017-04-30	$612,712
Assets. Value of assets in partnership/joint-venture interests	2017-04-30	$29,999
Assets. Value of real-estate (other than employer real property)	2017-04-30	$312,000
Total contributions received or receivable from employer(s)	2017-04-30	$28,625
Value of certain deemed distributions of participant loans	2017-04-30	$0
Value of corrective distributions	2017-04-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-04-30	$67,755
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-04-30	$0
2016 : JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan	2016-04-30	$0
Total plan liabilities at end of year	2016-04-30	$0
Total plan liabilities at beginning of year	2016-04-30	$0
Total income from all sources	2016-04-30	$18,338
Expenses. Total of all expenses incurred	2016-04-30	$21,567
Benefits paid (including direct rollovers)	2016-04-30	$0
Total plan assets at end of year	2016-04-30	$612,712
Total plan assets at beginning of year	2016-04-30	$615,941
Value of fidelity bond covering the plan	2016-04-30	$70,000
Total contributions received or receivable from participants	2016-04-30	$0
Expenses. Other expenses not covered elsewhere	2016-04-30	$21,447
Contributions received from other sources (not participants or employers)	2016-04-30	$0
Other income received	2016-04-30	$18,338
Noncash contributions received	2016-04-30	$0
Net income (gross income less expenses)	2016-04-30	$-3,229
Net plan assets at end of year (total assets less liabilities)	2016-04-30	$612,712
Net plan assets at beginning of year (total assets less liabilities)	2016-04-30	$615,941
Assets. Value of assets in partnership/joint-venture interests	2016-04-30	$29,999
Assets. Value of real-estate (other than employer real property)	2016-04-30	$312,000
Total contributions received or receivable from employer(s)	2016-04-30	$0
Value of certain deemed distributions of participant loans	2016-04-30	$0
Value of corrective distributions	2016-04-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-04-30	$120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-04-30	$0
2015 : JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-04-30	$0
Total plan liabilities at beginning of year	2015-04-30	$0
Total income from all sources	2015-04-30	$59,805
Expenses. Total of all expenses incurred	2015-04-30	$8,803
Total plan assets at end of year	2015-04-30	$663,530
Total plan assets at beginning of year	2015-04-30	$612,528
Value of fidelity bond covering the plan	2015-04-30	$70,000
Total contributions received or receivable from participants	2015-04-30	$0
Expenses. Other expenses not covered elsewhere	2015-04-30	$8,683
Contributions received from other sources (not participants or employers)	2015-04-30	$0
Other income received	2015-04-30	$59,805
Noncash contributions received	2015-04-30	$0
Net income (gross income less expenses)	2015-04-30	$51,002
Net plan assets at end of year (total assets less liabilities)	2015-04-30	$663,530
Net plan assets at beginning of year (total assets less liabilities)	2015-04-30	$612,528
Assets. Value of assets in partnership/joint-venture interests	2015-04-30	$32,919
Assets. Value of real-estate (other than employer real property)	2015-04-30	$287,000
Total contributions received or receivable from employer(s)	2015-04-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-04-30	$120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-04-30	$0
2014 : JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-04-30	$0
Total plan liabilities at end of year	2014-04-30	$0
Total plan liabilities at beginning of year	2014-04-30	$0
Total income from all sources	2014-04-30	$37,747
Expenses. Total of all expenses incurred	2014-04-30	$14,256
Benefits paid (including direct rollovers)	2014-04-30	$0
Total plan assets at end of year	2014-04-30	$612,528
Total plan assets at beginning of year	2014-04-30	$589,037
Value of fidelity bond covering the plan	2014-04-30	$70,000
Total contributions received or receivable from participants	2014-04-30	$0
Expenses. Other expenses not covered elsewhere	2014-04-30	$14,101
Contributions received from other sources (not participants or employers)	2014-04-30	$0
Other income received	2014-04-30	$37,747
Noncash contributions received	2014-04-30	$0
Net income (gross income less expenses)	2014-04-30	$23,491
Net plan assets at end of year (total assets less liabilities)	2014-04-30	$612,528
Net plan assets at beginning of year (total assets less liabilities)	2014-04-30	$589,037
Assets. Value of assets in partnership/joint-venture interests	2014-04-30	$34,973
Assets. Value of real-estate (other than employer real property)	2014-04-30	$287,000
Total contributions received or receivable from employer(s)	2014-04-30	$0
Value of certain deemed distributions of participant loans	2014-04-30	$0
Value of corrective distributions	2014-04-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-04-30	$155
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-04-30	$0
2013 : JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-04-30	$0
Total plan liabilities at beginning of year	2013-04-30	$0
Total income from all sources	2013-04-30	$40,966
Expenses. Total of all expenses incurred	2013-04-30	$12,594
Benefits paid (including direct rollovers)	2013-04-30	$0
Total plan assets at end of year	2013-04-30	$589,037
Total plan assets at beginning of year	2013-04-30	$560,665
Value of fidelity bond covering the plan	2013-04-30	$70,000
Total contributions received or receivable from participants	2013-04-30	$0
Expenses. Other expenses not covered elsewhere	2013-04-30	$12,394
Contributions received from other sources (not participants or employers)	2013-04-30	$0
Other income received	2013-04-30	$40,966
Noncash contributions received	2013-04-30	$0
Net income (gross income less expenses)	2013-04-30	$28,372
Net plan assets at end of year (total assets less liabilities)	2013-04-30	$589,037
Net plan assets at beginning of year (total assets less liabilities)	2013-04-30	$560,665
Assets. Value of assets in partnership/joint-venture interests	2013-04-30	$38,125
Assets. Value of real-estate (other than employer real property)	2013-04-30	$287,000
Total contributions received or receivable from employer(s)	2013-04-30	$0
Value of certain deemed distributions of participant loans	2013-04-30	$0
Value of corrective distributions	2013-04-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-04-30	$200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-04-30	$0
2012 : JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan	2012-04-30	$0
Total plan liabilities at end of year	2012-04-30	$0
Total plan liabilities at beginning of year	2012-04-30	$0
Total income from all sources	2012-04-30	$-44,667
Expenses. Total of all expenses incurred	2012-04-30	$20,552
Benefits paid (including direct rollovers)	2012-04-30	$0
Total plan assets at end of year	2012-04-30	$560,665
Total plan assets at beginning of year	2012-04-30	$625,884
Value of fidelity bond covering the plan	2012-04-30	$70,000
Total contributions received or receivable from participants	2012-04-30	$0
Expenses. Other expenses not covered elsewhere	2012-04-30	$20,397
Contributions received from other sources (not participants or employers)	2012-04-30	$0
Other income received	2012-04-30	$-44,667
Noncash contributions received	2012-04-30	$0
Net income (gross income less expenses)	2012-04-30	$-65,219
Net plan assets at end of year (total assets less liabilities)	2012-04-30	$560,665
Net plan assets at beginning of year (total assets less liabilities)	2012-04-30	$625,884
Assets. Value of assets in partnership/joint-venture interests	2012-04-30	$40,595
Assets. Value of real-estate (other than employer real property)	2012-04-30	$287,000
Total contributions received or receivable from employer(s)	2012-04-30	$0
Value of certain deemed distributions of participant loans	2012-04-30	$0
Value of corrective distributions	2012-04-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-04-30	$155
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-04-30	$0
2011 : JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-04-30	$0
Total plan liabilities at beginning of year	2011-04-30	$0
Total income from all sources	2011-04-30	$44,439
Expenses. Total of all expenses incurred	2011-04-30	$14,911
Benefits paid (including direct rollovers)	2011-04-30	$0
Total plan assets at end of year	2011-04-30	$625,884
Total plan assets at beginning of year	2011-04-30	$596,356
Value of fidelity bond covering the plan	2011-04-30	$70,000
Total contributions received or receivable from participants	2011-04-30	$0
Expenses. Other expenses not covered elsewhere	2011-04-30	$14,791
Contributions received from other sources (not participants or employers)	2011-04-30	$0
Other income received	2011-04-30	$28,719
Noncash contributions received	2011-04-30	$0
Net income (gross income less expenses)	2011-04-30	$29,528
Net plan assets at end of year (total assets less liabilities)	2011-04-30	$625,884
Net plan assets at beginning of year (total assets less liabilities)	2011-04-30	$596,356
Assets. Value of assets in partnership/joint-venture interests	2011-04-30	$42,151
Assets. Value of real-estate (other than employer real property)	2011-04-30	$295,500
Total contributions received or receivable from employer(s)	2011-04-30	$15,720
Value of certain deemed distributions of participant loans	2011-04-30	$0
Value of corrective distributions	2011-04-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-04-30	$120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-04-30	$0
2010 : JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-04-30	$0

Form 5500 Responses for JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN

2017: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2017 form 5500 responses
2017-05-01	Type of plan entity	Single employer plan
2017-05-01	Submission has been amended	No
2017-05-01	This submission is the final filing	No
2017-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-05-01	Plan is a collectively bargained plan	No
2017-05-01	Plan funding arrangement – Insurance	Yes
2017-05-01	Plan funding arrangement – Trust	Yes
2017-05-01	Plan benefit arrangement – Insurance	Yes
2017-05-01	Plan benefit arrangement - Trust	Yes
2016: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2016 form 5500 responses
2016-05-01	Type of plan entity	Single employer plan
2016-05-01	Submission has been amended	No
2016-05-01	This submission is the final filing	No
2016-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-05-01	Plan is a collectively bargained plan	No
2016-05-01	Plan funding arrangement – Insurance	Yes
2016-05-01	Plan funding arrangement – Trust	Yes
2016-05-01	Plan benefit arrangement – Insurance	Yes
2016-05-01	Plan benefit arrangement - Trust	Yes
2015: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-05-01	Type of plan entity	Single employer plan
2015-05-01	Submission has been amended	No
2015-05-01	This submission is the final filing	No
2015-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-05-01	Plan is a collectively bargained plan	No
2015-05-01	Plan funding arrangement – Insurance	Yes
2015-05-01	Plan funding arrangement – Trust	Yes
2015-05-01	Plan benefit arrangement – Insurance	Yes
2015-05-01	Plan benefit arrangement - Trust	Yes
2014: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-05-01	Type of plan entity	Single employer plan
2014-05-01	Submission has been amended	Yes
2014-05-01	This submission is the final filing	No
2014-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-05-01	Plan is a collectively bargained plan	No
2014-05-01	Plan funding arrangement – Insurance	Yes
2014-05-01	Plan funding arrangement – Trust	Yes
2014-05-01	Plan benefit arrangement – Insurance	Yes
2014-05-01	Plan benefit arrangement - Trust	Yes
2013: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-05-01	Type of plan entity	Single employer plan
2013-05-01	Submission has been amended	No
2013-05-01	This submission is the final filing	No
2013-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-05-01	Plan is a collectively bargained plan	No
2013-05-01	Plan funding arrangement – Insurance	Yes
2013-05-01	Plan funding arrangement – Trust	Yes
2013-05-01	Plan benefit arrangement – Insurance	Yes
2013-05-01	Plan benefit arrangement - Trust	Yes
2012: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-05-01	Type of plan entity	Single employer plan
2012-05-01	Submission has been amended	No
2012-05-01	This submission is the final filing	No
2012-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-05-01	Plan is a collectively bargained plan	No
2012-05-01	Plan funding arrangement – Insurance	Yes
2012-05-01	Plan funding arrangement – Trust	Yes
2012-05-01	Plan benefit arrangement – Insurance	Yes
2012-05-01	Plan benefit arrangement - Trust	Yes
2011: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-05-01	Type of plan entity	Single employer plan
2011-05-01	Submission has been amended	No
2011-05-01	This submission is the final filing	No
2011-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-05-01	Plan is a collectively bargained plan	No
2011-05-01	Plan funding arrangement – Insurance	Yes
2011-05-01	Plan funding arrangement – Trust	Yes
2011-05-01	Plan benefit arrangement – Insurance	Yes
2011-05-01	Plan benefit arrangement - Trust	Yes
2009: JAMES D. WRIGHT, D.D.S., P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-05-01	Type of plan entity	Single employer plan
2009-05-01	Submission has been amended	No
2009-05-01	This submission is the final filing	No
2009-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-05-01	Plan is a collectively bargained plan	No
2009-05-01	Plan funding arrangement – Insurance	Yes
2009-05-01	Plan funding arrangement – Trust	Yes
2009-05-01	Plan benefit arrangement – Insurance	Yes
2009-05-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

1-727-619V

Policy instance

Insurance contract or identification number	1-727-619V
Number of Individuals Covered	1
Insurance policy start date	2017-05-01
Insurance policy end date	2018-04-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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

Potentially related plans

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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.
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Company Name:	JAMES D. WRIGHT, D.D.S., P.C.
Employer identification number (EIN):	860443790
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator
002	2017-05-01
002	2016-05-01	M. PAUL TURNER
002	2015-05-01	M. PAUL TURNER
002	2014-05-01	M. PAUL TURNER
002	2014-05-01	M. PAUL TURNER
002	2013-05-01	M. PAUL TURNER
002	2012-05-01	M. PAUL TURNER
002	2011-05-01	M. PAUL TURNER
002	2009-05-01	M. PAUL TURNER