| Plan Name | JAMES E. CLAYTON, JR., D.M.D. 401(K) PLAN AND TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JAMES E. CLAYTON, JR. |
| Employer identification number (EIN): | 201292447 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | JAMES CLAYTON JR. | 2023-08-22 | JAMES CLAYTON JR. | 2023-08-22 |
| 001 | 2021-01-01 | JAMES E. CLAYTON, JR. | 2022-04-15 | ||
| 001 | 2020-01-01 | JAMES E. CLAYTON, JR. | 2021-07-08 | ||
| 001 | 2019-01-01 | JAMES E. CLAYTON, JR. | 2020-10-06 | ||
| 001 | 2018-01-01 | JAMES E. CLAYTON, JR. | 2019-07-02 | ||
| 001 | 2017-01-01 | JAMES E. CLAYTON, JR. | 2018-07-03 | ||
| 001 | 2016-01-01 | JAMES E. CLAYTON, JR. | 2017-09-15 | ||
| 001 | 2015-01-01 | JAMES E. CLAYTON, JR. | 2016-10-12 | ||
| 001 | 2014-01-01 | JAMES E. CLAYTON, JR. | 2015-09-22 | ||
| 001 | 2013-01-01 | JAMES E. CLAYTON, JR. | 2014-09-08 | ||
| 001 | 2012-01-01 | JAMES E. CLAYTON, JR. | 2013-07-29 | ||
| 001 | 2011-01-01 | JAMES E. CLAYTON, JR. | 2012-07-17 | ||
| 001 | 2010-01-01 | JAMES E. CLAYTON, JR. | 2011-07-18 |
| Measure | Date | Value |
|---|---|---|
| 2022: JAMES E. CLAYTON, JR., D.M.D. 401(K) PLAN AND TRUST 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-04-15 | 27 |
| Total number of particpants at end of year | 2022-04-15 | 26 |
| Number of Participants With Account Balances | 2022-04-15 | 26 |
| Measure | Date | Value |
|---|---|---|
| 2022 : JAMES E. CLAYTON, JR., D.M.D. 401(K) PLAN AND TRUST 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-04-15 | 45222 |
| Net assets as of the end of the plan year | 2022-04-15 | 4197952 |
| Total assets as of the beginning of the plan year | 2022-04-15 | 3707129 |
| Value of plan covered by a fidelity bond | 2022-04-15 | 65000 |
| Participant contributions to plan in this plan year | 2022-04-15 | 29907 |
| Other income to plan in this plan year | 2022-04-15 | 479005 |
| Plan net income in this plan year | 2022-04-15 | 490823 |
| Net assets as of the end of the plan year | 2022-04-15 | 4197952 |
| Net assets as of the beginning of the plan year | 2022-04-15 | 3707129 |
| Employer contributions to plan in this plan year | 2022-04-15 | 27133 |