Logo

JILL L. GRAY, D.D.S., P.A. SAFE HARBOR 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJILL L. GRAY, D.D.S., P.A. SAFE HARBOR 401(K) PROFIT SHARING PLAN
Plan identification number 001

JILL L. GRAY, D.D.S., P.A. SAFE HARBOR 401(K) PROFIT SHARING 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

JILL L. GRAY, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name:JILL L. GRAY, D.D.S., P.A.
Employer identification number (EIN):201904302
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JILL L. GRAY, D.D.S., P.A. SAFE HARBOR 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRIAN GRAY2024-06-25
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01BRIAN GRAY2013-10-07 BRIAN GRAY2013-10-07
0012011-01-01BRIAN GRAY2012-09-06 BRIAN GRAY2012-09-06
0012010-04-01BRIAN GRAY2011-07-29 BRIAN GRAY2011-07-29

Financial Data on JILL L. GRAY, D.D.S., P.A. SAFE HARBOR 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : JILL L. GRAY, D.D.S., P.A. SAFE HARBOR 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-300
Total liabilities as of the end of the plan year2025-09-300
Total liabilities as of the beginning of the plan year2025-09-300
Total expenses incurred by plan in this plan year2025-09-3018602
Net assets as of the end of the plan year2025-09-301819576
Total assets as of the beginning of the plan year2025-09-301436009
Value of plan covered by a fidelity bond2025-09-30110000
Participant contributions to plan in this plan year2025-09-3059032
Other expenses paid from plan in this plan year2025-09-300
Other contributions to plan in this plan year2025-09-300
Other income to plan in this plan year2025-09-30298050
Plan net income in this plan year2025-09-30383567
Net assets as of the end of the plan year2025-09-301819576
Net assets as of the beginning of the plan year2025-09-301436009
Employer contributions to plan in this plan year2025-09-3045087
Fees paid to broker by Benefit Provider2025-09-30810
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-3018602
2024 : JILL L. GRAY, D.D.S., P.A. SAFE HARBOR 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-250
Total liabilities as of the end of the plan year2024-06-250
Total liabilities as of the beginning of the plan year2024-06-250
Total expenses incurred by plan in this plan year2024-06-2512757
Net assets as of the end of the plan year2024-06-251436009
Total assets as of the beginning of the plan year2024-06-25905908
Value of plan covered by a fidelity bond2024-06-25110000
Participant contributions to plan in this plan year2024-06-2552924
Other expenses paid from plan in this plan year2024-06-250
Other contributions to plan in this plan year2024-06-25234308
Other income to plan in this plan year2024-06-25241989
Plan net income in this plan year2024-06-25530101
Net assets as of the end of the plan year2024-06-251436009
Net assets as of the beginning of the plan year2024-06-25905908
Employer contributions to plan in this plan year2024-06-2513637
Fees paid to broker by Benefit Provider2024-06-25544
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2512757
2022 : JILL L. GRAY, D.D.S., P.A. SAFE HARBOR 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-120
Total liabilities as of the end of the plan year2022-10-120
Total liabilities as of the beginning of the plan year2022-10-120
Total expenses incurred by plan in this plan year2022-10-129337
Net assets as of the end of the plan year2022-10-121076341
Total assets as of the beginning of the plan year2022-10-12848153
Value of plan covered by a fidelity bond2022-10-12100000
Participant contributions to plan in this plan year2022-10-1246093
Other expenses paid from plan in this plan year2022-10-120
Other contributions to plan in this plan year2022-10-120
Other income to plan in this plan year2022-10-12160415
Plan net income in this plan year2022-10-12228188
Net assets as of the end of the plan year2022-10-121076341
Net assets as of the beginning of the plan year2022-10-12848153
Employer contributions to plan in this plan year2022-10-1231017
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-129337

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
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.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1