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CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameCHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan covering Self-Employed individuals.
  • 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

CHARLES W. JONES, MD PA has sponsored the creation of one or more 401k plans.

Company Name:CHARLES W. JONES, MD PA
Employer identification number (EIN):208188753
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TENA L RHINEHART2023-10-16 TENA L RHINEHART2023-10-16
0012021-01-01TENA L. RHINEHART, PM2022-07-27
0012020-01-01TENA L. RHINEHART, PM2021-07-27
0012019-01-01TENA L. RHINEHART, PM2020-02-26
0012018-01-01TENA L. RHINEHART, PM2019-10-15
0012017-01-01CHARLES W. JONES, MD2018-10-11
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01CHARLES W JONES
0012011-01-01CHARLES W JONES
0012009-01-01CHARLES W JONES

Plan Statistics for CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016: CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-018
Total participants2016-01-018
Number of participants with account balances2016-01-018
2015: CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-016
Total participants2015-01-016
Number of participants with account balances2015-01-016
2014: CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-016
Total participants2014-01-016
Number of participants with account balances2014-01-016
2013: CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-016
Total participants2013-01-016
Number of participants with account balances2013-01-016
2012: CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
Number of participants with account balances2012-01-016
2011: CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
2009: CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-016
Total participants2009-01-016
Number of participants with account balances2009-01-016

Financial Data on CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2016 : CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$3,406
Total income from all sources2016-12-31$272,616
Total plan assets at end of year2016-12-31$1,673,828
Total plan assets at beginning of year2016-12-31$1,397,806
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$52,500
Other income received2016-12-31$147,352
Net income (gross income less expenses)2016-12-31$272,616
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,670,422
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,397,806
Total contributions received or receivable from employer(s)2016-12-31$72,764
2015 : CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$401
Total income from all sources2015-12-31$60,641
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,397,806
Total plan assets at beginning of year2015-12-31$1,337,566
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$25,600
Other income received2015-12-31$-16,258
Net income (gross income less expenses)2015-12-31$60,641
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,397,806
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,337,165
Total contributions received or receivable from employer(s)2015-12-31$51,299
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$401
Total plan liabilities at beginning of year2014-12-31$251
Total income from all sources2014-12-31$179,059
Expenses. Total of all expenses incurred2014-12-31$41,668
Benefits paid (including direct rollovers)2014-12-31$41,667
Total plan assets at end of year2014-12-31$1,337,566
Total plan assets at beginning of year2014-12-31$1,200,025
Total contributions received or receivable from participants2014-12-31$25,600
Other income received2014-12-31$103,513
Net income (gross income less expenses)2014-12-31$137,391
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,337,165
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,199,774
Total contributions received or receivable from employer(s)2014-12-31$49,946
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1
2013 : CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$251
Total plan liabilities at beginning of year2013-12-31$251
Total income from all sources2013-12-31$326,904
Total plan assets at end of year2013-12-31$1,200,025
Total plan assets at beginning of year2013-12-31$873,121
Total contributions received or receivable from participants2013-12-31$18,900
Other income received2013-12-31$257,079
Net income (gross income less expenses)2013-12-31$326,904
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,199,774
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$872,870
Total contributions received or receivable from employer(s)2013-12-31$50,925
2012 : CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$251
Total plan liabilities at beginning of year2012-12-31$251
Total income from all sources2012-12-31$182,246
Total plan assets at end of year2012-12-31$873,121
Total plan assets at beginning of year2012-12-31$690,876
Total contributions received or receivable from participants2012-12-31$17,800
Other income received2012-12-31$115,753
Net income (gross income less expenses)2012-12-31$182,246
Net plan assets at end of year (total assets less liabilities)2012-12-31$872,870
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$690,625
Total contributions received or receivable from employer(s)2012-12-31$48,693
2011 : CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$251
Total plan liabilities at beginning of year2011-12-31$251
Total income from all sources2011-12-31$36,036
Total plan assets at end of year2011-12-31$690,876
Total plan assets at beginning of year2011-12-31$654,840
Total contributions received or receivable from participants2011-12-31$17,800
Other income received2011-12-31$-29,369
Net income (gross income less expenses)2011-12-31$36,036
Net plan assets at end of year (total assets less liabilities)2011-12-31$690,625
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$654,589
Total contributions received or receivable from employer(s)2011-12-31$47,605
2010 : CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$251
Total income from all sources2010-12-31$134,105
Total plan assets at end of year2010-12-31$654,840
Total plan assets at beginning of year2010-12-31$520,484
Total contributions received or receivable from participants2010-12-31$17,800
Other income received2010-12-31$69,896
Net income (gross income less expenses)2010-12-31$134,105
Net plan assets at end of year (total assets less liabilities)2010-12-31$654,589
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$520,484
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$9,100
Total contributions received or receivable from employer(s)2010-12-31$46,409

Form 5500 Responses for CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST

2016: CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CHARLES W. JONES, MD PA 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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