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JASON T. GLADWELL, DDS, PA 401(K) PLAN 401k Plan overview

Plan NameJASON T. GLADWELL, DDS, PA 401(K) PLAN
Plan identification number 001

JASON T. GLADWELL, DDS, PA 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JASON T. GLADWELL, DDS, PA has sponsored the creation of one or more 401k plans.

Company Name:JASON T. GLADWELL, DDS, PA
Employer identification number (EIN):208995421
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JASON T. GLADWELL, DDS, PA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHANTAL NAIDU2024-07-30
0012022-01-01SHANTAL NAIDU2023-09-18
0012020-01-01CRIS CARTER2021-10-15
0012019-01-01CRIS CARTER2020-07-27
0012018-01-01JASON GLADWELL2019-10-15
0012017-01-01JASON T. GLADWELL2018-04-23
0012016-01-01JASON T. GLADWELL2017-05-02
0012015-01-01JASON T. GLADWELL2016-06-08
0012014-01-01JASON T. GLADWELL2015-09-30
0012013-01-01JASON T. GLADWELL
0012012-01-01JASON T. GLADWELL
0012011-01-01JASON T. GLADWELL
0012010-01-01CARA FOTHERGILL2011-03-30

Financial Data on JASON T. GLADWELL, DDS, PA 401(K) PLAN

Measure Date Value
2025 : JASON T. GLADWELL, DDS, PA 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-1066910
Net assets as of the end of the plan year2025-06-101529389
Total assets as of the beginning of the plan year2025-06-101364930
Value of plan covered by a fidelity bond2025-06-10137000
Participant contributions to plan in this plan year2025-06-1022075
Other income to plan in this plan year2025-06-10198030
Plan net income in this plan year2025-06-10164459
Net assets as of the end of the plan year2025-06-101529389
Net assets as of the beginning of the plan year2025-06-101364930
Employer contributions to plan in this plan year2025-06-1011264
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1019377
2024 : JASON T. GLADWELL, DDS, PA 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-3059889
Net assets as of the end of the plan year2024-07-301364930
Total assets as of the beginning of the plan year2024-07-301163571
Value of plan covered by a fidelity bond2024-07-30117000
Participant contributions to plan in this plan year2024-07-3025033
Other income to plan in this plan year2024-07-30232007
Plan net income in this plan year2024-07-30201359
Net assets as of the end of the plan year2024-07-301364930
Net assets as of the beginning of the plan year2024-07-301163571
Employer contributions to plan in this plan year2024-07-304208
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3017095
2013 : JASON T. GLADWELL, DDS, PA 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$126,710
Total plan assets at end of year2013-12-31$351,009
Total plan assets at beginning of year2013-12-31$224,299
Total contributions received or receivable from participants2013-12-31$25,541
Other income received2013-12-31$47,891
Net income (gross income less expenses)2013-12-31$126,710
Net plan assets at end of year (total assets less liabilities)2013-12-31$351,009
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$224,299
Total contributions received or receivable from employer(s)2013-12-31$53,278
2012 : JASON T. GLADWELL, DDS, PA 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$87,738
Expenses. Total of all expenses incurred2012-12-31$2,209
Benefits paid (including direct rollovers)2012-12-31$2,209
Total plan assets at end of year2012-12-31$224,299
Total plan assets at beginning of year2012-12-31$138,770
Total contributions received or receivable from participants2012-12-31$23,015
Contributions received from other sources (not participants or employers)2012-12-31$700
Other income received2012-12-31$17,416
Net income (gross income less expenses)2012-12-31$85,529
Net plan assets at end of year (total assets less liabilities)2012-12-31$224,299
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$138,770
Total contributions received or receivable from employer(s)2012-12-31$46,607
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JASON T. GLADWELL, DDS, PA 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$50,964
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$138,770
Total plan assets at beginning of year2011-12-31$87,806
Total contributions received or receivable from participants2011-12-31$20,260
Other income received2011-12-31$-10,255
Net income (gross income less expenses)2011-12-31$50,964
Net plan assets at end of year (total assets less liabilities)2011-12-31$138,770
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$87,806
Total contributions received or receivable from employer(s)2011-12-31$40,959

Form 5500 Responses for JASON T. GLADWELL, DDS, PA 401(K) PLAN

2013: JASON T. GLADWELL, DDS, PA 401(K) PLAN 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: JASON T. GLADWELL, DDS, PA 401(K) PLAN 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: JASON T. GLADWELL, DDS, PA 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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