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JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN
Plan identification number 001

JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

JOHN A. FREEMAN, D.D.S., M.S.D., INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN A. FREEMAN, D.D.S., M.S.D., INC.
Employer identification number (EIN):272868578
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN FREEMAN2024-08-15
0012022-01-01JOHN FREEMAN2023-10-05
0012021-01-01JOHN FREEMAN2022-10-11
0012021-01-01JOHN FREEMAN2022-10-11
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01JOHN A. FREEMAN, D.D.S., M.S.D.
0012012-01-01JOHN A. FREEMAN, D.D.S., M.S.D.
0012011-01-01JOHN A. FREEMAN, D.D.S., M.S.D.

Plan Statistics for JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-2412
Total number of particpants at end of year2025-09-2412
Number of Participants With Account Balances2025-09-2411
2024: JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-1513
Total number of particpants at end of year2024-08-1512
Number of Participants With Account Balances2024-08-1511
2022: JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-1111
Total number of particpants at end of year2022-10-1112
Number of Participants With Account Balances2022-10-1112
2014: JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-017
Number of participants with account balances2014-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-018
Number of participants with account balances2013-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-018
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0111
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012

Financial Data on JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-240
Total liabilities as of the end of the plan year2025-09-240
Total liabilities as of the beginning of the plan year2025-09-240
Total expenses incurred by plan in this plan year2025-09-2427361
Net assets as of the end of the plan year2025-09-241496316
Total assets as of the beginning of the plan year2025-09-241345715
Value of plan covered by a fidelity bond2025-09-24200000
Participant contributions to plan in this plan year2025-09-2416770
Other expenses paid from plan in this plan year2025-09-240
Other contributions to plan in this plan year2025-09-240
Other income to plan in this plan year2025-09-24133995
Plan net income in this plan year2025-09-24150601
Net assets as of the end of the plan year2025-09-241496316
Net assets as of the beginning of the plan year2025-09-241345715
Employer contributions to plan in this plan year2025-09-2427197
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2427361
2024 : JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-08-150
Total liabilities as of the beginning of the plan year2024-08-150
Total expenses incurred by plan in this plan year2024-08-1568381
Net assets as of the end of the plan year2024-08-151345715
Total assets as of the beginning of the plan year2024-08-151181529
Value of plan covered by a fidelity bond2024-08-15200000
Participant contributions to plan in this plan year2024-08-1528020
Other expenses paid from plan in this plan year2024-08-150
Other contributions to plan in this plan year2024-08-150
Other income to plan in this plan year2024-08-15175016
Plan net income in this plan year2024-08-15164186
Net assets as of the end of the plan year2024-08-151345715
Net assets as of the beginning of the plan year2024-08-151181529
Employer contributions to plan in this plan year2024-08-1529531
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-1523122
2022 : JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-112043
Net assets as of the end of the plan year2022-10-111487452
Total assets as of the beginning of the plan year2022-10-111287114
Value of plan covered by a fidelity bond2022-10-11200000
Participant contributions to plan in this plan year2022-10-110
Other expenses paid from plan in this plan year2022-10-110
Other contributions to plan in this plan year2022-10-110
Other income to plan in this plan year2022-10-11189345
Plan net income in this plan year2022-10-11200337
Net assets as of the end of the plan year2022-10-111487452
Net assets as of the beginning of the plan year2022-10-111287114
Employer contributions to plan in this plan year2022-10-1113035
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-110
2014 : JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$500
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$85,723
Expenses. Total of all expenses incurred2014-12-31$21,985
Benefits paid (including direct rollovers)2014-12-31$1,851
Total plan assets at end of year2014-12-31$968,701
Total plan assets at beginning of year2014-12-31$904,463
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$29,808
Expenses. Other expenses not covered elsewhere2014-12-31$20,134
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$29,182
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$63,738
Net plan assets at end of year (total assets less liabilities)2014-12-31$968,201
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$904,463
Total contributions received or receivable from employer(s)2014-12-31$26,733
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$3,164
Total income from all sources2013-12-31$239,104
Expenses. Total of all expenses incurred2013-12-31$49,238
Benefits paid (including direct rollovers)2013-12-31$32,424
Total plan assets at end of year2013-12-31$904,463
Total plan assets at beginning of year2013-12-31$717,761
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$29,647
Expenses. Other expenses not covered elsewhere2013-12-31$16,814
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$181,897
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$189,866
Net plan assets at end of year (total assets less liabilities)2013-12-31$904,463
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$714,597
Total contributions received or receivable from employer(s)2013-12-31$27,560
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$3,164
Total plan liabilities at beginning of year2012-12-31$100
Total income from all sources2012-12-31$98,237
Expenses. Total of all expenses incurred2012-12-31$43,667
Benefits paid (including direct rollovers)2012-12-31$29,117
Total plan assets at end of year2012-12-31$717,761
Total plan assets at beginning of year2012-12-31$660,127
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$28,150
Expenses. Other expenses not covered elsewhere2012-12-31$14,550
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$54,953
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$54,570
Net plan assets at end of year (total assets less liabilities)2012-12-31$714,597
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$660,027
Total contributions received or receivable from employer(s)2012-12-31$15,134
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$100
Total plan liabilities at beginning of year2011-12-31$287
Total income from all sources2011-12-31$60,706
Expenses. Total of all expenses incurred2011-12-31$11,656
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$660,127
Total plan assets at beginning of year2011-12-31$611,264
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$27,416
Expenses. Other expenses not covered elsewhere2011-12-31$11,656
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-18,268
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$49,050
Net plan assets at end of year (total assets less liabilities)2011-12-31$660,027
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$610,977
Total contributions received or receivable from employer(s)2011-12-31$51,558
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0

Form 5500 Responses for JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN

2014: JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN 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: JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN A. FREEMAN, D.D.S., M.S.D. 401(K) PROFIT SHARING 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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