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JAMES FAMILY DENTISTRY 401(K) PLAN 401k Plan overview

Plan NameJAMES FAMILY DENTISTRY 401(K) PLAN
Plan identification number 001

JAMES FAMILY DENTISTRY 401(K) 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
  • 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.
  • 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

JAMES FAMILY DENTISTRY has sponsored the creation of one or more 401k plans.

Company Name:JAMES FAMILY DENTISTRY
Employer identification number (EIN):273533121
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES FAMILY DENTISTRY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01CIARA BONE JAMES2013-08-23 CIARA BONE JAMES2013-08-23

Financial Data on JAMES FAMILY DENTISTRY 401(K) PLAN

Measure Date Value
2025 : JAMES FAMILY DENTISTRY 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-140
Total liabilities as of the end of the plan year2025-03-140
Total liabilities as of the beginning of the plan year2025-03-140
Total expenses incurred by plan in this plan year2025-03-14910
Net assets as of the end of the plan year2025-03-14988584
Total assets as of the beginning of the plan year2025-03-14756573
Value of plan covered by a fidelity bond2025-03-1470000
Participant contributions to plan in this plan year2025-03-1452750
Value of participant loans at end of plan year2025-03-145503
Other expenses paid from plan in this plan year2025-03-140
Other contributions to plan in this plan year2025-03-140
Other income to plan in this plan year2025-03-14168124
Plan net income in this plan year2025-03-14232011
Net assets as of the end of the plan year2025-03-14988584
Net assets as of the beginning of the plan year2025-03-14756573
Employer contributions to plan in this plan year2025-03-1412047
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-140
2024 : JAMES FAMILY DENTISTRY 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-150
Total liabilities as of the end of the plan year2024-04-150
Total liabilities as of the beginning of the plan year2024-04-150
Total expenses incurred by plan in this plan year2024-04-154417
Net assets as of the end of the plan year2024-04-15756573
Total assets as of the beginning of the plan year2024-04-15511850
Value of plan covered by a fidelity bond2024-04-1550000
Participant contributions to plan in this plan year2024-04-1551175
Value of participant loans at end of plan year2024-04-156604
Other expenses paid from plan in this plan year2024-04-150
Other contributions to plan in this plan year2024-04-150
Other income to plan in this plan year2024-04-15186113
Plan net income in this plan year2024-04-15244723
Net assets as of the end of the plan year2024-04-15756573
Net assets as of the beginning of the plan year2024-04-15511850
Employer contributions to plan in this plan year2024-04-1511852
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-150
2022 : JAMES FAMILY DENTISTRY 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-300
Total liabilities as of the end of the plan year2022-03-300
Total liabilities as of the beginning of the plan year2022-03-300
Total expenses incurred by plan in this plan year2022-03-300
Net assets as of the end of the plan year2022-03-30648432
Total assets as of the beginning of the plan year2022-03-30501476
Value of plan covered by a fidelity bond2022-03-3050000
Participant contributions to plan in this plan year2022-03-3045675
Value of participant loans at end of plan year2022-03-301604
Other expenses paid from plan in this plan year2022-03-300
Other contributions to plan in this plan year2022-03-300
Other income to plan in this plan year2022-03-3090643
Plan net income in this plan year2022-03-30146957
Net assets as of the end of the plan year2022-03-30648432
Net assets as of the beginning of the plan year2022-03-30501476
Employer contributions to plan in this plan year2022-03-3010639
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-300

Potentially related plans

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