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| Plan Name | JACKSON FAMILY DENTISTRY RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JACKSON FAMILY DENTISTRY |
| Employer identification number (EIN): | 273757453 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2021-01-01 | JACKIE BARTOLOTTA | 2022-10-11 | ||
| 001 | 2020-01-01 | JACKIE BARTOLOTTA | 2021-10-11 | ||
| 001 | 2019-01-01 | JACKIE BARTOLOTTA | 2020-10-12 | ||
| 001 | 2018-01-01 | JACKIE BARTOLOTTA | 2019-10-10 | ||
| 001 | 2017-01-01 | JACKIE BARTOLOTTA | 2018-10-10 | ||
| 001 | 2016-01-01 | JACKIE BARTOLOTTA | 2017-07-28 | ||
| 001 | 2015-01-01 | JACKIE BARTOLOTTA | 2016-07-13 |
| Measure | Date | Value |
|---|---|---|
| 2025 : JACKSON FAMILY DENTISTRY RETIREMENT PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-15 | 3687 |
| Net assets as of the end of the plan year | 2025-10-15 | 558121 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 463285 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 46329 |
| Participant contributions to plan in this plan year | 2025-10-15 | 13962 |
| Other expenses paid from plan in this plan year | 2025-10-15 | 0 |
| Other contributions to plan in this plan year | 2025-10-15 | 0 |
| Other income to plan in this plan year | 2025-10-15 | 82105 |
| Plan net income in this plan year | 2025-10-15 | 94836 |
| Net assets as of the end of the plan year | 2025-10-15 | 558121 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 463285 |
| Employer contributions to plan in this plan year | 2025-10-15 | 2456 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 3687 |
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