401k Plan data: JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN plan

JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN
Plan identification number	001

JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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.

401k Sponsoring company profile

JAMES LAKE PARKER, MD has sponsored the creation of one or more 401k plans.

Company Name: JAMES LAKE PARKER, MD

Employer identification number (EIN): 300087211

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 JAMES PARKER
001 2023-01-01
001 2023-01-01 JAMES PARKER
001 2022-01-01
001 2022-01-01 JAMES PARKER
001 2021-01-01
001 2021-01-01 JAMES PARKER
001 2020-01-01
001 2019-01-01
001 2018-01-01 JAMES PARKER
001 2017-01-01 JAMES PARKER
001 2016-01-01 JAMES PARKER
001 2015-01-01 JAMES PARKER
001 2014-01-01 JAMES PARKER

Financial Data on JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2024 : JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total income from all sources	2024-01-01	$253,619
Expenses. Total of all expenses incurred	2024-01-01	$120
Total plan assets at end of year	2024-01-01	$1,491,335
Total plan assets at beginning of year	2024-01-01	$1,237,836
Value of fidelity bond covering the plan	2024-01-01	$124,000
Total contributions received or receivable from participants	2024-01-01	$40,736
Other income received	2024-01-01	$193,335
Net income (gross income less expenses)	2024-01-01	$253,499
Net plan assets at end of year (total assets less liabilities)	2024-01-01	$1,491,335
Net plan assets at beginning of year (total assets less liabilities)	2024-01-01	$1,237,836
Total contributions received or receivable from employer(s)	2024-01-01	$19,548
Expenses. Administrative service providers (salaries,fees and commissions)	2024-01-01	$120
2023 : JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$265,752
Expenses. Total of all expenses incurred	2023-12-31	$2,671
Total plan assets at end of year	2023-12-31	$1,237,836
Total plan assets at beginning of year	2023-12-31	$974,755
Value of fidelity bond covering the plan	2023-12-31	$116,000
Total contributions received or receivable from participants	2023-12-31	$38,496
Other income received	2023-12-31	$206,935
Net income (gross income less expenses)	2023-12-31	$263,081
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,237,836
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$974,755
Total contributions received or receivable from employer(s)	2023-12-31	$20,321
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$2,671
2022 : JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-173,475
Expenses. Total of all expenses incurred	2022-12-31	$2,711
Total plan assets at end of year	2022-12-31	$974,755
Total plan assets at beginning of year	2022-12-31	$1,150,941
Value of fidelity bond covering the plan	2022-12-31	$116,000
Total contributions received or receivable from participants	2022-12-31	$34,660
Other income received	2022-12-31	$-226,706
Net income (gross income less expenses)	2022-12-31	$-176,186
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$974,755
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,150,941
Total contributions received or receivable from employer(s)	2022-12-31	$18,571
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$2,711
2021 : JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$203,392
Expenses. Total of all expenses incurred	2021-12-31	$2,018
Total plan assets at end of year	2021-12-31	$1,150,941
Total plan assets at beginning of year	2021-12-31	$949,567
Value of fidelity bond covering the plan	2021-12-31	$95,000
Total contributions received or receivable from participants	2021-12-31	$33,510
Other income received	2021-12-31	$151,991
Net income (gross income less expenses)	2021-12-31	$201,374
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,150,941
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$949,567
Total contributions received or receivable from employer(s)	2021-12-31	$17,891
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$2,018
2020 : JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$209,080
Expenses. Total of all expenses incurred	2020-12-31	$402
Total plan assets at end of year	2020-12-31	$949,567
Total plan assets at beginning of year	2020-12-31	$740,889
Value of fidelity bond covering the plan	2020-12-31	$75,000
Total contributions received or receivable from participants	2020-12-31	$26,791
Contributions received from other sources (not participants or employers)	2020-12-31	$504
Other income received	2020-12-31	$165,101
Net income (gross income less expenses)	2020-12-31	$208,678
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$949,567
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$740,889
Total contributions received or receivable from employer(s)	2020-12-31	$16,684
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$402
2019 : JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$184,351
Expenses. Total of all expenses incurred	2019-12-31	$100
Total plan assets at end of year	2019-12-31	$740,889
Total plan assets at beginning of year	2019-12-31	$556,638
Value of fidelity bond covering the plan	2019-12-31	$56,000
Total contributions received or receivable from participants	2019-12-31	$25,930
Other income received	2019-12-31	$141,360
Net income (gross income less expenses)	2019-12-31	$184,251
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$740,889
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$556,638
Total contributions received or receivable from employer(s)	2019-12-31	$17,061
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$100
2018 : JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$2,447
Expenses. Total of all expenses incurred	2018-12-31	$75
Total plan assets at end of year	2018-12-31	$556,638
Total plan assets at beginning of year	2018-12-31	$554,266
Value of fidelity bond covering the plan	2018-12-31	$305,207
Total contributions received or receivable from participants	2018-12-31	$25,423
Other income received	2018-12-31	$-39,373
Net income (gross income less expenses)	2018-12-31	$2,372
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$556,638
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$554,266
Total contributions received or receivable from employer(s)	2018-12-31	$16,397
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$75
2017 : JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$137,638
Total plan assets at end of year	2017-12-31	$554,266
Total plan assets at beginning of year	2017-12-31	$416,628
Value of fidelity bond covering the plan	2017-12-31	$305,207
Total contributions received or receivable from participants	2017-12-31	$24,325
Other income received	2017-12-31	$97,183
Net income (gross income less expenses)	2017-12-31	$137,638
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$554,266
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$416,628
Total contributions received or receivable from employer(s)	2017-12-31	$16,130
2016 : JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$71,487
Total plan assets at end of year	2016-12-31	$416,628
Total plan assets at beginning of year	2016-12-31	$345,141
Value of fidelity bond covering the plan	2016-12-31	$305,207
Total contributions received or receivable from participants	2016-12-31	$25,076
Contributions received from other sources (not participants or employers)	2016-12-31	$1,449
Other income received	2016-12-31	$31,065
Net income (gross income less expenses)	2016-12-31	$71,487
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$416,628
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$345,141
Total contributions received or receivable from employer(s)	2016-12-31	$13,897
2015 : JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$39,934
Total plan assets at end of year	2015-12-31	$345,141
Total plan assets at beginning of year	2015-12-31	$305,207
Value of fidelity bond covering the plan	2015-12-31	$305,207
Total contributions received or receivable from participants	2015-12-31	$22,943
Other income received	2015-12-31	$2,019
Net income (gross income less expenses)	2015-12-31	$39,934
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$345,141
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$305,207
Total contributions received or receivable from employer(s)	2015-12-31	$14,972
2014 : JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$305,207
Total plan assets at end of year	2014-12-31	$305,207
Total contributions received or receivable from participants	2014-12-31	$20,940
Contributions received from other sources (not participants or employers)	2014-12-31	$254,960
Other income received	2014-12-31	$15,860
Net income (gross income less expenses)	2014-12-31	$305,207
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$305,207
Total contributions received or receivable from employer(s)	2014-12-31	$13,447

Form 5500 Responses for JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN

2023: JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JAMES LAKE PARKER, MD 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

JAMES LAKE DDS INC 401 K PROFIT SHARING PLAN TRUST [EIN = 825021994]

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Company Name:	JAMES LAKE PARKER, MD
Employer identification number (EIN):	300087211
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator
001	2024-01-01	JAMES PARKER
001	2023-01-01
001	2023-01-01	JAMES PARKER
001	2022-01-01
001	2022-01-01	JAMES PARKER
001	2021-01-01
001	2021-01-01	JAMES PARKER
001	2020-01-01
001	2019-01-01
001	2018-01-01	JAMES PARKER
001	2017-01-01	JAMES PARKER
001	2016-01-01	JAMES PARKER
001	2015-01-01	JAMES PARKER
001	2014-01-01	JAMES PARKER