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JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN
Plan identification number 003

JAMES E DANIEL DMD II PSC 401K PROFIT SHARING 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.

401k Sponsoring company profile

JAMES E DANIEL DMD II PSC has sponsored the creation of one or more 401k plans.

Company Name:JAMES E DANIEL DMD II PSC
Employer identification number (EIN):311488347
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01JAMES E DANIEL2023-06-19
0032021-01-01JAMES E DANIEL2022-07-07 JAMES E. DANIEL2022-07-07
0032020-01-01JAMES E. DANIEL, II, DMD2021-07-08 JAMES E. DANIEL, II DMD2021-07-08
0032019-01-01RODNEY ROBINETTE2020-07-06
0032018-01-01JAMES E. DANIEL, II, DMD2019-06-05 JAMES E DANIEL, II DMD2019-06-05
0032017-01-01JAMES E DANIEL II, DMD2018-07-17 JAMES E DANIEL II, DMD2018-07-17
0032016-01-01JAMES E DANIEL II, DMD2017-07-18 JAMES E DANIEL II, DMD2017-07-18
0032015-01-01JAMES E DANIEL II, DMD2016-07-20 JAMES E DANIEL II, DMD2016-07-20
0032014-01-01JAMES E DANIEL II, DMD2015-07-23 JAMES E DANIEL II, DMD2015-07-23
0032013-01-01JAMES E DANIEL II, DMD2014-07-25 JAMES E DANIEL II, DMD2014-07-25
0032012-01-01JAMES DANIEL JAMES DANIEL2013-05-29
0032011-01-01JAMES DANIEL JAMES DANIEL2012-10-08
0032009-01-01JAMES E. DANIEL, DMD II

Plan Statistics for JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN

Measure Date Value
2012: JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
Number of participants with account balances2012-01-016
2011: JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-016
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
2009: JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-016
Number of participants with account balances2009-01-016

Financial Data on JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN

Measure Date Value
2012 : JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$215,012
Expenses. Total of all expenses incurred2012-12-31$85,000
Benefits paid (including direct rollovers)2012-12-31$85,000
Total plan assets at end of year2012-12-31$1,434,359
Total plan assets at beginning of year2012-12-31$1,304,347
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$36,965
Other income received2012-12-31$123,554
Net income (gross income less expenses)2012-12-31$130,012
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,434,359
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,304,347
Total contributions received or receivable from employer(s)2012-12-31$54,493
2011 : JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$31,114
Expenses. Total of all expenses incurred2011-12-31$88,004
Benefits paid (including direct rollovers)2011-12-31$88,004
Total plan assets at end of year2011-12-31$1,304,347
Total plan assets at beginning of year2011-12-31$1,361,237
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$36,412
Other income received2011-12-31$-55,507
Net income (gross income less expenses)2011-12-31$-56,890
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,304,347
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,361,237
Total contributions received or receivable from employer(s)2011-12-31$50,209
2010 : JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$208,984
Total plan assets at end of year2010-12-31$1,361,237
Total plan assets at beginning of year2010-12-31$1,152,253
Value of fidelity bond covering the plan2010-12-31$250,000
Total contributions received or receivable from participants2010-12-31$37,048
Other income received2010-12-31$121,460
Net income (gross income less expenses)2010-12-31$208,984
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,361,237
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,152,253
Total contributions received or receivable from employer(s)2010-12-31$50,476

Form 5500 Responses for JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN

2012: JAMES E DANIEL DMD II PSC 401K PROFIT SHARING 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: JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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