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JAMES T. JESSE D.D.S., INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES T. JESSE D.D.S., INC. PROFIT SHARING PLAN
Plan identification number 002

JAMES T. JESSE D.D.S., INC. PROFIT SHARING 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
  • 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 T. JESSE D.D.S. INC. has sponsored the creation of one or more 401k plans.

Company Name:JAMES T. JESSE D.D.S. INC.
Employer identification number (EIN):330002928
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES T. JESSE D.D.S., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01JAMES JESSE2015-03-30
0022013-01-01JAMES JESSE2014-04-16
0022012-01-01JAMES JESSE2013-06-03
0022011-01-01JAMES JESSE2012-10-15 JAMES JESSE2012-10-15
0022010-01-01JAMES JESSE2011-10-06 JAMES JESSE2011-10-06

Financial Data on JAMES T. JESSE D.D.S., INC. PROFIT SHARING PLAN

Measure Date Value
2024 : JAMES T. JESSE D.D.S., INC. PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-08-130
Total liabilities as of the beginning of the plan year2024-08-130
Total expenses incurred by plan in this plan year2024-08-131340373
Net assets as of the end of the plan year2024-08-130
Total assets as of the beginning of the plan year2024-08-131255657
Value of plan covered by a fidelity bond2024-08-13125566
Other income to plan in this plan year2024-08-1384716
Plan net income in this plan year2024-08-13-1255657
Net assets as of the end of the plan year2024-08-130
Net assets as of the beginning of the plan year2024-08-131255657
2022 : JAMES T. JESSE D.D.S., INC. PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-2864170
Net assets as of the end of the plan year2022-09-281435417
Total assets as of the beginning of the plan year2022-09-281187591
Value of plan covered by a fidelity bond2022-09-28143542
Other income to plan in this plan year2022-09-28214049
Plan net income in this plan year2022-09-28247826
Net assets as of the end of the plan year2022-09-281435417
Net assets as of the beginning of the plan year2022-09-281187591
Employer contributions to plan in this plan year2022-09-2897947

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