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JAMES P. ANDERSON PROFIT SHARING & EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan NameJAMES P. ANDERSON PROFIT SHARING & EMPLOYEE SAVINGS PLAN
Plan identification number 001

JAMES P. ANDERSON PROFIT SHARING & EMPLOYEE SAVINGS 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
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JAMES P. ANDERSON, DDS, INC. has sponsored the creation of one or more 401k plans.

Company Name:JAMES P. ANDERSON, DDS, INC.
Employer identification number (EIN):341777811
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES P. ANDERSON PROFIT SHARING & EMPLOYEE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES P. ANDERSON, DDS2024-03-03
0012022-01-01DR. JAMES P ANDERSON2023-07-13
0012021-01-01DR. JAMES P ANDERSON2022-07-14
0012020-01-01DR. JAMES P ANDERSON2021-06-10
0012019-01-01DR. JAMES P ANDERSON2020-07-12
0012018-01-01DR. JAMES P ANDERSON2019-07-08
0012017-01-01DR. JAMES P ANDERSON2018-07-23
0012016-01-01MUST MATCH DOL CREDENTIALS2017-05-22
0012015-01-01MUST MATCH DOL CREDENTIALS2016-06-30
0012014-01-01MUST MATCH DOL CREDENTIALS2015-06-09
0012013-01-01MUST MATCH DOL CREDENTIALS2014-09-04
0012012-01-01JAMES P. ANDERSON2013-07-25
0012011-01-01JAMES P. ANDERSON2012-11-13
0012010-01-01JOHN MAY2011-07-21

Financial Data on JAMES P. ANDERSON PROFIT SHARING & EMPLOYEE SAVINGS PLAN

Measure Date Value
2025 : JAMES P. ANDERSON PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-261491933
Net assets as of the end of the plan year2025-06-260
Total assets as of the beginning of the plan year2025-06-261420875
Value of plan covered by a fidelity bond2025-06-26150000
Participant contributions to plan in this plan year2025-06-260
Other contributions to plan in this plan year2025-06-260
Other income to plan in this plan year2025-06-26-8810
Plan net income in this plan year2025-06-26-1420875
Net assets as of the end of the plan year2025-06-260
Net assets as of the beginning of the plan year2025-06-261420875
Employer contributions to plan in this plan year2025-06-2679868
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-26100
Total liabilities as of the beginning of the plan year2025-06-240
Total expenses incurred by plan in this plan year2025-06-244
Net assets as of the end of the plan year2025-06-241420875
Total assets as of the beginning of the plan year2025-06-241176241
Value of plan covered by a fidelity bond2025-06-24150000
Participant contributions to plan in this plan year2025-06-2428863
Other contributions to plan in this plan year2025-06-240
Other income to plan in this plan year2025-06-24167134
Plan net income in this plan year2025-06-24244634
Net assets as of the end of the plan year2025-06-241420875
Net assets as of the beginning of the plan year2025-06-241176241
Employer contributions to plan in this plan year2025-06-2448641
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-244
2024 : JAMES P. ANDERSON PROFIT SHARING & EMPLOYEE SAVINGS PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-030
Total liabilities as of the end of the plan year2024-03-030
Total liabilities as of the beginning of the plan year2024-03-030
Total expenses incurred by plan in this plan year2024-03-0359270
Net assets as of the end of the plan year2024-03-031176241
Total assets as of the beginning of the plan year2024-03-031041095
Value of plan covered by a fidelity bond2024-03-03150000
Participant contributions to plan in this plan year2024-03-0319939
Other expenses paid from plan in this plan year2024-03-030
Other contributions to plan in this plan year2024-03-030
Other income to plan in this plan year2024-03-03173132
Plan net income in this plan year2024-03-03135146
Net assets as of the end of the plan year2024-03-031176241
Net assets as of the beginning of the plan year2024-03-031041095
Employer contributions to plan in this plan year2024-03-031345
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-03150

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