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MARK D. JONES, DMD 401(K) SAVINGS PLAN 401k Plan overview

Plan NameMARK D. JONES, DMD 401(K) SAVINGS PLAN
Plan identification number 001

MARK D. JONES, DMD 401(K) 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.
  • 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

MARK D. JONES DMD, INC. has sponsored the creation of one or more 401k plans.

Company Name:MARK D. JONES DMD, INC.
Employer identification number (EIN):364499205
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK D. JONES, DMD 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARK JONES2024-08-26 MARK JONES2024-08-26
0012022-01-01MARK JONES2023-06-29 MARK JONES2023-06-29
0012021-10-01MARK JONES2022-07-13

Plan Statistics for MARK D. JONES, DMD 401(K) SAVINGS PLAN

401k plan membership statisitcs for MARK D. JONES, DMD 401(K) SAVINGS PLAN

Measure Date Value
2025: MARK D. JONES, DMD 401(K) SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-247
Total number of particpants at end of year2025-07-247
Number of Participants With Account Balances2025-07-247
2024: MARK D. JONES, DMD 401(K) SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-268
Total number of particpants at end of year2024-08-267
Number of Participants With Account Balances2024-08-267

Financial Data on MARK D. JONES, DMD 401(K) SAVINGS PLAN

Measure Date Value
2025 : MARK D. JONES, DMD 401(K) SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-241430
Net assets as of the end of the plan year2025-07-24315441
Total assets as of the beginning of the plan year2025-07-24190067
Value of plan covered by a fidelity bond2025-07-2425000
Participant contributions to plan in this plan year2025-07-2449427
Other income to plan in this plan year2025-07-2425889
Plan net income in this plan year2025-07-24125374
Net assets as of the end of the plan year2025-07-24315441
Net assets as of the beginning of the plan year2025-07-24190067
Employer contributions to plan in this plan year2025-07-2451488
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-241430
2024 : MARK D. JONES, DMD 401(K) SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-262934
Net assets as of the end of the plan year2024-08-26190067
Total assets as of the beginning of the plan year2024-08-2677148
Value of plan covered by a fidelity bond2024-08-2625000
Participant contributions to plan in this plan year2024-08-2644943
Other income to plan in this plan year2024-08-2620491
Plan net income in this plan year2024-08-26112919
Net assets as of the end of the plan year2024-08-26190067
Net assets as of the beginning of the plan year2024-08-2677148
Employer contributions to plan in this plan year2024-08-2650419
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-26928

Potentially related plans

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