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JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameJAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST
Plan identification number 001

JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 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
  • 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.
  • 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 R. STEWART, JR., DDS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:JAMES R. STEWART, JR., DDS, P.C.
Employer identification number (EIN):383265928
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JAMES STEWART
0012011-01-01JAMES STEWART
0012009-01-01JAMES STEWART

Financial Data on JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-2112791
Net assets as of the end of the plan year2025-04-212043252
Total assets as of the beginning of the plan year2025-04-211778470
Value of plan covered by a fidelity bond2025-04-21250000
Participant contributions to plan in this plan year2025-04-2138003
Other income to plan in this plan year2025-04-21184430
Plan net income in this plan year2025-04-21264782
Net assets as of the end of the plan year2025-04-212043252
Net assets as of the beginning of the plan year2025-04-211778470
Employer contributions to plan in this plan year2025-04-2155140
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-2110
2024 : JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-02-16515807
Net assets as of the end of the plan year2024-02-161778470
Total assets as of the beginning of the plan year2024-02-161947604
Value of plan covered by a fidelity bond2024-02-16250000
Participant contributions to plan in this plan year2024-02-1634741
Other income to plan in this plan year2024-02-16256987
Plan net income in this plan year2024-02-16-169134
Net assets as of the end of the plan year2024-02-161778470
Net assets as of the beginning of the plan year2024-02-161947604
Employer contributions to plan in this plan year2024-02-1654945
2015 : JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$-26,977
Total plan assets at end of year2015-12-31$2,105,707
Total plan assets at beginning of year2015-12-31$2,132,684
Value of fidelity bond covering the plan2015-12-31$50,000
Other income received2015-12-31$-26,977
Net income (gross income less expenses)2015-12-31$-26,977
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,105,707
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,132,684
2014 : JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$22,686
Expenses. Total of all expenses incurred2014-12-31$1,101
Benefits paid (including direct rollovers)2014-12-31$1,101
Total plan assets at end of year2014-12-31$2,132,684
Total plan assets at beginning of year2014-12-31$2,111,099
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$12,751
Other income received2014-12-31$9,935
Net income (gross income less expenses)2014-12-31$21,585
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,132,684
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,111,099
2013 : JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$754,925
Total plan assets at end of year2013-12-31$2,111,099
Total plan assets at beginning of year2013-12-31$1,356,174
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$307,317
Other income received2013-12-31$447,608
Net income (gross income less expenses)2013-12-31$754,925
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,111,099
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,356,174
2012 : JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$217,536
Total plan assets at end of year2012-12-31$1,356,174
Total plan assets at beginning of year2012-12-31$1,138,638
Value of fidelity bond covering the plan2012-12-31$50,000
Other income received2012-12-31$217,536
Net income (gross income less expenses)2012-12-31$217,536
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,356,174
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,138,638
2011 : JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$40,447
Total plan assets at end of year2011-12-31$1,138,638
Total plan assets at beginning of year2011-12-31$1,098,191
Value of fidelity bond covering the plan2011-12-31$50,000
Other income received2011-12-31$40,447
Net income (gross income less expenses)2011-12-31$40,447
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,138,638
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,098,191

Form 5500 Responses for JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST

2015: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 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 R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 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 R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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