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FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameFREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN
Plan identification number 001

FREDERICK J. JAEGER, D.D.S. 401(K) 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
  • 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.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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

FREDERICK J. JAEGER, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:FREDERICK J. JAEGER, D.D.S.
Employer identification number (EIN):391722589
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01FREDERICK J. JAEGER, D.D.S.
0012016-01-01FREDERICK J. JAEGER, D.D.S.
0012015-01-01FREDERICK J. JAEGER, D.D.S.
0012014-01-01FREDERICK J. JAEGER, D.D.S.2015-10-14
0012013-01-01FREDERICK J. JAEGER, D.D.S.2014-10-15
0012012-01-01FREDERICK J. JAEGER, D.D.S.2013-10-13
0012011-01-01FREDERICK J. JAEGER, D.D.S.2012-10-11
0012010-01-01FREDERICK J. JAEGER, D.D.S.2011-07-27
0012009-01-01FREDERICK J. JAEGER, D.D.S.

Plan Statistics for FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-017
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-016
Number of participants with account balances2022-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-016
Number of participants with account balances2021-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016
Number of participants with account balances2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2009: FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-011
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 participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-76,168
Expenses. Total of all expenses incurred2022-12-31$113
Total plan assets at end of year2022-12-31$844,798
Total plan assets at beginning of year2022-12-31$921,079
Value of fidelity bond covering the plan2022-12-31$105,000
Total contributions received or receivable from participants2022-12-31$1,358
Other income received2022-12-31$-84,854
Net income (gross income less expenses)2022-12-31$-76,281
Net plan assets at end of year (total assets less liabilities)2022-12-31$844,798
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$921,079
Total contributions received or receivable from employer(s)2022-12-31$7,328
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$113
2021 : FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$188,868
Expenses. Total of all expenses incurred2021-12-31$3,205
Benefits paid (including direct rollovers)2021-12-31$3,130
Total plan assets at end of year2021-12-31$921,079
Total plan assets at beginning of year2021-12-31$735,416
Value of fidelity bond covering the plan2021-12-31$105,000
Total contributions received or receivable from participants2021-12-31$27,849
Other income received2021-12-31$116,409
Net income (gross income less expenses)2021-12-31$185,663
Net plan assets at end of year (total assets less liabilities)2021-12-31$921,079
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$735,416
Assets. Value of assets in partnership/joint-venture interests2021-12-31$90,000
Total contributions received or receivable from employer(s)2021-12-31$44,610
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$117,045
Expenses. Total of all expenses incurred2020-12-31$1,166
Benefits paid (including direct rollovers)2020-12-31$1,151
Total plan assets at end of year2020-12-31$735,416
Total plan assets at beginning of year2020-12-31$619,537
Value of fidelity bond covering the plan2020-12-31$200,000
Total contributions received or receivable from participants2020-12-31$26,000
Other income received2020-12-31$58,199
Net income (gross income less expenses)2020-12-31$115,879
Net plan assets at end of year (total assets less liabilities)2020-12-31$735,416
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$619,537
Assets. Value of assets in partnership/joint-venture interests2020-12-31$79,650
Total contributions received or receivable from employer(s)2020-12-31$32,846
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$15
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$121,945
Expenses. Total of all expenses incurred2019-12-31$1,628
Benefits paid (including direct rollovers)2019-12-31$1,627
Total plan assets at end of year2019-12-31$619,537
Total plan assets at beginning of year2019-12-31$499,220
Value of fidelity bond covering the plan2019-12-31$105,000
Total contributions received or receivable from participants2019-12-31$23,300
Other income received2019-12-31$87,779
Net income (gross income less expenses)2019-12-31$120,317
Net plan assets at end of year (total assets less liabilities)2019-12-31$619,537
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$499,220
Assets. Value of assets in partnership/joint-venture interests2019-12-31$47,600
Total contributions received or receivable from employer(s)2019-12-31$10,866
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$19,811
Expenses. Total of all expenses incurred2018-12-31$662
Benefits paid (including direct rollovers)2018-12-31$662
Total plan assets at end of year2018-12-31$499,220
Total plan assets at beginning of year2018-12-31$480,071
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$23,719
Other income received2018-12-31$-11,508
Net income (gross income less expenses)2018-12-31$19,149
Net plan assets at end of year (total assets less liabilities)2018-12-31$499,220
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$480,071
Assets. Value of assets in partnership/joint-venture interests2018-12-31$36,000
Total contributions received or receivable from employer(s)2018-12-31$7,600
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$661
2017 : FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$107,541
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$480,071
Total plan assets at beginning of year2017-12-31$372,530
Value of fidelity bond covering the plan2017-12-31$75,000
Total contributions received or receivable from participants2017-12-31$24,000
Other income received2017-12-31$50,832
Net income (gross income less expenses)2017-12-31$107,541
Net plan assets at end of year (total assets less liabilities)2017-12-31$480,071
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$372,530
Assets. Value of assets in partnership/joint-venture interests2017-12-31$32,000
Total contributions received or receivable from employer(s)2017-12-31$32,709
2016 : FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$31,088
Expenses. Total of all expenses incurred2016-12-31$1,674
Benefits paid (including direct rollovers)2016-12-31$1,654
Total plan assets at end of year2016-12-31$372,530
Total plan assets at beginning of year2016-12-31$343,116
Value of fidelity bond covering the plan2016-12-31$105,000
Total contributions received or receivable from participants2016-12-31$24,000
Other income received2016-12-31$2,488
Net income (gross income less expenses)2016-12-31$29,414
Net plan assets at end of year (total assets less liabilities)2016-12-31$372,530
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$343,116
Assets. Value of assets in partnership/joint-venture interests2016-12-31$32,000
Total contributions received or receivable from employer(s)2016-12-31$4,600
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$20
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-4,289
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$343,116
Total plan assets at beginning of year2015-12-31$347,405
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$7,552
Assets. Value of loans (other than to participants)2015-12-31$50,000
Other income received2015-12-31$-11,841
Net income (gross income less expenses)2015-12-31$-4,289
Net plan assets at end of year (total assets less liabilities)2015-12-31$343,116
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$347,405
Assets. Value of assets in partnership/joint-venture interests2015-12-31$50,000

Form 5500 Responses for FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN

2022: FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2009: FREDERICK J. JAEGER, D.D.S. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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