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JEFFREY L. ANDERSON, D.D.S. PROFIT SHARING PLAN 401k Plan overview

Plan NameJEFFREY L. ANDERSON, D.D.S. PROFIT SHARING PLAN
Plan identification number 001

JEFFREY L. ANDERSON, D.D.S. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

JEFFREY L ANDERSON, DDS has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY L ANDERSON, DDS
Employer identification number (EIN):411671519
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY L. ANDERSON, D.D.S. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEFFREY L. ANDERSON2024-04-15
0012022-01-01JEFFREY L. ANDERSON2023-04-18
0012021-01-01JEFFREY L. ANDERSON2022-04-29
0012020-01-01JEFFREY L. ANDERSON2021-05-12
0012019-01-01JEFFREY L. ANDERSON2020-06-05
0012018-01-01JEFFREY L. ANDERSON2019-06-04
0012017-01-01JEFFREY L. ANDERSON2018-06-20
0012016-01-01JEFFREY L. ANDERSON2017-07-11
0012015-01-01ANDERSON2016-06-27
0012014-01-01JEFFREY ANDERSON2015-02-03 JEFFREY ANDERSON2015-02-03
0012013-01-01JEFFREY ANDERSON2014-02-11 JEFFREY ANDERSON2014-02-11
0012012-01-01ANDERSON JEFFREY2013-02-19 ANDERSON JEFFREY2013-02-19
0012011-01-01JEFFREY ANDERSON2012-04-09 JEFFREY ANDERSON2012-04-09
0012010-01-01JEFFREY ANDERSON2011-08-27 JEFFREY ANDERSON2011-08-27

Financial Data on JEFFREY L. ANDERSON, D.D.S. PROFIT SHARING PLAN

Measure Date Value
2025 : JEFFREY L. ANDERSON, D.D.S. PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-270
Total liabilities as of the end of the plan year2025-05-270
Total liabilities as of the beginning of the plan year2025-05-270
Total expenses incurred by plan in this plan year2025-05-2712
Net assets as of the end of the plan year2025-05-271283481
Total assets as of the beginning of the plan year2025-05-271088530
Value of plan covered by a fidelity bond2025-05-270
Participant contributions to plan in this plan year2025-05-270
Value of participant loans at end of plan year2025-05-270
Other expenses paid from plan in this plan year2025-05-270
Other contributions to plan in this plan year2025-05-270
Other income to plan in this plan year2025-05-27194963
Plan net income in this plan year2025-05-27194951
Net assets as of the end of the plan year2025-05-271283481
Net assets as of the beginning of the plan year2025-05-271088530
Employer contributions to plan in this plan year2025-05-270
Fees paid to broker by Benefit Provider2025-05-270
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2712
2024 : JEFFREY L. ANDERSON, D.D.S. PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-150
Total liabilities as of the end of the plan year2024-04-150
Total liabilities as of the beginning of the plan year2024-04-150
Total expenses incurred by plan in this plan year2024-04-159509
Net assets as of the end of the plan year2024-04-151088530
Total assets as of the beginning of the plan year2024-04-15894329
Participant contributions to plan in this plan year2024-04-150
Other expenses paid from plan in this plan year2024-04-150
Other contributions to plan in this plan year2024-04-150
Other income to plan in this plan year2024-04-15203710
Plan net income in this plan year2024-04-15194201
Net assets as of the end of the plan year2024-04-151088530
Net assets as of the beginning of the plan year2024-04-15894329
Employer contributions to plan in this plan year2024-04-150
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-1518
2022 : JEFFREY L. ANDERSON, D.D.S. PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-290
Total liabilities as of the end of the plan year2022-04-290
Total liabilities as of the beginning of the plan year2022-04-290
Total expenses incurred by plan in this plan year2022-04-2918619
Net assets as of the end of the plan year2022-04-291167755
Total assets as of the beginning of the plan year2022-04-291007548
Value of plan covered by a fidelity bond2022-04-290
Participant contributions to plan in this plan year2022-04-290
Value of participant loans at end of plan year2022-04-290
Other expenses paid from plan in this plan year2022-04-290
Other contributions to plan in this plan year2022-04-290
Other income to plan in this plan year2022-04-29178826
Plan net income in this plan year2022-04-29160207
Net assets as of the end of the plan year2022-04-291167755
Net assets as of the beginning of the plan year2022-04-291007548
Employer contributions to plan in this plan year2022-04-290
Fees paid to broker by Benefit Provider2022-04-290
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-2927

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