401k Plan data: DAVID JONES DDS PROFIT SHARING/401K plan

DAVID JONES DDS PROFIT SHARING/401K 401k Plan overview

Plan Name	DAVID JONES DDS PROFIT SHARING/401K
Plan identification number	001

DAVID JONES DDS PROFIT SHARING/401K Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

DAVID JONES DDS LLC 401(K) PROFIT SHARING has sponsored the creation of one or more 401k plans.

Company Name: DAVID JONES DDS LLC 401(K) PROFIT SHARING

Employer identification number (EIN): 470914965

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID JONES DDS PROFIT SHARING/401K

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01
001 2014-01-01
001 2013-04-01
001 2012-12-01 DAVID JONES, DDS DAVID JONES, DDS 2013-08-20
001 2011-12-01 DAVID JONES, DDS DAVID JONES, DDS 2013-06-11
001 2010-12-01 DAVID JONES, DDS DAVID JONES, DDS 2012-06-11
001 2009-12-01 DAVID JONES, DDS DAVID JONES, DDS 2011-05-24
001 2009-12-01 DAVID JONES, DDS DAVID JONES, DDS 2011-05-20
001 2009-12-01 DAVID JONES, DDS DAVID JONES, DDS 2011-05-24
001 2009-12-01 DAVID JONES, DDS DAVID JONES, DDS 2011-05-24
001 2009-12-01 DAVID JONES, DDS DAVID JONES, DDS 2011-05-24
001 2009-12-01 DAVID JONES, DDS DAVID JONES, DDS 2011-05-16
001 2009-12-01 DAVID JONES, DDS DAVID JONES, DDS 2011-05-16
001 2009-12-01 DAVID JONES, DDS DAVID JONES, DDS 2011-05-24
001 2009-12-01 DAVID JONES, DDS DAVID JONES, DDS 2011-05-16

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01
001	2014-01-01
001	2013-04-01
001	2012-12-01	DAVID JONES, DDS	DAVID JONES, DDS	2013-08-20
001	2011-12-01	DAVID JONES, DDS	DAVID JONES, DDS	2013-06-11
001	2010-12-01	DAVID JONES, DDS	DAVID JONES, DDS	2012-06-11
001	2009-12-01	DAVID JONES, DDS	DAVID JONES, DDS	2011-05-24
001	2009-12-01	DAVID JONES, DDS	DAVID JONES, DDS	2011-05-20
001	2009-12-01	DAVID JONES, DDS	DAVID JONES, DDS	2011-05-24
001	2009-12-01	DAVID JONES, DDS	DAVID JONES, DDS	2011-05-24
001	2009-12-01	DAVID JONES, DDS	DAVID JONES, DDS	2011-05-24
001	2009-12-01	DAVID JONES, DDS	DAVID JONES, DDS	2011-05-16
001	2009-12-01	DAVID JONES, DDS	DAVID JONES, DDS	2011-05-16
001	2009-12-01	DAVID JONES, DDS	DAVID JONES, DDS	2011-05-24
001	2009-12-01	DAVID JONES, DDS	DAVID JONES, DDS	2011-05-16

Plan Statistics for DAVID JONES DDS PROFIT SHARING/401K

401k plan membership statisitcs for DAVID JONES DDS PROFIT SHARING/401K

Measure Date Value
2015: DAVID JONES DDS PROFIT SHARING/401K 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DAVID JONES DDS PROFIT SHARING/401K 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DAVID JONES DDS PROFIT SHARING/401K 2013 401k membership
Total participants, beginning-of-year 2013-04-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 5
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 0
Total of all active and inactive participants 2013-04-01 5
Total participants 2013-04-01 5
Number of participants with account balances 2013-04-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 0
2012: DAVID JONES DDS PROFIT SHARING/401K 2012 401k membership
Total participants, beginning-of-year 2012-12-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-12-01 5
Number of retired or separated participants receiving benefits 2012-12-01 0
Number of other retired or separated participants entitled to future benefits 2012-12-01 0
Total of all active and inactive participants 2012-12-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-12-01 0
Total participants 2012-12-01 5
Number of participants with account balances 2012-12-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-12-01 0
2011: DAVID JONES DDS PROFIT SHARING/401K 2011 401k membership
Total participants, beginning-of-year 2011-12-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 5
Number of retired or separated participants receiving benefits 2011-12-01 0
Number of other retired or separated participants entitled to future benefits 2011-12-01 0
Total of all active and inactive participants 2011-12-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-12-01 0
Total participants 2011-12-01 5
Number of participants with account balances 2011-12-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-12-01 0
2010: DAVID JONES DDS PROFIT SHARING/401K 2010 401k membership
Total participants, beginning-of-year 2010-12-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-12-01 5
Number of retired or separated participants receiving benefits 2010-12-01 0
Number of other retired or separated participants entitled to future benefits 2010-12-01 0
Total of all active and inactive participants 2010-12-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-12-01 0
Total participants 2010-12-01 5
Number of participants with account balances 2010-12-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-12-01 0
2009: DAVID JONES DDS PROFIT SHARING/401K 2009 401k membership
Total participants, beginning-of-year 2009-12-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 5
Number of retired or separated participants receiving benefits 2009-12-01 1
Number of other retired or separated participants entitled to future benefits 2009-12-01 0
Total of all active and inactive participants 2009-12-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-12-01 0
Total participants 2009-12-01 6
Number of participants with account balances 2009-12-01 5

Measure	Date	Value
2015: DAVID JONES DDS PROFIT SHARING/401K 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DAVID JONES DDS PROFIT SHARING/401K 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DAVID JONES DDS PROFIT SHARING/401K 2013 401k membership
Total participants, beginning-of-year	2013-04-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	5
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	0
Total of all active and inactive participants	2013-04-01	5
Total participants	2013-04-01	5
Number of participants with account balances	2013-04-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	0
2012: DAVID JONES DDS PROFIT SHARING/401K 2012 401k membership
Total participants, beginning-of-year	2012-12-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-12-01	5
Number of retired or separated participants receiving benefits	2012-12-01	0
Number of other retired or separated participants entitled to future benefits	2012-12-01	0
Total of all active and inactive participants	2012-12-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-12-01	0
Total participants	2012-12-01	5
Number of participants with account balances	2012-12-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-12-01	0
2011: DAVID JONES DDS PROFIT SHARING/401K 2011 401k membership
Total participants, beginning-of-year	2011-12-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	5
Number of retired or separated participants receiving benefits	2011-12-01	0
Number of other retired or separated participants entitled to future benefits	2011-12-01	0
Total of all active and inactive participants	2011-12-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-12-01	0
Total participants	2011-12-01	5
Number of participants with account balances	2011-12-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-12-01	0
2010: DAVID JONES DDS PROFIT SHARING/401K 2010 401k membership
Total participants, beginning-of-year	2010-12-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-12-01	5
Number of retired or separated participants receiving benefits	2010-12-01	0
Number of other retired or separated participants entitled to future benefits	2010-12-01	0
Total of all active and inactive participants	2010-12-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-12-01	0
Total participants	2010-12-01	5
Number of participants with account balances	2010-12-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-12-01	0
2009: DAVID JONES DDS PROFIT SHARING/401K 2009 401k membership
Total participants, beginning-of-year	2009-12-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	5
Number of retired or separated participants receiving benefits	2009-12-01	1
Number of other retired or separated participants entitled to future benefits	2009-12-01	0
Total of all active and inactive participants	2009-12-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-12-01	0
Total participants	2009-12-01	6
Number of participants with account balances	2009-12-01	5

Financial Data on DAVID JONES DDS PROFIT SHARING/401K

Measure	Date	Value
2015 : DAVID JONES DDS PROFIT SHARING/401K 2015 401k financial data
Total income from all sources	2015-12-31	$43,748
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$4,132,573
Total plan assets at beginning of year	2015-12-31	$4,088,825
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$3,600
Other income received	2015-12-31	$-15,164
Net income (gross income less expenses)	2015-12-31	$43,748
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,132,573
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,088,825
Total contributions received or receivable from employer(s)	2015-12-31	$55,312
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$55,312
Amount contributed by the employer to the plan for this plan year	2015-12-31	$55,312
2014 : DAVID JONES DDS PROFIT SHARING/401K 2014 401k financial data
Total income from all sources	2014-12-31	$255,816
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$4,088,825
Total plan assets at beginning of year	2014-12-31	$3,833,009
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$3,600
Other income received	2014-12-31	$199,923
Net income (gross income less expenses)	2014-12-31	$255,816
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,088,825
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,833,009
Total contributions received or receivable from employer(s)	2014-12-31	$52,293
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$52,293
Amount contributed by the employer to the plan for this plan year	2014-12-31	$52,293
2013 : DAVID JONES DDS PROFIT SHARING/401K 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$461,640
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$3,833,009
Total plan assets at beginning of year	2013-12-31	$3,371,369
Value of fidelity bond covering the plan	2013-12-31	$400,000
Total contributions received or receivable from participants	2013-12-31	$2,700
Other income received	2013-12-31	$443,013
Net income (gross income less expenses)	2013-12-31	$461,640
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,833,009
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,371,369
Total contributions received or receivable from employer(s)	2013-12-31	$15,927
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$8,463
Amount contributed by the employer to the plan for this plan year	2013-12-31	$8,463
Total income from all sources	2013-03-31	$197,819
Total plan assets at end of year	2013-03-31	$3,371,369
Total plan assets at beginning of year	2013-03-31	$3,173,550
Value of fidelity bond covering the plan	2013-03-31	$400,000
Total contributions received or receivable from participants	2013-03-31	$1,200
Other income received	2013-03-31	$181,744
Net income (gross income less expenses)	2013-03-31	$197,819
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$3,371,369
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$3,173,550
Total contributions received or receivable from employer(s)	2013-03-31	$14,875
Funding deficiency by the employer to the plan for this plan year	2013-03-31	$0
Minimum employer required contribution for this plan year	2013-03-31	$3,817
Amount contributed by the employer to the plan for this plan year	2013-03-31	$3,817
2012 : DAVID JONES DDS PROFIT SHARING/401K 2012 401k financial data
Total income from all sources	2012-11-30	$446,334
Total plan assets at end of year	2012-11-30	$3,173,550
Total plan assets at beginning of year	2012-11-30	$2,727,216
Value of fidelity bond covering the plan	2012-11-30	$400,000
Total contributions received or receivable from participants	2012-11-30	$3,600
Other income received	2012-11-30	$380,509
Net income (gross income less expenses)	2012-11-30	$446,334
Net plan assets at end of year (total assets less liabilities)	2012-11-30	$3,173,550
Net plan assets at beginning of year (total assets less liabilities)	2012-11-30	$2,727,216
Total contributions received or receivable from employer(s)	2012-11-30	$62,225
Funding deficiency by the employer to the plan for this plan year	2012-11-30	$0
Minimum employer required contribution for this plan year	2012-11-30	$30,625
Amount contributed by the employer to the plan for this plan year	2012-11-30	$30,625
2011 : DAVID JONES DDS PROFIT SHARING/401K 2011 401k financial data
Total income from all sources	2011-11-30	$98,799
Total plan assets at end of year	2011-11-30	$2,727,216
Total plan assets at beginning of year	2011-11-30	$2,628,417
Value of fidelity bond covering the plan	2011-11-30	$300,000
Total contributions received or receivable from participants	2011-11-30	$15,600
Other income received	2011-11-30	$48,494
Net income (gross income less expenses)	2011-11-30	$98,799
Net plan assets at end of year (total assets less liabilities)	2011-11-30	$2,727,216
Net plan assets at beginning of year (total assets less liabilities)	2011-11-30	$2,628,417
Total contributions received or receivable from employer(s)	2011-11-30	$34,705
Funding deficiency by the employer to the plan for this plan year	2011-11-30	$0
Minimum employer required contribution for this plan year	2011-11-30	$34,705
Amount contributed by the employer to the plan for this plan year	2011-11-30	$34,705
2010 : DAVID JONES DDS PROFIT SHARING/401K 2010 401k financial data
Minimum employer required contribution for this plan year	2010-11-30	$49,923
Amount contributed by the employer to the plan for this plan year	2010-11-30	$49,923

Form 5500 Responses for DAVID JONES DDS PROFIT SHARING/401K

2015: DAVID JONES DDS PROFIT SHARING/401K 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: DAVID JONES DDS PROFIT SHARING/401K 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: DAVID JONES DDS PROFIT SHARING/401K 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Submission has been amended	No
2013-04-01	This submission is the final filing	No
2013-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-04-01	Plan is a collectively bargained plan	No
2013-04-01	Plan funding arrangement – Trust	Yes
2013-04-01	Plan benefit arrangement - Trust	Yes
2012: DAVID JONES DDS PROFIT SHARING/401K 2012 form 5500 responses
2012-12-01	Type of plan entity	Single employer plan
2012-12-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-12-01	Plan funding arrangement – Trust	Yes
2012-12-01	Plan benefit arrangement - Trust	Yes
2011: DAVID JONES DDS PROFIT SHARING/401K 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	Plan funding arrangement – Trust	Yes
2011-12-01	Plan benefit arrangement - Trust	Yes
2010: DAVID JONES DDS PROFIT SHARING/401K 2010 form 5500 responses
2010-12-01	Type of plan entity	Single employer plan
2010-12-01	Plan funding arrangement – Trust	Yes
2010-12-01	Plan benefit arrangement - Trust	Yes
2009: DAVID JONES DDS PROFIT SHARING/401K 2009 form 5500 responses
2009-12-01	Type of plan entity	Single employer plan
2009-12-01	Submission has been amended	Yes
2009-12-01	Plan funding arrangement – Trust	Yes
2009-12-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

DAVID JONES, D.D.S., P.A. PROFIT SHARING PLAN [EIN = 480879233]

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Company Name:	DAVID JONES DDS LLC 401(K) PROFIT SHARING
Employer identification number (EIN):	470914965
NAIC Classification:	621210
NAIC Description:	Offices of Dentists