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JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN
Plan identification number 001

JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

JOHN A. BELL, JR., D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:JOHN A. BELL, JR., D.D.S.
Employer identification number (EIN):541352987
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN A. BELL, JR., D.D.S.2024-08-09 JOHN A. BELL, JR., D.D.S.2024-08-09
0012022-01-01JOHN A. BELL, JR., D.D.S.2023-04-20 JOHN A. BELL, JR., D.D.S.2023-04-20
0012021-01-01JOHN A. BELL, JR., D.D.S.2022-09-30 JOHN A. BELL, JR., D.D.S.2022-09-30
0012020-01-01JOHN A. BELL, JR., D.D.S.2021-06-28 JOHN A. BELL, JR., D.D.S.2021-06-28
0012019-01-01JOHN A. BELL, JR., D.D.S.2020-08-04 JOHN A. BELL, JR., D.D.S.2020-08-04
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JOHN A. BELL, JR., D.D.S.
0012011-01-01JOHN A. BELL, JR., D.D.S.
0012009-01-01JOHN A. BELL, JR., D.D.S.
0012009-01-01JOHN A. BELL, JR., D.D.S.

Plan Statistics for JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN

Measure Date Value
2023: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014
Total number of active participants reported on line 7a of the Form 55002023-01-010
Total of all active and inactive participants2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
2022: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-014
Total of all active and inactive participants2022-01-014
Total participants2022-01-014
Number of participants with account balances2022-01-014
2021: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-014
Total of all active and inactive participants2021-01-014
Total participants2021-01-014
Number of participants with account balances2021-01-014
2020: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-014
Total of all active and inactive participants2020-01-014
Total participants2020-01-014
Number of participants with account balances2020-01-014
2019: JOHN A. BELL, JR., D.D.S. 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
Total of all active and inactive participants2019-01-014
Total participants2019-01-014
Number of participants with account balances2019-01-014
2018: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Total of all active and inactive participants2018-01-014
Total participants2018-01-014
Number of participants with account balances2018-01-014
2017: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Total of all active and inactive participants2017-01-014
Total participants2017-01-014
Number of participants with account balances2017-01-014
2016: JOHN A. BELL, JR., D.D.S. 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 55002016-01-014
Total of all active and inactive participants2016-01-014
Total participants2016-01-014
Number of participants with account balances2016-01-014
2015: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
Number of participants with account balances2015-01-013
2014: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-011
Total of all active and inactive participants2014-01-014
Total participants2014-01-014
Number of participants with account balances2014-01-013
2013: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-014
2012: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
Number of participants with account balances2012-01-014
2011: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014
Total number of active participants reported on line 7a of the Form 55002011-01-014
Total of all active and inactive participants2011-01-014
Total participants2011-01-014
Number of participants with account balances2011-01-014
2009: JOHN A. BELL, JR., D.D.S. 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 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014
Number of participants with account balances2009-01-014

Financial Data on JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN

Measure Date Value
2023 : JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$103,291
Expenses. Total of all expenses incurred2023-12-31$3,695,884
Benefits paid (including direct rollovers)2023-12-31$3,690,187
Total plan assets at end of year2023-12-31$0
Total plan assets at beginning of year2023-12-31$3,592,593
Other income received2023-12-31$103,291
Net income (gross income less expenses)2023-12-31$-3,592,593
Net plan assets at end of year (total assets less liabilities)2023-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$3,592,593
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$5,697
2022 : JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-548,131
Total plan assets at end of year2022-12-31$3,592,593
Total plan assets at beginning of year2022-12-31$4,140,724
Value of fidelity bond covering the plan2022-12-31$400,000
Other income received2022-12-31$-548,131
Net income (gross income less expenses)2022-12-31$-548,131
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,592,593
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,140,724
Total contributions received or receivable from employer(s)2022-12-31$0
2021 : JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$711,424
Total plan assets at end of year2021-12-31$4,140,724
Total plan assets at beginning of year2021-12-31$3,429,300
Value of fidelity bond covering the plan2021-12-31$450,000
Other income received2021-12-31$619,096
Net income (gross income less expenses)2021-12-31$711,424
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,140,724
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,429,300
Total contributions received or receivable from employer(s)2021-12-31$92,328
2020 : JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$513,306
Expenses. Total of all expenses incurred2020-12-31$121,899
Benefits paid (including direct rollovers)2020-12-31$95,000
Total plan assets at end of year2020-12-31$3,429,300
Total plan assets at beginning of year2020-12-31$3,037,893
Value of fidelity bond covering the plan2020-12-31$350,000
Other income received2020-12-31$494,887
Net income (gross income less expenses)2020-12-31$391,407
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,429,300
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,037,893
Total contributions received or receivable from employer(s)2020-12-31$18,419
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$26,899
2019 : JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$651,446
Expenses. Total of all expenses incurred2019-12-31$18,631
Total plan assets at end of year2019-12-31$3,037,893
Total plan assets at beginning of year2019-12-31$2,405,078
Value of fidelity bond covering the plan2019-12-31$300,000
Other income received2019-12-31$540,396
Net income (gross income less expenses)2019-12-31$632,815
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,037,893
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,405,078
Total contributions received or receivable from employer(s)2019-12-31$111,050
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$18,631
2018 : JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$443
Total plan assets at end of year2018-12-31$2,405,078
Total plan assets at beginning of year2018-12-31$2,404,635
Value of fidelity bond covering the plan2018-12-31$300,000
Other income received2018-12-31$-105,939
Net income (gross income less expenses)2018-12-31$443
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,405,078
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,404,635
Total contributions received or receivable from employer(s)2018-12-31$106,382
2017 : JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$385,214
Total plan assets at end of year2017-12-31$2,404,635
Total plan assets at beginning of year2017-12-31$2,019,421
Value of fidelity bond covering the plan2017-12-31$300,000
Other income received2017-12-31$284,623
Net income (gross income less expenses)2017-12-31$385,214
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,404,635
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,019,421
Total contributions received or receivable from employer(s)2017-12-31$100,591
2016 : JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$183,271
Total plan assets at end of year2016-12-31$2,019,421
Total plan assets at beginning of year2016-12-31$1,836,150
Value of fidelity bond covering the plan2016-12-31$250,000
Other income received2016-12-31$84,994
Net income (gross income less expenses)2016-12-31$183,271
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,019,421
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,836,150
Total contributions received or receivable from employer(s)2016-12-31$98,277
2015 : JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$85,908
Expenses. Total of all expenses incurred2015-12-31$3,259
Total plan assets at end of year2015-12-31$1,836,150
Total plan assets at beginning of year2015-12-31$1,753,501
Value of fidelity bond covering the plan2015-12-31$200,000
Other income received2015-12-31$567
Net income (gross income less expenses)2015-12-31$82,649
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,836,150
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,753,501
Total contributions received or receivable from employer(s)2015-12-31$85,341
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,259
2014 : JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$172,511
Expenses. Total of all expenses incurred2014-12-31$111,828
Benefits paid (including direct rollovers)2014-12-31$109,184
Total plan assets at end of year2014-12-31$1,753,501
Total plan assets at beginning of year2014-12-31$1,692,818
Value of fidelity bond covering the plan2014-12-31$200,000
Other income received2014-12-31$91,145
Net income (gross income less expenses)2014-12-31$60,683
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,753,501
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,692,818
Total contributions received or receivable from employer(s)2014-12-31$81,366
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,644
2013 : JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$253,961
Total plan assets at end of year2013-12-31$1,692,818
Total plan assets at beginning of year2013-12-31$1,438,857
Value of fidelity bond covering the plan2013-12-31$200,000
Other income received2013-12-31$155,852
Net income (gross income less expenses)2013-12-31$253,961
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,692,818
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,438,857
Total contributions received or receivable from employer(s)2013-12-31$98,109
2012 : JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$198,465
Total plan assets at end of year2012-12-31$1,438,857
Total plan assets at beginning of year2012-12-31$1,240,392
Value of fidelity bond covering the plan2012-12-31$170,000
Other income received2012-12-31$101,877
Net income (gross income less expenses)2012-12-31$198,465
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,438,857
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,240,392
Total contributions received or receivable from employer(s)2012-12-31$96,588
2011 : JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$91,986
Total plan assets at end of year2011-12-31$1,240,392
Total plan assets at beginning of year2011-12-31$1,148,406
Value of fidelity bond covering the plan2011-12-31$130,000
Other income received2011-12-31$-1,535
Net income (gross income less expenses)2011-12-31$91,986
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,240,392
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,148,406
Total contributions received or receivable from employer(s)2011-12-31$93,521
2010 : JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$186,090
Expenses. Total of all expenses incurred2010-12-31$13,300
Benefits paid (including direct rollovers)2010-12-31$13,300
Total plan assets at end of year2010-12-31$1,148,406
Total plan assets at beginning of year2010-12-31$975,616
Value of fidelity bond covering the plan2010-12-31$100,000
Other income received2010-12-31$95,869
Net income (gross income less expenses)2010-12-31$172,790
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,148,406
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$975,616
Total contributions received or receivable from employer(s)2010-12-31$90,221

Form 5500 Responses for JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN

2023: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 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: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 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: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 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: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 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: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOHN A. BELL, JR., D.D.S. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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