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DAVID A. JONES, DDS 401K PLAN 401k Plan overview

Plan NameDAVID A. JONES, DDS 401K PLAN
Plan identification number 001

DAVID A. JONES, DDS 401K 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
  • 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.
  • 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

DAVID A. JONES, DDS has sponsored the creation of one or more 401k plans.

Company Name:DAVID A. JONES, DDS
Employer identification number (EIN):561332474
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID A. JONES, DDS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01DAVID JONES2016-07-07
0012014-01-01DAVID JONES2015-02-05
0012013-01-01DAVID JONES
0012012-01-01DAVID JONES
0012011-01-01DAVID JONES
0012009-01-01DAVID JONES
0012009-01-01DAVID JONES
0012009-01-01DAVID JONES

Plan Statistics for DAVID A. JONES, DDS 401K PLAN

401k plan membership statisitcs for DAVID A. JONES, DDS 401K PLAN

Measure Date Value
2013: DAVID A. JONES, DDS 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-016
Total participants2013-01-016
Number of participants with account balances2013-01-016
2012: DAVID A. JONES, DDS 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-018
Total participants2012-01-018
Number of participants with account balances2012-01-018
2011: DAVID A. JONES, DDS 401K 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
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-017
Number of participants with account balances2011-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DAVID A. JONES, DDS 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-017
Number of participants with account balances2009-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DAVID A. JONES, DDS 401K PLAN

Measure Date Value
2013 : DAVID A. JONES, DDS 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$87,794
Expenses. Total of all expenses incurred2013-12-31$840,034
Benefits paid (including direct rollovers)2013-12-31$820,736
Total plan assets at end of year2013-12-31$113,705
Total plan assets at beginning of year2013-12-31$865,945
Value of fidelity bond covering the plan2013-12-31$250,000
Other income received2013-12-31$86,852
Net income (gross income less expenses)2013-12-31$-752,240
Net plan assets at end of year (total assets less liabilities)2013-12-31$113,705
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$865,945
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$942
Value of certain deemed distributions of participant loans2013-12-31$10,200
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$9,098
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : DAVID A. JONES, DDS 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$115,709
Expenses. Total of all expenses incurred2012-12-31$15,469
Total plan assets at end of year2012-12-31$865,945
Total plan assets at beginning of year2012-12-31$765,705
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$22,000
Other income received2012-12-31$65,709
Net income (gross income less expenses)2012-12-31$100,240
Net plan assets at end of year (total assets less liabilities)2012-12-31$865,945
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$765,705
Assets. Value of participant loans2012-12-31$5,100
Total contributions received or receivable from employer(s)2012-12-31$28,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$15,469
2011 : DAVID A. JONES, DDS 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$-10,619
Expenses. Total of all expenses incurred2011-12-31$5,358
Total plan assets at end of year2011-12-31$765,705
Total plan assets at beginning of year2011-12-31$781,682
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$22,000
Other income received2011-12-31$-45,619
Net income (gross income less expenses)2011-12-31$-15,977
Net plan assets at end of year (total assets less liabilities)2011-12-31$765,705
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$781,682
Assets. Value of participant loans2011-12-31$5,100
Total contributions received or receivable from employer(s)2011-12-31$13,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$5,358
2010 : DAVID A. JONES, DDS 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$146,126
Expenses. Total of all expenses incurred2010-12-31$1,197
Total plan assets at end of year2010-12-31$877,345
Total plan assets at beginning of year2010-12-31$732,416
Total contributions received or receivable from participants2010-12-31$22,000
Expenses. Other expenses not covered elsewhere2010-12-31$1,197
Other income received2010-12-31$89,126
Net income (gross income less expenses)2010-12-31$144,929
Net plan assets at end of year (total assets less liabilities)2010-12-31$877,345
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$732,416
Assets. Value of participant loans2010-12-31$5,100
Total contributions received or receivable from employer(s)2010-12-31$35,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,197
2009 : DAVID A. JONES, DDS 401K PLAN 2009 401k financial data
Total income from all sources2009-12-31$105,214
Expenses. Total of all expenses incurred2009-12-31$785
Benefits paid (including direct rollovers)2009-12-31$785
Total plan assets at end of year2009-12-31$685,115
Total plan assets at beginning of year2009-12-31$580,686
Value of fidelity bond covering the plan2009-12-31$250,000
Total contributions received or receivable from participants2009-12-31$22,000
Other income received2009-12-31$70,783
Net income (gross income less expenses)2009-12-31$104,429
Net plan assets at end of year (total assets less liabilities)2009-12-31$685,115
Net plan assets at beginning of year (total assets less liabilities)2009-12-31$580,686
Assets. Value of participant loans2009-12-31$5,100
Total contributions received or receivable from employer(s)2009-12-31$12,431
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
2008 : DAVID A. JONES, DDS 401K PLAN 2008 401k financial data
Total income from all sources2008-12-31$-169,795
Expenses. Total of all expenses incurred2008-12-31$0
Total plan assets at end of year2008-12-31$580,686
Total plan assets at beginning of year2008-12-31$750,481
Value of fidelity bond covering the plan2008-12-31$250,000
Total contributions received or receivable from participants2008-12-31$20,500
Other income received2008-12-31$-202,355
Net income (gross income less expenses)2008-12-31$-169,795
Net plan assets at end of year (total assets less liabilities)2008-12-31$580,686
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$750,481
Assets. Value of participant loans2008-12-31$5,100
Total contributions received or receivable from employer(s)2008-12-31$12,060

Form 5500 Responses for DAVID A. JONES, DDS 401K PLAN

2013: DAVID A. JONES, DDS 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID A. JONES, DDS 401K 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: DAVID A. JONES, DDS 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DAVID A. JONES, DDS 401K 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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