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DAVID W. DODSON, M.D 401K PLAN 401k Plan overview

Plan NameDAVID W. DODSON, M.D 401K PLAN
Plan identification number 001

DAVID W. DODSON, M.D 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
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 W. DODSON, M.D. has sponsored the creation of one or more 401k plans.

Company Name:DAVID W. DODSON, M.D.
Employer identification number (EIN):571151801
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W. DODSON, M.D 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAVID DODSON M.D.2023-09-01
0012021-01-01PATRICIA GALLON2022-06-27
0012020-01-01PATRICIA GALLON2021-07-14
0012019-01-01DAVID W.DODSON, MD2020-10-06
0012018-01-01PATRICIA GALLON2019-07-29
0012017-01-01PAT GALLON2018-07-09
0012016-01-01DAVID DODSON2017-07-05
0012015-01-01DAVID W. DODSON2016-07-26
0012014-01-01PATRICIA GALLON2015-07-17
0012013-01-01DAVID W. DODSON,M.D.
0012012-01-01PAT GALLON2013-07-25
0012011-01-01PAT GALLON2012-06-19
0012010-01-01PAT GALLON2011-06-09
0012009-01-01DAVID DODSON
0012009-01-01DAVID DODSON

Financial Data on DAVID W. DODSON, M.D 401K PLAN

Measure Date Value
2022 : DAVID W. DODSON, M.D 401K PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-270
Total liabilities as of the end of the plan year2022-06-270
Total liabilities as of the beginning of the plan year2022-06-270
Total expenses incurred by plan in this plan year2022-06-276420
Net assets as of the end of the plan year2022-06-27621730
Total assets as of the beginning of the plan year2022-06-27525448
Participant contributions to plan in this plan year2022-06-2740223
Value of participant loans at end of plan year2022-06-271511
Other expenses paid from plan in this plan year2022-06-270
Other contributions to plan in this plan year2022-06-270
Other income to plan in this plan year2022-06-2753741
Plan net income in this plan year2022-06-2796282
Net assets as of the end of the plan year2022-06-27621730
Net assets as of the beginning of the plan year2022-06-27525448
Employer contributions to plan in this plan year2022-06-278738
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-276420
2013 : DAVID W. DODSON, M.D 401K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$38,496
Expenses. Total of all expenses incurred2013-12-31$573
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$77,298
Total plan assets at beginning of year2013-12-31$39,375
Value of fidelity bond covering the plan2013-12-31$0
Total contributions received or receivable from participants2013-12-31$29,455
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$5,134
Net income (gross income less expenses)2013-12-31$37,923
Net plan assets at end of year (total assets less liabilities)2013-12-31$77,298
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$39,375
Assets. Value of participant loans2013-12-31$1,969
Total contributions received or receivable from employer(s)2013-12-31$3,907
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$573

Form 5500 Responses for DAVID W. DODSON, M.D 401K PLAN

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