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JAMES J. MCDONALD, JR., DMD PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES J. MCDONALD, JR., DMD PROFIT SHARING PLAN
Plan identification number 001

JAMES J. MCDONALD, JR., DMD PROFIT SHARING 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
  • 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.
  • 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

MCDONALD & MANUS, LLP has sponsored the creation of one or more 401k plans.

Company Name:MCDONALD & MANUS, LLP
Employer identification number (EIN):582559242
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES J. MCDONALD, JR., DMD PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JAMES J. MCDONALD JR2015-08-06
0012013-01-01JAMES J. MCDONALD JR2014-09-12
0012012-01-01JAMES J. MCDONALD JR2013-09-25
0012011-01-01JAMES J. MCDONALD JR2012-09-20
0012010-01-01JAMES J. MCDONALD JR2011-04-07
0012009-01-01JAMES J. MCDONALD, JR.

Financial Data on JAMES J. MCDONALD, JR., DMD PROFIT SHARING PLAN

Measure Date Value
2025 : JAMES J. MCDONALD, JR., DMD PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-02-190
Total liabilities as of the beginning of the plan year2025-02-190
Total expenses incurred by plan in this plan year2025-02-194281344
Net assets as of the end of the plan year2025-02-190
Total assets as of the beginning of the plan year2025-02-194231606
Value of plan covered by a fidelity bond2025-02-19500000
Participant contributions to plan in this plan year2025-02-190
Other contributions to plan in this plan year2025-02-190
Other income to plan in this plan year2025-02-1949738
Plan net income in this plan year2025-02-19-4231606
Net assets as of the end of the plan year2025-02-190
Net assets as of the beginning of the plan year2025-02-194231606
Employer contributions to plan in this plan year2025-02-190
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-193253
2024 : JAMES J. MCDONALD, JR., DMD PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-05-310
Total liabilities as of the beginning of the plan year2024-05-310
Total expenses incurred by plan in this plan year2024-05-31412583
Net assets as of the end of the plan year2024-05-314231606
Total assets as of the beginning of the plan year2024-05-314102542
Value of plan covered by a fidelity bond2024-05-31500000
Participant contributions to plan in this plan year2024-05-310
Other expenses paid from plan in this plan year2024-05-310
Other contributions to plan in this plan year2024-05-310
Other income to plan in this plan year2024-05-31541647
Plan net income in this plan year2024-05-31129064
Net assets as of the end of the plan year2024-05-314231606
Net assets as of the beginning of the plan year2024-05-314102542
Employer contributions to plan in this plan year2024-05-310
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-3137694

Form 5500 Responses for JAMES J. MCDONALD, JR., DMD PROFIT SHARING PLAN

2009: JAMES J. MCDONALD, JR., DMD PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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