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JEFFREY D. JONES, DMD, PA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJEFFREY D. JONES, DMD, PA 401(K) PROFIT SHARING PLAN
Plan identification number 001

JEFFREY D. JONES, DMD, PA 401(K) 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.
  • 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.
  • 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

JEFFREY D. JONES, DMD, PA has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY D. JONES, DMD, PA
Employer identification number (EIN):591628858
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about JEFFREY D. JONES, DMD, PA

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1975-07-01
Company Identification Number: 479937
Legal Registered Office Address: 1272 TIMBERLANE ROAD

TALLAHASSEE

32312

More information about JEFFREY D. JONES, DMD, PA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY D. JONES, DMD, PA 401(K) 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
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JEFFREY JONES
0012013-01-01JEFFREY JONES
0012012-07-01JAMES A. CAREY JR.
0012011-07-01JAMES A. CAREY JR.
0012010-07-01JAMES A. CAREY JR.
0012009-07-01JAMES A. CAREY JR.

Financial Data on JEFFREY D. JONES, DMD, PA 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : JEFFREY D. JONES, DMD, PA 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-160
Total liabilities as of the beginning of the plan year2025-07-160
Total expenses incurred by plan in this plan year2025-07-1642036
Net assets as of the end of the plan year2025-07-163622324
Total assets as of the beginning of the plan year2025-07-162965312
Value of plan covered by a fidelity bond2025-07-16385000
Participant contributions to plan in this plan year2025-07-1666243
Other income to plan in this plan year2025-07-16520491
Plan net income in this plan year2025-07-16657012
Net assets as of the end of the plan year2025-07-163622324
Net assets as of the beginning of the plan year2025-07-162965312
Employer contributions to plan in this plan year2025-07-16112314
Fees paid to broker by Benefit Provider2025-07-161464
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1627019
2024 : JEFFREY D. JONES, DMD, PA 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-150
Total liabilities as of the beginning of the plan year2024-07-150
Total expenses incurred by plan in this plan year2024-07-15340040
Net assets as of the end of the plan year2024-07-152965312
Total assets as of the beginning of the plan year2024-07-152656673
Value of plan covered by a fidelity bond2024-07-15385000
Participant contributions to plan in this plan year2024-07-1557840
Value of participant loans at end of plan year2024-07-150
Other contributions to plan in this plan year2024-07-15730
Other income to plan in this plan year2024-07-15493670
Plan net income in this plan year2024-07-15308639
Net assets as of the end of the plan year2024-07-152965312
Net assets as of the beginning of the plan year2024-07-152656673
Employer contributions to plan in this plan year2024-07-1596439
Fees paid to broker by Benefit Provider2024-07-151610
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1523180
2016 : JEFFREY D. JONES, DMD, PA 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$325,364
Expenses. Total of all expenses incurred2016-12-31$14,855
Benefits paid (including direct rollovers)2016-12-31$1,768
Total plan assets at end of year2016-12-31$2,886,898
Total plan assets at beginning of year2016-12-31$2,576,389
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$49,560
Assets. Value of loans (other than to participants)2016-12-31$27,480
Other income received2016-12-31$183,386
Net income (gross income less expenses)2016-12-31$310,509
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,886,898
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,576,389
Assets. Value of participant loans2016-12-31$35,356
Total contributions received or receivable from employer(s)2016-12-31$92,418
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$13,087
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : JEFFREY D. JONES, DMD, PA 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$-16,622
Expenses. Total of all expenses incurred2015-12-31$23,050
Benefits paid (including direct rollovers)2015-12-31$12,173
Total plan assets at end of year2015-12-31$2,576,389
Total plan assets at beginning of year2015-12-31$2,616,061
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$50,860
Assets. Value of loans (other than to participants)2015-12-31$32,001
Noncash contributions received2015-12-31$-159,826
Net income (gross income less expenses)2015-12-31$-39,672
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,576,389
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,616,061
Assets. Value of participant loans2015-12-31$8,672
Assets. Value of real-estate (other than employer real property)2015-12-31$90,000
Total contributions received or receivable from employer(s)2015-12-31$92,344
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$10,877
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JEFFREY D. JONES, DMD, PA 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$121,459
Expenses. Total of all expenses incurred2014-12-31$69,914
Benefits paid (including direct rollovers)2014-12-31$59,044
Total plan assets at end of year2014-12-31$2,616,061
Total plan assets at beginning of year2014-12-31$2,564,516
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$47,760
Assets. Value of loans (other than to participants)2014-12-31$35,569
Other income received2014-12-31$-14,791
Net income (gross income less expenses)2014-12-31$51,545
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,616,061
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,564,516
Assets. Value of participant loans2014-12-31$11,188
Assets. Value of real-estate (other than employer real property)2014-12-31$65,000
Total contributions received or receivable from employer(s)2014-12-31$88,490
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$10,870
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : JEFFREY D. JONES, DMD, PA 401(K) PROFIT SHARING PLAN 2013 401k financial data
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$445,575
Expenses. Total of all expenses incurred2013-12-31$4,955,584
Benefits paid (including direct rollovers)2013-12-31$4,944,324
Total plan assets at end of year2013-12-31$2,564,516
Total plan assets at beginning of year2013-12-31$7,074,525
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$68,880
Assets. Value of loans (other than to participants)2013-12-31$39,502
Other income received2013-12-31$248,719
Net income (gross income less expenses)2013-12-31$-4,510,009
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,564,516
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$7,074,525
Assets. Value of real-estate (other than employer real property)2013-12-31$58,000
Total contributions received or receivable from employer(s)2013-12-31$127,976
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$11,260
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : JEFFREY D. JONES, DMD, PA 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$269,853
Expenses. Total of all expenses incurred2012-12-31$365
Total plan assets at end of year2012-12-31$7,074,525
Total plan assets at beginning of year2012-12-31$6,805,037
Value of fidelity bond covering the plan2012-12-31$1,000,000
Assets. Value of loans (other than to participants)2012-12-31$242,605
Other income received2012-12-31$269,853
Net income (gross income less expenses)2012-12-31$269,488
Net plan assets at end of year (total assets less liabilities)2012-12-31$7,074,525
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,805,037
Assets. Value of real-estate (other than employer real property)2012-12-31$170,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$365
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$157,187
Expenses. Total of all expenses incurred2012-06-30$2,365
Total plan assets at end of year2012-06-30$6,805,037
Total plan assets at beginning of year2012-06-30$6,650,215
Value of fidelity bond covering the plan2012-06-30$1,000,000
Assets. Value of loans (other than to participants)2012-06-30$244,215
Other income received2012-06-30$-24,813
Net income (gross income less expenses)2012-06-30$154,822
Net plan assets at end of year (total assets less liabilities)2012-06-30$6,805,037
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$6,650,215
Assets. Value of real-estate (other than employer real property)2012-06-30$148,900
Total contributions received or receivable from employer(s)2012-06-30$182,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$2,365
2011 : JEFFREY D. JONES, DMD, PA 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-06-30$989,078
Expenses. Total of all expenses incurred2011-06-30$4,385
Benefits paid (including direct rollovers)2011-06-30$837
Total plan assets at end of year2011-06-30$6,650,215
Total plan assets at beginning of year2011-06-30$5,665,522
Value of fidelity bond covering the plan2011-06-30$1,000,000
Assets. Value of loans (other than to participants)2011-06-30$200,000
Other income received2011-06-30$779,078
Net income (gross income less expenses)2011-06-30$984,693
Net plan assets at end of year (total assets less liabilities)2011-06-30$6,650,215
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$5,665,522
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2011-06-30$6,627
Assets. Value of real-estate (other than employer real property)2011-06-30$323,000
Total contributions received or receivable from employer(s)2011-06-30$210,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$3,548
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : JEFFREY D. JONES, DMD, PA 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for JEFFREY D. JONES, DMD, PA 401(K) PROFIT SHARING PLAN

2016: JEFFREY D. JONES, DMD, PA 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JEFFREY D. JONES, DMD, PA 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JEFFREY D. JONES, DMD, PA 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JEFFREY D. JONES, DMD, PA 401(K) PROFIT SHARING 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
2012: JEFFREY D. JONES, DMD, PA 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: JEFFREY D. JONES, DMD, PA 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: JEFFREY D. JONES, DMD, PA 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: JEFFREY D. JONES, DMD, PA 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 19936
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 19936
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP 19936
Policy instance 1

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