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JOHN F. WHITT, JR., D.D.S., P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN F. WHITT, JR., D.D.S., P.A. PROFIT SHARING PLAN
Plan identification number 001

JOHN F. WHITT, JR., D.D.S., P.A. 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
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:JOHN F. WHITT, JR., D.D.S., P.A.
Employer identification number (EIN):592234013
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN F. WHITT, JR., D.D.S., P.A. 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
0012021-01-01JOHN F. WHITT, JR, DDS2022-04-06 JOHN F. WHITT, JR, DDS2022-04-06
0012021-01-01
0012020-01-01JOHN F. WHITT, JR, DDS2021-07-21 JOHN F. WHITT, JR DDS2021-07-21
0012019-01-01JOHN F. WHITT, JR, DDS2020-07-23 JOHN WHITT2020-07-23
0012018-01-01JOHN F. WHITT, JR, DDS2019-07-12
0012017-01-01JOHN F. WHITT, JR, D.D.S.2018-10-08 JOHN F. WHITT, JR., D.D.S.2018-10-08
0012016-01-01JOHN F. WHITT, JR, D.D.S.2017-07-24 JOHN F. WHITT, JR. D.D.S.2017-07-24
0012015-01-01JOHN F. WHITT, JR, D.D.S.2016-09-12
0012014-01-01JOHN F. WHITT, JR.2015-10-12
0012013-01-01JOHN F. WHITT, JR.2014-06-25
0012012-01-01JOHN F. WHITT, JR.2013-06-11
0012011-01-01JOHN F. WHITT, JR.2012-07-12
0012010-01-01JOHN F. WHITT, JR.2011-06-02

Plan Statistics for JOHN F. WHITT, JR., D.D.S., P.A. PROFIT SHARING PLAN

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

Measure Date Value
2025: JOHN F. WHITT, JR., D.D.S., P.A. PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0912
Total number of particpants at end of year2025-10-0912
Number of Participants With Account Balances2025-10-0912
Total number of particpants at beginning of year2025-01-088
Total number of particpants at end of year2025-01-088
Number of Participants With Account Balances2025-01-088

Financial Data on JOHN F. WHITT, JR., D.D.S., P.A. PROFIT SHARING PLAN

Measure Date Value
2025 : JOHN F. WHITT, JR., D.D.S., P.A. PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-090
Total expenses incurred by plan in this plan year2025-10-090
Net assets as of the end of the plan year2025-10-09282265
Total assets as of the beginning of the plan year2025-10-09138174
Participant contributions to plan in this plan year2025-10-0946000
Other expenses paid from plan in this plan year2025-10-090
Other income to plan in this plan year2025-10-0930950
Plan net income in this plan year2025-10-09144091
Net assets as of the end of the plan year2025-10-09282265
Net assets as of the beginning of the plan year2025-10-09138174
Employer contributions to plan in this plan year2025-10-0967141
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-090
Total transfers to/from plan in this plan year2025-01-080
Total liabilities as of the end of the plan year2025-01-080
Total liabilities as of the beginning of the plan year2025-01-080
Total expenses incurred by plan in this plan year2025-01-080
Net assets as of the end of the plan year2025-01-08138174
Total assets as of the beginning of the plan year2025-01-0879399
Participant contributions to plan in this plan year2025-01-0822500
Other expenses paid from plan in this plan year2025-01-080
Other contributions to plan in this plan year2025-01-080
Other income to plan in this plan year2025-01-0816872
Plan net income in this plan year2025-01-0858775
Net assets as of the end of the plan year2025-01-08138174
Net assets as of the beginning of the plan year2025-01-0879399
Employer contributions to plan in this plan year2025-01-0819403
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-080

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