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JAMES E. CHERRY, D.M.D., P.A. 401(K) PLAN 401k Plan overview

Plan NameJAMES E. CHERRY, D.M.D., P.A. 401(K) PLAN
Plan identification number 001

JAMES E. CHERRY, D.M.D., P.A. 401(K) 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.
  • 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

JAMES E. CHERRY, D.M.D., P.A. has sponsored the creation of one or more 401k plans.

Company Name:JAMES E. CHERRY, D.M.D., P.A.
Employer identification number (EIN):593650262
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about JAMES E. CHERRY, D.M.D., P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2000-06-06
Company Identification Number: P00000054754
Legal Registered Office Address: 4100 SOUTHPOINT DRIVE EAST

JACKSONVILLE

32216

More information about JAMES E. CHERRY, D.M.D., P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES E. CHERRY, D.M.D., P.A. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01DANIELLE WILSON2024-12-04 JAMES E. CHERRY, D.M.D., P.A.2024-12-04
0012023-01-01JAMES CHERRY2024-05-29
0012022-01-01JAMES CHERRY2023-06-06
0012021-01-01JAMES CHERRY2022-05-24
0012020-01-01JAMES CHERRY2021-06-07
0012019-01-01JAMES CHERRY2020-07-14
0012018-01-01JAMES CHERRY2019-07-11
0012017-01-01JAMES CHERRY2018-05-17
0012016-01-01JAMES CHERRY2017-05-17
0012015-01-01JAMES CHERRY2016-06-29
0012014-01-01JAMES CHERRY2015-06-18
0012013-01-01JAMES CHERRY2014-07-15
0012012-01-01DANIELLE WILSON2013-06-28
0012011-01-01JAMES E. CHERRY, D.M.D.2012-07-24
0012010-01-01JAMES E. CHERRY, D.M.D.2011-05-23

Financial Data on JAMES E. CHERRY, D.M.D., P.A. 401(K) PLAN

Measure Date Value
2024 : JAMES E. CHERRY, D.M.D., P.A. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-12-04535276
Net assets as of the end of the plan year2024-12-040
Total assets as of the beginning of the plan year2024-12-04529756
Value of plan covered by a fidelity bond2024-12-0453000
Value of participant loans at end of plan year2024-12-040
Other income to plan in this plan year2024-12-045510
Plan net income in this plan year2024-12-04-529756
Net assets as of the end of the plan year2024-12-040
Net assets as of the beginning of the plan year2024-12-04529756
Employer contributions to plan in this plan year2024-12-0410
Expensese paid to adminstrative service provicers from plan in this plan year2024-12-04560
Total expenses incurred by plan in this plan year2024-05-2955688
Net assets as of the end of the plan year2024-05-29529756
Total assets as of the beginning of the plan year2024-05-29530046
Value of plan covered by a fidelity bond2024-05-2954000
Value of participant loans at end of plan year2024-05-29517
Other income to plan in this plan year2024-05-2955398
Plan net income in this plan year2024-05-29-290
Net assets as of the end of the plan year2024-05-29529756
Net assets as of the beginning of the plan year2024-05-29530046
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-292891
2022 : JAMES E. CHERRY, D.M.D., P.A. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-248801
Net assets as of the end of the plan year2022-05-24625501
Total assets as of the beginning of the plan year2022-05-24570111
Value of plan covered by a fidelity bond2022-05-2458000
Participant contributions to plan in this plan year2022-05-2410953
Value of participant loans at end of plan year2022-05-2412023
Other income to plan in this plan year2022-05-2447652
Plan net income in this plan year2022-05-2455390
Net assets as of the end of the plan year2022-05-24625501
Net assets as of the beginning of the plan year2022-05-24570111
Employer contributions to plan in this plan year2022-05-245586
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-248801

Potentially related plans

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