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JEFFREY D. MORGAN, D.M.D., P.S. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJEFFREY D. MORGAN, D.M.D., P.S. 401(K) PROFIT SHARING PLAN
Plan identification number 001

JEFFREY D. MORGAN, D.M.D., P.S. 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
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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. MORGAN, D.M.D., P.S. DBA GRANDRIDGE DENTAL has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY D. MORGAN, D.M.D., P.S. DBA GRANDRIDGE DENTAL
Employer identification number (EIN):743058536
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about JEFFREY D. MORGAN, D.M.D., P.S. DBA GRANDRIDGE DENTAL

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2002-07-10
Company Identification Number: 602218924
Legal Registered Office Address: 8836 W GAGE BLVD STE 204A

KENNEWICK
United States of America (USA)
993367155

More information about JEFFREY D. MORGAN, D.M.D., P.S. DBA GRANDRIDGE DENTAL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY D. MORGAN, D.M.D., P.S. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JEFFREY D. MORGAN, D.M.D. JEFFREY D. MORGAN, D.M.D.2013-10-08
0012011-01-01JEFFREY D. MORGAN, D.M.D. JEFFREY D. MORGAN, D.M.D.2012-10-12

Financial Data on JEFFREY D. MORGAN, D.M.D., P.S. 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : JEFFREY D. MORGAN, D.M.D., P.S. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
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$109,637
Expenses. Total of all expenses incurred2015-12-31$71,370
Benefits paid (including direct rollovers)2015-12-31$58,414
Total plan assets at end of year2015-12-31$1,128,771
Total plan assets at beginning of year2015-12-31$1,090,504
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$49,865
Expenses. Other expenses not covered elsewhere2015-12-31$12,956
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$44,746
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$38,267
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,128,771
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,090,504
Total contributions received or receivable from employer(s)2015-12-31$15,026
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JEFFREY D. MORGAN, D.M.D., P.S. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
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$132,851
Expenses. Total of all expenses incurred2014-12-31$12,074
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,090,504
Total plan assets at beginning of year2014-12-31$969,727
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$49,832
Expenses. Other expenses not covered elsewhere2014-12-31$12,074
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$57,121
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$120,777
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,090,504
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$969,727
Total contributions received or receivable from employer(s)2014-12-31$25,898
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : JEFFREY D. MORGAN, D.M.D., P.S. 401(K) PROFIT SHARING 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$140,062
Expenses. Total of all expenses incurred2013-12-31$9,910
Benefits paid (including direct rollovers)2013-12-31$5,518
Total plan assets at end of year2013-12-31$969,727
Total plan assets at beginning of year2013-12-31$839,575
Value of fidelity bond covering the plan2013-12-31$150,000
Total contributions received or receivable from participants2013-12-31$20,241
Expenses. Other expenses not covered elsewhere2013-12-31$4,392
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$101,998
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$130,152
Net plan assets at end of year (total assets less liabilities)2013-12-31$969,727
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$839,575
Total contributions received or receivable from employer(s)2013-12-31$17,823
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$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : JEFFREY D. MORGAN, D.M.D., P.S. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
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$158,363
Expenses. Total of all expenses incurred2012-12-31$3,208
Benefits paid (including direct rollovers)2012-12-31$374
Total plan assets at end of year2012-12-31$839,575
Total plan assets at beginning of year2012-12-31$684,420
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$54,474
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$38,344
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$155,155
Net plan assets at end of year (total assets less liabilities)2012-12-31$839,575
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$684,420
Total contributions received or receivable from employer(s)2012-12-31$65,545
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,834
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JEFFREY D. MORGAN, D.M.D., P.S. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$86,675
Expenses. Total of all expenses incurred2011-12-31$5,000
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$684,420
Total plan assets at beginning of year2011-12-31$602,745
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$56,634
Expenses. Other expenses not covered elsewhere2011-12-31$5,000
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-38,766
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$81,675
Net plan assets at end of year (total assets less liabilities)2011-12-31$684,420
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$602,745
Total contributions received or receivable from employer(s)2011-12-31$68,807
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JEFFREY D. MORGAN, D.M.D., P.S. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$130,335
Expenses. Total of all expenses incurred2010-12-31$3,212
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$569,270
Total plan assets at beginning of year2010-12-31$442,147
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$42,224
Expenses. Other expenses not covered elsewhere2010-12-31$3,212
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$13,480
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$127,123
Net plan assets at end of year (total assets less liabilities)2010-12-31$569,270
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$442,147
Total contributions received or receivable from employer(s)2010-12-31$74,631
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for JEFFREY D. MORGAN, D.M.D., P.S. 401(K) PROFIT SHARING PLAN

2015: JEFFREY D. MORGAN, D.M.D., P.S. 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. MORGAN, D.M.D., P.S. 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. MORGAN, D.M.D., P.S. 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. MORGAN, D.M.D., P.S. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JEFFREY D. MORGAN, D.M.D., P.S. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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