401k Plan data: JAMES ORTHODONTICS INC PROFIT SHARING PLAN plan

JAMES ORTHODONTICS INC PROFIT SHARING PLAN 401k Plan overview

Plan Name	JAMES ORTHODONTICS INC PROFIT SHARING PLAN
Plan identification number	001

JAMES ORTHODONTICS INC PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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 ORTHODONTICS INC has sponsored the creation of one or more 401k plans.

Company Name: JAMES ORTHODONTICS INC

Employer identification number (EIN): 751579164

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES ORTHODONTICS INC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 JEFFREY W. JAMES 2023-10-10 JEFFREY W. JAMES 2023-10-10
001 2021-01-01 JEFFREY W. JAMES 2022-08-18 JEFFREY W. JAMES 2022-08-18
001 2020-01-01 JEFFREY W JAMES 2021-10-15 JEFFREY W JAMES 2021-10-15
001 2020-01-01 JEFFREY W JAMES 2021-10-15 JEFFREY W JAMES 2021-10-15
001 2020-01-01 JEFFREY W JAMES 2021-10-15 JEFFREY W JAMES 2021-10-15
001 2020-01-01 JEFFREY W JAMES 2021-10-15 JEFFREY W JAMES 2021-10-15
001 2019-01-01 JEFFREY W JAMES 2020-09-30 JEFFREY W JAMES 2020-09-30
001 2018-01-01 JEFFREY W JAMES 2019-10-14 JEFFREY W. JAMES 2019-10-14
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 W. BARRY JAMES
001 2011-01-01 W. BARRY JAMES
001 2010-01-01 W. BARRY JAMES
001 2009-01-01 W BARRY JAMES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	JEFFREY W. JAMES	2023-10-10	JEFFREY W. JAMES	2023-10-10
001	2021-01-01	JEFFREY W. JAMES	2022-08-18	JEFFREY W. JAMES	2022-08-18
001	2020-01-01	JEFFREY W JAMES	2021-10-15	JEFFREY W JAMES	2021-10-15
001	2020-01-01	JEFFREY W JAMES	2021-10-15	JEFFREY W JAMES	2021-10-15
001	2020-01-01	JEFFREY W JAMES	2021-10-15	JEFFREY W JAMES	2021-10-15
001	2020-01-01	JEFFREY W JAMES	2021-10-15	JEFFREY W JAMES	2021-10-15
001	2019-01-01	JEFFREY W JAMES	2020-09-30	JEFFREY W JAMES	2020-09-30
001	2018-01-01	JEFFREY W JAMES	2019-10-14	JEFFREY W. JAMES	2019-10-14
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	W. BARRY JAMES
001	2011-01-01	W. BARRY JAMES
001	2010-01-01	W. BARRY JAMES
001	2009-01-01	W BARRY JAMES

Plan Statistics for JAMES ORTHODONTICS INC PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES ORTHODONTICS INC PROFIT SHARING PLAN

Measure Date Value
2022: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 7
Total participants 2022-01-01 7
Number of participants with account balances 2022-01-01 4
2021: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 7
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 7
2020: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
Total of all active and inactive participants 2020-01-01 6
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 6
2019: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Total of all active and inactive participants 2019-01-01 5
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Total of all active and inactive participants 2018-01-01 4
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Total of all active and inactive participants 2017-01-01 5
Total participants 2017-01-01 5
2016: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Total of all active and inactive participants 2016-01-01 5
Total participants 2016-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Total of all active and inactive participants 2015-01-01 5
Total participants 2015-01-01 5
2014: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Total of all active and inactive participants 2014-01-01 6
Total participants 2014-01-01 6
2013: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Total of all active and inactive participants 2013-01-01 6
Total participants 2013-01-01 6
2012: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Total of all active and inactive participants 2012-01-01 6
Total participants 2012-01-01 6
2011: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Total of all active and inactive participants 2010-01-01 6
Total participants 2010-01-01 6
2009: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Total of all active and inactive participants 2009-01-01 6
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6

Measure	Date	Value
2022: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	7
Total participants	2022-01-01	7
Number of participants with account balances	2022-01-01	4
2021: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	7
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	7
2020: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
Total of all active and inactive participants	2020-01-01	6
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	6
2019: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Total of all active and inactive participants	2019-01-01	5
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Total of all active and inactive participants	2018-01-01	4
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Total of all active and inactive participants	2017-01-01	5
Total participants	2017-01-01	5
2016: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Total of all active and inactive participants	2016-01-01	5
Total participants	2016-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Total of all active and inactive participants	2015-01-01	5
Total participants	2015-01-01	5
2014: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Total of all active and inactive participants	2014-01-01	6
Total participants	2014-01-01	6
2013: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Total of all active and inactive participants	2013-01-01	6
Total participants	2013-01-01	6
2012: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Total of all active and inactive participants	2012-01-01	6
Total participants	2012-01-01	6
2011: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Total of all active and inactive participants	2010-01-01	6
Total participants	2010-01-01	6
2009: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Total of all active and inactive participants	2009-01-01	6
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6

Financial Data on JAMES ORTHODONTICS INC PROFIT SHARING PLAN

Measure	Date	Value
2022 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-173,413
Expenses. Total of all expenses incurred	2022-12-31	$134,631
Benefits paid (including direct rollovers)	2022-12-31	$52,641
Total plan assets at end of year	2022-12-31	$1,467,172
Total plan assets at beginning of year	2022-12-31	$1,775,216
Value of fidelity bond covering the plan	2022-12-31	$350,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$81,990
Other income received	2022-12-31	$-173,413
Net income (gross income less expenses)	2022-12-31	$-308,044
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,467,172
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,775,216
Assets. Value of participant loans	2022-12-31	$166
2021 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$231,131
Expenses. Total of all expenses incurred	2021-12-31	$77,867
Benefits paid (including direct rollovers)	2021-12-31	$68,445
Total plan assets at end of year	2021-12-31	$1,775,216
Total plan assets at beginning of year	2021-12-31	$1,621,952
Value of fidelity bond covering the plan	2021-12-31	$350,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$9,422
Other income received	2021-12-31	$231,131
Net income (gross income less expenses)	2021-12-31	$153,264
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,775,216
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,621,952
Assets. Value of participant loans	2021-12-31	$2,000
2020 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2020 401k financial data
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$370,629
Expenses. Total of all expenses incurred	2020-12-31	$81,215
Benefits paid (including direct rollovers)	2020-12-31	$75,000
Total plan assets at end of year	2020-12-31	$1,621,952
Total plan assets at beginning of year	2020-12-31	$1,332,538
Value of fidelity bond covering the plan	2020-12-31	$350,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$6,215
Other income received	2020-12-31	$370,629
Net income (gross income less expenses)	2020-12-31	$289,414
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,621,952
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,332,538
2019 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$221,984
Expenses. Total of all expenses incurred	2019-12-31	$98,146
Benefits paid (including direct rollovers)	2019-12-31	$93,000
Total plan assets at end of year	2019-12-31	$1,332,538
Total plan assets at beginning of year	2019-12-31	$1,208,700
Value of fidelity bond covering the plan	2019-12-31	$350,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$5,146
Other income received	2019-12-31	$171,984
Net income (gross income less expenses)	2019-12-31	$123,838
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,332,538
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,208,700
Assets. Value of participant loans	2019-12-31	$40,000
Total contributions received or receivable from employer(s)	2019-12-31	$50,000
2018 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$40,956
Expenses. Total of all expenses incurred	2018-12-31	$718,461
Benefits paid (including direct rollovers)	2018-12-31	$711,216
Total plan assets at end of year	2018-12-31	$1,208,700
Total plan assets at beginning of year	2018-12-31	$1,886,205
Value of fidelity bond covering the plan	2018-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$7,245
Other income received	2018-12-31	$-9,044
Net income (gross income less expenses)	2018-12-31	$-677,505
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,208,700
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,886,205
Assets. Value of participant loans	2018-12-31	$50,000
Total contributions received or receivable from employer(s)	2018-12-31	$50,000
2017 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at beginning of year	2017-12-31	$3,000
Total income from all sources	2017-12-31	$293,829
Expenses. Total of all expenses incurred	2017-12-31	$646,731
Benefits paid (including direct rollovers)	2017-12-31	$638,338
Total plan assets at end of year	2017-12-31	$1,886,205
Total plan assets at beginning of year	2017-12-31	$2,242,107
Value of fidelity bond covering the plan	2017-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$8,393
Other income received	2017-12-31	$243,829
Net income (gross income less expenses)	2017-12-31	$-352,902
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,886,205
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,239,107
Assets. Value of participant loans	2017-12-31	$27,867
Total contributions received or receivable from employer(s)	2017-12-31	$50,000
2016 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$3,000
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$156,499
Expenses. Total of all expenses incurred	2016-12-31	$343,463
Benefits paid (including direct rollovers)	2016-12-31	$334,000
Total plan assets at end of year	2016-12-31	$2,242,107
Total plan assets at beginning of year	2016-12-31	$2,426,071
Value of fidelity bond covering the plan	2016-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$9,463
Other income received	2016-12-31	$106,499
Net income (gross income less expenses)	2016-12-31	$-186,964
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,239,107
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,426,071
Assets. Value of participant loans	2016-12-31	$44,000
Total contributions received or receivable from employer(s)	2016-12-31	$50,000
2015 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$69,905
Expenses. Total of all expenses incurred	2015-12-31	$163,683
Benefits paid (including direct rollovers)	2015-12-31	$153,523
Total plan assets at end of year	2015-12-31	$2,426,071
Total plan assets at beginning of year	2015-12-31	$2,519,849
Value of fidelity bond covering the plan	2015-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$10,160
Other income received	2015-12-31	$19,905
Net income (gross income less expenses)	2015-12-31	$-93,778
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,426,071
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,519,849
Assets. Value of participant loans	2015-12-31	$45,000
Total contributions received or receivable from employer(s)	2015-12-31	$50,000
2014 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$229,641
Expenses. Total of all expenses incurred	2014-12-31	$159,119
Benefits paid (including direct rollovers)	2014-12-31	$148,910
Total plan assets at end of year	2014-12-31	$2,519,849
Total plan assets at beginning of year	2014-12-31	$2,449,327
Value of fidelity bond covering the plan	2014-12-31	$300,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$10,209
Other income received	2014-12-31	$179,641
Net income (gross income less expenses)	2014-12-31	$70,522
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,519,849
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,449,327
Assets. Value of participant loans	2014-12-31	$22,703
Total contributions received or receivable from employer(s)	2014-12-31	$50,000
2013 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$397,955
Expenses. Total of all expenses incurred	2013-12-31	$209,640
Benefits paid (including direct rollovers)	2013-12-31	$200,000
Total plan assets at end of year	2013-12-31	$2,449,327
Total plan assets at beginning of year	2013-12-31	$2,261,012
Value of fidelity bond covering the plan	2013-12-31	$400,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$9,640
Other income received	2013-12-31	$347,955
Net income (gross income less expenses)	2013-12-31	$188,315
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,449,327
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,261,012
Assets. Value of participant loans	2013-12-31	$20,572
Total contributions received or receivable from employer(s)	2013-12-31	$50,000
2012 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$268,643
Expenses. Total of all expenses incurred	2012-12-31	$229,372
Benefits paid (including direct rollovers)	2012-12-31	$220,000
Total plan assets at end of year	2012-12-31	$2,261,012
Total plan assets at beginning of year	2012-12-31	$2,221,741
Value of fidelity bond covering the plan	2012-12-31	$400,000
Other income received	2012-12-31	$218,643
Net income (gross income less expenses)	2012-12-31	$39,271
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,261,012
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,221,741
Assets. Value of participant loans	2012-12-31	$32,007
Total contributions received or receivable from employer(s)	2012-12-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$9,372
2011 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$86,982
Expenses. Total of all expenses incurred	2011-12-31	$360,271
Benefits paid (including direct rollovers)	2011-12-31	$273,397
Total plan assets at end of year	2011-12-31	$2,221,741
Total plan assets at beginning of year	2011-12-31	$2,495,030
Value of fidelity bond covering the plan	2011-12-31	$400,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$86,874
Other income received	2011-12-31	$36,982
Net income (gross income less expenses)	2011-12-31	$-273,289
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,221,741
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,495,030
Assets. Value of participant loans	2011-12-31	$44,101
Total contributions received or receivable from employer(s)	2011-12-31	$50,000
2010 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$230,473
Expenses. Total of all expenses incurred	2010-12-31	$11,895
Total plan assets at end of year	2010-12-31	$2,495,030
Total plan assets at beginning of year	2010-12-31	$2,276,452
Value of fidelity bond covering the plan	2010-12-31	$400,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$11,895
Other income received	2010-12-31	$180,473
Net income (gross income less expenses)	2010-12-31	$218,578
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,495,030
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,276,452
Assets. Value of participant loans	2010-12-31	$100,000
Total contributions received or receivable from employer(s)	2010-12-31	$50,000

Form 5500 Responses for JAMES ORTHODONTICS INC PROFIT SHARING PLAN

2022: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JAMES ORTHODONTICS INC
Employer identification number (EIN):	751579164
NAIC Classification:	621210
NAIC Description:	Offices of Dentists