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JOHN W. EPPERSON, DDS, PA PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN W. EPPERSON, DDS, PA PROFIT SHARING PLAN
Plan identification number 002

JOHN W. EPPERSON, DDS, PA 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
  • 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

JOHN W. EPPERSON, DDS, PA has sponsored the creation of one or more 401k plans.

Company Name:JOHN W. EPPERSON, DDS, PA
Employer identification number (EIN):751719451
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about JOHN W. EPPERSON, DDS, PA

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2001-02-07
Company Identification Number: 0082257103
Legal Registered Office Address: 8220 MEMPHIS AVE

LUBBOCK
United States of America (USA)
79423

More information about JOHN W. EPPERSON, DDS, PA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN W. EPPERSON, DDS, PA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01FELICIA PIERCE2016-10-04
0022014-01-01FELICIA PIERCE2015-10-12
0022013-01-01
0022012-01-01ELIZABETH POWELL2013-09-26
0022011-01-01ELIZABETH POWELL2013-04-29
0022010-01-01JOHN W EPPERSON, DDS2011-10-17 JOHN W EPPERSON, DDS2011-10-17
0022009-01-01JOHN W EPPERSON, DDS2010-10-14 JOHN W EPPERSON, DDS2010-10-14
0022009-01-01JOHN W EPPERSON, DDS2010-10-14 JOHN W EPPERSON, DDS2010-10-14
0022009-01-01JOHN W EPPERSON, DDS2010-10-14 JOHN W EPPERSON, DDS2010-10-14

Plan Statistics for JOHN W. EPPERSON, DDS, PA PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN W. EPPERSON, DDS, PA PROFIT SHARING PLAN

Measure Date Value
2010: JOHN W. EPPERSON, DDS, PA PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-019
Total number of active participants reported on line 7a of the Form 55002010-01-019
Total of all active and inactive participants2010-01-019
Total participants2010-01-019
Number of participants with account balances2010-01-019
2009: JOHN W. EPPERSON, DDS, PA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-019
Total participants2009-01-019
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on JOHN W. EPPERSON, DDS, PA PROFIT SHARING PLAN

Measure Date Value
2011 : JOHN W. EPPERSON, DDS, PA PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$34,078
Expenses. Total of all expenses incurred2011-12-31$103
Total plan assets at end of year2011-12-31$879,750
Total plan assets at beginning of year2011-12-31$845,775
Expenses. Other expenses not covered elsewhere2011-12-31$101
Other income received2011-12-31$19,078
Net income (gross income less expenses)2011-12-31$33,975
Net plan assets at end of year (total assets less liabilities)2011-12-31$879,750
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$845,775
Total contributions received or receivable from employer(s)2011-12-31$15,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2
2010 : JOHN W. EPPERSON, DDS, PA PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$300
Total income from all sources2010-12-31$36,563
Expenses. Total of all expenses incurred2010-12-31$115
Total plan assets at end of year2010-12-31$849,254
Total plan assets at beginning of year2010-12-31$813,106
Other income received2010-12-31$21,563
Net income (gross income less expenses)2010-12-31$36,448
Net plan assets at end of year (total assets less liabilities)2010-12-31$849,254
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$812,806
Total contributions received or receivable from employer(s)2010-12-31$15,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$115

Form 5500 Responses for JOHN W. EPPERSON, DDS, PA PROFIT SHARING PLAN

2010: JOHN W. EPPERSON, DDS, PA PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOHN W. EPPERSON, DDS, PA PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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