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JOHN R ROW JR 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameJOHN R ROW JR 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

JOHN R ROW JR 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

JOHN R ROW JR has sponsored the creation of one or more 401k plans.

Company Name:JOHN R ROW JR
Employer identification number (EIN):770240697
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN R ROW JR 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN ROW2024-07-31
0012022-01-01JOHN ROW2023-07-27
0012021-01-01JOHN ROW2022-07-31
0012020-01-01JOHN R. ROW, JR2021-08-01
0012019-01-01JOHN R. ROW, JR2020-07-28
0012018-01-01JOHN R ROW2019-07-24
0012017-01-01JOHN R ROW DDS2018-07-19
0012016-01-01JOHN R ROW DDS2017-07-28
0012015-01-01JOHN ROW2016-07-29
0012014-01-01JOHN R. ROW, JR. DDS2015-07-28
0012013-01-01JOHN R. ROW, JR. DDS2014-07-29
0012012-01-01JOHN R ROW JR2013-07-30
0012011-01-01JOHN R ROW JR2012-07-27
0012010-01-01JOHN R ROW JR2011-07-29

Financial Data on JOHN R ROW JR 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : JOHN R ROW JR 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-190
Total liabilities as of the end of the plan year2025-08-190
Total liabilities as of the beginning of the plan year2025-08-190
Total expenses incurred by plan in this plan year2025-08-199683
Net assets as of the end of the plan year2025-08-19782346
Total assets as of the beginning of the plan year2025-08-19655765
Value of plan covered by a fidelity bond2025-08-1965577
Participant contributions to plan in this plan year2025-08-1936827
Value of participant loans at end of plan year2025-08-195583
Other expenses paid from plan in this plan year2025-08-190
Other contributions to plan in this plan year2025-08-190
Other income to plan in this plan year2025-08-1979975
Plan net income in this plan year2025-08-19126581
Net assets as of the end of the plan year2025-08-19782346
Net assets as of the beginning of the plan year2025-08-19655765
Employer contributions to plan in this plan year2025-08-1919462
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-199683
2024 : JOHN R ROW JR 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-310
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-318283
Net assets as of the end of the plan year2024-07-31655765
Total assets as of the beginning of the plan year2024-07-31589362
Value of plan covered by a fidelity bond2024-07-3160000
Participant contributions to plan in this plan year2024-07-316938
Value of participant loans at end of plan year2024-07-317012
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-310
Other income to plan in this plan year2024-07-3162197
Plan net income in this plan year2024-07-3166403
Net assets as of the end of the plan year2024-07-31655765
Net assets as of the beginning of the plan year2024-07-31589362
Employer contributions to plan in this plan year2024-07-315551
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-318283
2022 : JOHN R ROW JR 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-310
Total liabilities as of the end of the plan year2022-07-310
Total liabilities as of the beginning of the plan year2022-07-310
Total expenses incurred by plan in this plan year2022-07-3149673
Net assets as of the end of the plan year2022-07-31647133
Total assets as of the beginning of the plan year2022-07-31567290
Value of plan covered by a fidelity bond2022-07-3160000
Participant contributions to plan in this plan year2022-07-3132673
Other expenses paid from plan in this plan year2022-07-310
Other contributions to plan in this plan year2022-07-310
Other income to plan in this plan year2022-07-3186200
Plan net income in this plan year2022-07-3179843
Net assets as of the end of the plan year2022-07-31647133
Net assets as of the beginning of the plan year2022-07-31567290
Employer contributions to plan in this plan year2022-07-3110643
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-313277

Potentially related plans

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