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JESSE R. WHITELY, DDS INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameJESSE R. WHITELY, DDS INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

JESSE R. WHITELY, DDS INC. 401(K) PROFIT SHARING PLAN AND TRUST 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
  • 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.
  • 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

JESSE R. WHITELY, DDS INC. has sponsored the creation of one or more 401k plans.

Company Name:JESSE R. WHITELY, DDS INC.
Employer identification number (EIN):831171770
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JESSE R. WHITELY, DDS INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01

Plan Statistics for JESSE R. WHITELY, DDS INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for JESSE R. WHITELY, DDS INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025: JESSE R. WHITELY, DDS INC. 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-04-219
Total number of particpants at end of year2025-04-218
Number of Participants With Account Balances2025-04-215
2024: JESSE R. WHITELY, DDS INC. 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-299
Total number of particpants at end of year2024-06-298
Number of Participants With Account Balances2024-06-296
2022: JESSE R. WHITELY, DDS INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-05-235
Total number of particpants at end of year2022-05-236
Number of Participants With Account Balances2022-05-235

Financial Data on JESSE R. WHITELY, DDS INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : JESSE R. WHITELY, DDS INC. 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-215553
Net assets as of the end of the plan year2025-04-21526346
Total assets as of the beginning of the plan year2025-04-21425727
Value of plan covered by a fidelity bond2025-04-2155000
Participant contributions to plan in this plan year2025-04-2144510
Other income to plan in this plan year2025-04-2152984
Plan net income in this plan year2025-04-21100619
Net assets as of the end of the plan year2025-04-21526346
Net assets as of the beginning of the plan year2025-04-21425727
Employer contributions to plan in this plan year2025-04-218678
Fees paid to broker by Benefit Provider2025-04-212603
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-215553
2024 : JESSE R. WHITELY, DDS INC. 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-290
Total expenses incurred by plan in this plan year2024-06-296763
Net assets as of the end of the plan year2024-06-29425727
Total assets as of the beginning of the plan year2024-06-29299545
Value of plan covered by a fidelity bond2024-06-2950000
Participant contributions to plan in this plan year2024-06-2946832
Other contributions to plan in this plan year2024-06-2910642
Other income to plan in this plan year2024-06-2961547
Plan net income in this plan year2024-06-29126182
Net assets as of the end of the plan year2024-06-29425727
Net assets as of the beginning of the plan year2024-06-29299545
Employer contributions to plan in this plan year2024-06-2913924
Fees paid to broker by Benefit Provider2024-06-292000
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-294277
2022 : JESSE R. WHITELY, DDS INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-233623
Net assets as of the end of the plan year2022-05-23323900
Total assets as of the beginning of the plan year2022-05-23232629
Value of plan covered by a fidelity bond2022-05-2350000
Participant contributions to plan in this plan year2022-05-2345567
Other contributions to plan in this plan year2022-05-2364
Other income to plan in this plan year2022-05-2336425
Plan net income in this plan year2022-05-2391271
Net assets as of the end of the plan year2022-05-23323900
Net assets as of the beginning of the plan year2022-05-23232629
Employer contributions to plan in this plan year2022-05-2312838
Fees paid to broker by Benefit Provider2022-05-231592
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-233623

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