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JAMES T. WHITE, D.D.S. EMPLOYEES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES T. WHITE, D.D.S. EMPLOYEES 401(K) PROFIT SHARING PLAN
Plan identification number 001

JAMES T. WHITE, D.D.S. EMPLOYEES 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
  • 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.
  • Plan covering Self-Employed individuals.
  • 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 T. WHITE, D.D.S. has sponsored the creation of one or more 401k plans.

Company Name:JAMES T. WHITE, D.D.S.
Employer identification number (EIN):943127390
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES T. WHITE, D.D.S. EMPLOYEES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMES T WHITE2024-07-01
0012022-01-01JAMES T. WHITE2023-08-17
0012021-01-01JAMES T. WHITE2022-10-15
0012020-01-01JAMES T. WHITE2021-03-22
0012019-01-01JAMES T. WHITE2020-08-03
0012018-01-01JAMES T. WHITE2019-04-09
0012017-01-01JAMES T. WHITE2018-07-30
0012016-01-01JAMES WHITE2017-10-04 JAMES WHITE2017-10-04
0012015-01-01JAMES WHITE2016-06-14 JAMES WHITE2016-06-14
0012014-01-01JAMES WHITE2015-06-29 JAMES WHITE2015-06-29
0012013-01-01JAMES WHITE2014-06-10 JAMES WHITE2014-06-10
0012012-01-01JAMES WHITE2013-05-28 JAMES WHITE2013-05-28
0012011-01-01JAMES T. WHITE2012-03-27 JAMES T. WHITE2012-03-27
0012010-01-01JAMES T. WHITE2011-04-01 JAMES T. WHITE2011-04-01

Financial Data on JAMES T. WHITE, D.D.S. EMPLOYEES 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : JAMES T. WHITE, D.D.S. EMPLOYEES 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-080
Total expenses incurred by plan in this plan year2025-07-081102
Net assets as of the end of the plan year2025-07-082451464
Total assets as of the beginning of the plan year2025-07-082129729
Value of plan covered by a fidelity bond2025-07-08250000
Participant contributions to plan in this plan year2025-07-08103029
Other income to plan in this plan year2025-07-08211555
Plan net income in this plan year2025-07-08321735
Net assets as of the end of the plan year2025-07-082451464
Net assets as of the beginning of the plan year2025-07-082129729
Employer contributions to plan in this plan year2025-07-088253
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-081102
2024 : JAMES T. WHITE, D.D.S. EMPLOYEES 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-010
Total expenses incurred by plan in this plan year2024-07-0140686
Net assets as of the end of the plan year2024-07-012129729
Total assets as of the beginning of the plan year2024-07-011823991
Value of plan covered by a fidelity bond2024-07-01250000
Participant contributions to plan in this plan year2024-07-0171417
Other income to plan in this plan year2024-07-01269217
Plan net income in this plan year2024-07-01305738
Net assets as of the end of the plan year2024-07-012129729
Net assets as of the beginning of the plan year2024-07-011823991
Employer contributions to plan in this plan year2024-07-015790
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0175

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