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JOHN D DODSON DDS INC. 401(K) & PROFIT SHARE PLAN 401k Plan overview

Plan NameJOHN D DODSON DDS INC. 401(K) & PROFIT SHARE PLAN
Plan identification number 001

JOHN D DODSON DDS INC. 401(K) & PROFIT SHARE 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOHN D DODSON DDS INC has sponsored the creation of one or more 401k plans.

Company Name:JOHN D DODSON DDS INC
Employer identification number (EIN):990230738
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN D DODSON DDS INC. 401(K) & PROFIT SHARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MATTHEW DODSON2024-07-12
0012023-01-01MATTHEW DODSON2024-09-17
0012022-01-01MATTHEW DODSON2023-07-06
0012021-01-01MATTHEW DODSON2022-06-15
0012020-01-01MATT DODSON2021-12-17
0012020-01-01MATTHEW DODSON2022-02-07
0012019-10-01MATT DODSON2020-08-08

Plan Statistics for JOHN D DODSON DDS INC. 401(K) & PROFIT SHARE PLAN

401k plan membership statisitcs for JOHN D DODSON DDS INC. 401(K) & PROFIT SHARE PLAN

Measure Date Value
2025: JOHN D DODSON DDS INC. 401(K) & PROFIT SHARE PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-0128
Total number of particpants at end of year2025-07-0126
Number of Participants With Account Balances2025-07-0115
2024: JOHN D DODSON DDS INC. 401(K) & PROFIT SHARE PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-1728
Total number of particpants at end of year2024-09-1729
Number of Participants With Account Balances2024-09-1713
2022: JOHN D DODSON DDS INC. 401(K) & PROFIT SHARE PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-1517
Total number of particpants at end of year2022-06-1516
Number of Participants With Account Balances2022-06-1511

Financial Data on JOHN D DODSON DDS INC. 401(K) & PROFIT SHARE PLAN

Measure Date Value
2025 : JOHN D DODSON DDS INC. 401(K) & PROFIT SHARE PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-0120967
Net assets as of the end of the plan year2025-07-01636496
Total assets as of the beginning of the plan year2025-07-01463590
Value of plan covered by a fidelity bond2025-07-0147000
Participant contributions to plan in this plan year2025-07-0195835
Value of participant loans at end of plan year2025-07-015192
Other income to plan in this plan year2025-07-0163273
Plan net income in this plan year2025-07-01172906
Net assets as of the end of the plan year2025-07-01636496
Net assets as of the beginning of the plan year2025-07-01463590
Employer contributions to plan in this plan year2025-07-0134765
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-01475
2024 : JOHN D DODSON DDS INC. 401(K) & PROFIT SHARE PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-179952
Net assets as of the end of the plan year2024-09-17463590
Total assets as of the beginning of the plan year2024-09-17297656
Value of plan covered by a fidelity bond2024-09-1730000
Participant contributions to plan in this plan year2024-09-1790784
Other income to plan in this plan year2024-09-1753544
Plan net income in this plan year2024-09-17165934
Net assets as of the end of the plan year2024-09-17463590
Net assets as of the beginning of the plan year2024-09-17297656
Employer contributions to plan in this plan year2024-09-1731558
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-17130
2022 : JOHN D DODSON DDS INC. 401(K) & PROFIT SHARE PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-151534
Net assets as of the end of the plan year2022-06-15237820
Total assets as of the beginning of the plan year2022-06-15111312
Value of plan covered by a fidelity bond2022-06-1512000
Participant contributions to plan in this plan year2022-06-1575858
Other income to plan in this plan year2022-06-1519409
Plan net income in this plan year2022-06-15126508
Net assets as of the end of the plan year2022-06-15237820
Net assets as of the beginning of the plan year2022-06-15111312
Employer contributions to plan in this plan year2022-06-1532775
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-15130

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