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JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN
Plan identification number 001

JONATHAN BLAIR WALDRON DMD PC 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.
  • 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

JONATHAN BLAIR WALDRON DMD PC has sponsored the creation of one or more 401k plans.

Company Name:JONATHAN BLAIR WALDRON DMD PC
Employer identification number (EIN):010688324
NAIC Classification:621210
NAIC Description:Offices of Dentists

Additional information about JONATHAN BLAIR WALDRON DMD PC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 138710

More information about JONATHAN BLAIR WALDRON DMD PC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01JONATHAN BLAIR WALDRON JONATHAN BLAIR WALDRON2019-03-05
0012017-01-01JONATHAN WALDRON JONATHAN WALDRON2018-03-12
0012016-01-01JONATHAN WALDRON JONATHAN WALDRON2017-03-29
0012015-01-01JONATHAN BLAIR WALDRON JONATHAN BLAIR WALDRON2016-07-15
0012014-01-01JONATHAN BLAIR WALDRON JONATHAN BLAIR WALDRON2015-07-15
0012013-01-01JONATHAN WALDRON JONATHAN WALDRON2014-08-08

Plan Statistics for JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2018: JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0118
Total number of active participants reported on line 7a of the Form 55002018-01-0119
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0120
Number of participants with account balances2018-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0116
Total number of active participants reported on line 7a of the Form 55002017-01-0114
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0115
Number of participants with account balances2017-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0112
Total number of active participants reported on line 7a of the Form 55002016-01-0111
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0113
Number of participants with account balances2016-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0112
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0111
Number of participants with account balances2015-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0112
Number of participants with account balances2014-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0111
Number of participants with account balances2013-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2018 : JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$73,277
Expenses. Total of all expenses incurred2018-12-31$2,024
Benefits paid (including direct rollovers)2018-12-31$1,560
Total plan assets at end of year2018-12-31$527,991
Total plan assets at beginning of year2018-12-31$456,738
Value of fidelity bond covering the plan2018-12-31$385,000
Total contributions received or receivable from participants2018-12-31$85,621
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$3,574
Other income received2018-12-31$-45,054
Net income (gross income less expenses)2018-12-31$71,253
Net plan assets at end of year (total assets less liabilities)2018-12-31$527,991
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$456,738
Total contributions received or receivable from employer(s)2018-12-31$29,136
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$464
2017 : JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$158,008
Expenses. Total of all expenses incurred2017-12-31$11,220
Benefits paid (including direct rollovers)2017-12-31$10,742
Total plan assets at end of year2017-12-31$456,738
Total plan assets at beginning of year2017-12-31$309,950
Value of fidelity bond covering the plan2017-12-31$385,000
Total contributions received or receivable from participants2017-12-31$80,229
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$52,606
Net income (gross income less expenses)2017-12-31$146,788
Net plan assets at end of year (total assets less liabilities)2017-12-31$456,738
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$309,950
Total contributions received or receivable from employer(s)2017-12-31$25,173
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$478
2016 : JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$107,196
Expenses. Total of all expenses incurred2016-12-31$288
Total plan assets at end of year2016-12-31$309,950
Total plan assets at beginning of year2016-12-31$203,042
Value of fidelity bond covering the plan2016-12-31$31,000
Total contributions received or receivable from participants2016-12-31$66,613
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$20,312
Net income (gross income less expenses)2016-12-31$106,908
Net plan assets at end of year (total assets less liabilities)2016-12-31$309,950
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$203,042
Total contributions received or receivable from employer(s)2016-12-31$20,271
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$288
2015 : JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$67,120
Expenses. Total of all expenses incurred2015-12-31$780
Benefits paid (including direct rollovers)2015-12-31$411
Total plan assets at end of year2015-12-31$203,042
Total plan assets at beginning of year2015-12-31$136,702
Value of fidelity bond covering the plan2015-12-31$25,000
Total contributions received or receivable from participants2015-12-31$56,534
Expenses. Other expenses not covered elsewhere2015-12-31$75
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-6,713
Net income (gross income less expenses)2015-12-31$66,340
Net plan assets at end of year (total assets less liabilities)2015-12-31$203,042
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$136,702
Total contributions received or receivable from employer(s)2015-12-31$17,299
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$294
2014 : JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$74,424
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$136,702
Total plan assets at beginning of year2014-12-31$62,278
Value of fidelity bond covering the plan2014-12-31$15,000
Total contributions received or receivable from participants2014-12-31$55,762
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$4,272
Net income (gross income less expenses)2014-12-31$74,424
Net plan assets at end of year (total assets less liabilities)2014-12-31$136,702
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$62,278
Total contributions received or receivable from employer(s)2014-12-31$14,390
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$62,400
Expenses. Total of all expenses incurred2013-12-31$122
Total plan assets at end of year2013-12-31$62,278
Value of fidelity bond covering the plan2013-12-31$6,300
Total contributions received or receivable from participants2013-12-31$45,860
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$2,511
Net income (gross income less expenses)2013-12-31$62,278
Net plan assets at end of year (total assets less liabilities)2013-12-31$62,278
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$14,029
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$122

Form 5500 Responses for JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN

2018: JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JONATHAN BLAIR WALDRON DMD PC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110987
Policy instance 1
Insurance contract or identification number110987
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110987
Policy instance 2
Insurance contract or identification number110987
Number of Individuals Covered19
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,552
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,477
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110987
Policy instance 1
Insurance contract or identification number110987
Number of Individuals Covered15
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,946
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,796
Insurance broker organization code?3
Insurance broker nameBWTP P.C.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number110987
Policy instance 2
Insurance contract or identification number110987
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Insurance broker organization code?3
Insurance broker nameAMERITAS INVESTMENT CORP

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