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JEFFERS DENTISTRY PARTNERSHIP 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameJEFFERS DENTISTRY PARTNERSHIP 401K PROFIT SHARING PLAN
Plan identification number 001

JEFFERS DENTISTRY PARTNERSHIP 401K 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JEFFERS DENTISTRY PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name:JEFFERS DENTISTRY PARTNERSHIP
Employer identification number (EIN):471179509
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFERS DENTISTRY PARTNERSHIP 401K PROFIT SHARING PLAN

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
0012020-01-01
0012019-01-01KEVIN JEFFERS2020-04-24 KEVIN JEFFERS2020-04-24
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-09-01

Financial Data on JEFFERS DENTISTRY PARTNERSHIP 401K PROFIT SHARING PLAN

Measure Date Value
2025 : JEFFERS DENTISTRY PARTNERSHIP 401K PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-023440
Total liabilities as of the beginning of the plan year2025-10-0242
Total expenses incurred by plan in this plan year2025-10-0219060
Net assets as of the end of the plan year2025-10-024357318
Total assets as of the beginning of the plan year2025-10-023481790
Value of plan covered by a fidelity bond2025-10-02435388
Participant contributions to plan in this plan year2025-10-02159620
Value of participant loans at end of plan year2025-10-0239981
Other income to plan in this plan year2025-10-02573145
Plan net income in this plan year2025-10-02872130
Net assets as of the end of the plan year2025-10-024353878
Net assets as of the beginning of the plan year2025-10-023481748
Employer contributions to plan in this plan year2025-10-02158425
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0214049
2024 : JEFFERS DENTISTRY PARTNERSHIP 401K PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-08-1242
Total liabilities as of the beginning of the plan year2024-08-1278
Total expenses incurred by plan in this plan year2024-08-12178987
Net assets as of the end of the plan year2024-08-123481790
Total assets as of the beginning of the plan year2024-08-122864232
Value of plan covered by a fidelity bond2024-08-12400000
Participant contributions to plan in this plan year2024-08-12132709
Value of participant loans at end of plan year2024-08-1253708
Other income to plan in this plan year2024-08-12541044
Plan net income in this plan year2024-08-12617594
Net assets as of the end of the plan year2024-08-123481748
Net assets as of the beginning of the plan year2024-08-122864154
Employer contributions to plan in this plan year2024-08-12122828
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-1214183
2022 : JEFFERS DENTISTRY PARTNERSHIP 401K PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-08-19258
Total liabilities as of the beginning of the plan year2022-08-195145
Total expenses incurred by plan in this plan year2022-08-1911435
Net assets as of the end of the plan year2022-08-193307663
Total assets as of the beginning of the plan year2022-08-192630979
Value of plan covered by a fidelity bond2022-08-19300000
Participant contributions to plan in this plan year2022-08-19162013
Value of participant loans at end of plan year2022-08-1929962
Other income to plan in this plan year2022-08-19410311
Plan net income in this plan year2022-08-19681571
Net assets as of the end of the plan year2022-08-193307405
Net assets as of the beginning of the plan year2022-08-192625834
Value of contributions failed to transmitted timely2022-08-196500
Employer contributions to plan in this plan year2022-08-19120682
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-1911435
2019 : JEFFERS DENTISTRY PARTNERSHIP 401K PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$3,250
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$631,931
Expenses. Total of all expenses incurred2019-12-31$13,279
Benefits paid (including direct rollovers)2019-12-31$4,577
Total plan assets at end of year2019-12-31$3,043,618
Total plan assets at beginning of year2019-12-31$2,421,716
Value of fidelity bond covering the plan2019-12-31$255,000
Total contributions received or receivable from participants2019-12-31$156,145
Other income received2019-12-31$410,812
Net income (gross income less expenses)2019-12-31$618,652
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,040,368
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,421,716
Assets. Value of participant loans2019-12-31$54,179
Total contributions received or receivable from employer(s)2019-12-31$64,974
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$8,702
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : JEFFERS DENTISTRY PARTNERSHIP 401K PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$154,058
Expenses. Total of all expenses incurred2018-12-31$248,336
Benefits paid (including direct rollovers)2018-12-31$240,777
Total plan assets at end of year2018-12-31$2,421,716
Total plan assets at beginning of year2018-12-31$2,515,994
Value of fidelity bond covering the plan2018-12-31$255,000
Total contributions received or receivable from participants2018-12-31$124,724
Contributions received from other sources (not participants or employers)2018-12-31$36,151
Other income received2018-12-31$-65,794
Net income (gross income less expenses)2018-12-31$-94,278
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,421,716
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,515,994
Assets. Value of participant loans2018-12-31$59,811
Total contributions received or receivable from employer(s)2018-12-31$58,977
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$7,559
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : JEFFERS DENTISTRY PARTNERSHIP 401K PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$484,984
Expenses. Total of all expenses incurred2017-12-31$29,610
Benefits paid (including direct rollovers)2017-12-31$23,415
Total plan assets at end of year2017-12-31$2,515,994
Total plan assets at beginning of year2017-12-31$2,060,620
Value of fidelity bond covering the plan2017-12-31$210,000
Total contributions received or receivable from participants2017-12-31$114,100
Other income received2017-12-31$310,639
Net income (gross income less expenses)2017-12-31$455,374
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,515,994
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,060,620
Assets. Value of participant loans2017-12-31$18,301
Total contributions received or receivable from employer(s)2017-12-31$60,245
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$6,195
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : JEFFERS DENTISTRY PARTNERSHIP 401K PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$341,855
Expenses. Total of all expenses incurred2016-12-31$6,852
Benefits paid (including direct rollovers)2016-12-31$323
Total plan assets at end of year2016-12-31$2,060,620
Total plan assets at beginning of year2016-12-31$1,725,617
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$117,338
Other income received2016-12-31$137,363
Net income (gross income less expenses)2016-12-31$335,003
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,060,620
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,725,617
Assets. Value of participant loans2016-12-31$29,673
Total contributions received or receivable from employer(s)2016-12-31$87,154
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$6,529
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : JEFFERS DENTISTRY PARTNERSHIP 401K PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$399,603
Expenses. Total of all expenses incurred2015-12-31$320,411
Benefits paid (including direct rollovers)2015-12-31$314,547
Total plan assets at end of year2015-12-31$1,725,617
Total plan assets at beginning of year2015-12-31$1,646,425
Value of fidelity bond covering the plan2015-12-31$175,000
Total contributions received or receivable from participants2015-12-31$115,939
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$183,593
Other income received2015-12-31$11,413
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$79,192
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,725,617
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,646,425
Assets. Value of participant loans2015-12-31$35,515
Total contributions received or receivable from employer(s)2015-12-31$88,658
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,864
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JEFFERS DENTISTRY PARTNERSHIP 401K PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$384,379
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$76,977
Expenses. Total of all expenses incurred2014-12-31$973
Total plan assets at end of year2014-12-31$1,646,425
Total plan assets at beginning of year2014-12-31$1,186,042
Value of fidelity bond covering the plan2014-12-31$175,000
Total contributions received or receivable from participants2014-12-31$38,594
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-623
Net income (gross income less expenses)2014-12-31$76,004
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,646,425
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,186,042
Assets. Value of participant loans2014-12-31$43,550
Total contributions received or receivable from employer(s)2014-12-31$39,006
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$973

Form 5500 Responses for JEFFERS DENTISTRY PARTNERSHIP 401K PROFIT SHARING PLAN

2019: JEFFERS DENTISTRY PARTNERSHIP 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JEFFERS DENTISTRY PARTNERSHIP 401K 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JEFFERS DENTISTRY PARTNERSHIP 401K 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JEFFERS DENTISTRY PARTNERSHIP 401K 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JEFFERS DENTISTRY PARTNERSHIP 401K 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JEFFERS DENTISTRY PARTNERSHIP 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes

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