?>
Logo

DALE E. JONES, M.D., PSC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDALE E. JONES, M.D., PSC 401(K) PROFIT SHARING PLAN
Plan identification number 003

DALE E. JONES, M.D., PSC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

DALE E. JONES, M.D., PSC has sponsored the creation of one or more 401k plans.

Company Name:DALE E. JONES, M.D., PSC
Employer identification number (EIN):611272308
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DALE E. JONES, M.D., PSC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032014-01-01DR. DALE JONES MD2015-05-13
0032013-01-01DR. DALE JONES MD2014-07-31
0032012-01-01DALE E JONES
0032011-01-01DALE E JONES
0032010-01-01DALE E JONES
0032009-01-01DALE E JONES

Plan Statistics for DALE E. JONES, M.D., PSC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DALE E. JONES, M.D., PSC 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: DALE E. JONES, M.D., PSC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: DALE E. JONES, M.D., PSC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2010: DALE E. JONES, M.D., PSC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: DALE E. JONES, M.D., PSC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on DALE E. JONES, M.D., PSC 401(K) PROFIT SHARING PLAN

Measure Date Value
2012 : DALE E. JONES, M.D., PSC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$227,592
Expenses. Total of all expenses incurred2012-12-31$2,365
Total plan assets at end of year2012-12-31$1,945,364
Total plan assets at beginning of year2012-12-31$1,720,137
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$45,000
Expenses. Other expenses not covered elsewhere2012-12-31$2,365
Other income received2012-12-31$182,592
Net income (gross income less expenses)2012-12-31$225,227
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,945,364
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,720,137
2011 : DALE E. JONES, M.D., PSC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-12,711
Expenses. Total of all expenses incurred2011-12-31$3,649
Total plan assets at end of year2011-12-31$1,720,137
Total plan assets at beginning of year2011-12-31$1,736,497
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$44,000
Expenses. Other expenses not covered elsewhere2011-12-31$3,649
Other income received2011-12-31$-56,711
Net income (gross income less expenses)2011-12-31$-16,360
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,720,137
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,736,497
2010 : DALE E. JONES, M.D., PSC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$228,195
Expenses. Total of all expenses incurred2010-12-31$3,875
Total plan assets at end of year2010-12-31$1,736,497
Total plan assets at beginning of year2010-12-31$1,512,177
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$44,000
Expenses. Other expenses not covered elsewhere2010-12-31$3,875
Other income received2010-12-31$184,195
Net income (gross income less expenses)2010-12-31$224,320
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,736,497
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,512,177

Form 5500 Responses for DALE E. JONES, M.D., PSC 401(K) PROFIT SHARING PLAN

2012: DALE E. JONES, M.D., PSC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DALE E. JONES, M.D., PSC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DALE E. JONES, M.D., PSC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DALE E. JONES, M.D., PSC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberMULTI
Policy instance 1
Insurance contract or identification numberMULTI
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,980
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,980
Insurance broker nameSTEVEN G SACORA
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90425 )
Policy contract numberMULTI
Policy instance 2
Insurance contract or identification numberMULTI
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,806
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,806
Insurance broker organization code?3
Insurance broker nameSTEVEN G SACORA/LPL
HARTFORD LIFE GLOBAL OPERATIONS & TECHNOLOGY (National Association of Insurance Commissioners NAIC id number: 71153 )
Policy contract numberPOOLED SEPARATE
Policy instance 1
Insurance contract or identification numberPOOLED SEPARATE
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberMULTI
Policy instance 2
Insurance contract or identification numberMULTI
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,489
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90425 )
Policy contract numberMULTI
Policy instance 3
Insurance contract or identification numberMULTI
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,741
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE GLOBAL OPERATIONS & TECHNOLOGY (National Association of Insurance Commissioners NAIC id number: 71153 )
Policy contract numberPOOLED SEPARATE
Policy instance 1
Insurance contract or identification numberPOOLED SEPARATE
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $863
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $863
Insurance broker nameSTEVEN G SACORA
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFS3203
Policy instance 2
Insurance contract or identification numberPFS3203
Number of Individuals Covered2
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $4,689
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,689
Insurance broker nameSTEVEN G SACORA
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90425 )
Policy contract numberMULTI
Policy instance 3
Insurance contract or identification numberMULTI
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,856
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,856
Insurance broker organization code?3
Insurance broker nameSTEVEN G SACORA/LPL

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3