401k Plan data: JASON STREETER DDS PC 401(K) PLAN plan

JASON STREETER DDS PC 401(K) PLAN 401k Plan overview

Plan Name	JASON STREETER DDS PC 401(K) PLAN
Plan identification number	001

JASON STREETER DDS PC 401(K) PLAN Benefits

401k Plan Type

Defined 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

JASON STREETER DDS PC has sponsored the creation of one or more 401k plans.

Company Name: JASON STREETER DDS PC

Employer identification number (EIN): 821300259

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JASON STREETER DDS PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01

Plan Statistics for JASON STREETER DDS PC 401(K) PLAN

401k plan membership statisitcs for JASON STREETER DDS PC 401(K) PLAN

Measure Date Value
2022: JASON STREETER DDS PC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 5
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 6
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 4
2021: JASON STREETER DDS PC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JASON STREETER DDS PC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JASON STREETER DDS PC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 6
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: JASON STREETER DDS PC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	5
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	6
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	4
2021: JASON STREETER DDS PC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JASON STREETER DDS PC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JASON STREETER DDS PC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	6
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on JASON STREETER DDS PC 401(K) PLAN

Measure	Date	Value
2022 : JASON STREETER DDS PC 401(K) PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$12,905
Expenses. Total of all expenses incurred	2022-12-31	$5,206
Benefits paid (including direct rollovers)	2022-12-31	$3,963
Total plan assets at end of year	2022-12-31	$54,797
Total plan assets at beginning of year	2022-12-31	$47,098
Value of fidelity bond covering the plan	2022-12-31	$10,000
Total contributions received or receivable from participants	2022-12-31	$13,966
Other income received	2022-12-31	$-7,818
Net income (gross income less expenses)	2022-12-31	$7,699
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$54,797
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$47,098
Total contributions received or receivable from employer(s)	2022-12-31	$6,757
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$1,243
2021 : JASON STREETER DDS PC 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$20,702
Expenses. Total of all expenses incurred	2021-12-31	$973
Total plan assets at end of year	2021-12-31	$47,098
Total plan assets at beginning of year	2021-12-31	$27,369
Value of fidelity bond covering the plan	2021-12-31	$10,000
Total contributions received or receivable from participants	2021-12-31	$10,505
Other income received	2021-12-31	$4,312
Net income (gross income less expenses)	2021-12-31	$19,729
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$47,098
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$27,369
Total contributions received or receivable from employer(s)	2021-12-31	$5,885
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$973
2020 : JASON STREETER DDS PC 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$23,153
Total plan assets at end of year	2020-12-31	$26,961
Total plan assets at beginning of year	2020-12-31	$3,808
Value of fidelity bond covering the plan	2020-12-31	$10,000
Total contributions received or receivable from participants	2020-12-31	$9,006
Contributions received from other sources (not participants or employers)	2020-12-31	$7,016
Other income received	2020-12-31	$2,893
Net income (gross income less expenses)	2020-12-31	$23,153
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$26,961
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,808
Total contributions received or receivable from employer(s)	2020-12-31	$4,238
2019 : JASON STREETER DDS PC 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$3,808
Total plan assets at end of year	2019-12-31	$3,808
Total plan assets at beginning of year	2019-12-31	$0
Total contributions received or receivable from participants	2019-12-31	$2,506
Other income received	2019-12-31	$82
Net income (gross income less expenses)	2019-12-31	$3,808
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,808
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$1,220

Form 5500 Responses for JASON STREETER DDS PC 401(K) PLAN

2022: JASON STREETER DDS PC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JASON STREETER DDS PC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JASON STREETER DDS PC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JASON STREETER DDS PC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	First time form 5500 has been submitted	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

141849

Policy instance

Insurance contract or identification number	141849
Number of Individuals Covered	4
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $23
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	23
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

141849

Policy instance

Insurance contract or identification number	141849
Number of Individuals Covered	5
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $18
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	18
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

141849

Policy instance

Insurance contract or identification number	141849
Number of Individuals Covered	4
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $109
Total amount of fees paid to insurance company	USD $111
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	111
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $109

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

141849

Policy instance

Insurance contract or identification number	141849
Number of Individuals Covered	4
Insurance policy start date	2019-10-04
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $2
Total amount of fees paid to insurance company	USD $20
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	20
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $2

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Company Name:	JASON STREETER DDS PC
Employer identification number (EIN):	821300259
NAIC Classification:	621210
NAIC Description:	Offices of Dentists