401k Plan data: DORSETT & JACKSON, INC. 401K PLAN plan

DORSETT & JACKSON, INC. 401K PLAN 401k Plan overview

Plan Name	DORSETT & JACKSON, INC. 401K PLAN
Plan identification number	003

DORSETT & JACKSON, INC. 401K PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

DORSETT & JACKSON, INC. has sponsored the creation of one or more 401k plans.

Company Name: DORSETT & JACKSON, INC.

Employer identification number (EIN): 951945696

NAIC Classification: 339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DORSETT & JACKSON, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01 CHRISTINE TANGEN 2022-03-20
003 2020-01-01 CHRISTINE TANGEN 2021-02-08
003 2019-01-01 CHRISTINE TANGEN 2020-08-13
003 2018-01-01 DON WITTEMAN 2019-07-30
003 2017-01-01 DON WITTEMAN 2018-07-17
003 2016-01-01 DON WITTEMAN 2017-07-18
003 2015-01-01 DON WITTEMAN 2016-08-29
003 2014-01-01 DON WITTEMAN 2015-09-09
003 2013-01-01 DON WITTEMAN 2014-08-07
003 2012-01-01 DON WITTEMAN 2013-08-23
003 2011-01-01 DON WITTEMAN 2012-07-26
003 2010-01-01 DON WITTEMAN 2011-08-26
003 2009-01-01 DON WITTEMAN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2023-01-01
003	2022-01-01
003	2021-01-01	CHRISTINE TANGEN	2022-03-20
003	2020-01-01	CHRISTINE TANGEN	2021-02-08
003	2019-01-01	CHRISTINE TANGEN	2020-08-13
003	2018-01-01	DON WITTEMAN	2019-07-30
003	2017-01-01	DON WITTEMAN	2018-07-17
003	2016-01-01	DON WITTEMAN	2017-07-18
003	2015-01-01	DON WITTEMAN	2016-08-29
003	2014-01-01	DON WITTEMAN	2015-09-09
003	2013-01-01	DON WITTEMAN	2014-08-07
003	2012-01-01	DON WITTEMAN	2013-08-23
003	2011-01-01	DON WITTEMAN	2012-07-26
003	2010-01-01	DON WITTEMAN	2011-08-26
003	2009-01-01	DON WITTEMAN

Financial Data on DORSETT & JACKSON, INC. 401K PLAN

Measure	Date	Value
2025 : DORSETT & JACKSON, INC. 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-04-07	1508215
Net assets as of the end of the plan year	2025-04-07	7691741
Total assets as of the beginning of the plan year	2025-04-07	7779838
Value of plan covered by a fidelity bond	2025-04-07	500000
Participant contributions to plan in this plan year	2025-04-07	61049
Other income to plan in this plan year	2025-04-07	1359069
Plan net income in this plan year	2025-04-07	-88097
Net assets as of the end of the plan year	2025-04-07	7691741
Net assets as of the beginning of the plan year	2025-04-07	7779838
2024 : DORSETT & JACKSON, INC. 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-04-15	425673
Net assets as of the end of the plan year	2024-04-15	7779838
Total assets as of the beginning of the plan year	2024-04-15	6826835
Value of plan covered by a fidelity bond	2024-04-15	500000
Participant contributions to plan in this plan year	2024-04-15	48827
Other income to plan in this plan year	2024-04-15	1329849
Plan net income in this plan year	2024-04-15	953003
Net assets as of the end of the plan year	2024-04-15	7779838
Net assets as of the beginning of the plan year	2024-04-15	6826835
2009 : DORSETT & JACKSON, INC. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for DORSETT & JACKSON, INC. 401K PLAN

2009: DORSETT & JACKSON, INC. 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DORSETT & JACKSON, INC.
Employer identification number (EIN):	951945696
NAIC Classification:	339900