DAVID M. JONES & ASSOCIATES, INC. 401(K) PLAN 401k Plan overview

DAVID M. JONES & ASSOCIATES, INC. 401(K) PLAN Benefits

401k Sponsoring company profile

Company Name:	DAVID M. JONES & ASSOCIATES, INC.
Employer identification number (EIN):	061661752
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01	DAVID JONES	2023-02-13
002	2020-01-01	DAVID JONES	2021-10-12
002	2019-01-01	DAVID JONES	2020-10-15	DAVID JONES	2020-10-15
002	2018-01-01	DAVID JONES	2019-07-09
002	2017-01-01	DAVID JONES	2018-06-11
002	2016-01-01	DAVID JONES	2017-04-11
002	2015-01-01	DAVID JONES	2016-04-19
002	2014-01-01	DAVID JONES	2015-02-25
002	2013-01-01	DAVID JONES	2014-05-21
002	2012-01-01	DAVID JONES	2013-06-27
002	2011-01-01	DAVID JONES	2012-05-16
002	2010-01-01	DAVID JONES	2011-07-21

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• DAVID M. DRESDNER, MD PROFIT SHARING PLAN [EIN = 593695009]
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• DAVID M. GRACE, M.D. APMLLC 401(K) PROFIT SHARING PLAN [EIN = 202313385]
• DAVID M. LEWIS, DMD PROFIT SHARING PLAN [EIN = 680071375]
• DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN [EIN = 391512807]
• DAVID M. LOBAS, M.D., LTD. PROFIT SHARING PLAN [EIN = 251367399]
• DAVID M. STURMAN A PROFESSIONAL CORP. DEFINED BENEFIT PENSION PLAN [EIN = 953837087]
• DAVID M. BALDWIN REALTY CO., INC. 401(K) SAVINGS PLAN [EIN = 133754117]
• DAVID M. CORCORAN, D.D.S. 401(K) PROFIT SHARING PLAN [EIN = 363222936]
• DAVID M. LUBAR, DDS 401(K) PROFIT SHARING PLAN [EIN = 391512807]
• DAVID M. ARRINGTON, DDS, PA CASH BALANCE PLAN [EIN = 208807714]
• DAVID M. SHABLUK, D.D.S., P.C. RETIREMENT SAVINGS PLAN [EIN = 383384104]
• DAVID M. LASTOWSKI CPA 401(K) PLAN [EIN = 251720520]
• DAVID M. ADELMAN, D.D.S.,P.A. DEFINED BENEFIT PENSION RESTATED [EIN = 591237519]
• DAVID M. ROSENBERG DEFINED BENEFIT PENSION PLAN [EIN = 341925921]
• DAVID M. DONNELLY, D.D.S., A SOLE PROPRIETORSHIP PROFIT SHARING PLAN [EIN = 953855605]
• DAVID M. STURMAN A PROFESSIONAL CORP. PROFIT SHARING PLAN [EIN = 953837087]
• DAVID M. WESTLAND, D.D.S. 401(K) & PROFIT SHARING PLAN [EIN = 911022141]
• DAVID M. HAYASHI MONEY PURCHASE PLAN [EIN = 942657323]
• DAVID M. LAVINE, M.D., P.A. DEFINED BENEFIT PENSION PLAN & TRUST [EIN = 751647724]
• DAVID M. HAMILTON, D.D.S., PROFIT SHARING PLAN & TRUST [EIN = 263772376]
• DAVID M. WEST PC RETIREMENT PLAN [EIN = 930769251]
• DAVID M. WEST MD PC 401 K PROFIT SHARING PLAN [EIN = 930769251]
• DAVID M. LEFELSTEIN DDS, P.C. EMPLOYEE SAVINGS PLAN [EIN = 300441879]
• DAVID M. PHILLIPS D.D.S. 401(K) PLAN [EIN = 382995087]
• DAVID M. PLANK, DDS, MSD, PA PROFIT-SHARING PLAN [EIN = 592862749]
• DAVID M. BERTINO MANUFACTURING, INC. CASH BALANCE PENSION PLAN [EIN = 330744536]
• DAVID M. HAMPTON MD PA 401(K) PROFIT SHARING PLAN [EIN = 752913245]
• DAVID M. GOLDBERG, O.D., P.C. 401(K) RETIREMENT PLAN [EIN = 541122182]
• DAVID M. OWSLEY, DMD, PLLC CASH BALANCE PLAN [EIN = 465186032]
• DAVID M. OKUJI, D.D.S., INC. 401(K) PROFIT SHARING PLAN [EIN = 770411302]
• DAVID M. WALSWORTH, M.D. AMC PROFIT SHARING PLAN [EIN = 721248540]
• DAVID M. RUBIN, D.D.S., P.A. DEFINED BENEFIT PENSION PLAN [EIN = 650886536]
• DAVID M. ROSE [EIN = 223248296]
• DAVID M. GLASSCOCK, DDS 401(K) PROFIT SHARING PLA [EIN = 561999226]
• DAVID M. MATSON, D.M.D EMPLOYEES' RETIREMENT PLAN [EIN = 042828558]
• DAVID M. KLEIN, M.D., OPHTHALMOLOGIST, P.A. EMPLOYEE 401K PROFIT SHARING PLAN [EIN = 650829646]
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• DAVID M. ROLSTEN, DDS, INC. PROFIT SHARING PLAN [EIN = 341556132]
• DAVID M. LARSON, M.D. PROFIT SHARING PLAN [EIN = 860554464]
• DAVID M. PINHEIRO INSURANCE AGENCY, INC. 401(K) PLAN & TRUST [EIN = 271094495]
• DAVID M. LEE, PC 401(K) PROFIT SHARING PLAN [EIN = 760305853]
• DAVID M. SHIPPER, DMD & HOWARD J. VOGEL, DDS, LLP CASH BALANCE PLAN [EIN = 134093981]
• DAVID M. LEE, PC CASH BALANCE PLAN [EIN = 760305853]
• DAVID M. PILLERS, P.C. 401(K) SAVINGS PLAN [EIN = 061721211]
• DAVID M. ORSO, LLC CASH BALANCE PLAN [EIN = 274526296]
• DAVID M. DONNELLY DDS A SOLE PROPRIETORSHIP PROFIT SHARING PLAN [EIN = 953855606]
• DAVID M. FREITAG 401(K) PLAN [EIN = 364364113]
• DAVID M. HIROSE & ASSOCIATES, LLC 401(K) PLAN [EIN = 454139208]
• DAVID M. PETERSON PC CASH BALANCE PLAN [EIN = 133978911]
• DAVID M. GRIFFITH DENTAL LLC 401(K) PROFIT SHARING PLAN [EIN = 461555144]
• DAVID M. KAO MD PC DEFINED BENEFIT PENSION PLAN AND TRUST [EIN = 262317510]
• DAVID M. AMRON, M.D., INC. PROFIT SHARING PLAN [EIN = 201247536]
• DAVID M. AMRON, M.D., INC. DEFINED BENEFIT PENSION PLAN [EIN = 201247536]
• DAVID M. SALVAY, M.D., INC. 401(K) P/S PLAN [EIN = 814782554]
• DAVID M. AMRON, M.D., INC. 401(K) PLAN [EIN = 201247536]
• DAVID M. PINHEIRO INSURANCE AGENCY, INC. CASH BALANCE PLAN & TRUST [EIN = 271094495]

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