401k Plan data: JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN plan

JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN
Plan identification number	001

JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING 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
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

JACK R. ASHLOCK D.D.S., P.S. has sponsored the creation of one or more 401k plans.

Company Name: JACK R. ASHLOCK D.D.S., P.S.

Employer identification number (EIN): 200478230

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 JACK ASHLOCK 2020-03-13
001 2018-01-01 JACK ASHLOCK 2019-04-29
001 2017-01-01 JACK ASHLOCK 2018-06-11
001 2016-01-01 JACK ASHLOCK 2017-04-12 JACK ASHLOCK 2017-04-12
001 2016-01-01 JACK ASHLOCK 2017-04-06 JACK ASHLOCK 2017-04-06
001 2015-01-01 JACK ASHLOCK 2016-05-03 JACK ASHLOCK 2016-05-03
001 2014-01-01 JACK R. ASHLOCK
001 2013-01-01 JACK R. ASHLOCK
001 2012-01-01 JACK R. ASHLOCK
001 2011-01-01 JACK R ASHLOCK
001 2010-01-01 JACK R ASHLOCK
001 2009-01-01 JACK R ASHLOCK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	JACK ASHLOCK	2020-03-13
001	2018-01-01	JACK ASHLOCK	2019-04-29
001	2017-01-01	JACK ASHLOCK	2018-06-11
001	2016-01-01	JACK ASHLOCK	2017-04-12	JACK ASHLOCK	2017-04-12
001	2016-01-01	JACK ASHLOCK	2017-04-06	JACK ASHLOCK	2017-04-06
001	2015-01-01	JACK ASHLOCK	2016-05-03	JACK ASHLOCK	2016-05-03
001	2014-01-01	JACK R. ASHLOCK
001	2013-01-01	JACK R. ASHLOCK
001	2012-01-01	JACK R. ASHLOCK
001	2011-01-01	JACK R ASHLOCK
001	2010-01-01	JACK R ASHLOCK
001	2009-01-01	JACK R ASHLOCK

Plan Statistics for JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 8
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 8
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 8
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Total of all active and inactive participants 2011-01-01 7
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
2010: JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
Total of all active and inactive participants 2010-01-01 7
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 7
2009: JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2014: JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	8
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	8
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	8
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Total of all active and inactive participants	2011-01-01	7
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
2010: JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Total of all active and inactive participants	2010-01-01	7
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	7
2009: JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2014 : JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$155,368
Expenses. Total of all expenses incurred	2014-12-31	$17,024
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,348,014
Total plan assets at beginning of year	2014-12-31	$1,209,670
Total contributions received or receivable from participants	2014-12-31	$44,778
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$84,851
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$138,344
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,348,014
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,209,670
Total contributions received or receivable from employer(s)	2014-12-31	$25,739
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$17,024
2013 : JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$305,176
Expenses. Total of all expenses incurred	2013-12-31	$13,391
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,209,670
Total plan assets at beginning of year	2013-12-31	$917,885
Total contributions received or receivable from participants	2013-12-31	$42,611
Other income received	2013-12-31	$237,877
Net income (gross income less expenses)	2013-12-31	$291,785
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,209,670
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$917,885
Total contributions received or receivable from employer(s)	2013-12-31	$24,688
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$13,391
2012 : JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$167,418
Expenses. Total of all expenses incurred	2012-12-31	$20,702
Benefits paid (including direct rollovers)	2012-12-31	$10,470
Total plan assets at end of year	2012-12-31	$917,885
Total plan assets at beginning of year	2012-12-31	$771,169
Total contributions received or receivable from participants	2012-12-31	$41,125
Other income received	2012-12-31	$103,843
Net income (gross income less expenses)	2012-12-31	$146,716
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$917,885
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$771,169
Total contributions received or receivable from employer(s)	2012-12-31	$22,450
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$10,232
2011 : JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$78,149
Expenses. Total of all expenses incurred	2011-12-31	$8,629
Total plan assets at end of year	2011-12-31	$771,169
Total plan assets at beginning of year	2011-12-31	$701,649
Total contributions received or receivable from participants	2011-12-31	$45,450
Expenses. Other expenses not covered elsewhere	2011-12-31	$8,629
Other income received	2011-12-31	$8,951
Net income (gross income less expenses)	2011-12-31	$69,520
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$771,169
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$701,649
Total contributions received or receivable from employer(s)	2011-12-31	$23,748
2010 : JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$160,401
Expenses. Total of all expenses incurred	2010-12-31	$6,910
Total plan assets at end of year	2010-12-31	$701,649
Total plan assets at beginning of year	2010-12-31	$548,158
Total contributions received or receivable from participants	2010-12-31	$43,262
Expenses. Other expenses not covered elsewhere	2010-12-31	$6,910
Other income received	2010-12-31	$93,637
Net income (gross income less expenses)	2010-12-31	$153,491
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$701,649
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$548,158
Total contributions received or receivable from employer(s)	2010-12-31	$23,502

Form 5500 Responses for JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN

2014: JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JACK R. ASHLOCK D.D.S., P.S. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JACK R. ASHLOCK D.D.S., P.S.
Employer identification number (EIN):	200478230
NAIC Classification:	621210
NAIC Description:	Offices of Dentists