401k Plan data: JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN plan

JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN 401k Plan overview

Plan Name	JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN
Plan identification number	001

JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) 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.
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.
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

JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION

Employer identification number (EIN): 204775011

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 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 2018-01-01
001 2017-01-01
001 2016-01-01 JEREMY R. BOLD, DDS
001 2015-01-01 JEREMY R. BOLD, DDS
001 2014-01-01 JEREMY R. BOLD, DDS
001 2013-01-01 JEREMY R. BOLD, DDS
001 2012-01-01 JEREMY R. BOLD, DDS 2013-07-29
001 2011-01-01 JEREMY R. BOLD, DDS 2012-09-23
001 2010-01-01 JEREMY R. BOLD, D.D.S. 2011-09-20 JEREMY R. BOLD, D.D.S. 2011-09-20

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	2018-01-01
001	2017-01-01
001	2016-01-01	JEREMY R. BOLD, DDS
001	2015-01-01	JEREMY R. BOLD, DDS
001	2014-01-01	JEREMY R. BOLD, DDS
001	2013-01-01	JEREMY R. BOLD, DDS
001	2012-01-01	JEREMY R. BOLD, DDS	2013-07-29
001	2011-01-01	JEREMY R. BOLD, DDS	2012-09-23
001	2010-01-01	JEREMY R. BOLD, D.D.S.	2011-09-20	JEREMY R. BOLD, D.D.S.	2011-09-20

Plan Statistics for JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN

401k plan membership statisitcs for JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN

Measure Date Value
2016: JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 9
Number of participants with account balances 2015-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
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 1
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 9
Number of participants with account balances 2013-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1

Measure	Date	Value
2016: JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	9
Number of participants with account balances	2015-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
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	1
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	9
Number of participants with account balances	2013-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1

Financial Data on JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN

Measure	Date	Value
2016 : JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$84,351
Expenses. Total of all expenses incurred	2016-12-31	$7,265
Benefits paid (including direct rollovers)	2016-12-31	$6,240
Total plan assets at end of year	2016-12-31	$504,581
Total plan assets at beginning of year	2016-12-31	$427,495
Value of fidelity bond covering the plan	2016-12-31	$50,458
Total contributions received or receivable from participants	2016-12-31	$56,800
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$4,819
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$77,086
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$504,581
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$427,495
Assets. Value of participant loans	2016-12-31	$7,227
Assets. Value of real-estate (other than employer real property)	2016-12-31	$39,975
Total contributions received or receivable from employer(s)	2016-12-31	$22,732
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,025
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$70,132
Expenses. Total of all expenses incurred	2015-12-31	$1,484
Benefits paid (including direct rollovers)	2015-12-31	$1,334
Total plan assets at end of year	2015-12-31	$427,495
Total plan assets at beginning of year	2015-12-31	$358,847
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$47,890
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-1,612
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$68,648
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$427,495
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$358,847
Assets. Value of participant loans	2015-12-31	$5,278
Assets. Value of real-estate (other than employer real property)	2015-12-31	$37,406
Total contributions received or receivable from employer(s)	2015-12-31	$23,854
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$25,823
Expenses. Total of all expenses incurred	2014-12-31	$2,291
Benefits paid (including direct rollovers)	2014-12-31	$1,047
Total plan assets at end of year	2014-12-31	$358,847
Total plan assets at beginning of year	2014-12-31	$335,315
Value of fidelity bond covering the plan	2014-12-31	$10,000
Total contributions received or receivable from participants	2014-12-31	$36,140
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	$-34,544
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$23,532
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$358,847
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$335,315
Assets. Value of real-estate (other than employer real property)	2014-12-31	$34,402
Total contributions received or receivable from employer(s)	2014-12-31	$24,227
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	$1,244
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$76,730
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$335,315
Total plan assets at beginning of year	2013-12-31	$258,585
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$30,375
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$25,056
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$76,730
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$335,315
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$258,585
Assets. Value of real-estate (other than employer real property)	2013-12-31	$62,693
Total contributions received or receivable from employer(s)	2013-12-31	$21,299
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	$0

Form 5500 Responses for JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN

2016: JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) 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: JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION 401(K) 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

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

Company Name:	JEREMY R. BOLD, DDS, A PROFESSIONAL DENTAL CORPORATION
Employer identification number (EIN):	204775011
NAIC Classification:	621210
NAIC Description:	Offices of Dentists