401k Plan data: WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN plan

WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN
Plan identification number	002

WILLIAM JACKSON JR. DDS, INC. 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.
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

WILLIAM JACKSON JR. DDS, INC. has sponsored the creation of one or more 401k plans.

Company Name: WILLIAM JACKSON JR. DDS, INC.

Employer identification number (EIN): 311149895

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-07-01
002 2018-07-01
002 2017-07-01
002 2016-07-01
002 2015-07-01
002 2014-07-01 WILLIAM G JACKSON DDS 2016-04-14 WILLIAM G JACKSON DDS 2016-04-14
002 2013-07-01 WILLIAM JACKSON JR DDS WILLIAM JACKSON JR DDS 2016-04-14
002 2012-07-01 WILLIAM G JACKSON JR WILLIAM G JACKSON JR 2014-04-11
002 2011-07-01 WILLIAM G JACKSON JR WILLIAM G JACKSON JR 2013-04-30
002 2010-07-01 WILLIAM G JACKSON JR WILLIAM G JACKSON JR 2012-04-17
002 2009-07-01 WILLIAM G JACKSON JR WILLIAM G JACKSON JR 2011-04-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-07-01
002	2018-07-01
002	2017-07-01
002	2016-07-01
002	2015-07-01
002	2014-07-01	WILLIAM G JACKSON DDS	2016-04-14	WILLIAM G JACKSON DDS	2016-04-14
002	2013-07-01	WILLIAM JACKSON JR DDS		WILLIAM JACKSON JR DDS	2016-04-14
002	2012-07-01	WILLIAM G JACKSON JR		WILLIAM G JACKSON JR	2014-04-11
002	2011-07-01	WILLIAM G JACKSON JR		WILLIAM G JACKSON JR	2013-04-30
002	2010-07-01	WILLIAM G JACKSON JR		WILLIAM G JACKSON JR	2012-04-17
002	2009-07-01	WILLIAM G JACKSON JR		WILLIAM G JACKSON JR	2011-04-17

Plan Statistics for WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN

Measure Date Value
2013: WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 11
Total of all active and inactive participants 2013-07-01 11
Total participants 2013-07-01 11
Number of participants with account balances 2013-07-01 11
2012: WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 6
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 3
Total of all active and inactive participants 2012-07-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 9
Number of participants with account balances 2012-07-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 4
Number of other retired or separated participants entitled to future benefits 2011-07-01 3
Total of all active and inactive participants 2011-07-01 7
Total participants 2011-07-01 7
Number of participants with account balances 2011-07-01 7
2010: WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 4
Number of other retired or separated participants entitled to future benefits 2010-07-01 2
Total of all active and inactive participants 2010-07-01 6
Total participants 2010-07-01 6
Number of participants with account balances 2010-07-01 6
2009: WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 4
Number of other retired or separated participants entitled to future benefits 2009-07-01 2
Total of all active and inactive participants 2009-07-01 6
Total participants 2009-07-01 6
Number of participants with account balances 2009-07-01 6

Measure	Date	Value
2013: WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	11
Total of all active and inactive participants	2013-07-01	11
Total participants	2013-07-01	11
Number of participants with account balances	2013-07-01	11
2012: WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	6
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	3
Total of all active and inactive participants	2012-07-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	9
Number of participants with account balances	2012-07-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	4
Number of other retired or separated participants entitled to future benefits	2011-07-01	3
Total of all active and inactive participants	2011-07-01	7
Total participants	2011-07-01	7
Number of participants with account balances	2011-07-01	7
2010: WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	4
Number of other retired or separated participants entitled to future benefits	2010-07-01	2
Total of all active and inactive participants	2010-07-01	6
Total participants	2010-07-01	6
Number of participants with account balances	2010-07-01	6
2009: WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	4
Number of other retired or separated participants entitled to future benefits	2009-07-01	2
Total of all active and inactive participants	2009-07-01	6
Total participants	2009-07-01	6
Number of participants with account balances	2009-07-01	6

Financial Data on WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN

Measure	Date	Value
2014 : WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$458,911
Expenses. Total of all expenses incurred	2014-06-30	$23,200
Benefits paid (including direct rollovers)	2014-06-30	$88,500
Total plan assets at end of year	2014-06-30	$2,195,928
Total plan assets at beginning of year	2014-06-30	$1,760,217
Value of fidelity bond covering the plan	2014-06-30	$165,000
Total contributions received or receivable from participants	2014-06-30	$33,407
Other income received	2014-06-30	$354,529
Net income (gross income less expenses)	2014-06-30	$435,711
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$2,195,928
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$1,760,217
Assets. Value of real-estate (other than employer real property)	2014-06-30	$88,500
Total contributions received or receivable from employer(s)	2014-06-30	$70,975
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$23,200
2013 : WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$285,646
Expenses. Total of all expenses incurred	2013-06-30	$159,000
Benefits paid (including direct rollovers)	2013-06-30	$159,000
Total plan assets at end of year	2013-06-30	$1,760,217
Total plan assets at beginning of year	2013-06-30	$1,633,571
Value of fidelity bond covering the plan	2013-06-30	$165,000
Total contributions received or receivable from participants	2013-06-30	$32,935
Other income received	2013-06-30	$235,005
Net income (gross income less expenses)	2013-06-30	$126,646
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$1,760,217
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$1,633,571
Total contributions received or receivable from employer(s)	2013-06-30	$17,706
2012 : WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$-193,292
Total plan assets at end of year	2012-06-30	$1,633,571
Total plan assets at beginning of year	2012-06-30	$1,826,863
Value of fidelity bond covering the plan	2012-06-30	$165,000
Total contributions received or receivable from participants	2012-06-30	$31,187
Other income received	2012-06-30	$-226,471
Net income (gross income less expenses)	2012-06-30	$-193,292
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$1,633,571
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$1,826,863
Total contributions received or receivable from employer(s)	2012-06-30	$1,992
2011 : WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$529,543
Total plan assets at end of year	2011-06-30	$1,826,863
Total plan assets at beginning of year	2011-06-30	$1,297,320
Value of fidelity bond covering the plan	2011-06-30	$165,000
Total contributions received or receivable from participants	2011-06-30	$24,873
Other income received	2011-06-30	$464,372
Net income (gross income less expenses)	2011-06-30	$529,543
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$1,826,863
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$1,297,320
Total contributions received or receivable from employer(s)	2011-06-30	$40,298

Form 5500 Responses for WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN

2013: WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	Yes
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM JACKSON JR. DDS, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WILLIAM JACKSON JR. DDS, INC.
Employer identification number (EIN):	311149895
NAIC Classification:	621210
NAIC Description:	Offices of Dentists