401k Plan data: J. ERIC JONES, DDS, INC 401K PLAN plan

J. ERIC JONES, DDS, INC 401K PLAN 401k Plan overview

Plan Name	J. ERIC JONES, DDS, INC 401K PLAN
Plan identification number	001

J. ERIC JONES, DDS, INC 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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

J. ERIC JONES, DDS, INC has sponsored the creation of one or more 401k plans.

Company Name: J. ERIC JONES, DDS, INC

Employer identification number (EIN): 311432459

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. ERIC JONES, DDS, INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ERIC JONES 2024-07-01
001 2022-01-01 J ERIC JONES 2023-06-27
001 2021-01-01 J ERIC JONES 2022-06-13
001 2020-01-01 J. ERIC JONES 2021-03-23
001 2019-01-01 J. ERIC JONES 2020-02-05
001 2018-01-01 J. ERIC JONES 2019-02-19
001 2017-01-01 J. ERIC JONES 2018-02-27
001 2016-01-01 J. ERIC JONES 2017-03-21
001 2015-01-01 J. ERIC JONES 2016-02-01
001 2014-01-01 J. ERIC JONES 2015-03-26
001 2013-01-01 J. ERIC JONES
001 2012-01-01 J. ERIC JONES
001 2011-01-01 J. ERIC JONES
001 2009-01-01 J. ERIC JONES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	ERIC JONES	2024-07-01
001	2022-01-01	J ERIC JONES	2023-06-27
001	2021-01-01	J ERIC JONES	2022-06-13
001	2020-01-01	J. ERIC JONES	2021-03-23
001	2019-01-01	J. ERIC JONES	2020-02-05
001	2018-01-01	J. ERIC JONES	2019-02-19
001	2017-01-01	J. ERIC JONES	2018-02-27
001	2016-01-01	J. ERIC JONES	2017-03-21
001	2015-01-01	J. ERIC JONES	2016-02-01
001	2014-01-01	J. ERIC JONES	2015-03-26
001	2013-01-01	J. ERIC JONES
001	2012-01-01	J. ERIC JONES
001	2011-01-01	J. ERIC JONES
001	2009-01-01	J. ERIC JONES

Plan Statistics for J. ERIC JONES, DDS, INC 401K PLAN

401k plan membership statisitcs for J. ERIC JONES, DDS, INC 401K PLAN

Measure Date Value
2013: J. ERIC JONES, DDS, INC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
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 1
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: J. ERIC JONES, DDS, INC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: J. ERIC JONES, DDS, INC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: J. ERIC JONES, DDS, INC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: J. ERIC JONES, DDS, INC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
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	1
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: J. ERIC JONES, DDS, INC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: J. ERIC JONES, DDS, INC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: J. ERIC JONES, DDS, INC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on J. ERIC JONES, DDS, INC 401K PLAN

Measure	Date	Value
2013 : J. ERIC JONES, DDS, INC 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$201,850
Total plan assets at end of year	2013-12-31	$1,055,629
Total plan assets at beginning of year	2013-12-31	$853,779
Value of fidelity bond covering the plan	2013-12-31	$110,000
Total contributions received or receivable from participants	2013-12-31	$54,557
Other income received	2013-12-31	$91,405
Net income (gross income less expenses)	2013-12-31	$201,850
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,055,629
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$853,779
Total contributions received or receivable from employer(s)	2013-12-31	$55,888
2012 : J. ERIC JONES, DDS, INC 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$185,057
Expenses. Total of all expenses incurred	2012-12-31	$30,542
Benefits paid (including direct rollovers)	2012-12-31	$30,542
Total plan assets at end of year	2012-12-31	$853,779
Total plan assets at beginning of year	2012-12-31	$699,264
Value of fidelity bond covering the plan	2012-12-31	$7,000
Total contributions received or receivable from participants	2012-12-31	$50,607
Other income received	2012-12-31	$79,834
Net income (gross income less expenses)	2012-12-31	$154,515
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$853,779
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$699,264
Total contributions received or receivable from employer(s)	2012-12-31	$54,616
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : J. ERIC JONES, DDS, INC 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$100,330
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$699,264
Total plan assets at beginning of year	2011-12-31	$598,934
Value of fidelity bond covering the plan	2011-12-31	$70,000
Total contributions received or receivable from participants	2011-12-31	$43,123
Other income received	2011-12-31	$8,742
Net income (gross income less expenses)	2011-12-31	$100,330
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$699,264
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$598,934
Total contributions received or receivable from employer(s)	2011-12-31	$48,465
2010 : J. ERIC JONES, DDS, INC 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$198,949
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$598,934
Total plan assets at beginning of year	2010-12-31	$399,985
Value of fidelity bond covering the plan	2010-12-31	$60,000
Total contributions received or receivable from participants	2010-12-31	$45,484
Contributions received from other sources (not participants or employers)	2010-12-31	$69,968
Other income received	2010-12-31	$29,581
Net income (gross income less expenses)	2010-12-31	$198,949
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$598,934
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$399,985
Total contributions received or receivable from employer(s)	2010-12-31	$53,916

Form 5500 Responses for J. ERIC JONES, DDS, INC 401K PLAN

2013: J. ERIC JONES, DDS, INC 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: J. ERIC JONES, DDS, INC 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: J. ERIC JONES, DDS, INC 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: J. ERIC JONES, DDS, 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	J. ERIC JONES, DDS, INC
Employer identification number (EIN):	311432459
NAIC Classification:	621210
NAIC Description:	Offices of Dentists