401k Plan data: BRUCE E. JONES, M.D. PROFIT SHARING PLAN plan

BRUCE E. JONES, M.D. PROFIT SHARING PLAN 401k Plan overview

Plan Name	BRUCE E. JONES, M.D. PROFIT SHARING PLAN
Plan identification number	001

BRUCE E. JONES, M.D. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan covering Self-Employed individuals.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

BRUCE E. JONES, M.D. has sponsored the creation of one or more 401k plans.

Company Name: BRUCE E. JONES, M.D.

Employer identification number (EIN): 363248394

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRUCE E. JONES, M.D. 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 BRUCE E. JONES 2020-07-28 BRUCE E. JONES 2020-07-28
001 2018-01-01 BRUCE E. JONES 2019-07-18 BRUCE E. JONES 2019-07-18
001 2017-01-01 BRUCE E. JONES 2018-07-23 BRUCE E. JONES 2018-07-23
001 2016-01-01 BRUCE E. JONES 2017-10-06 BRUCE E. JONES 2017-10-06
001 2015-01-01 BRUCE E. JONES 2016-10-15
001 2014-01-01 BRUCE E. JONES BRUCE E. JONES 2015-10-02
001 2013-01-01 BRUCE E. JONES BRUCE E. JONES 2014-07-31
001 2012-01-01 BRUCE E. JONES BRUCE E. JONES 2013-10-09
001 2011-01-01 BRUCE E. JONES
001 2010-01-01 BRUCE E. JONES
001 2009-01-01 BRUCE E. JONES

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	BRUCE E. JONES	2020-07-28	BRUCE E. JONES	2020-07-28
001	2018-01-01	BRUCE E. JONES	2019-07-18	BRUCE E. JONES	2019-07-18
001	2017-01-01	BRUCE E. JONES	2018-07-23	BRUCE E. JONES	2018-07-23
001	2016-01-01	BRUCE E. JONES	2017-10-06	BRUCE E. JONES	2017-10-06
001	2015-01-01	BRUCE E. JONES	2016-10-15
001	2014-01-01	BRUCE E. JONES		BRUCE E. JONES	2015-10-02
001	2013-01-01	BRUCE E. JONES		BRUCE E. JONES	2014-07-31
001	2012-01-01	BRUCE E. JONES		BRUCE E. JONES	2013-10-09
001	2011-01-01	BRUCE E. JONES
001	2010-01-01	BRUCE E. JONES
001	2009-01-01	BRUCE E. JONES

Plan Statistics for BRUCE E. JONES, M.D. PROFIT SHARING PLAN

401k plan membership statisitcs for BRUCE E. JONES, M.D. PROFIT SHARING PLAN

Measure Date Value
2014: BRUCE E. JONES, M.D. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BRUCE E. JONES, M.D. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
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 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BRUCE E. JONES, M.D. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BRUCE E. JONES, M.D. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1
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 0
Total of all active and inactive participants 2011-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BRUCE E. JONES, M.D. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 1
Number of participants with account balances 2010-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BRUCE E. JONES, M.D. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: BRUCE E. JONES, M.D. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BRUCE E. JONES, M.D. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
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	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BRUCE E. JONES, M.D. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BRUCE E. JONES, M.D. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1
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	0
Total of all active and inactive participants	2011-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BRUCE E. JONES, M.D. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	1
Number of participants with account balances	2010-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BRUCE E. JONES, M.D. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BRUCE E. JONES, M.D. PROFIT SHARING PLAN

Measure	Date	Value
2014 : BRUCE E. JONES, M.D. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$15,068
Expenses. Total of all expenses incurred	2014-12-31	$50
Total plan assets at end of year	2014-12-31	$318,904
Total plan assets at beginning of year	2014-12-31	$303,886
Expenses. Other expenses not covered elsewhere	2014-12-31	$50
Other income received	2014-12-31	$15,068
Net income (gross income less expenses)	2014-12-31	$15,018
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$318,904
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$303,886
2013 : BRUCE E. JONES, M.D. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$39,882
Expenses. Total of all expenses incurred	2013-12-31	$50
Total plan assets at end of year	2013-12-31	$303,886
Total plan assets at beginning of year	2013-12-31	$264,054
Other income received	2013-12-31	$39,882
Net income (gross income less expenses)	2013-12-31	$39,832
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$303,886
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$264,054
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$50
2012 : BRUCE E. JONES, M.D. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$21,624
Expenses. Total of all expenses incurred	2012-12-31	$50
Total plan assets at end of year	2012-12-31	$264,054
Total plan assets at beginning of year	2012-12-31	$242,480
Other income received	2012-12-31	$21,624
Net income (gross income less expenses)	2012-12-31	$21,574
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$264,054
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$242,480
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$50
2011 : BRUCE E. JONES, M.D. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$6,900
Expenses. Total of all expenses incurred	2011-12-31	$50
Total plan assets at end of year	2011-12-31	$242,480
Total plan assets at beginning of year	2011-12-31	$235,630
Other income received	2011-12-31	$6,900
Net income (gross income less expenses)	2011-12-31	$6,850
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$242,480
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$235,630
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$50
2010 : BRUCE E. JONES, M.D. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$20,100
Expenses. Total of all expenses incurred	2010-12-31	$50
Total plan assets at end of year	2010-12-31	$235,630
Total plan assets at beginning of year	2010-12-31	$215,580
Other income received	2010-12-31	$20,100
Net income (gross income less expenses)	2010-12-31	$20,050
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$235,630
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$215,580
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$50

Form 5500 Responses for BRUCE E. JONES, M.D. PROFIT SHARING PLAN

2014: BRUCE E. JONES, M.D. 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: BRUCE E. JONES, M.D. 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: BRUCE E. JONES, M.D. 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: BRUCE E. JONES, M.D. PROFIT SHARING 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
2010: BRUCE E. JONES, M.D. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BRUCE E. JONES, M.D. PROFIT SHARING 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

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:	BRUCE E. JONES, M.D.
Employer identification number (EIN):	363248394
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)