401k Plan data: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST plan

JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST
Plan identification number	001

JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 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
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

JAMES R. STEWART, JR., DDS, P.C. has sponsored the creation of one or more 401k plans.

Company Name: JAMES R. STEWART, JR., DDS, P.C.

Employer identification number (EIN): 383265928

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 JAMES STEWART
001 2011-01-01 JAMES STEWART
001 2009-01-01 JAMES STEWART

Plan Statistics for JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST

Measure Date Value
2015: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
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 0
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 6
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2015: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
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	0
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	6
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2015 : JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$-26,977
Total plan assets at end of year	2015-12-31	$2,105,707
Total plan assets at beginning of year	2015-12-31	$2,132,684
Value of fidelity bond covering the plan	2015-12-31	$50,000
Other income received	2015-12-31	$-26,977
Net income (gross income less expenses)	2015-12-31	$-26,977
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,105,707
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,132,684
2014 : JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$22,686
Expenses. Total of all expenses incurred	2014-12-31	$1,101
Benefits paid (including direct rollovers)	2014-12-31	$1,101
Total plan assets at end of year	2014-12-31	$2,132,684
Total plan assets at beginning of year	2014-12-31	$2,111,099
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$12,751
Other income received	2014-12-31	$9,935
Net income (gross income less expenses)	2014-12-31	$21,585
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,132,684
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,111,099
2013 : JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$754,925
Total plan assets at end of year	2013-12-31	$2,111,099
Total plan assets at beginning of year	2013-12-31	$1,356,174
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$307,317
Other income received	2013-12-31	$447,608
Net income (gross income less expenses)	2013-12-31	$754,925
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,111,099
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,356,174
2012 : JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$217,536
Total plan assets at end of year	2012-12-31	$1,356,174
Total plan assets at beginning of year	2012-12-31	$1,138,638
Value of fidelity bond covering the plan	2012-12-31	$50,000
Other income received	2012-12-31	$217,536
Net income (gross income less expenses)	2012-12-31	$217,536
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,356,174
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,138,638
2011 : JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$40,447
Total plan assets at end of year	2011-12-31	$1,138,638
Total plan assets at beginning of year	2011-12-31	$1,098,191
Value of fidelity bond covering the plan	2011-12-31	$50,000
Other income received	2011-12-31	$40,447
Net income (gross income less expenses)	2011-12-31	$40,447
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,138,638
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,098,191

Form 5500 Responses for JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST

2015: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 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: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 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: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 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
2009: JAMES R. STEWART, JR, DDS P.C. EMPLOYEES PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JAMES R. STEWART, JR., DDS, P.C.
Employer identification number (EIN):	383265928
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	JAMES STEWART
001	2011-01-01	JAMES STEWART
001	2009-01-01	JAMES STEWART