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JAMES B. JONES M.D. P.A. PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES B. JONES M.D. P.A. PROFIT SHARING PLAN
Plan identification number 001

JAMES B. JONES M.D. P.A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

JAMES B. JONES M.D. P.A. has sponsored the creation of one or more 401k plans.

Company Name:JAMES B. JONES M.D. P.A.
Employer identification number (EIN):741835612
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES B. JONES M.D. P.A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01JOANIE BANDY2020-11-16
0012017-01-01JAMES JONES2018-09-10
0012016-01-01JAMES JONES2017-09-26
0012015-01-01JAMES JONES2016-09-09
0012015-01-01JAMES JONES2016-07-07
0012014-01-01JAMES JONES2015-10-14
0012013-01-01JAMES JONES2014-10-15
0012012-01-01JAMES JONES2013-10-14
0012011-01-01JAMES JONES2012-07-18
0012009-01-01JAMES JONES

Plan Statistics for JAMES B. JONES M.D. P.A. PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES B. JONES M.D. P.A. PROFIT SHARING PLAN

Measure Date Value
2009: JAMES B. JONES M.D. P.A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on JAMES B. JONES M.D. P.A. PROFIT SHARING PLAN

Measure Date Value
2010 : JAMES B. JONES M.D. P.A. PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$93,450
Expenses. Total of all expenses incurred2010-12-31$153,987
Benefits paid (including direct rollovers)2010-12-31$150,000
Total plan assets at end of year2010-12-31$2,449,924
Total plan assets at beginning of year2010-12-31$2,510,461
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$3,987
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$66,482
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-60,537
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,449,924
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,510,461
Total contributions received or receivable from employer(s)2010-12-31$26,968
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for JAMES B. JONES M.D. P.A. PROFIT SHARING PLAN

2009: JAMES B. JONES M.D. P.A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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