401k Plan data: DAVID JACKSON DDS, P.C. 401(K) P/S PLAN plan

DAVID JACKSON DDS, P.C. 401(K) P/S PLAN 401k Plan overview

Plan Name	DAVID JACKSON DDS, P.C. 401(K) P/S PLAN
Plan identification number	001

DAVID JACKSON DDS, P.C. 401(K) P/S PLAN Benefits

401k Plan Type

Defined 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.
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.
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

DAVID JACKSON, DDS PC has sponsored the creation of one or more 401k plans.

Company Name: DAVID JACKSON, DDS PC

Employer identification number (EIN): 870698233

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID JACKSON DDS, P.C. 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 DANIELLE WOODY 2024-07-29
001 2022-01-01 KIM LAMB 2023-06-21
001 2021-01-01 LAURIE SAGER 2022-08-23
001 2020-01-01 LAURIE SAGER 2021-05-26
001 2019-01-01 LAURIE SAGER 2020-08-05
001 2018-01-01 KIM LAMB 2019-07-10
001 2018-01-01 LAURIE SAGER 2019-12-18
001 2017-01-01 DAVID JACKSON 2018-06-13
001 2016-01-01 DAVID JACKSON 2017-06-06
001 2015-01-01 DAVID JACKSON 2016-11-17
001 2015-01-01 DAVID JACKSON 2016-08-29
001 2014-01-01 DAVID P JACKSON 2015-07-08
001 2013-01-01 DAVID JACKSON 2014-10-01
001 2012-01-01 DAVID JACKSON 2013-07-18
001 2011-01-01 DEBRA LANE 2012-06-19
001 2010-01-01 DEBRA LANE 2011-04-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	DANIELLE WOODY	2024-07-29
001	2022-01-01	KIM LAMB	2023-06-21
001	2021-01-01	LAURIE SAGER	2022-08-23
001	2020-01-01	LAURIE SAGER	2021-05-26
001	2019-01-01	LAURIE SAGER	2020-08-05
001	2018-01-01	KIM LAMB	2019-07-10
001	2018-01-01	LAURIE SAGER	2019-12-18
001	2017-01-01	DAVID JACKSON	2018-06-13
001	2016-01-01	DAVID JACKSON	2017-06-06
001	2015-01-01	DAVID JACKSON	2016-11-17
001	2015-01-01	DAVID JACKSON	2016-08-29
001	2014-01-01	DAVID P JACKSON	2015-07-08
001	2013-01-01	DAVID JACKSON	2014-10-01
001	2012-01-01	DAVID JACKSON	2013-07-18
001	2011-01-01	DEBRA LANE	2012-06-19
001	2010-01-01	DEBRA LANE	2011-04-26

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Company Name:	DAVID JACKSON, DDS PC
Employer identification number (EIN):	870698233
NAIC Classification:	621210
NAIC Description:	Offices of Dentists