401k Plan data: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN plan

GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

GEORGE R. DODSON, INC. 401(K) 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.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

DODSON INC GEORGE R has sponsored the creation of one or more 401k plans.

Company Name: DODSON INC GEORGE R

Employer identification number (EIN): 910201100

NAIC Classification: 448310
NAIC Description: Jewelry Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-02-01
001 2018-02-01 JOHN PENN FIX JOHN PENN FIX 2019-07-18
001 2017-02-01 JOHN PENN FIX JOHN PENN FIX 2018-11-01
001 2016-02-01 JOHN PENN FIX JOHN PENN FIX 2017-10-19
001 2015-02-01 JOHN PENN FIX JOHN PENN FIX 2016-08-25
001 2014-02-01 JOHN PENN FIX JOHN PENN FIX 2015-06-18
001 2013-02-01 JOHN PENN FIX JOHN PENN FIX 2014-07-09
001 2012-02-01 JOHN PENN FIX JOHN PENN FIX 2013-07-25
001 2011-02-01 JOHN PENN FIX JOHN PENN FIX 2012-08-27
001 2009-02-01 JOHN P. FIX

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-02-01
001	2018-02-01	JOHN PENN FIX	JOHN PENN FIX	2019-07-18
001	2017-02-01	JOHN PENN FIX	JOHN PENN FIX	2018-11-01
001	2016-02-01	JOHN PENN FIX	JOHN PENN FIX	2017-10-19
001	2015-02-01	JOHN PENN FIX	JOHN PENN FIX	2016-08-25
001	2014-02-01	JOHN PENN FIX	JOHN PENN FIX	2015-06-18
001	2013-02-01	JOHN PENN FIX	JOHN PENN FIX	2014-07-09
001	2012-02-01	JOHN PENN FIX	JOHN PENN FIX	2013-07-25
001	2011-02-01	JOHN PENN FIX	JOHN PENN FIX	2012-08-27
001	2009-02-01	JOHN P. FIX

Plan Statistics for GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-02-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-02-01 0
Number of other retired or separated participants entitled to future benefits 2019-02-01 0
Total of all active and inactive participants 2019-02-01 0
Total participants 2019-02-01 0
Number of participants with account balances 2019-02-01 0
2018: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-02-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-02-01 6
Number of other retired or separated participants entitled to future benefits 2018-02-01 1
Total of all active and inactive participants 2018-02-01 7
Total participants 2018-02-01 7
Number of participants with account balances 2018-02-01 7
2017: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-02-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-02-01 6
Number of other retired or separated participants entitled to future benefits 2017-02-01 1
Total of all active and inactive participants 2017-02-01 7
Total participants 2017-02-01 7
Number of participants with account balances 2017-02-01 7
2016: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-02-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-02-01 6
Number of other retired or separated participants entitled to future benefits 2016-02-01 1
Total of all active and inactive participants 2016-02-01 7
Total participants 2016-02-01 7
Number of participants with account balances 2016-02-01 7
2015: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-02-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-02-01 7
Total of all active and inactive participants 2015-02-01 7
Total participants 2015-02-01 7
Number of participants with account balances 2015-02-01 7
2014: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-02-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-02-01 6
Total of all active and inactive participants 2014-02-01 6
Total participants 2014-02-01 6
Number of participants with account balances 2014-02-01 6
2013: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-02-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 5
Total of all active and inactive participants 2013-02-01 5
Total participants 2013-02-01 5
Number of participants with account balances 2013-02-01 5
2012: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 5
Total of all active and inactive participants 2012-02-01 5
Total participants 2012-02-01 5
Number of participants with account balances 2012-02-01 5
2011: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 6
Total of all active and inactive participants 2011-02-01 6
Total participants 2011-02-01 6
Number of participants with account balances 2011-02-01 6
2009: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 7
Total of all active and inactive participants 2009-02-01 7
Total participants 2009-02-01 7
Number of participants with account balances 2009-02-01 7

Measure	Date	Value
2019: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-02-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-02-01	0
Number of other retired or separated participants entitled to future benefits	2019-02-01	0
Total of all active and inactive participants	2019-02-01	0
Total participants	2019-02-01	0
Number of participants with account balances	2019-02-01	0
2018: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-02-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-02-01	6
Number of other retired or separated participants entitled to future benefits	2018-02-01	1
Total of all active and inactive participants	2018-02-01	7
Total participants	2018-02-01	7
Number of participants with account balances	2018-02-01	7
2017: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-02-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-02-01	6
Number of other retired or separated participants entitled to future benefits	2017-02-01	1
Total of all active and inactive participants	2017-02-01	7
Total participants	2017-02-01	7
Number of participants with account balances	2017-02-01	7
2016: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-02-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-02-01	6
Number of other retired or separated participants entitled to future benefits	2016-02-01	1
Total of all active and inactive participants	2016-02-01	7
Total participants	2016-02-01	7
Number of participants with account balances	2016-02-01	7
2015: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-02-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-02-01	7
Total of all active and inactive participants	2015-02-01	7
Total participants	2015-02-01	7
Number of participants with account balances	2015-02-01	7
2014: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-02-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-02-01	6
Total of all active and inactive participants	2014-02-01	6
Total participants	2014-02-01	6
Number of participants with account balances	2014-02-01	6
2013: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-02-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	5
Total of all active and inactive participants	2013-02-01	5
Total participants	2013-02-01	5
Number of participants with account balances	2013-02-01	5
2012: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	5
Total of all active and inactive participants	2012-02-01	5
Total participants	2012-02-01	5
Number of participants with account balances	2012-02-01	5
2011: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	6
Total of all active and inactive participants	2011-02-01	6
Total participants	2011-02-01	6
Number of participants with account balances	2011-02-01	6
2009: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	7
Total of all active and inactive participants	2009-02-01	7
Total participants	2009-02-01	7
Number of participants with account balances	2009-02-01	7

Financial Data on GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2020 : GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-01-31	$79,290
Expenses. Total of all expenses incurred	2020-01-31	$807,782
Benefits paid (including direct rollovers)	2020-01-31	$807,677
Total plan assets at beginning of year	2020-01-31	$728,492
Value of fidelity bond covering the plan	2020-01-31	$50,000
Total contributions received or receivable from participants	2020-01-31	$55,775
Other income received	2020-01-31	$20,830
Net income (gross income less expenses)	2020-01-31	$-728,492
Net plan assets at beginning of year (total assets less liabilities)	2020-01-31	$728,492
Total contributions received or receivable from employer(s)	2020-01-31	$2,685
Expenses. Administrative service providers (salaries,fees and commissions)	2020-01-31	$105
2019 : GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-01-31	$139,663
Total plan assets at end of year	2019-01-31	$728,492
Total plan assets at beginning of year	2019-01-31	$588,829
Value of fidelity bond covering the plan	2019-01-31	$50,000
Total contributions received or receivable from participants	2019-01-31	$82,786
Other income received	2019-01-31	$-18,123
Net income (gross income less expenses)	2019-01-31	$139,663
Net plan assets at end of year (total assets less liabilities)	2019-01-31	$728,492
Net plan assets at beginning of year (total assets less liabilities)	2019-01-31	$588,829
Total contributions received or receivable from employer(s)	2019-01-31	$75,000
2018 : GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-01-31	$109,813
Expenses. Total of all expenses incurred	2018-01-31	$6,698
Benefits paid (including direct rollovers)	2018-01-31	$6,698
Total plan assets at end of year	2018-01-31	$588,829
Total plan assets at beginning of year	2018-01-31	$485,714
Value of fidelity bond covering the plan	2018-01-31	$50,000
Total contributions received or receivable from participants	2018-01-31	$20,853
Other income received	2018-01-31	$68,960
Net income (gross income less expenses)	2018-01-31	$103,115
Net plan assets at end of year (total assets less liabilities)	2018-01-31	$588,829
Net plan assets at beginning of year (total assets less liabilities)	2018-01-31	$485,714
Total contributions received or receivable from employer(s)	2018-01-31	$20,000
2017 : GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-01-31	$70,870
Total plan assets at end of year	2017-01-31	$485,714
Total plan assets at beginning of year	2017-01-31	$414,844
Value of fidelity bond covering the plan	2017-01-31	$50,000
Total contributions received or receivable from participants	2017-01-31	$5,652
Other income received	2017-01-31	$35,218
Net income (gross income less expenses)	2017-01-31	$70,870
Net plan assets at end of year (total assets less liabilities)	2017-01-31	$485,714
Net plan assets at beginning of year (total assets less liabilities)	2017-01-31	$414,844
Total contributions received or receivable from employer(s)	2017-01-31	$30,000
2016 : GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-01-31	$36,440
Expenses. Total of all expenses incurred	2016-01-31	$58
Total plan assets at end of year	2016-01-31	$414,844
Total plan assets at beginning of year	2016-01-31	$378,462
Value of fidelity bond covering the plan	2016-01-31	$50,000
Total contributions received or receivable from participants	2016-01-31	$28,339
Expenses. Other expenses not covered elsewhere	2016-01-31	$58
Other income received	2016-01-31	$-6,899
Net income (gross income less expenses)	2016-01-31	$36,382
Net plan assets at end of year (total assets less liabilities)	2016-01-31	$414,844
Net plan assets at beginning of year (total assets less liabilities)	2016-01-31	$378,462
Total contributions received or receivable from employer(s)	2016-01-31	$15,000
2015 : GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-01-31	$83,630
Expenses. Total of all expenses incurred	2015-01-31	$73
Total plan assets at end of year	2015-01-31	$378,462
Total plan assets at beginning of year	2015-01-31	$294,905
Value of fidelity bond covering the plan	2015-01-31	$50,000
Total contributions received or receivable from participants	2015-01-31	$49,550
Expenses. Other expenses not covered elsewhere	2015-01-31	$73
Other income received	2015-01-31	$9,080
Net income (gross income less expenses)	2015-01-31	$83,557
Net plan assets at end of year (total assets less liabilities)	2015-01-31	$378,462
Net plan assets at beginning of year (total assets less liabilities)	2015-01-31	$294,905
Total contributions received or receivable from employer(s)	2015-01-31	$25,000
2014 : GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-01-31	$72,330
Expenses. Total of all expenses incurred	2014-01-31	$61
Total plan assets at end of year	2014-01-31	$294,905
Total plan assets at beginning of year	2014-01-31	$222,636
Value of fidelity bond covering the plan	2014-01-31	$50,000
Total contributions received or receivable from participants	2014-01-31	$7,311
Expenses. Other expenses not covered elsewhere	2014-01-31	$61
Other income received	2014-01-31	$15,019
Net income (gross income less expenses)	2014-01-31	$72,269
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$294,905
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$222,636
Total contributions received or receivable from employer(s)	2014-01-31	$50,000
2013 : GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-01-31	$52,029
Expenses. Total of all expenses incurred	2013-01-31	$140,678
Benefits paid (including direct rollovers)	2013-01-31	$140,586
Total plan assets at end of year	2013-01-31	$222,636
Total plan assets at beginning of year	2013-01-31	$311,285
Value of fidelity bond covering the plan	2013-01-31	$50,000
Total contributions received or receivable from participants	2013-01-31	$10,399
Expenses. Other expenses not covered elsewhere	2013-01-31	$92
Other income received	2013-01-31	$26,630
Net income (gross income less expenses)	2013-01-31	$-88,649
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$222,636
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$311,285
Total contributions received or receivable from employer(s)	2013-01-31	$15,000
2012 : GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-01-31	$19,635
Expenses. Total of all expenses incurred	2012-01-31	$250
Total plan assets at end of year	2012-01-31	$311,285
Total plan assets at beginning of year	2012-01-31	$291,900
Value of fidelity bond covering the plan	2012-01-31	$50,000
Total contributions received or receivable from participants	2012-01-31	$34,898
Other income received	2012-01-31	$-15,263
Net income (gross income less expenses)	2012-01-31	$19,385
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$311,285
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$291,900
Expenses. Administrative service providers (salaries,fees and commissions)	2012-01-31	$250
2011 : GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-01-31	$23,986
Expenses. Total of all expenses incurred	2011-01-31	$14,264
Benefits paid (including direct rollovers)	2011-01-31	$14,028
Total plan assets at end of year	2011-01-31	$291,900
Total plan assets at beginning of year	2011-01-31	$282,178
Value of fidelity bond covering the plan	2011-01-31	$50,000
Total contributions received or receivable from participants	2011-01-31	$6,605
Other income received	2011-01-31	$17,381
Net income (gross income less expenses)	2011-01-31	$9,722
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$291,900
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$282,178
Total contributions received or receivable from employer(s)	2011-01-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-01-31	$236

Form 5500 Responses for GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN

2019: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-02-01	Type of plan entity	Single employer plan
2019-02-01	This submission is the final filing	Yes
2019-02-01	Plan funding arrangement – Trust	Yes
2019-02-01	Plan benefit arrangement - Trust	Yes
2018: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-02-01	Type of plan entity	Single employer plan
2018-02-01	Plan funding arrangement – Trust	Yes
2018-02-01	Plan benefit arrangement - Trust	Yes
2017: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-02-01	Type of plan entity	Single employer plan
2017-02-01	Plan funding arrangement – Trust	Yes
2017-02-01	Plan benefit arrangement - Trust	Yes
2016: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-02-01	Type of plan entity	Single employer plan
2016-02-01	Plan funding arrangement – Trust	Yes
2016-02-01	Plan benefit arrangement - Trust	Yes
2015: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-02-01	Type of plan entity	Single employer plan
2015-02-01	Plan funding arrangement – Trust	Yes
2015-02-01	Plan benefit arrangement - Trust	Yes
2014: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-02-01	Type of plan entity	Single employer plan
2014-02-01	Plan funding arrangement – Trust	Yes
2014-02-01	Plan benefit arrangement - Trust	Yes
2013: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2009: GEORGE R. DODSON, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	This submission is the final filing	No
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

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Company Name:	DODSON INC GEORGE R
Employer identification number (EIN):	910201100
NAIC Classification:	448310
NAIC Description:	Jewelry Stores