401k Plan data: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN plan

DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN
Plan identification number	001

DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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 SCOTT JONES, M.D., P.C. has sponsored the creation of one or more 401k plans.

Company Name: DAVID SCOTT JONES, M.D., P.C.

Employer identification number (EIN): 930719097

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

Additional information about DAVID SCOTT JONES, M.D., P.C.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1978-08-18

Company Identification Number: 13060017

Legal Registered Office Address: 595 N MAIN ST STE 2

ASHLAND
United States of America (USA)
97520

More information about DAVID SCOTT JONES, M.D., P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01 DANA JOHNSON 2024-01-24
001 2021-10-01 DANA JOHNSON 2022-11-28
001 2020-10-01 DANA JOHNSON, TRUSTEE 2022-03-11
001 2019-10-01 DAVID SCOTT JONES, M.D. 2020-12-04
001 2018-10-01 DAVID SCOTT JONES, M.D. 2019-12-18
001 2017-10-01
001 2016-10-01
001 2015-10-01
001 2014-10-01 DAVID SCOTT JONES, M.D.
001 2013-10-01 DAVID SCOTT JONES, M.D.
001 2012-10-01 DAVID SCOTT JONES, M.D.
001 2011-10-01 DAVID SCOTT JONES, M.D.
001 2009-10-01 DAVID SCOTT JONES, M.D.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-10-01	DANA JOHNSON	2024-01-24
001	2021-10-01	DANA JOHNSON	2022-11-28
001	2020-10-01	DANA JOHNSON, TRUSTEE	2022-03-11
001	2019-10-01	DAVID SCOTT JONES, M.D.	2020-12-04
001	2018-10-01	DAVID SCOTT JONES, M.D.	2019-12-18
001	2017-10-01
001	2016-10-01
001	2015-10-01
001	2014-10-01	DAVID SCOTT JONES, M.D.
001	2013-10-01	DAVID SCOTT JONES, M.D.
001	2012-10-01	DAVID SCOTT JONES, M.D.
001	2011-10-01	DAVID SCOTT JONES, M.D.
001	2009-10-01	DAVID SCOTT JONES, M.D.

Plan Statistics for DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN

Measure Date Value
2022: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-10-01 2
Number of retired or separated participants receiving benefits 2022-10-01 0
Number of other retired or separated participants entitled to future benefits 2022-10-01 0
Total of all active and inactive participants 2022-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-10-01 0
Total participants 2022-10-01 2
Number of participants with account balances 2022-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-10-01 0
2021: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 2
Number of retired or separated participants receiving benefits 2021-10-01 0
Number of other retired or separated participants entitled to future benefits 2021-10-01 0
Total of all active and inactive participants 2021-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 2
Number of participants with account balances 2021-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 0
2020: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 2
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 0
Total of all active and inactive participants 2020-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 2
Number of participants with account balances 2020-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 0
2019: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 2
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 0
Total of all active and inactive participants 2019-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 2
Number of participants with account balances 2019-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
2018: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 2
Number of retired or separated participants receiving benefits 2018-10-01 0
Number of other retired or separated participants entitled to future benefits 2018-10-01 0
Total of all active and inactive participants 2018-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 2
Number of participants with account balances 2018-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0
2017: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 2
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 0
Total of all active and inactive participants 2017-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 2
Number of participants with account balances 2017-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
2016: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 2
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 0
Total of all active and inactive participants 2016-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 2
Number of participants with account balances 2016-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 1
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 1
Total of all active and inactive participants 2015-10-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 2
Number of participants with account balances 2015-10-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 1
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 2
Total of all active and inactive participants 2014-10-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 3
Number of participants with account balances 2014-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 1
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 2
Total of all active and inactive participants 2013-10-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 3
Number of participants with account balances 2013-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 1
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 2
Total of all active and inactive participants 2012-10-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 3
Number of participants with account balances 2012-10-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 3
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 1
Total of all active and inactive participants 2011-10-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 4
Number of participants with account balances 2011-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2009: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 3
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 1
Total of all active and inactive participants 2009-10-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 4
Number of participants with account balances 2009-10-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2022: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-10-01	2
Number of retired or separated participants receiving benefits	2022-10-01	0
Number of other retired or separated participants entitled to future benefits	2022-10-01	0
Total of all active and inactive participants	2022-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-10-01	0
Total participants	2022-10-01	2
Number of participants with account balances	2022-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-10-01	0
2021: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	2
Number of retired or separated participants receiving benefits	2021-10-01	0
Number of other retired or separated participants entitled to future benefits	2021-10-01	0
Total of all active and inactive participants	2021-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	2
Number of participants with account balances	2021-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	0
2020: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	2
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	0
Total of all active and inactive participants	2020-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	2
Number of participants with account balances	2020-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	0
2019: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	2
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	0
Total of all active and inactive participants	2019-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	2
Number of participants with account balances	2019-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
2018: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	2
Number of retired or separated participants receiving benefits	2018-10-01	0
Number of other retired or separated participants entitled to future benefits	2018-10-01	0
Total of all active and inactive participants	2018-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	2
Number of participants with account balances	2018-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0
2017: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	2
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	0
Total of all active and inactive participants	2017-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	2
Number of participants with account balances	2017-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
2016: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	2
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	0
Total of all active and inactive participants	2016-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	2
Number of participants with account balances	2016-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	1
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	1
Total of all active and inactive participants	2015-10-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	2
Number of participants with account balances	2015-10-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	1
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	2
Total of all active and inactive participants	2014-10-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	3
Number of participants with account balances	2014-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	1
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	2
Total of all active and inactive participants	2013-10-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	3
Number of participants with account balances	2013-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	1
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	2
Total of all active and inactive participants	2012-10-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	3
Number of participants with account balances	2012-10-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	3
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	1
Total of all active and inactive participants	2011-10-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	4
Number of participants with account balances	2011-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2009: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	3
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	1
Total of all active and inactive participants	2009-10-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	4
Number of participants with account balances	2009-10-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN

Measure	Date	Value
2023 : DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-09-30	$341,016
Expenses. Total of all expenses incurred	2023-09-30	$1,893,925
Benefits paid (including direct rollovers)	2023-09-30	$1,887,447
Total plan assets at end of year	2023-09-30	$1,308,408
Total plan assets at beginning of year	2023-09-30	$2,861,317
Value of fidelity bond covering the plan	2023-09-30	$500,000
Assets. Value of loans (other than to participants)	2023-09-30	$136,352
Other income received	2023-09-30	$341,016
Net income (gross income less expenses)	2023-09-30	$-1,552,909
Net plan assets at end of year (total assets less liabilities)	2023-09-30	$1,308,408
Net plan assets at beginning of year (total assets less liabilities)	2023-09-30	$2,861,317
Expenses. Administrative service providers (salaries,fees and commissions)	2023-09-30	$6,478
2022 : DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-09-30	$-500,016
Expenses. Total of all expenses incurred	2022-09-30	$68,113
Benefits paid (including direct rollovers)	2022-09-30	$52,444
Total plan assets at end of year	2022-09-30	$2,861,317
Total plan assets at beginning of year	2022-09-30	$3,429,446
Value of fidelity bond covering the plan	2022-09-30	$500,000
Total contributions received or receivable from participants	2022-09-30	$0
Assets. Value of loans (other than to participants)	2022-09-30	$142,496
Other income received	2022-09-30	$-500,016
Noncash contributions received	2022-09-30	$0
Net income (gross income less expenses)	2022-09-30	$-568,129
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$2,861,317
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$3,429,446
Total contributions received or receivable from employer(s)	2022-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-09-30	$15,669
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-09-30	$0
2021 : DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-09-30	$551,538
Expenses. Total of all expenses incurred	2021-09-30	$63,225
Benefits paid (including direct rollovers)	2021-09-30	$47,890
Total plan assets at end of year	2021-09-30	$3,429,446
Total plan assets at beginning of year	2021-09-30	$2,941,133
Value of fidelity bond covering the plan	2021-09-30	$650,000
Total contributions received or receivable from participants	2021-09-30	$0
Assets. Value of loans (other than to participants)	2021-09-30	$142,496
Contributions received from other sources (not participants or employers)	2021-09-30	$0
Other income received	2021-09-30	$551,538
Net income (gross income less expenses)	2021-09-30	$488,313
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$3,429,446
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$2,941,133
Assets. Value of assets in partnership/joint-venture interests	2021-09-30	$0
Total contributions received or receivable from employer(s)	2021-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-09-30	$15,335
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
2020 : DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-09-30	$215,110
Expenses. Total of all expenses incurred	2020-09-30	$13,177
Total plan assets at end of year	2020-09-30	$2,941,133
Total plan assets at beginning of year	2020-09-30	$2,739,200
Value of fidelity bond covering the plan	2020-09-30	$650,000
Total contributions received or receivable from participants	2020-09-30	$0
Assets. Value of loans (other than to participants)	2020-09-30	$192,391
Contributions received from other sources (not participants or employers)	2020-09-30	$0
Other income received	2020-09-30	$215,110
Net income (gross income less expenses)	2020-09-30	$201,933
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$2,941,133
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$2,739,200
Assets. Value of assets in partnership/joint-venture interests	2020-09-30	$12,925
Total contributions received or receivable from employer(s)	2020-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-09-30	$13,177
2019 : DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-09-30	$0
Total plan liabilities at beginning of year	2019-09-30	$0
Total income from all sources	2019-09-30	$46,338
Expenses. Total of all expenses incurred	2019-09-30	$97,674
Benefits paid (including direct rollovers)	2019-09-30	$86,025
Total plan assets at end of year	2019-09-30	$2,739,200
Total plan assets at beginning of year	2019-09-30	$2,790,536
Value of fidelity bond covering the plan	2019-09-30	$650,000
Total contributions received or receivable from participants	2019-09-30	$0
Assets. Value of loans (other than to participants)	2019-09-30	$457,822
Contributions received from other sources (not participants or employers)	2019-09-30	$0
Other income received	2019-09-30	$46,338
Net income (gross income less expenses)	2019-09-30	$-51,336
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$2,739,200
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$2,790,536
Total contributions received or receivable from employer(s)	2019-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-09-30	$11,649
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-30	$0
2018 : DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-09-30	$0
Total plan liabilities at beginning of year	2018-09-30	$0
Total income from all sources	2018-09-30	$273,782
Expenses. Total of all expenses incurred	2018-09-30	$39,448
Benefits paid (including direct rollovers)	2018-09-30	$39,403
Total plan assets at end of year	2018-09-30	$2,790,536
Total plan assets at beginning of year	2018-09-30	$2,556,202
Value of fidelity bond covering the plan	2018-09-30	$666,884
Assets. Value of loans (other than to participants)	2018-09-30	$355,542
Other income received	2018-09-30	$272,782
Net income (gross income less expenses)	2018-09-30	$234,334
Net plan assets at end of year (total assets less liabilities)	2018-09-30	$2,790,536
Net plan assets at beginning of year (total assets less liabilities)	2018-09-30	$2,556,202
Assets. Value of assets in partnership/joint-venture interests	2018-09-30	$311,342
Total contributions received or receivable from employer(s)	2018-09-30	$1,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-09-30	$45
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
2017 : DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-09-30	$447,830
Expenses. Total of all expenses incurred	2017-09-30	$32,200
Benefits paid (including direct rollovers)	2017-09-30	$32,155
Total plan assets at end of year	2017-09-30	$2,556,202
Total plan assets at beginning of year	2017-09-30	$2,140,572
Value of fidelity bond covering the plan	2017-09-30	$651,328
Assets. Value of loans (other than to participants)	2017-09-30	$351,328
Other income received	2017-09-30	$439,830
Net income (gross income less expenses)	2017-09-30	$415,630
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$2,556,202
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$2,140,572
Assets. Value of assets in partnership/joint-venture interests	2017-09-30	$300,000
Assets. Value of real-estate (other than employer real property)	2017-09-30	$0
Total contributions received or receivable from employer(s)	2017-09-30	$8,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$45
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-09-30	$0
2016 : DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$162,468
Expenses. Total of all expenses incurred	2016-09-30	$88,224
Benefits paid (including direct rollovers)	2016-09-30	$77,935
Total plan assets at end of year	2016-09-30	$2,140,572
Total plan assets at beginning of year	2016-09-30	$2,066,328
Value of fidelity bond covering the plan	2016-09-30	$730,294
Assets. Value of loans (other than to participants)	2016-09-30	$400,000
Other income received	2016-09-30	$160,218
Net income (gross income less expenses)	2016-09-30	$74,244
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$2,140,572
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$2,066,328
Assets. Value of assets in partnership/joint-venture interests	2016-09-30	$108,114
Assets. Value of real-estate (other than employer real property)	2016-09-30	$222,180
Total contributions received or receivable from employer(s)	2016-09-30	$2,250
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$10,289
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-09-30	$0
2015 : DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$-13,738
Expenses. Total of all expenses incurred	2015-09-30	$53,221
Benefits paid (including direct rollovers)	2015-09-30	$43,484
Total plan assets at end of year	2015-09-30	$2,066,328
Total plan assets at beginning of year	2015-09-30	$2,133,287
Value of fidelity bond covering the plan	2015-09-30	$742,732
Assets. Value of loans (other than to participants)	2015-09-30	$425,000
Expenses. Other expenses not covered elsewhere	2015-09-30	$50
Other income received	2015-09-30	$-15,238
Net income (gross income less expenses)	2015-09-30	$-66,959
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$2,066,328
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$2,133,287
Assets. Value of assets in partnership/joint-venture interests	2015-09-30	$108,032
Assets. Value of real-estate (other than employer real property)	2015-09-30	$209,700
Total contributions received or receivable from employer(s)	2015-09-30	$1,500
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$9,687
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-09-30	$0
2014 : DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$167,430
Expenses. Total of all expenses incurred	2014-09-30	$7,583
Total plan assets at end of year	2014-09-30	$2,133,287
Total plan assets at beginning of year	2014-09-30	$1,973,440
Value of fidelity bond covering the plan	2014-09-30	$736,408
Assets. Value of loans (other than to participants)	2014-09-30	$325,000
Other income received	2014-09-30	$164,430
Net income (gross income less expenses)	2014-09-30	$159,847
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$2,133,287
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$1,973,440
Assets. Value of assets in partnership/joint-venture interests	2014-09-30	$213,618
Assets. Value of real-estate (other than employer real property)	2014-09-30	$197,790
Total contributions received or receivable from employer(s)	2014-09-30	$3,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$7,583
2013 : DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$69,455
Expenses. Total of all expenses incurred	2013-09-30	$2,628
Total plan assets at end of year	2013-09-30	$1,973,440
Total plan assets at beginning of year	2013-09-30	$1,906,613
Value of fidelity bond covering the plan	2013-09-30	$650,000
Assets. Value of loans (other than to participants)	2013-09-30	$325,000
Other income received	2013-09-30	$67,955
Net income (gross income less expenses)	2013-09-30	$66,827
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$1,973,440
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$1,906,613
Assets. Value of assets in partnership/joint-venture interests	2013-09-30	$115,753
Assets. Value of real-estate (other than employer real property)	2013-09-30	$183,140
Total contributions received or receivable from employer(s)	2013-09-30	$1,500
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$2,628
2012 : DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$232,127
Expenses. Total of all expenses incurred	2012-09-30	$13,254
Total plan assets at end of year	2012-09-30	$1,906,613
Total plan assets at beginning of year	2012-09-30	$1,687,740
Value of fidelity bond covering the plan	2012-09-30	$650,000
Assets. Value of loans (other than to participants)	2012-09-30	$325,000
Expenses. Other expenses not covered elsewhere	2012-09-30	$1,525
Contributions received from other sources (not participants or employers)	2012-09-30	$166,723
Other income received	2012-09-30	$56,904
Net income (gross income less expenses)	2012-09-30	$218,873
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$1,906,613
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$1,687,740
Assets. Value of assets in partnership/joint-venture interests	2012-09-30	$116,210
Assets. Value of real-estate (other than employer real property)	2012-09-30	$201,250
Total contributions received or receivable from employer(s)	2012-09-30	$8,500
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$11,729
2011 : DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year	2011-09-30	$0
Total income from all sources	2011-09-30	$-38,685
Expenses. Total of all expenses incurred	2011-09-30	$642,774
Benefits paid (including direct rollovers)	2011-09-30	$625,000
Total plan assets at end of year	2011-09-30	$1,687,740
Total plan assets at beginning of year	2011-09-30	$2,369,199
Value of fidelity bond covering the plan	2011-09-30	$650,000
Total contributions received or receivable from participants	2011-09-30	$0
Assets. Value of loans (other than to participants)	2011-09-30	$125,000
Expenses. Other expenses not covered elsewhere	2011-09-30	$0
Contributions received from other sources (not participants or employers)	2011-09-30	$0
Other income received	2011-09-30	$-42,310
Noncash contributions received	2011-09-30	$0
Net income (gross income less expenses)	2011-09-30	$-681,459
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$1,687,740
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$2,369,199
Assets. Value of assets in partnership/joint-venture interests	2011-09-30	$25,000
Assets. Value of real-estate (other than employer real property)	2011-09-30	$282,540
Total contributions received or receivable from employer(s)	2011-09-30	$3,625
Value of certain deemed distributions of participant loans	2011-09-30	$0
Value of corrective distributions	2011-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$17,774
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0

Form 5500 Responses for DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN

2022: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-10-01	Type of plan entity	Single employer plan
2022-10-01	Submission has been amended	No
2022-10-01	This submission is the final filing	No
2022-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-10-01	Plan is a collectively bargained plan	No
2022-10-01	Plan funding arrangement – Trust	Yes
2022-10-01	Plan benefit arrangement - Trust	Yes
2021: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: DAVID SCOTT JONES, M.D., P.C. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	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:	DAVID SCOTT JONES, M.D., P.C.
Employer identification number (EIN):	930719097
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1978-08-18
Company Identification Number:	13060017
Legal Registered Office Address:	595 N MAIN ST STE 2 ASHLAND United States of America (USA) 97520