401k Plan data: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN plan

JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 401k Plan overview

Plan Name	JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN
Plan identification number	001

JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JAMES A. LAWSON JR., DMD, PC. has sponsored the creation of one or more 401k plans.

Company Name: JAMES A. LAWSON JR., DMD, PC.

Employer identification number (EIN): 931090334

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01
001 2021-10-01
001 2020-10-01
001 2019-10-01
001 2018-10-01
001 2017-10-01
001 2016-10-01 JAMES A. LAWSON, JR.
001 2015-09-30 JAMES A. LAWSON, JR.
001 2015-09-30
001 2014-10-01 JAMES A. LAWSON, JR.
001 2013-10-01 JAMES A. LAWSON, JR.
001 2012-10-01 JAMES A. LAWSON, JR.
001 2011-10-01 JAMES A LAWSON JR
001 2010-10-01 JAMES A LAWSON
001 2009-10-01 JAMES A LAWSON JR

Plan Statistics for JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN

401k plan membership statisitcs for JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN

Measure Date Value
2022: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2022 401k membership
Total participants, beginning-of-year 2022-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-10-01 7
Number of retired or separated participants receiving benefits 2022-10-01 1
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-10-01 0
Total participants 2022-10-01 8
Number of participants with account balances 2022-10-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-10-01 0
2021: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2021 401k membership
Total participants, beginning-of-year 2021-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 6
Number of retired or separated participants receiving benefits 2021-10-01 1
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 7
Number of participants with account balances 2021-10-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 0
2020: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2020 401k membership
Total participants, beginning-of-year 2020-10-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 5
Number of participants with account balances 2020-10-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 0
2019: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2019 401k membership
Total participants, beginning-of-year 2019-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 5
Number of retired or separated participants receiving benefits 2019-10-01 1
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 6
Number of participants with account balances 2019-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
2018: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2018 401k membership
Total participants, beginning-of-year 2018-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 6
Number of participants with account balances 2018-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0
2017: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 6
Number of participants with account balances 2017-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
2016: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 6
Number of participants with account balances 2016-10-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-30 7
Total number of active participants reported on line 7a of the Form 5500 2015-09-30 5
Number of retired or separated participants receiving benefits 2015-09-30 0
Number of other retired or separated participants entitled to future benefits 2015-09-30 1
Total of all active and inactive participants 2015-09-30 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-30 0
Total participants 2015-09-30 6
Number of participants with account balances 2015-09-30 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-30 0
2014: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 5
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 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 7
Number of participants with account balances 2014-10-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 7
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 0
Total of all active and inactive participants 2013-10-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 7
Number of participants with account balances 2013-10-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 6
Total of all active and inactive participants 2012-10-01 6
Total participants 2012-10-01 6
2011: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 6
Total of all active and inactive participants 2011-10-01 6
Total participants 2011-10-01 6
2010: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-10-01 6
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 6
Total of all active and inactive participants 2010-10-01 6
Total participants 2010-10-01 6
2009: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 6
Number of retired or separated participants receiving benefits 2009-10-01 2
Total of all active and inactive participants 2009-10-01 8
Total participants 2009-10-01 8
Number of participants with account balances 2009-10-01 6

Measure	Date	Value
2022: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2022 401k membership
Total participants, beginning-of-year	2022-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-10-01	7
Number of retired or separated participants receiving benefits	2022-10-01	1
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-10-01	0
Total participants	2022-10-01	8
Number of participants with account balances	2022-10-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-10-01	0
2021: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	6
Number of retired or separated participants receiving benefits	2021-10-01	1
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	7
Number of participants with account balances	2021-10-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	0
2020: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-10-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	5
Number of participants with account balances	2020-10-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	0
2019: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	5
Number of retired or separated participants receiving benefits	2019-10-01	1
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	6
Number of participants with account balances	2019-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
2018: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	6
Number of participants with account balances	2018-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0
2017: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	6
Number of participants with account balances	2017-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
2016: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	6
Number of participants with account balances	2016-10-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-30	7
Total number of active participants reported on line 7a of the Form 5500	2015-09-30	5
Number of retired or separated participants receiving benefits	2015-09-30	0
Number of other retired or separated participants entitled to future benefits	2015-09-30	1
Total of all active and inactive participants	2015-09-30	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-30	0
Total participants	2015-09-30	6
Number of participants with account balances	2015-09-30	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-30	0
2014: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	5
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	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	7
Number of participants with account balances	2014-10-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	7
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	0
Total of all active and inactive participants	2013-10-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	7
Number of participants with account balances	2013-10-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	6
Total of all active and inactive participants	2012-10-01	6
Total participants	2012-10-01	6
2011: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	6
Total of all active and inactive participants	2011-10-01	6
Total participants	2011-10-01	6
2010: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-10-01	6
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	6
Total of all active and inactive participants	2010-10-01	6
Total participants	2010-10-01	6
2009: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	6
Number of retired or separated participants receiving benefits	2009-10-01	2
Total of all active and inactive participants	2009-10-01	8
Total participants	2009-10-01	8
Number of participants with account balances	2009-10-01	6

Financial Data on JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN

Measure	Date	Value
2023 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2023 401k financial data
Total income from all sources	2023-09-30	$273,468
Expenses. Total of all expenses incurred	2023-09-30	$16,462
Total plan assets at end of year	2023-09-30	$1,892,550
Total plan assets at beginning of year	2023-09-30	$1,635,544
Value of fidelity bond covering the plan	2023-09-30	$200,000
Total contributions received or receivable from participants	2023-09-30	$15,081
Other income received	2023-09-30	$209,963
Net income (gross income less expenses)	2023-09-30	$257,006
Net plan assets at end of year (total assets less liabilities)	2023-09-30	$1,892,550
Net plan assets at beginning of year (total assets less liabilities)	2023-09-30	$1,635,544
Assets. Value of participant loans	2023-09-30	$0
Total contributions received or receivable from employer(s)	2023-09-30	$48,424
Expenses. Administrative service providers (salaries,fees and commissions)	2023-09-30	$16,462
2022 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2022 401k financial data
Total income from all sources	2022-09-30	$-158,966
Expenses. Total of all expenses incurred	2022-09-30	$133,579
Benefits paid (including direct rollovers)	2022-09-30	$115,943
Total plan assets at end of year	2022-09-30	$1,635,544
Total plan assets at beginning of year	2022-09-30	$1,928,089
Value of fidelity bond covering the plan	2022-09-30	$200,000
Total contributions received or receivable from participants	2022-09-30	$39,326
Other income received	2022-09-30	$-241,415
Net income (gross income less expenses)	2022-09-30	$-292,545
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$1,635,544
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$1,928,089
Assets. Value of participant loans	2022-09-30	$5,086
Total contributions received or receivable from employer(s)	2022-09-30	$43,123
Expenses. Administrative service providers (salaries,fees and commissions)	2022-09-30	$17,636
2021 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2021 401k financial data
Total income from all sources	2021-09-30	$216,906
Expenses. Total of all expenses incurred	2021-09-30	$103,003
Benefits paid (including direct rollovers)	2021-09-30	$85,457
Total plan assets at end of year	2021-09-30	$1,928,089
Total plan assets at beginning of year	2021-09-30	$1,814,186
Value of fidelity bond covering the plan	2021-09-30	$200,000
Total contributions received or receivable from participants	2021-09-30	$60,322
Other income received	2021-09-30	$115,153
Net income (gross income less expenses)	2021-09-30	$113,903
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$1,928,089
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$1,814,186
Assets. Value of participant loans	2021-09-30	$8,412
Total contributions received or receivable from employer(s)	2021-09-30	$41,431
Expenses. Administrative service providers (salaries,fees and commissions)	2021-09-30	$17,546
2020 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2020 401k financial data
Total income from all sources	2020-09-30	$184,214
Expenses. Total of all expenses incurred	2020-09-30	$16,723
Total plan assets at end of year	2020-09-30	$1,814,186
Total plan assets at beginning of year	2020-09-30	$1,646,695
Value of fidelity bond covering the plan	2020-09-30	$175,000
Total contributions received or receivable from participants	2020-09-30	$52,113
Other income received	2020-09-30	$120,639
Net income (gross income less expenses)	2020-09-30	$167,491
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$1,814,186
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$1,646,695
Assets. Value of participant loans	2020-09-30	$8,412
Total contributions received or receivable from employer(s)	2020-09-30	$11,462
Expenses. Administrative service providers (salaries,fees and commissions)	2020-09-30	$16,723
2019 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2019 401k financial data
Total income from all sources	2019-09-30	$130,423
Expenses. Total of all expenses incurred	2019-09-30	$13,689
Total plan assets at end of year	2019-09-30	$1,646,695
Total plan assets at beginning of year	2019-09-30	$1,529,961
Value of fidelity bond covering the plan	2019-09-30	$175,000
Total contributions received or receivable from participants	2019-09-30	$55,510
Assets. Value of loans (other than to participants)	2019-09-30	$200,000
Other income received	2019-09-30	$62,107
Net income (gross income less expenses)	2019-09-30	$116,734
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$1,646,695
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$1,529,961
Assets. Value of participant loans	2019-09-30	$12,470
Total contributions received or receivable from employer(s)	2019-09-30	$12,806
Expenses. Administrative service providers (salaries,fees and commissions)	2019-09-30	$13,689
2017 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2017 401k financial data
Total income from all sources	2017-09-30	$171,842
Expenses. Total of all expenses incurred	2017-09-30	$15,987
Total plan assets at end of year	2017-09-30	$1,330,475
Total plan assets at beginning of year	2017-09-30	$1,174,620
Value of fidelity bond covering the plan	2017-09-30	$175,000
Total contributions received or receivable from participants	2017-09-30	$51,629
Expenses. Other expenses not covered elsewhere	2017-09-30	$1,053
Other income received	2017-09-30	$108,145
Net income (gross income less expenses)	2017-09-30	$155,855
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$1,330,475
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$1,174,620
Assets. Value of participant loans	2017-09-30	$9,268
Assets. Value of real-estate (other than employer real property)	2017-09-30	$186,070
Total contributions received or receivable from employer(s)	2017-09-30	$12,068
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$14,934
2016 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2016 401k financial data
Transfers to/from the plan	2016-09-30	$79,866
Total income from all sources	2016-09-30	$47,503
Expenses. Total of all expenses incurred	2016-09-30	$25,426
Benefits paid (including direct rollovers)	2016-09-30	$24,524
Total plan assets at end of year	2016-09-30	$1,182,988
Total plan assets at beginning of year	2016-09-30	$1,081,045
Value of fidelity bond covering the plan	2016-09-30	$175,000
Total contributions received or receivable from participants	2016-09-30	$54,720
Expenses. Other expenses not covered elsewhere	2016-09-30	$902
Other income received	2016-09-30	$-20,079
Net income (gross income less expenses)	2016-09-30	$22,077
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$1,182,988
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$1,081,045
Assets. Value of participant loans	2016-09-30	$37,619
Assets. Value of real-estate (other than employer real property)	2016-09-30	$186,070
Total contributions received or receivable from employer(s)	2016-09-30	$12,862
2015 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$31,859
Expenses. Total of all expenses incurred	2015-09-30	$842
Total plan assets at end of year	2015-09-30	$1,081,045
Total plan assets at beginning of year	2015-09-30	$1,050,028
Value of fidelity bond covering the plan	2015-09-30	$175,000
Total contributions received or receivable from participants	2015-09-30	$15,586
Expenses. Other expenses not covered elsewhere	2015-09-30	$842
Other income received	2015-09-30	$2,118
Net income (gross income less expenses)	2015-09-30	$31,017
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$1,081,045
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$1,050,028
Assets. Value of participant loans	2015-09-30	$63,920
Assets. Value of real-estate (other than employer real property)	2015-09-30	$176,270
Total contributions received or receivable from employer(s)	2015-09-30	$14,155
2014 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$111,155
Expenses. Total of all expenses incurred	2014-09-30	$818
Total plan assets at end of year	2014-09-30	$1,050,028
Total plan assets at beginning of year	2014-09-30	$939,691
Value of fidelity bond covering the plan	2014-09-30	$175,000
Total contributions received or receivable from participants	2014-09-30	$52,652
Expenses. Other expenses not covered elsewhere	2014-09-30	$818
Other income received	2014-09-30	$45,283
Net income (gross income less expenses)	2014-09-30	$110,337
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$1,050,028
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$939,691
Assets. Value of participant loans	2014-09-30	$88,744
Assets. Value of real-estate (other than employer real property)	2014-09-30	$172,070
Total contributions received or receivable from employer(s)	2014-09-30	$13,220
2013 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$127,914
Expenses. Total of all expenses incurred	2013-09-30	$73,333
Total plan assets at end of year	2013-09-30	$939,691
Total plan assets at beginning of year	2013-09-30	$885,110
Total contributions received or receivable from participants	2013-09-30	$42,133
Expenses. Other expenses not covered elsewhere	2013-09-30	$73,333
Contributions received from other sources (not participants or employers)	2013-09-30	$40,856
Other income received	2013-09-30	$27,239
Net income (gross income less expenses)	2013-09-30	$54,581
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$939,691
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$885,110
Total contributions received or receivable from employer(s)	2013-09-30	$17,686
2012 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$139,190
Expenses. Total of all expenses incurred	2012-09-30	$40,856
Benefits paid (including direct rollovers)	2012-09-30	$40,856
Total plan assets at end of year	2012-09-30	$885,110
Total plan assets at beginning of year	2012-09-30	$786,776
Total contributions received or receivable from participants	2012-09-30	$57,037
Contributions received from other sources (not participants or employers)	2012-09-30	$35,384
Other income received	2012-09-30	$28,561
Net income (gross income less expenses)	2012-09-30	$98,334
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$885,110
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$786,776
Total contributions received or receivable from employer(s)	2012-09-30	$18,208
2011 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$100,612
Expenses. Total of all expenses incurred	2011-09-30	$35,384
Benefits paid (including direct rollovers)	2011-09-30	$35,384
Total plan assets at end of year	2011-09-30	$786,776
Total plan assets at beginning of year	2011-09-30	$721,548
Total contributions received or receivable from participants	2011-09-30	$49,028
Contributions received from other sources (not participants or employers)	2011-09-30	$41,924
Other income received	2011-09-30	$-8,461
Net income (gross income less expenses)	2011-09-30	$65,228
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$786,776
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$721,548
Total contributions received or receivable from employer(s)	2011-09-30	$18,121
2010 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year	2010-09-30	$0
Minimum employer required contribution for this plan year	2010-09-30	$0
Amount contributed by the employer to the plan for this plan year	2010-09-30	$0

Form 5500 Responses for JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN

2022: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2022 form 5500 responses
2022-10-01	Type of plan entity	Single employer plan
2022-10-01	Plan funding arrangement – Trust	Yes
2022-10-01	Plan benefit arrangement - Trust	Yes
2021: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2015 form 5500 responses
2015-09-30	Type of plan entity	Single employer plan
2015-09-30	Submission has been amended	Yes
2015-09-30	Plan funding arrangement – Trust	Yes
2015-09-30	Plan benefit arrangement - Trust	Yes
2014: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2010: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	Plan funding arrangement – Trust	Yes
2010-10-01	Plan benefit arrangement - Trust	Yes
2009: JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JAMES A. LAWSON JR., DMD, PC.
Employer identification number (EIN):	931090334
NAIC Classification:	621210
NAIC Description:	Offices of Dentists