401k Plan data: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN plan

BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN
Plan identification number	001

BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT 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.
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

BRADFORD WILLIAMS JACKSON DDS PA has sponsored the creation of one or more 401k plans.

Company Name: BRADFORD WILLIAMS JACKSON DDS PA

Employer identification number (EIN): 203098670

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 BRADFORD W JACKSON, DDS BRADFORD W JACKSON 2018-11-01
001 2016-01-01 BRADFORD W JACKSON, DDS BRADFORD W JACKSON 2017-10-15
001 2015-01-01 BRADFORD W JACKSON, DDS BRADFORD W JACKSON 2016-10-17
001 2014-01-01 BRADFORD W JACKSON, DDS BRADFORD W JACKSON 2015-10-12
001 2013-01-01 BRADFORD W JACKSON, DDS BRADFORD W JACKSON 2014-10-10
001 2012-01-01 BRADFORD W JACKSON, DDS BRADFORD W JACKSON, DDS 2013-10-15
001 2011-01-01 BRADFORD W JACKSON, DDS BRADFORD W JACKSON, DDS 2012-10-11
001 2009-01-01 BRADFORD W JACKSON, DDS BRADFORD W JACKSON, DDS 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	BRADFORD W JACKSON, DDS	BRADFORD W JACKSON	2018-11-01
001	2016-01-01	BRADFORD W JACKSON, DDS	BRADFORD W JACKSON	2017-10-15
001	2015-01-01	BRADFORD W JACKSON, DDS	BRADFORD W JACKSON	2016-10-17
001	2014-01-01	BRADFORD W JACKSON, DDS	BRADFORD W JACKSON	2015-10-12
001	2013-01-01	BRADFORD W JACKSON, DDS	BRADFORD W JACKSON	2014-10-10
001	2012-01-01	BRADFORD W JACKSON, DDS	BRADFORD W JACKSON, DDS	2013-10-15
001	2011-01-01	BRADFORD W JACKSON, DDS	BRADFORD W JACKSON, DDS	2012-10-11
001	2009-01-01	BRADFORD W JACKSON, DDS	BRADFORD W JACKSON, DDS	2010-10-14

Plan Statistics for BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN

401k plan membership statisitcs for BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN

Measure Date Value
2023: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 8
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 8
Number of participants with account balances 2023-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 8
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 8
Number of participants with account balances 2022-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 7
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 7
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 7
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 6
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2023: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	8
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	8
Number of participants with account balances	2023-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	8
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	8
Number of participants with account balances	2022-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	7
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	7
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	7
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	6
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN

Measure	Date	Value
2023 : BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$350,644
Total plan assets at end of year	2023-12-31	$1,701,822
Total plan assets at beginning of year	2023-12-31	$1,351,178
Value of fidelity bond covering the plan	2023-12-31	$180,000
Total contributions received or receivable from participants	2023-12-31	$55,423
Other income received	2023-12-31	$259,949
Net income (gross income less expenses)	2023-12-31	$350,644
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,701,822
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,351,178
Total contributions received or receivable from employer(s)	2023-12-31	$35,272
2022 : BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-188,398
Total plan assets at end of year	2022-12-31	$1,351,178
Total plan assets at beginning of year	2022-12-31	$1,539,576
Value of fidelity bond covering the plan	2022-12-31	$150,000
Total contributions received or receivable from participants	2022-12-31	$56,011
Other income received	2022-12-31	$-278,751
Net income (gross income less expenses)	2022-12-31	$-188,398
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,351,178
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,539,576
Total contributions received or receivable from employer(s)	2022-12-31	$34,342
2021 : BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$307,265
Total plan assets at end of year	2021-12-31	$1,539,576
Total plan assets at beginning of year	2021-12-31	$1,232,311
Value of fidelity bond covering the plan	2021-12-31	$175,000
Total contributions received or receivable from participants	2021-12-31	$54,444
Other income received	2021-12-31	$219,956
Net income (gross income less expenses)	2021-12-31	$307,265
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,539,576
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,232,311
Total contributions received or receivable from employer(s)	2021-12-31	$32,865
2020 : BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$235,553
Expenses. Total of all expenses incurred	2020-12-31	$7,000
Benefits paid (including direct rollovers)	2020-12-31	$7,000
Total plan assets at end of year	2020-12-31	$1,232,311
Total plan assets at beginning of year	2020-12-31	$1,003,758
Value of fidelity bond covering the plan	2020-12-31	$150,000
Total contributions received or receivable from participants	2020-12-31	$48,254
Other income received	2020-12-31	$153,782
Net income (gross income less expenses)	2020-12-31	$228,553
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,232,311
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,003,758
Total contributions received or receivable from employer(s)	2020-12-31	$33,517
2019 : BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$251,345
Total plan assets at end of year	2019-12-31	$1,003,758
Total plan assets at beginning of year	2019-12-31	$752,413
Value of fidelity bond covering the plan	2019-12-31	$110,000
Total contributions received or receivable from participants	2019-12-31	$47,996
Other income received	2019-12-31	$167,189
Net income (gross income less expenses)	2019-12-31	$251,345
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,003,758
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$752,413
Total contributions received or receivable from employer(s)	2019-12-31	$36,160
2018 : BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-1,389
Total plan assets at end of year	2018-12-31	$752,413
Total plan assets at beginning of year	2018-12-31	$753,802
Value of fidelity bond covering the plan	2018-12-31	$80,000
Total contributions received or receivable from participants	2018-12-31	$45,943
Other income received	2018-12-31	$-81,124
Net income (gross income less expenses)	2018-12-31	$-1,389
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$752,413
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$753,802
Total contributions received or receivable from employer(s)	2018-12-31	$33,792
2017 : BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$181,318
Total plan assets at end of year	2017-12-31	$753,802
Total plan assets at beginning of year	2017-12-31	$572,484
Value of fidelity bond covering the plan	2017-12-31	$80,000
Total contributions received or receivable from participants	2017-12-31	$45,979
Other income received	2017-12-31	$103,628
Net income (gross income less expenses)	2017-12-31	$181,318
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$753,802
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$572,484
Total contributions received or receivable from employer(s)	2017-12-31	$31,711
2016 : BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$121,046
Total plan assets at end of year	2016-12-31	$572,484
Total plan assets at beginning of year	2016-12-31	$451,438
Value of fidelity bond covering the plan	2016-12-31	$60,000
Total contributions received or receivable from participants	2016-12-31	$45,746
Other income received	2016-12-31	$43,667
Net income (gross income less expenses)	2016-12-31	$121,046
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$572,484
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$451,438
Total contributions received or receivable from employer(s)	2016-12-31	$31,633
2015 : BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$59,263
Total plan assets at end of year	2015-12-31	$451,438
Total plan assets at beginning of year	2015-12-31	$392,175
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$45,430
Other income received	2015-12-31	$-16,317
Net income (gross income less expenses)	2015-12-31	$59,263
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$451,438
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$392,175
Total contributions received or receivable from employer(s)	2015-12-31	$30,150
2014 : BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$78,338
Total plan assets at end of year	2014-12-31	$392,175
Total plan assets at beginning of year	2014-12-31	$313,837
Value of fidelity bond covering the plan	2014-12-31	$40,000
Total contributions received or receivable from participants	2014-12-31	$43,940
Other income received	2014-12-31	$5,208
Net income (gross income less expenses)	2014-12-31	$78,338
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$392,175
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$313,837
Total contributions received or receivable from employer(s)	2014-12-31	$29,190
2013 : BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$112,525
Total plan assets at end of year	2013-12-31	$313,837
Total plan assets at beginning of year	2013-12-31	$201,312
Value of fidelity bond covering the plan	2013-12-31	$35,000
Total contributions received or receivable from participants	2013-12-31	$41,753
Other income received	2013-12-31	$44,416
Net income (gross income less expenses)	2013-12-31	$112,525
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$313,837
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$201,312
Total contributions received or receivable from employer(s)	2013-12-31	$26,356
2012 : BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$94,034
Total plan assets at end of year	2012-12-31	$201,312
Total plan assets at beginning of year	2012-12-31	$107,278
Value of fidelity bond covering the plan	2012-12-31	$20,000
Total contributions received or receivable from participants	2012-12-31	$24,530
Contributions received from other sources (not participants or employers)	2012-12-31	$31,744
Other income received	2012-12-31	$17,905
Net income (gross income less expenses)	2012-12-31	$94,034
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$201,312
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$107,278
Total contributions received or receivable from employer(s)	2012-12-31	$19,855
2011 : BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-9,304
Total plan assets at end of year	2011-12-31	$107,278
Total plan assets at beginning of year	2011-12-31	$116,582
Value of fidelity bond covering the plan	2011-12-31	$15,000
Total contributions received or receivable from participants	2011-12-31	$1,570
Other income received	2011-12-31	$-12,419
Net income (gross income less expenses)	2011-12-31	$-9,304
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$107,278
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$116,582
Total contributions received or receivable from employer(s)	2011-12-31	$1,545
2010 : BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$40,678
Total plan assets at end of year	2010-12-31	$116,582
Total plan assets at beginning of year	2010-12-31	$75,904
Value of fidelity bond covering the plan	2010-12-31	$15,000
Total contributions received or receivable from participants	2010-12-31	$17,196
Other income received	2010-12-31	$11,075
Net income (gross income less expenses)	2010-12-31	$40,678
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$116,582
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$75,904
Total contributions received or receivable from employer(s)	2010-12-31	$12,407

Form 5500 Responses for BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN

2023: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BRADFORD WILLIAMS JACKSON DDS PA 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

BRADFORD WILLIAMS 401 K PROFIT SHARING PLAN TRUST [EIN = 272838123]

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:	BRADFORD WILLIAMS JACKSON DDS PA
Employer identification number (EIN):	203098670
NAIC Classification:	621210
NAIC Description:	Offices of Dentists