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JEFFREY P. DAVIS, DDS, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameJEFFREY P. DAVIS, DDS, P.C. PROFIT SHARING PLAN
Plan identification number 001

JEFFREY P. DAVIS, DDS, P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JEFFREY P DAVIS, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY P DAVIS, DDS, PC
Employer identification number (EIN):542047583
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY P. DAVIS, DDS, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JEFFREY DAVIS2023-06-01
0012021-01-01JEFFREY DAVIS2022-07-20
0012020-01-01JEFFREY DAVIS2021-07-14
0012019-01-01JEFFREY DAVIS2020-07-27
0012018-01-01JEFFREY DAVIS2019-07-15
0012017-01-01JEFFREY DAVIS2018-06-20
0012016-01-01JEFFREY DAVIS2017-07-18
0012015-01-01JEFFREY DAVIS2016-07-26
0012014-01-01JEFFREY DAVIS2015-06-22 JEFFREY DAVIS2015-06-22
0012013-01-01JEFFREY DAVIS2014-07-02 JEFFREY DAVIS2014-07-02
0012012-01-01JEFFREY DAVIS2013-07-22 JEFFREY DAVIS2013-07-22
0012011-01-01JEFFREY P. DAVIS PC2012-08-01 JEFFREY P. DAVIS PC2012-08-01
0012010-01-01JEFFREY DAVIS2011-09-07 JEFFREY DAVIS2011-09-07

Financial Data on JEFFREY P. DAVIS, DDS, P.C. PROFIT SHARING PLAN

Measure Date Value
2008 : JEFFREY P. DAVIS, DDS, P.C. PROFIT SHARING PLAN 2008 401k financial data
Transfers to/from the plan2008-12-31$0
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$28,762
Expenses. Total of all expenses incurred2008-12-31$36
Benefits paid (including direct rollovers)2008-12-31$0
Total plan assets at end of year2008-12-31$96,445
Total plan assets at beginning of year2008-12-31$67,719
Value of fidelity bond covering the plan2008-12-31$0
Assets. Value of tangible personal property2008-12-31$0
Total contributions received or receivable from participants2008-12-31$27,998
Assets. Value of loans (other than to participants)2008-12-31$0
Expenses. Other expenses not covered elsewhere2008-12-31$36
Contributions received from other sources (not participants or employers)2008-12-31$0
Other income received2008-12-31$-5,690
Noncash contributions received2008-12-31$0
Net income (gross income less expenses)2008-12-31$28,726
Net plan assets at end of year (total assets less liabilities)2008-12-31$96,445
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$67,719
Assets. Value of participant loans2008-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2008-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2008-12-31$0
Assets. Value of assets in partnership/joint-venture interests2008-12-31$0
Assets. Value of real-estate (other than employer real property)2008-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022008-12-31$0
Assets. Value of employer securities2008-12-31$0
Assets. Value of employer real property2008-12-31$0
Total contributions received or receivable from employer(s)2008-12-31$6,454
Value of certain deemed distributions of participant loans2008-12-31$0
Value of corrective distributions2008-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2008-12-31$0
2007 : JEFFREY P. DAVIS, DDS, P.C. PROFIT SHARING PLAN 2007 401k financial data
Transfers to/from the plan2007-12-31$0
Total plan liabilities at end of year2007-12-31$0
Total plan liabilities at beginning of year2007-12-31$0
Total income from all sources2007-12-31$33,200
Expenses. Total of all expenses incurred2007-12-31$30
Benefits paid (including direct rollovers)2007-12-31$0
Total plan assets at end of year2007-12-31$67,719
Total plan assets at beginning of year2007-12-31$34,549
Value of fidelity bond covering the plan2007-12-31$0
Assets. Value of tangible personal property2007-12-31$0
Total contributions received or receivable from participants2007-12-31$25,500
Assets. Value of loans (other than to participants)2007-12-31$0
Expenses. Other expenses not covered elsewhere2007-12-31$30
Contributions received from other sources (not participants or employers)2007-12-31$0
Other income received2007-12-31$1,305
Noncash contributions received2007-12-31$0
Net income (gross income less expenses)2007-12-31$33,170
Net plan assets at end of year (total assets less liabilities)2007-12-31$67,719
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$34,549
Assets. Value of participant loans2007-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2007-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2007-12-31$0
Assets. Value of assets in partnership/joint-venture interests2007-12-31$0
Assets. Value of real-estate (other than employer real property)2007-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022007-12-31$0
Assets. Value of employer securities2007-12-31$0
Assets. Value of employer real property2007-12-31$0
Total contributions received or receivable from employer(s)2007-12-31$6,395
Value of certain deemed distributions of participant loans2007-12-31$0
Value of corrective distributions2007-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2007-12-31$0

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number542047583D1
Policy instance 1
Insurance contract or identification number542047583D1
Number of Individuals Covered3
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number542047583D1
Policy instance 2
Insurance contract or identification number542047583D1
Number of Individuals Covered3
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number542047583D1
Policy instance 1
Insurance contract or identification number542047583D1
Number of Individuals Covered3
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number542047583D1
Policy instance 2
Insurance contract or identification number542047583D1
Number of Individuals Covered3
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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