Plan Name | JENNIFER D. DAVIS, MSN, DMD, PC 401(K) PROFIT SHARING PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | JENNIFER D. DAVIS, MSN, DMD, PC |
Employer identification number (EIN): | 630649875 |
NAIC Classification: | 621210 |
NAIC Description: | Offices of Dentists |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2015-07-01 | ||||
002 | 2014-07-01 | JENNIFER DAVIS | 2016-01-18 | ||
002 | 2013-07-01 | JENNIFER DAVIS | 2015-05-05 | ||
002 | 2012-07-01 | JENNIFER DAVIS | 2013-11-18 | ||
002 | 2011-07-01 | JENNIFER DAVIS | 2013-03-27 | ||
002 | 2010-07-01 | JENNIFER DAVIS | |||
002 | 2009-07-01 | JENNIFER DAVIS |
Measure | Date | Value |
---|---|---|
2010: JENNIFER D. DAVIS, MSN, DMD, PC 401(K) PROFIT SHARING PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-07-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 7 |
Number of retired or separated participants receiving benefits | 2010-07-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 0 |
Total of all active and inactive participants | 2010-07-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
Total participants | 2010-07-01 | 9 |
Number of participants with account balances | 2010-07-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 1 |
2009: JENNIFER D. DAVIS, MSN, DMD, PC 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 9 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
Total of all active and inactive participants | 2009-07-01 | 9 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 9 |
Number of participants with account balances | 2009-07-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : JENNIFER D. DAVIS, MSN, DMD, PC 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total income from all sources | 2011-06-30 | $196,439 |
Expenses. Total of all expenses incurred | 2011-06-30 | $25,132 |
Benefits paid (including direct rollovers) | 2011-06-30 | $12,493 |
Total plan assets at end of year | 2011-06-30 | $854,223 |
Total plan assets at beginning of year | 2011-06-30 | $682,916 |
Value of fidelity bond covering the plan | 2011-06-30 | $100,000 |
Total contributions received or receivable from participants | 2011-06-30 | $18,700 |
Expenses. Other expenses not covered elsewhere | 2011-06-30 | $1 |
Other income received | 2011-06-30 | $165,185 |
Net income (gross income less expenses) | 2011-06-30 | $171,307 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $854,223 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $682,916 |
Total contributions received or receivable from employer(s) | 2011-06-30 | $12,554 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $12,638 |
2010: JENNIFER D. DAVIS, MSN, DMD, PC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses | ||
---|---|---|
2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Submission has been amended | No |
2010-07-01 | This submission is the final filing | No |
2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-07-01 | Plan is a collectively bargained plan | No |
2010-07-01 | Plan funding arrangement – Insurance | Yes |
2010-07-01 | Plan funding arrangement – Trust | Yes |
2010-07-01 | Plan benefit arrangement – Insurance | Yes |
2010-07-01 | Plan benefit arrangement - Trust | Yes |
2009: JENNIFER D. DAVIS, MSN, DMD, PC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Insurance | Yes |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement – Insurance | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) | |||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 630649875D2 | ||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||
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