401k Plan data: JEFFREY D. BAGGETT, DDS 401(K) PLAN plan

JEFFREY D. BAGGETT, DDS 401(K) PLAN 401k Plan overview

Plan Name	JEFFREY D. BAGGETT, DDS 401(K) PLAN
Plan identification number	001

JEFFREY D. BAGGETT, DDS 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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 D. BAGGETT, DDS has sponsored the creation of one or more 401k plans.

Company Name: JEFFREY D. BAGGETT, DDS

Employer identification number (EIN): 731128171

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY D. BAGGETT, DDS 401(K) 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 DR. JEFFREY BAGGETT
001 2016-01-01 DR. JEFFREY BAGGETT
001 2015-01-01 DR. BAGGETT
001 2014-01-01 JEFFREY BAGGETT
001 2013-01-01 DR. BAGGETT
001 2012-01-01 DR. BAGGETT
001 2011-01-01 DR. BAGGETT
001 2010-01-01 JEFFREY D. BAGGETT, DDS JEFFREY D. BAGGETT, DDS 2011-08-05
001 2009-01-01 JEFFREY D. BAGGETT, DDS JEFFREY D. BAGGETT, DDS 2010-09-24

Plan Statistics for JEFFREY D. BAGGETT, DDS 401(K) PLAN

401k plan membership statisitcs for JEFFREY D. BAGGETT, DDS 401(K) PLAN

Measure Date Value
2023: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 11
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 11
Number of participants with account balances 2023-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 11
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 11
Number of participants with account balances 2022-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 11
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 11
Number of participants with account balances 2021-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 10
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 10
Number of participants with account balances 2020-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 11
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 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 10
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 10
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 1
Total of all active and inactive participants 2016-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 11
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
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 1
Total of all active and inactive participants 2015-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
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 2
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 9
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 2
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
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 2
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
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 3
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 9
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 11
Number of participants with account balances 2010-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
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 1
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	11
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	11
Number of participants with account balances	2023-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	11
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	11
Number of participants with account balances	2022-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	11
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	11
Number of participants with account balances	2021-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	10
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	10
Number of participants with account balances	2020-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	11
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	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	10
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	10
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	1
Total of all active and inactive participants	2016-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	11
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
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	1
Total of all active and inactive participants	2015-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
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	2
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	9
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	2
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
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	2
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
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	3
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	9
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	11
Number of participants with account balances	2010-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
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	1
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JEFFREY D. BAGGETT, DDS 401(K) PLAN

Measure	Date	Value
2023 : JEFFREY D. BAGGETT, DDS 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$251,903
Expenses. Total of all expenses incurred	2023-12-31	$712
Benefits paid (including direct rollovers)	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$1,507,416
Total plan assets at beginning of year	2023-12-31	$1,256,225
Value of fidelity bond covering the plan	2023-12-31	$150,000
Total contributions received or receivable from participants	2023-12-31	$58,522
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$173,249
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$251,191
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,507,416
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,256,225
Total contributions received or receivable from employer(s)	2023-12-31	$20,132
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$712
2022 : JEFFREY D. BAGGETT, DDS 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-24,441
Expenses. Total of all expenses incurred	2022-12-31	$711
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$1,256,225
Total plan assets at beginning of year	2022-12-31	$1,281,377
Value of fidelity bond covering the plan	2022-12-31	$150,000
Total contributions received or receivable from participants	2022-12-31	$58,192
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-103,215
Net income (gross income less expenses)	2022-12-31	$-25,152
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,256,225
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,281,377
Total contributions received or receivable from employer(s)	2022-12-31	$20,582
Value of certain deemed distributions of participant loans	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$711
2021 : JEFFREY D. BAGGETT, DDS 401(K) PLAN 2021 401k financial data
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$242,762
Expenses. Total of all expenses incurred	2021-12-31	$686
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$1,281,377
Total plan assets at beginning of year	2021-12-31	$1,039,301
Value of fidelity bond covering the plan	2021-12-31	$150,000
Total contributions received or receivable from participants	2021-12-31	$58,932
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$163,314
Net income (gross income less expenses)	2021-12-31	$242,076
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,281,377
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,039,301
Total contributions received or receivable from employer(s)	2021-12-31	$20,516
Value of certain deemed distributions of participant loans	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$686
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : JEFFREY D. BAGGETT, DDS 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$161,422
Expenses. Total of all expenses incurred	2020-12-31	$67,473
Benefits paid (including direct rollovers)	2020-12-31	$66,023
Total plan assets at end of year	2020-12-31	$1,039,301
Total plan assets at beginning of year	2020-12-31	$945,352
Value of fidelity bond covering the plan	2020-12-31	$100,000
Total contributions received or receivable from participants	2020-12-31	$46,997
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$95,588
Net income (gross income less expenses)	2020-12-31	$93,949
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,039,301
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$945,352
Total contributions received or receivable from employer(s)	2020-12-31	$18,837
Value of certain deemed distributions of participant loans	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$1,450
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : JEFFREY D. BAGGETT, DDS 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$234,045
Expenses. Total of all expenses incurred	2019-12-31	$697
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$945,352
Total plan assets at beginning of year	2019-12-31	$712,004
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$57,052
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$156,943
Net income (gross income less expenses)	2019-12-31	$233,348
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$945,352
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$712,004
Total contributions received or receivable from employer(s)	2019-12-31	$20,050
Value of certain deemed distributions of participant loans	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$697
2018 : JEFFREY D. BAGGETT, DDS 401(K) PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$6,669
Expenses. Total of all expenses incurred	2018-12-31	$518
Total plan assets at end of year	2018-12-31	$712,004
Total plan assets at beginning of year	2018-12-31	$705,853
Value of fidelity bond covering the plan	2018-12-31	$75,000
Total contributions received or receivable from participants	2018-12-31	$50,629
Other income received	2018-12-31	$-58,582
Net income (gross income less expenses)	2018-12-31	$6,151
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$712,004
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$705,853
Total contributions received or receivable from employer(s)	2018-12-31	$14,622
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$518
2017 : JEFFREY D. BAGGETT, DDS 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$140,469
Expenses. Total of all expenses incurred	2017-12-31	$79,881
Benefits paid (including direct rollovers)	2017-12-31	$79,667
Total plan assets at end of year	2017-12-31	$705,853
Total plan assets at beginning of year	2017-12-31	$645,265
Value of fidelity bond covering the plan	2017-12-31	$75,000
Total contributions received or receivable from participants	2017-12-31	$45,292
Other income received	2017-12-31	$77,163
Net income (gross income less expenses)	2017-12-31	$60,588
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$705,853
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$645,265
Total contributions received or receivable from employer(s)	2017-12-31	$18,014
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$214
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : JEFFREY D. BAGGETT, DDS 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$0
Total income from all sources	2016-12-31	$107,177
Expenses. Total of all expenses incurred	2016-12-31	$1,566
Total plan assets at end of year	2016-12-31	$647,035
Total plan assets at beginning of year	2016-12-31	$541,424
Value of fidelity bond covering the plan	2016-12-31	$75,000
Total contributions received or receivable from participants	2016-12-31	$43,685
Other income received	2016-12-31	$46,572
Net income (gross income less expenses)	2016-12-31	$105,611
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$647,035
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$541,424
Total contributions received or receivable from employer(s)	2016-12-31	$16,920
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,566
2015 : JEFFREY D. BAGGETT, DDS 401(K) PLAN 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$41,058
Expenses. Total of all expenses incurred	2015-12-31	$36,299
Benefits paid (including direct rollovers)	2015-12-31	$36,108
Total plan assets at end of year	2015-12-31	$541,424
Total plan assets at beginning of year	2015-12-31	$536,665
Value of fidelity bond covering the plan	2015-12-31	$75,000
Total contributions received or receivable from participants	2015-12-31	$44,054
Other income received	2015-12-31	$-20,246
Net income (gross income less expenses)	2015-12-31	$4,759
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$541,424
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$536,665
Total contributions received or receivable from employer(s)	2015-12-31	$17,250
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$191
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JEFFREY D. BAGGETT, DDS 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$57,419
Expenses. Total of all expenses incurred	2014-12-31	$1,258
Total plan assets at end of year	2014-12-31	$536,665
Total plan assets at beginning of year	2014-12-31	$480,504
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$27,128
Other income received	2014-12-31	$12,883
Net income (gross income less expenses)	2014-12-31	$56,161
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$536,665
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$480,504
Total contributions received or receivable from employer(s)	2014-12-31	$17,408
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,258
2013 : JEFFREY D. BAGGETT, DDS 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$87,170
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$480,504
Total plan assets at beginning of year	2013-12-31	$393,334
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$27,054
Other income received	2013-12-31	$42,782
Net income (gross income less expenses)	2013-12-31	$87,170
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$480,504
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$393,334
Total contributions received or receivable from employer(s)	2013-12-31	$17,334
2012 : JEFFREY D. BAGGETT, DDS 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$75,347
Expenses. Total of all expenses incurred	2012-12-31	$10,292
Benefits paid (including direct rollovers)	2012-12-31	$10,252
Total plan assets at end of year	2012-12-31	$393,334
Total plan assets at beginning of year	2012-12-31	$328,279
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$26,591
Other income received	2012-12-31	$32,182
Net income (gross income less expenses)	2012-12-31	$65,055
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$393,334
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$328,279
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$21,664
Total contributions received or receivable from employer(s)	2012-12-31	$16,574
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$40
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JEFFREY D. BAGGETT, DDS 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$34,050
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$328,279
Total plan assets at beginning of year	2011-12-31	$294,229
Total contributions received or receivable from participants	2011-12-31	$26,461
Other income received	2011-12-31	$-9,028
Net income (gross income less expenses)	2011-12-31	$34,050
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$328,279
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$294,229
Total contributions received or receivable from employer(s)	2011-12-31	$16,617
2010 : JEFFREY D. BAGGETT, DDS 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$61,619
Expenses. Total of all expenses incurred	2010-12-31	$528
Benefits paid (including direct rollovers)	2010-12-31	$528
Total plan assets at end of year	2010-12-31	$294,229
Total plan assets at beginning of year	2010-12-31	$233,138
Total contributions received or receivable from participants	2010-12-31	$24,657
Other income received	2010-12-31	$21,078
Net income (gross income less expenses)	2010-12-31	$61,091
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$294,229
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$233,138
Total contributions received or receivable from employer(s)	2010-12-31	$15,884
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for JEFFREY D. BAGGETT, DDS 401(K) PLAN

2023: JEFFREY D. BAGGETT, DDS 401(K) 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: JEFFREY D. BAGGETT, DDS 401(K) 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: JEFFREY D. BAGGETT, DDS 401(K) 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: JEFFREY D. BAGGETT, DDS 401(K) 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: JEFFREY D. BAGGETT, DDS 401(K) 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: JEFFREY D. BAGGETT, DDS 401(K) 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: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JEFFREY D. BAGGETT, DDS 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	JEFFREY D. BAGGETT, DDS
Employer identification number (EIN):	731128171
NAIC Classification:	621210
NAIC Description:	Offices of Dentists