JAMES ORTHODONTICS INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES ORTHODONTICS INC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 5 |
| Total of all active and inactive participants | 2023-01-01 | 5 |
| Total participants | 2023-01-01 | 5 |
| Number of participants with account balances | 2023-01-01 | 5 |
| 2022: JAMES ORTHODONTICS INC PROFIT SHARING 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 | 4 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 3 |
| Total of all active and inactive participants | 2022-01-01 | 7 |
| Total participants | 2022-01-01 | 7 |
| Number of participants with account balances | 2022-01-01 | 4 |
| 2021: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 3 |
| Total of all active and inactive participants | 2021-01-01 | 7 |
| Total participants | 2021-01-01 | 7 |
| Number of participants with account balances | 2021-01-01 | 7 |
| 2020: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
| Total of all active and inactive participants | 2020-01-01 | 6 |
| Total participants | 2020-01-01 | 6 |
| Number of participants with account balances | 2020-01-01 | 6 |
| 2019: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5 |
| Total of all active and inactive participants | 2019-01-01 | 5 |
| Total participants | 2019-01-01 | 5 |
| Number of participants with account balances | 2019-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
| Total of all active and inactive participants | 2018-01-01 | 4 |
| Total participants | 2018-01-01 | 4 |
| Number of participants with account balances | 2018-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
| Total of all active and inactive participants | 2017-01-01 | 5 |
| Total participants | 2017-01-01 | 5 |
| 2016: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
| Total of all active and inactive participants | 2016-01-01 | 5 |
| Total participants | 2016-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 5 |
| Total participants | 2015-01-01 | 5 |
| 2014: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
| Total of all active and inactive participants | 2014-01-01 | 6 |
| Total participants | 2014-01-01 | 6 |
| 2013: JAMES ORTHODONTICS INC PROFIT SHARING 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 | 6 |
| Total of all active and inactive participants | 2013-01-01 | 6 |
| Total participants | 2013-01-01 | 6 |
| 2012: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
| Total of all active and inactive participants | 2012-01-01 | 6 |
| Total participants | 2012-01-01 | 6 |
| 2011: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 5 |
| Total participants | 2011-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2010: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 6 |
| Total of all active and inactive participants | 2010-01-01 | 6 |
| Total participants | 2010-01-01 | 6 |
| 2009: JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
| Total of all active and inactive participants | 2009-01-01 | 6 |
| Total participants | 2009-01-01 | 6 |
| Number of participants with account balances | 2009-01-01 | 6 |
| Measure | Date | Value |
|---|
| 2023 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $237,018 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $329,864 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $319,260 |
| Total plan assets at end of year | 2023-12-31 | $1,374,326 |
| Total plan assets at beginning of year | 2023-12-31 | $1,467,172 |
| Value of fidelity bond covering the plan | 2023-12-31 | $350,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $10,604 |
| Other income received | 2023-12-31 | $227,018 |
| Net income (gross income less expenses) | 2023-12-31 | $-92,846 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,374,326 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,467,172 |
| Assets. Value of participant loans | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $10,000 |
| 2022 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-173,413 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $134,631 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $52,641 |
| Total plan assets at end of year | 2022-12-31 | $1,467,172 |
| Total plan assets at beginning of year | 2022-12-31 | $1,775,216 |
| Value of fidelity bond covering the plan | 2022-12-31 | $350,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $81,990 |
| Other income received | 2022-12-31 | $-173,413 |
| Net income (gross income less expenses) | 2022-12-31 | $-308,044 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,467,172 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,775,216 |
| Assets. Value of participant loans | 2022-12-31 | $166 |
| 2021 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $231,131 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $77,867 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $68,445 |
| Total plan assets at end of year | 2021-12-31 | $1,775,216 |
| Total plan assets at beginning of year | 2021-12-31 | $1,621,952 |
| Value of fidelity bond covering the plan | 2021-12-31 | $350,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $9,422 |
| Other income received | 2021-12-31 | $231,131 |
| Net income (gross income less expenses) | 2021-12-31 | $153,264 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,775,216 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,621,952 |
| Assets. Value of participant loans | 2021-12-31 | $2,000 |
| 2020 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $370,629 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $81,215 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $75,000 |
| Total plan assets at end of year | 2020-12-31 | $1,621,952 |
| Total plan assets at beginning of year | 2020-12-31 | $1,332,538 |
| Value of fidelity bond covering the plan | 2020-12-31 | $350,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $6,215 |
| Other income received | 2020-12-31 | $370,629 |
| Net income (gross income less expenses) | 2020-12-31 | $289,414 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,621,952 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,332,538 |
| 2019 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $221,984 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $98,146 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $93,000 |
| Total plan assets at end of year | 2019-12-31 | $1,332,538 |
| Total plan assets at beginning of year | 2019-12-31 | $1,208,700 |
| Value of fidelity bond covering the plan | 2019-12-31 | $350,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $5,146 |
| Other income received | 2019-12-31 | $171,984 |
| Net income (gross income less expenses) | 2019-12-31 | $123,838 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,332,538 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,208,700 |
| Assets. Value of participant loans | 2019-12-31 | $40,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $50,000 |
| 2018 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $40,956 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $718,461 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $711,216 |
| Total plan assets at end of year | 2018-12-31 | $1,208,700 |
| Total plan assets at beginning of year | 2018-12-31 | $1,886,205 |
| Value of fidelity bond covering the plan | 2018-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $7,245 |
| Other income received | 2018-12-31 | $-9,044 |
| Net income (gross income less expenses) | 2018-12-31 | $-677,505 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,208,700 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,886,205 |
| Assets. Value of participant loans | 2018-12-31 | $50,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $50,000 |
| 2017 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2017-12-31 | $3,000 |
| Total income from all sources | 2017-12-31 | $293,829 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $646,731 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $638,338 |
| Total plan assets at end of year | 2017-12-31 | $1,886,205 |
| Total plan assets at beginning of year | 2017-12-31 | $2,242,107 |
| Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $8,393 |
| Other income received | 2017-12-31 | $243,829 |
| Net income (gross income less expenses) | 2017-12-31 | $-352,902 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,886,205 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,239,107 |
| Assets. Value of participant loans | 2017-12-31 | $27,867 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $50,000 |
| 2016 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $3,000 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $156,499 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $343,463 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $334,000 |
| Total plan assets at end of year | 2016-12-31 | $2,242,107 |
| Total plan assets at beginning of year | 2016-12-31 | $2,426,071 |
| Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $9,463 |
| Other income received | 2016-12-31 | $106,499 |
| Net income (gross income less expenses) | 2016-12-31 | $-186,964 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,239,107 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,426,071 |
| Assets. Value of participant loans | 2016-12-31 | $44,000 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $50,000 |
| 2015 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $69,905 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $163,683 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $153,523 |
| Total plan assets at end of year | 2015-12-31 | $2,426,071 |
| Total plan assets at beginning of year | 2015-12-31 | $2,519,849 |
| Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $10,160 |
| Other income received | 2015-12-31 | $19,905 |
| Net income (gross income less expenses) | 2015-12-31 | $-93,778 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,426,071 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,519,849 |
| Assets. Value of participant loans | 2015-12-31 | $45,000 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $50,000 |
| 2014 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $229,641 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $159,119 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $148,910 |
| Total plan assets at end of year | 2014-12-31 | $2,519,849 |
| Total plan assets at beginning of year | 2014-12-31 | $2,449,327 |
| Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $10,209 |
| Other income received | 2014-12-31 | $179,641 |
| Net income (gross income less expenses) | 2014-12-31 | $70,522 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,519,849 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,449,327 |
| Assets. Value of participant loans | 2014-12-31 | $22,703 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $50,000 |
| 2013 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $397,955 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $209,640 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $200,000 |
| Total plan assets at end of year | 2013-12-31 | $2,449,327 |
| Total plan assets at beginning of year | 2013-12-31 | $2,261,012 |
| Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $9,640 |
| Other income received | 2013-12-31 | $347,955 |
| Net income (gross income less expenses) | 2013-12-31 | $188,315 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,449,327 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,261,012 |
| Assets. Value of participant loans | 2013-12-31 | $20,572 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $50,000 |
| 2012 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $268,643 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $229,372 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $220,000 |
| Total plan assets at end of year | 2012-12-31 | $2,261,012 |
| Total plan assets at beginning of year | 2012-12-31 | $2,221,741 |
| Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
| Other income received | 2012-12-31 | $218,643 |
| Net income (gross income less expenses) | 2012-12-31 | $39,271 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,261,012 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,221,741 |
| Assets. Value of participant loans | 2012-12-31 | $32,007 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $50,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $9,372 |
| 2011 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $86,982 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $360,271 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $273,397 |
| Total plan assets at end of year | 2011-12-31 | $2,221,741 |
| Total plan assets at beginning of year | 2011-12-31 | $2,495,030 |
| Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $86,874 |
| Other income received | 2011-12-31 | $36,982 |
| Net income (gross income less expenses) | 2011-12-31 | $-273,289 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,221,741 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,495,030 |
| Assets. Value of participant loans | 2011-12-31 | $44,101 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $50,000 |
| 2010 : JAMES ORTHODONTICS INC PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $230,473 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $11,895 |
| Total plan assets at end of year | 2010-12-31 | $2,495,030 |
| Total plan assets at beginning of year | 2010-12-31 | $2,276,452 |
| Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $11,895 |
| Other income received | 2010-12-31 | $180,473 |
| Net income (gross income less expenses) | 2010-12-31 | $218,578 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,495,030 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,276,452 |
| Assets. Value of participant loans | 2010-12-31 | $100,000 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $50,000 |
