RICHARD H. JENSON, DDS, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DR. RICHARD JENSON, DDS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : DR. RICHARD JENSON, DDS 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-04-05 | 19568 |
| Net assets as of the end of the plan year | 2025-04-05 | 1471979 |
| Total assets as of the beginning of the plan year | 2025-04-05 | 1137369 |
| Value of plan covered by a fidelity bond | 2025-04-05 | 200000 |
| Participant contributions to plan in this plan year | 2025-04-05 | 47937 |
| Other contributions to plan in this plan year | 2025-04-05 | 128862 |
| Other income to plan in this plan year | 2025-04-05 | 161830 |
| Plan net income in this plan year | 2025-04-05 | 334610 |
| Net assets as of the end of the plan year | 2025-04-05 | 1471979 |
| Net assets as of the beginning of the plan year | 2025-04-05 | 1137369 |
| Employer contributions to plan in this plan year | 2025-04-05 | 15549 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-05 | 6180 |
| 2024 : DR. RICHARD JENSON, DDS 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-02-16 | 3916 |
| Net assets as of the end of the plan year | 2024-02-16 | 1137369 |
| Total assets as of the beginning of the plan year | 2024-02-16 | 888679 |
| Value of plan covered by a fidelity bond | 2024-02-16 | 100000 |
| Participant contributions to plan in this plan year | 2024-02-16 | 30101 |
| Other income to plan in this plan year | 2024-02-16 | 171468 |
| Plan net income in this plan year | 2024-02-16 | 248690 |
| Net assets as of the end of the plan year | 2024-02-16 | 1137369 |
| Net assets as of the beginning of the plan year | 2024-02-16 | 888679 |
| Employer contributions to plan in this plan year | 2024-02-16 | 51037 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-02-16 | 3916 |
| 2022 : DR. RICHARD JENSON, DDS 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-08-27 | 3278 |
| Net assets as of the end of the plan year | 2022-08-27 | 997982 |
| Total assets as of the beginning of the plan year | 2022-08-27 | 809243 |
| Value of plan covered by a fidelity bond | 2022-08-27 | 100000 |
| Participant contributions to plan in this plan year | 2022-08-27 | 23596 |
| Other income to plan in this plan year | 2022-08-27 | 121174 |
| Plan net income in this plan year | 2022-08-27 | 188739 |
| Net assets as of the end of the plan year | 2022-08-27 | 997982 |
| Net assets as of the beginning of the plan year | 2022-08-27 | 809243 |
| Employer contributions to plan in this plan year | 2022-08-27 | 47247 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-27 | 3278 |
| 2011 : DR. RICHARD JENSON, DDS 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $15,343 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $50 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $89,200 |
| Total plan assets at beginning of year | 2011-12-31 | $73,907 |
| Total contributions received or receivable from participants | 2011-12-31 | $15,866 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $50 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-4,903 |
| Net income (gross income less expenses) | 2011-12-31 | $15,293 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $89,200 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $73,907 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $4,380 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| 2010 : DR. RICHARD JENSON, DDS 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $30,619 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $16,215 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $16,140 |
| Total plan assets at end of year | 2010-12-31 | $73,907 |
| Total plan assets at beginning of year | 2010-12-31 | $59,503 |
| Total contributions received or receivable from participants | 2010-12-31 | $19,030 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $75 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $5,642 |
| Net income (gross income less expenses) | 2010-12-31 | $14,404 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $73,907 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $59,503 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $5,947 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : DR. RICHARD JENSON, DDS 401(K) PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
| 2011: DR. RICHARD JENSON, 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: DR. RICHARD JENSON, 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 – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: DR. RICHARD JENSON, 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |