JEFFREY SMALL, M.D. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JEFFREY SMALL, M.D. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : JEFFREY SMALL, M.D. PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-09 | 18874 |
| Net assets as of the end of the plan year | 2025-05-09 | 2001753 |
| Total assets as of the beginning of the plan year | 2025-05-09 | 1713886 |
| Value of plan covered by a fidelity bond | 2025-05-09 | 200176 |
| Other income to plan in this plan year | 2025-05-09 | 221936 |
| Plan net income in this plan year | 2025-05-09 | 287867 |
| Net assets as of the end of the plan year | 2025-05-09 | 2001753 |
| Net assets as of the beginning of the plan year | 2025-05-09 | 1713886 |
| Employer contributions to plan in this plan year | 2025-05-09 | 84805 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-09 | 15590 |
| 2024 : JEFFREY SMALL, M.D. PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-14 | 13134 |
| Net assets as of the end of the plan year | 2024-06-14 | 1713886 |
| Total assets as of the beginning of the plan year | 2024-06-14 | 1396896 |
| Value of plan covered by a fidelity bond | 2024-06-14 | 171389 |
| Other income to plan in this plan year | 2024-06-14 | 248725 |
| Plan net income in this plan year | 2024-06-14 | 316990 |
| Net assets as of the end of the plan year | 2024-06-14 | 1713886 |
| Net assets as of the beginning of the plan year | 2024-06-14 | 1396896 |
| Employer contributions to plan in this plan year | 2024-06-14 | 81399 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-14 | 12868 |
| 2022 : JEFFREY SMALL, M.D. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-03-10 | 2499 |
| Total expenses incurred by plan in this plan year | 2022-03-10 | 11046 |
| Net assets as of the end of the plan year | 2022-03-10 | 1589534 |
| Total assets as of the beginning of the plan year | 2022-03-10 | 1296629 |
| Value of plan covered by a fidelity bond | 2022-03-10 | 158954 |
| Other expenses paid from plan in this plan year | 2022-03-10 | 9380 |
| Other income to plan in this plan year | 2022-03-10 | 235169 |
| Plan net income in this plan year | 2022-03-10 | 290406 |
| Net assets as of the end of the plan year | 2022-03-10 | 1587035 |
| Net assets as of the beginning of the plan year | 2022-03-10 | 1296629 |
| Employer contributions to plan in this plan year | 2022-03-10 | 66283 |
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