JAMES E ROBSON DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES E ROBSON DDS CROSS-TESTED ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for JAMES E ROBSON DDS CROSS-TESTED ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES E ROBSON DDS CROSS-TESTED ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-24 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-24 | 118 |
| Net assets as of the end of the plan year | 2025-04-24 | 1367210 |
| Total assets as of the beginning of the plan year | 2025-04-24 | 1220288 |
| Value of plan covered by a fidelity bond | 2025-04-24 | 200000 |
| Participant contributions to plan in this plan year | 2025-04-24 | 36326 |
| Other expenses paid from plan in this plan year | 2025-04-24 | 0 |
| Other contributions to plan in this plan year | 2025-04-24 | 0 |
| Other income to plan in this plan year | 2025-04-24 | 94602 |
| Plan net income in this plan year | 2025-04-24 | 146922 |
| Net assets as of the end of the plan year | 2025-04-24 | 1367210 |
| Net assets as of the beginning of the plan year | 2025-04-24 | 1220288 |
| Employer contributions to plan in this plan year | 2025-04-24 | 16112 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-24 | 0 |
| 2024 : JAMES E ROBSON DDS CROSS-TESTED ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-05-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-09 | 46880 |
| Net assets as of the end of the plan year | 2024-05-09 | 1220288 |
| Total assets as of the beginning of the plan year | 2024-05-09 | 1061136 |
| Value of plan covered by a fidelity bond | 2024-05-09 | 200000 |
| Participant contributions to plan in this plan year | 2024-05-09 | 35833 |
| Other expenses paid from plan in this plan year | 2024-05-09 | 0 |
| Other contributions to plan in this plan year | 2024-05-09 | 0 |
| Other income to plan in this plan year | 2024-05-09 | 153739 |
| Plan net income in this plan year | 2024-05-09 | 159152 |
| Net assets as of the end of the plan year | 2024-05-09 | 1220288 |
| Net assets as of the beginning of the plan year | 2024-05-09 | 1061136 |
| Employer contributions to plan in this plan year | 2024-05-09 | 16460 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-09 | 11880 |
| 2022 : JAMES E ROBSON DDS CROSS-TESTED ROTH SAFE-HARBOR 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-04-04 | 0 |
| Total liabilities as of the end of the plan year | 2022-04-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-04 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-04 | 423819 |
| Net assets as of the end of the plan year | 2022-04-04 | 1201277 |
| Total assets as of the beginning of the plan year | 2022-04-04 | 1302370 |
| Value of plan covered by a fidelity bond | 2022-04-04 | 200000 |
| Participant contributions to plan in this plan year | 2022-04-04 | 34231 |
| Other expenses paid from plan in this plan year | 2022-04-04 | 0 |
| Other contributions to plan in this plan year | 2022-04-04 | 0 |
| Other income to plan in this plan year | 2022-04-04 | 270688 |
| Plan net income in this plan year | 2022-04-04 | -101093 |
| Net assets as of the end of the plan year | 2022-04-04 | 1201277 |
| Net assets as of the beginning of the plan year | 2022-04-04 | 1302370 |
| Employer contributions to plan in this plan year | 2022-04-04 | 17807 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-04 | 14006 |
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