ROBERT L. BARD, M.D., P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT L. BARD, M.D. RETIREMENT TRUST
| Measure | Date | Value |
|---|
| 2025 : ROBERT L. BARD, M.D. RETIREMENT TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-02 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-02 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-02 | 5690 |
| Net assets as of the end of the plan year | 2025-05-02 | 0 |
| Total assets as of the beginning of the plan year | 2025-05-02 | 1456 |
| Value of plan covered by a fidelity bond | 2025-05-02 | 300000 |
| Participant contributions to plan in this plan year | 2025-05-02 | 0 |
| Other expenses paid from plan in this plan year | 2025-05-02 | 243 |
| Other contributions to plan in this plan year | 2025-05-02 | 0 |
| Other income to plan in this plan year | 2025-05-02 | 4234 |
| Plan net income in this plan year | 2025-05-02 | -1456 |
| Net assets as of the end of the plan year | 2025-05-02 | 0 |
| Net assets as of the beginning of the plan year | 2025-05-02 | 1456 |
| Employer contributions to plan in this plan year | 2025-05-02 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-02 | 0 |
| 2024 : ROBERT L. BARD, M.D. RETIREMENT TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-16 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-16 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-16 | 2456480 |
| Net assets as of the end of the plan year | 2024-08-16 | 1456 |
| Total assets as of the beginning of the plan year | 2024-08-16 | 2111033 |
| Value of plan covered by a fidelity bond | 2024-08-16 | 300000 |
| Participant contributions to plan in this plan year | 2024-08-16 | 0 |
| Other expenses paid from plan in this plan year | 2024-08-16 | 22228 |
| Other contributions to plan in this plan year | 2024-08-16 | 0 |
| Other income to plan in this plan year | 2024-08-16 | 346903 |
| Plan net income in this plan year | 2024-08-16 | -2109577 |
| Net assets as of the end of the plan year | 2024-08-16 | 1456 |
| Net assets as of the beginning of the plan year | 2024-08-16 | 2111033 |
| Employer contributions to plan in this plan year | 2024-08-16 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-16 | 0 |
| 2022 : ROBERT L. BARD, M.D. RETIREMENT TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-10-05 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-05 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-05 | 120233 |
| Net assets as of the end of the plan year | 2022-10-05 | 2561469 |
| Total assets as of the beginning of the plan year | 2022-10-05 | 2159097 |
| Value of plan covered by a fidelity bond | 2022-10-05 | 300000 |
| Participant contributions to plan in this plan year | 2022-10-05 | 56550 |
| Other expenses paid from plan in this plan year | 2022-10-05 | 23091 |
| Other contributions to plan in this plan year | 2022-10-05 | 0 |
| Other income to plan in this plan year | 2022-10-05 | 420280 |
| Plan net income in this plan year | 2022-10-05 | 402372 |
| Net assets as of the end of the plan year | 2022-10-05 | 2561469 |
| Net assets as of the beginning of the plan year | 2022-10-05 | 2159097 |
| Employer contributions to plan in this plan year | 2022-10-05 | 45775 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-05 | 0 |
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