DR. WILLIAM HEAD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DR. WILLIAM HEAD 401(K) PROFIT SHARING PLAN PLAN
| Measure | Date | Value |
|---|
| 2025 : DR. WILLIAM HEAD 401(K) PROFIT SHARING PLAN PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-05-19 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-19 | 467440 |
| Net assets as of the end of the plan year | 2025-05-19 | 2093009 |
| Total assets as of the beginning of the plan year | 2025-05-19 | 2201487 |
| Value of plan covered by a fidelity bond | 2025-05-19 | 300000 |
| Participant contributions to plan in this plan year | 2025-05-19 | 87259 |
| Other contributions to plan in this plan year | 2025-05-19 | 1670 |
| Other income to plan in this plan year | 2025-05-19 | 249954 |
| Plan net income in this plan year | 2025-05-19 | -108478 |
| Net assets as of the end of the plan year | 2025-05-19 | 2093009 |
| Net assets as of the beginning of the plan year | 2025-05-19 | 2201487 |
| Employer contributions to plan in this plan year | 2025-05-19 | 20079 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-19 | 12747 |
| 2024 : DR. WILLIAM HEAD 401(K) PROFIT SHARING PLAN PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-04-18 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-18 | 1063071 |
| Net assets as of the end of the plan year | 2024-04-18 | 2201487 |
| Total assets as of the beginning of the plan year | 2024-04-18 | 2843460 |
| Value of plan covered by a fidelity bond | 2024-04-18 | 300000 |
| Participant contributions to plan in this plan year | 2024-04-18 | 84224 |
| Other income to plan in this plan year | 2024-04-18 | 319897 |
| Plan net income in this plan year | 2024-04-18 | -641973 |
| Net assets as of the end of the plan year | 2024-04-18 | 2201487 |
| Net assets as of the beginning of the plan year | 2024-04-18 | 2843460 |
| Employer contributions to plan in this plan year | 2024-04-18 | 16977 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-18 | 13855 |
| 2022 : DR. WILLIAM HEAD 401(K) PROFIT SHARING PLAN PLAN 2022 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2022-05-02 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-02 | 65730 |
| Net assets as of the end of the plan year | 2022-05-02 | 3239881 |
| Total assets as of the beginning of the plan year | 2022-05-02 | 2927824 |
| Value of plan covered by a fidelity bond | 2022-05-02 | 300000 |
| Participant contributions to plan in this plan year | 2022-05-02 | 81427 |
| Other income to plan in this plan year | 2022-05-02 | 269181 |
| Plan net income in this plan year | 2022-05-02 | 312057 |
| Net assets as of the end of the plan year | 2022-05-02 | 3239881 |
| Net assets as of the beginning of the plan year | 2022-05-02 | 2927824 |
| Employer contributions to plan in this plan year | 2022-05-02 | 27179 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-02 | 16805 |
| 2010 : DR. WILLIAM HEAD 401(K) PROFIT SHARING PLAN PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $201,403 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $330,095 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $330,095 |
| Total plan assets at end of year | 2010-12-31 | $2,050,023 |
| Total plan assets at beginning of year | 2010-12-31 | $2,178,715 |
| Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $75,676 |
| Other income received | 2010-12-31 | $103,886 |
| Net income (gross income less expenses) | 2010-12-31 | $-128,692 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,050,023 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,178,715 |
| Assets. Value of participant loans | 2010-12-31 | $10,682 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $21,841 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : DR. WILLIAM HEAD 401(K) PROFIT SHARING PLAN PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2010: DR. WILLIAM HEAD 401(K) PROFIT SHARING PLAN PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 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 – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DR. WILLIAM HEAD 401(K) PROFIT SHARING PLAN 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
