JAMES G. GRAVES PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES G. GRAVES DDS PROFIT-SHARING PLAN
| Measure | Date | Value |
|---|
| 2021 : JAMES G. GRAVES DDS PROFIT-SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $57,863 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $957,244 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $957,244 |
| Total plan assets at end of year | 2021-12-31 | $0 |
| Total plan assets at beginning of year | 2021-12-31 | $899,381 |
| Other income received | 2021-12-31 | $57,863 |
| Net income (gross income less expenses) | 2021-12-31 | $-899,381 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $899,381 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| 2020 : JAMES G. GRAVES DDS PROFIT-SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $165,870 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $40,277 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $40,277 |
| Total plan assets at end of year | 2020-12-31 | $899,381 |
| Total plan assets at beginning of year | 2020-12-31 | $773,788 |
| Other income received | 2020-12-31 | $150,870 |
| Net income (gross income less expenses) | 2020-12-31 | $125,593 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $899,381 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $773,788 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $15,000 |
| 2019 : JAMES G. GRAVES DDS PROFIT-SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $150,272 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $21,495 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $21,495 |
| Total plan assets at end of year | 2019-12-31 | $773,788 |
| Total plan assets at beginning of year | 2019-12-31 | $645,011 |
| Other income received | 2019-12-31 | $140,272 |
| Net income (gross income less expenses) | 2019-12-31 | $128,777 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $773,788 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $645,011 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $10,000 |
| 2018 : JAMES G. GRAVES DDS PROFIT-SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-37,956 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $645,011 |
| Total plan assets at beginning of year | 2018-12-31 | $682,967 |
| Other income received | 2018-12-31 | $-47,956 |
| Net income (gross income less expenses) | 2018-12-31 | $-37,956 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $645,011 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $682,967 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $10,000 |
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