MICHAEL J. GARVEY, D.M.D. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL J. GARVEY, D.M.D. 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for MICHAEL J. GARVEY, D.M.D. 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025: MICHAEL J. GARVEY, D.M.D. 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-02 | 8 |
| Total number of particpants at end of year | 2025-10-02 | 8 |
| Number of Participants With Account Balances | 2025-10-02 | 7 |
| 2024: MICHAEL J. GARVEY, D.M.D. 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-12 | 7 |
| Total number of particpants at end of year | 2024-07-12 | 8 |
| Number of Participants With Account Balances | 2024-07-12 | 7 |
| 2022: MICHAEL J. GARVEY, D.M.D. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-07-06 | 8 |
| Total number of particpants at end of year | 2022-07-06 | 6 |
| Number of Participants With Account Balances | 2022-07-06 | 5 |
| 2011: MICHAEL J. GARVEY, D.M.D. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 14 |
| Number of participants with account balances | 2011-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: MICHAEL J. GARVEY, D.M.D. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 14 |
| Number of participants with account balances | 2009-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : MICHAEL J. GARVEY, D.M.D. 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-02 | 43523 |
| Net assets as of the end of the plan year | 2025-10-02 | 80691 |
| Total assets as of the beginning of the plan year | 2025-10-02 | 80335 |
| Value of plan covered by a fidelity bond | 2025-10-02 | 9000 |
| Participant contributions to plan in this plan year | 2025-10-02 | 30454 |
| Other income to plan in this plan year | 2025-10-02 | 8570 |
| Plan net income in this plan year | 2025-10-02 | 356 |
| Net assets as of the end of the plan year | 2025-10-02 | 80691 |
| Net assets as of the beginning of the plan year | 2025-10-02 | 80335 |
| Employer contributions to plan in this plan year | 2025-10-02 | 4855 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-02 | 65 |
| 2024 : MICHAEL J. GARVEY, D.M.D. 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-12 | 10286 |
| Net assets as of the end of the plan year | 2024-07-12 | 80335 |
| Total assets as of the beginning of the plan year | 2024-07-12 | 66867 |
| Value of plan covered by a fidelity bond | 2024-07-12 | 7000 |
| Participant contributions to plan in this plan year | 2024-07-12 | 10900 |
| Value of participant loans at end of plan year | 2024-07-12 | 0 |
| Other income to plan in this plan year | 2024-07-12 | 9137 |
| Plan net income in this plan year | 2024-07-12 | 13468 |
| Net assets as of the end of the plan year | 2024-07-12 | 80335 |
| Net assets as of the beginning of the plan year | 2024-07-12 | 66867 |
| Employer contributions to plan in this plan year | 2024-07-12 | 3717 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-12 | 55 |
| 2022 : MICHAEL J. GARVEY, D.M.D. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-06 | 58125 |
| Net assets as of the end of the plan year | 2022-07-06 | 666364 |
| Total assets as of the beginning of the plan year | 2022-07-06 | 667234 |
| Value of plan covered by a fidelity bond | 2022-07-06 | 67000 |
| Participant contributions to plan in this plan year | 2022-07-06 | 13197 |
| Value of participant loans at end of plan year | 2022-07-06 | 12437 |
| Other income to plan in this plan year | 2022-07-06 | 44058 |
| Plan net income in this plan year | 2022-07-06 | -870 |
| Net assets as of the end of the plan year | 2022-07-06 | 666364 |
| Net assets as of the beginning of the plan year | 2022-07-06 | 667234 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-06 | 55 |
| 2011 : MICHAEL J. GARVEY, D.M.D. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $58,690 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $118,527 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $115,093 |
| Total plan assets at end of year | 2011-12-31 | $298,739 |
| Total plan assets at beginning of year | 2011-12-31 | $358,576 |
| Value of fidelity bond covering the plan | 2011-12-31 | $40,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $50,572 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-2,325 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $-59,837 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $298,739 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $358,576 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $10,443 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $3,434 |
| 2010 : MICHAEL J. GARVEY, D.M.D. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $71,310 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,425 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $358,576 |
| Total plan assets at beginning of year | 2010-12-31 | $289,691 |
| Value of fidelity bond covering the plan | 2010-12-31 | $40,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $30,805 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $28,963 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $68,885 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $358,576 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $289,691 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $11,542 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,425 |
