JAMES R TAGUE, DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES R TAGUE PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES R TAGUE PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-15 | 417954 |
| Net assets as of the end of the plan year | 2025-10-15 | 1713548 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 1856777 |
| Participant contributions to plan in this plan year | 2025-10-15 | 79779 |
| Other income to plan in this plan year | 2025-10-15 | 140188 |
| Plan net income in this plan year | 2025-10-15 | -143229 |
| Net assets as of the end of the plan year | 2025-10-15 | 1713548 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 1856777 |
| Employer contributions to plan in this plan year | 2025-10-15 | 54758 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 17057 |
| 2024 : JAMES R TAGUE PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-15 | 415935 |
| Net assets as of the end of the plan year | 2024-10-15 | 1856777 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 2040602 |
| Participant contributions to plan in this plan year | 2024-10-15 | 77900 |
| Other income to plan in this plan year | 2024-10-15 | 77565 |
| Plan net income in this plan year | 2024-10-15 | -183825 |
| Net assets as of the end of the plan year | 2024-10-15 | 1856777 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 2040602 |
| Employer contributions to plan in this plan year | 2024-10-15 | 76645 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 15269 |
| 2022 : JAMES R TAGUE PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-17 | 23843 |
| Net assets as of the end of the plan year | 2022-10-17 | 2744196 |
| Total assets as of the beginning of the plan year | 2022-10-17 | 2405762 |
| Participant contributions to plan in this plan year | 2022-10-17 | 74339 |
| Other income to plan in this plan year | 2022-10-17 | 226956 |
| Plan net income in this plan year | 2022-10-17 | 338434 |
| Net assets as of the end of the plan year | 2022-10-17 | 2744196 |
| Net assets as of the beginning of the plan year | 2022-10-17 | 2405762 |
| Employer contributions to plan in this plan year | 2022-10-17 | 60982 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-17 | 23843 |
| 2011 : JAMES R TAGUE PROFIT SHARING PLAN 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 | $62,724 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $55,251 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $42,592 |
| Total plan assets at end of year | 2011-12-31 | $1,053,552 |
| Total plan assets at beginning of year | 2011-12-31 | $1,046,079 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $12,659 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $0 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $7,473 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,053,552 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,046,079 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $62,724 |
| 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 | $0 |
| 2010 : JAMES R TAGUE PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $163,942 |
| Total plan assets at end of year | 2010-12-31 | $1,046,079 |
| Total plan assets at beginning of year | 2010-12-31 | $882,137 |
| Other income received | 2010-12-31 | $88,809 |
| Net income (gross income less expenses) | 2010-12-31 | $163,942 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,046,079 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $882,137 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $75,133 |
| 2011: JAMES R TAGUE PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: JAMES R TAGUE PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 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: JAMES R TAGUE PROFIT SHARING 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 |
