JOHN LUCIA, DDS PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN LUCIA, DDS PC 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : JOHN LUCIA, DDS PC 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-10-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-09 | 3846 |
| Net assets as of the end of the plan year | 2025-10-09 | 4510550 |
| Total assets as of the beginning of the plan year | 2025-10-09 | 3945908 |
| Value of plan covered by a fidelity bond | 2025-10-09 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-09 | 86875 |
| Value of participant loans at end of plan year | 2025-10-09 | 11748 |
| Other income to plan in this plan year | 2025-10-09 | 463180 |
| Plan net income in this plan year | 2025-10-09 | 564642 |
| Net assets as of the end of the plan year | 2025-10-09 | 4510550 |
| Net assets as of the beginning of the plan year | 2025-10-09 | 3945908 |
| Employer contributions to plan in this plan year | 2025-10-09 | 18433 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-09 | 3846 |
| 2024 : JOHN LUCIA, DDS PC 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-24 | 0 |
| Net assets as of the end of the plan year | 2024-09-24 | 3945908 |
| Total assets as of the beginning of the plan year | 2024-09-24 | 3354893 |
| Value of plan covered by a fidelity bond | 2024-09-24 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-24 | 100999 |
| Value of participant loans at end of plan year | 2024-09-24 | 22669 |
| Other income to plan in this plan year | 2024-09-24 | 465777 |
| Plan net income in this plan year | 2024-09-24 | 591015 |
| Net assets as of the end of the plan year | 2024-09-24 | 3945908 |
| Net assets as of the beginning of the plan year | 2024-09-24 | 3354893 |
| Employer contributions to plan in this plan year | 2024-09-24 | 24239 |
| 2022 : JOHN LUCIA, DDS PC 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-22 | 200719 |
| Net assets as of the end of the plan year | 2022-09-22 | 3994242 |
| Total assets as of the beginning of the plan year | 2022-09-22 | 3677705 |
| Value of plan covered by a fidelity bond | 2022-09-22 | 4000000 |
| Participant contributions to plan in this plan year | 2022-09-22 | 113165 |
| Value of participant loans at end of plan year | 2022-09-22 | 29732 |
| Other expenses paid from plan in this plan year | 2022-09-22 | 796 |
| Other income to plan in this plan year | 2022-09-22 | 377590 |
| Plan net income in this plan year | 2022-09-22 | 316537 |
| Net assets as of the end of the plan year | 2022-09-22 | 3994242 |
| Net assets as of the beginning of the plan year | 2022-09-22 | 3677705 |
| Employer contributions to plan in this plan year | 2022-09-22 | 26501 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-22 | 261 |
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