ALLEN & TATEM DDS PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLEN & TATEM DDS PC 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for ALLEN & TATEM DDS PC 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025: ALLEN & TATEM DDS PC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-06-04 | 6 |
| Total number of particpants at end of year | 2025-06-04 | 4 |
| Number of Participants With Account Balances | 2025-06-04 | 3 |
| 2024: ALLEN & TATEM DDS PC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-05-28 | 5 |
| Total number of particpants at end of year | 2024-05-28 | 6 |
| Number of Participants With Account Balances | 2024-05-28 | 3 |
| 2022: ALLEN & TATEM DDS PC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-05-31 | 2 |
| Total number of particpants at end of year | 2022-05-31 | 2 |
| Number of Participants With Account Balances | 2022-05-31 | 2 |
| 2009: ALLEN & TATEM DDS PC 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
| 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 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 7 |
| Number of participants with account balances | 2009-01-01 | 3 |
| 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 : ALLEN & TATEM DDS PC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-04 | 150 |
| Net assets as of the end of the plan year | 2025-06-04 | 1203163 |
| Total assets as of the beginning of the plan year | 2025-06-04 | 1037606 |
| Value of plan covered by a fidelity bond | 2025-06-04 | 104000 |
| Participant contributions to plan in this plan year | 2025-06-04 | 20706 |
| Value of participant loans at end of plan year | 2025-06-04 | 17434 |
| Other income to plan in this plan year | 2025-06-04 | 130597 |
| Plan net income in this plan year | 2025-06-04 | 165557 |
| Net assets as of the end of the plan year | 2025-06-04 | 1203163 |
| Net assets as of the beginning of the plan year | 2025-06-04 | 1037606 |
| Employer contributions to plan in this plan year | 2025-06-04 | 14404 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-04 | 150 |
| 2024 : ALLEN & TATEM DDS PC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-28 | 0 |
| Net assets as of the end of the plan year | 2024-05-28 | 1037606 |
| Total assets as of the beginning of the plan year | 2024-05-28 | 833688 |
| Value of plan covered by a fidelity bond | 2024-05-28 | 84000 |
| Participant contributions to plan in this plan year | 2024-05-28 | 27249 |
| Other income to plan in this plan year | 2024-05-28 | 162406 |
| Plan net income in this plan year | 2024-05-28 | 203918 |
| Net assets as of the end of the plan year | 2024-05-28 | 1037606 |
| Net assets as of the beginning of the plan year | 2024-05-28 | 833688 |
| Employer contributions to plan in this plan year | 2024-05-28 | 14263 |
| 2022 : ALLEN & TATEM DDS PC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-05-31 | 0 |
| Net assets as of the end of the plan year | 2022-05-31 | 983887 |
| Total assets as of the beginning of the plan year | 2022-05-31 | 818714 |
| Value of plan covered by a fidelity bond | 2022-05-31 | 82000 |
| Participant contributions to plan in this plan year | 2022-05-31 | 23304 |
| Value of participant loans at end of plan year | 2022-05-31 | 2619 |
| Other income to plan in this plan year | 2022-05-31 | 130217 |
| Plan net income in this plan year | 2022-05-31 | 165173 |
| Net assets as of the end of the plan year | 2022-05-31 | 983887 |
| Net assets as of the beginning of the plan year | 2022-05-31 | 818714 |
| Employer contributions to plan in this plan year | 2022-05-31 | 11652 |
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