RAKESH PATEL DDS & SHITAL PATEL DDS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-DENTAL CARE OF CORONA
| Measure | Date | Value |
|---|
| 2025 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-DENTAL CARE OF CORONA 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 12718 |
| Net assets as of the end of the plan year | 2025-07-28 | 2237046 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 1695121 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 174537 |
| Value of participant loans at end of plan year | 2025-07-28 | 3000 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 0 |
| Other income to plan in this plan year | 2025-07-28 | 212521 |
| Plan net income in this plan year | 2025-07-28 | 541925 |
| Net assets as of the end of the plan year | 2025-07-28 | 2237046 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 1695121 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 0 |
| Employer contributions to plan in this plan year | 2025-07-28 | 167585 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 12185 |
| 2024 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-DENTAL CARE OF CORONA 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 9152 |
| Net assets as of the end of the plan year | 2024-08-20 | 1695121 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 1175857 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 180361 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 0 |
| Other income to plan in this plan year | 2024-08-20 | 231955 |
| Plan net income in this plan year | 2024-08-20 | 519264 |
| Net assets as of the end of the plan year | 2024-08-20 | 1695121 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 1175857 |
| Employer contributions to plan in this plan year | 2024-08-20 | 116100 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 9024 |
| 2022 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-DENTAL CARE OF CORONA 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 7359 |
| Net assets as of the end of the plan year | 2022-07-26 | 1182648 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 876929 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 111625 |
| Value of participant loans at end of plan year | 2022-07-26 | 0 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 121802 |
| Plan net income in this plan year | 2022-07-26 | 305719 |
| Net assets as of the end of the plan year | 2022-07-26 | 1182648 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 876929 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 0 |
| Employer contributions to plan in this plan year | 2022-07-26 | 79651 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 6713 |
