JAMES E. LUPI, DDS, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES E. LUPI, DDS, PC 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES E. LUPI, DDS, PC 401K PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-03-12 | 0 |
| Total liabilities as of the end of the plan year | 2025-03-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-03-12 | 0 |
| Total expenses incurred by plan in this plan year | 2025-03-12 | 14081 |
| Net assets as of the end of the plan year | 2025-03-12 | 4523049 |
| Total assets as of the beginning of the plan year | 2025-03-12 | 3811813 |
| Value of plan covered by a fidelity bond | 2025-03-12 | 350000 |
| Participant contributions to plan in this plan year | 2025-03-12 | 75088 |
| Other expenses paid from plan in this plan year | 2025-03-12 | 0 |
| Other contributions to plan in this plan year | 2025-03-12 | 8311 |
| Other income to plan in this plan year | 2025-03-12 | 577662 |
| Plan net income in this plan year | 2025-03-12 | 711236 |
| Net assets as of the end of the plan year | 2025-03-12 | 4523049 |
| Net assets as of the beginning of the plan year | 2025-03-12 | 3811813 |
| Employer contributions to plan in this plan year | 2025-03-12 | 64256 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-12 | 12333 |
| 2024 : JAMES E. LUPI, DDS, PC 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-04-16 | 10004 |
| Net assets as of the end of the plan year | 2024-04-16 | 3811813 |
| Total assets as of the beginning of the plan year | 2024-04-16 | 3038428 |
| Value of plan covered by a fidelity bond | 2024-04-16 | 350000 |
| Participant contributions to plan in this plan year | 2024-04-16 | 78927 |
| Other contributions to plan in this plan year | 2024-04-16 | 17193 |
| Other income to plan in this plan year | 2024-04-16 | 617317 |
| Plan net income in this plan year | 2024-04-16 | 773385 |
| Net assets as of the end of the plan year | 2024-04-16 | 3811813 |
| Net assets as of the beginning of the plan year | 2024-04-16 | 3038428 |
| Employer contributions to plan in this plan year | 2024-04-16 | 69952 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-16 | 10004 |
| 2022 : JAMES E. LUPI, DDS, PC 401K PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-02 | 11 |
| Net assets as of the end of the plan year | 2022-10-02 | 3657415 |
| Total assets as of the beginning of the plan year | 2022-10-02 | 3120454 |
| Value of plan covered by a fidelity bond | 2022-10-02 | 250000 |
| Participant contributions to plan in this plan year | 2022-10-02 | 66066 |
| Other income to plan in this plan year | 2022-10-02 | 401246 |
| Plan net income in this plan year | 2022-10-02 | 536961 |
| Net assets as of the end of the plan year | 2022-10-02 | 3657415 |
| Net assets as of the beginning of the plan year | 2022-10-02 | 3120454 |
| Employer contributions to plan in this plan year | 2022-10-02 | 69660 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-02 | 11 |
| 2013 : JAMES E. LUPI, DDS, PC 401K PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $259,480 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $34,871 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $34,871 |
| Total plan assets at end of year | 2013-12-31 | $1,181,418 |
| Total plan assets at beginning of year | 2013-12-31 | $956,809 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $46,258 |
| Other income received | 2013-12-31 | $151,022 |
| Net income (gross income less expenses) | 2013-12-31 | $224,609 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,181,418 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $956,809 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $62,200 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : JAMES E. LUPI, DDS, PC 401K PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $191,242 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,427 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $2,427 |
| Total plan assets at end of year | 2012-12-31 | $956,809 |
| Total plan assets at beginning of year | 2012-12-31 | $767,994 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $41,037 |
| Other income received | 2012-12-31 | $91,438 |
| Net income (gross income less expenses) | 2012-12-31 | $188,815 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $956,809 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $767,994 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $58,767 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : JAMES E. LUPI, DDS, PC 401K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $86,906 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $5,500 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $5,500 |
| Total plan assets at end of year | 2011-12-31 | $767,994 |
| Total plan assets at beginning of year | 2011-12-31 | $686,588 |
| Value of fidelity bond covering the plan | 2011-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $42,580 |
| Other income received | 2011-12-31 | $-18,412 |
| Net income (gross income less expenses) | 2011-12-31 | $81,406 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $767,994 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $686,588 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $62,738 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : JAMES E. LUPI, DDS, PC 401K PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $158,047 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $26,745 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $26,745 |
| Total plan assets at end of year | 2010-12-31 | $686,588 |
| Total plan assets at beginning of year | 2010-12-31 | $555,286 |
| Value of fidelity bond covering the plan | 2010-12-31 | $70,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $43,788 |
| Other income received | 2010-12-31 | $50,213 |
| Net income (gross income less expenses) | 2010-12-31 | $131,302 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $686,588 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $555,286 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $64,046 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : JAMES E. LUPI, DDS, PC 401K PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2013: JAMES E. LUPI, DDS, PC 401K PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: JAMES E. LUPI, DDS, PC 401K PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JAMES E. LUPI, DDS, PC 401K 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 E. LUPI, DDS, PC 401K 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 E. LUPI, DDS, PC 401K 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 |
