BOUNTIFUL ORTHODONTICS PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BOUNTIFUL ORTHODONTICS, P.C.
401k plan membership statisitcs for BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BOUNTIFUL ORTHODONTICS, P.C.
| Measure | Date | Value |
|---|
| 2025 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BOUNTIFUL ORTHODONTICS, P.C. 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 | 25856 |
| Net assets as of the end of the plan year | 2025-07-28 | 1592245 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 1267006 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 94405 |
| Value of participant loans at end of plan year | 2025-07-28 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 6577 |
| Other income to plan in this plan year | 2025-07-28 | 178711 |
| Plan net income in this plan year | 2025-07-28 | 325239 |
| Net assets as of the end of the plan year | 2025-07-28 | 1592245 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 1267006 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 0 |
| Employer contributions to plan in this plan year | 2025-07-28 | 71402 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 14520 |
| 2024 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BOUNTIFUL ORTHODONTICS, P.C. 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-02 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-02 | 58104 |
| Net assets as of the end of the plan year | 2024-08-02 | 1267006 |
| Total assets as of the beginning of the plan year | 2024-08-02 | 954638 |
| Value of plan covered by a fidelity bond | 2024-08-02 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-02 | 110514 |
| Value of participant loans at end of plan year | 2024-08-02 | 0 |
| Other expenses paid from plan in this plan year | 2024-08-02 | 0 |
| Other contributions to plan in this plan year | 2024-08-02 | 0 |
| Other income to plan in this plan year | 2024-08-02 | 188444 |
| Plan net income in this plan year | 2024-08-02 | 312368 |
| Net assets as of the end of the plan year | 2024-08-02 | 1267006 |
| Net assets as of the beginning of the plan year | 2024-08-02 | 954638 |
| Value of contributions failed to transmitted timely | 2024-08-02 | 0 |
| Employer contributions to plan in this plan year | 2024-08-02 | 71514 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-02 | 12024 |
| 2022 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-BOUNTIFUL ORTHODONTICS, P.C. 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 | 9179 |
| Net assets as of the end of the plan year | 2022-07-26 | 1013476 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 804291 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 49357 |
| 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 | 134070 |
| Plan net income in this plan year | 2022-07-26 | 209185 |
| Net assets as of the end of the plan year | 2022-07-26 | 1013476 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 804291 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 0 |
| Employer contributions to plan in this plan year | 2022-07-26 | 34937 |
| 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 | 8831 |
