JEFFREY D. POTTER, D.D.S., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JEFFREY D. POTTER, D.D.S., INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2024 : JEFFREY D. POTTER, D.D.S., INC. 401(K) PLAN 2024 401k financial data |
|---|
| Transfers to/from the plan | 2024-01-01 | $0 |
| Total plan liabilities at end of year | 2024-01-01 | $0 |
| Total plan liabilities at beginning of year | 2024-01-01 | $0 |
| Total income from all sources | 2024-01-01 | $517,318 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $12,890 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $0 |
| Total plan assets at end of year | 2024-01-01 | $2,367,415 |
| Total plan assets at beginning of year | 2024-01-01 | $1,862,987 |
| Value of fidelity bond covering the plan | 2024-01-01 | $200,000 |
| Assets. Value of tangible personal property | 2024-01-01 | $0 |
| Total contributions received or receivable from participants | 2024-01-01 | $81,920 |
| Assets. Value of loans (other than to participants) | 2024-01-01 | $0 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $0 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $420,343 |
| Noncash contributions received | 2024-01-01 | $0 |
| Net income (gross income less expenses) | 2024-01-01 | $504,428 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $2,367,415 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $1,862,987 |
| Assets. Value of participant loans | 2024-01-01 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2024-01-01 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2024-01-01 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2024-01-01 | $0 |
| Assets. Value of employer securities | 2024-01-01 | $0 |
| Assets. Value of employer real property | 2024-01-01 | $0 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $15,055 |
| Value of certain deemed distributions of participant loans | 2024-01-01 | $0 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $12,890 |
| 2023 : JEFFREY D. POTTER, D.D.S., INC. 401(K) PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $493,315 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $12,186 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $2,061 |
| Total plan assets at end of year | 2023-12-31 | $1,862,987 |
| Total plan assets at beginning of year | 2023-12-31 | $1,381,858 |
| Value of fidelity bond covering the plan | 2023-12-31 | $200,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $66,875 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $414,410 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $481,129 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,862,987 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,381,858 |
| Assets. Value of participant loans | 2023-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $12,030 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $10,125 |
| 2022 : JEFFREY D. POTTER, D.D.S., INC. 401(K) PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-450,367 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $75,606 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $65,316 |
| Total plan assets at end of year | 2022-12-31 | $1,381,858 |
| Total plan assets at beginning of year | 2022-12-31 | $1,907,831 |
| Value of fidelity bond covering the plan | 2022-12-31 | $200,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $46,467 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-509,504 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-525,973 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,381,858 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,907,831 |
| Assets. Value of participant loans | 2022-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $12,670 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $10,290 |
| 2021 : JEFFREY D. POTTER, D.D.S., INC. 401(K) PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $409,550 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $16,263 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $3,504 |
| Total plan assets at end of year | 2021-12-31 | $1,907,831 |
| Total plan assets at beginning of year | 2021-12-31 | $1,514,544 |
| Value of fidelity bond covering the plan | 2021-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $45,600 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $352,898 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $393,287 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,907,831 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,514,544 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $11,052 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $12,759 |
| 2020 : JEFFREY D. POTTER, D.D.S., INC. 401(K) PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $332,143 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $3,668 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $334 |
| Total plan assets at end of year | 2020-12-31 | $1,514,544 |
| Total plan assets at beginning of year | 2020-12-31 | $1,186,069 |
| Total contributions received or receivable from participants | 2020-12-31 | $35,009 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $297,134 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $328,475 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,514,544 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,186,069 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $3,334 |
