JAMES J. MILBAUER, M.D. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES J. MILBAUER M.D. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES J. MILBAUER M.D. PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-13 | 70 |
| Net assets as of the end of the plan year | 2025-10-13 | 1336312 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 1238162 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 150000 |
| Other income to plan in this plan year | 2025-10-13 | 72809 |
| Plan net income in this plan year | 2025-10-13 | 98150 |
| Net assets as of the end of the plan year | 2025-10-13 | 1336312 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 1238162 |
| Employer contributions to plan in this plan year | 2025-10-13 | 25411 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 70 |
| 2024 : JAMES J. MILBAUER M.D. PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-03 | 26772 |
| Net assets as of the end of the plan year | 2024-07-03 | 1238162 |
| Total assets as of the beginning of the plan year | 2024-07-03 | 1163821 |
| Value of plan covered by a fidelity bond | 2024-07-03 | 150000 |
| Participant contributions to plan in this plan year | 2024-07-03 | 0 |
| Other expenses paid from plan in this plan year | 2024-07-03 | 0 |
| Other contributions to plan in this plan year | 2024-07-03 | 0 |
| Other income to plan in this plan year | 2024-07-03 | 55590 |
| Plan net income in this plan year | 2024-07-03 | 74341 |
| Net assets as of the end of the plan year | 2024-07-03 | 1238162 |
| Net assets as of the beginning of the plan year | 2024-07-03 | 1163821 |
| Employer contributions to plan in this plan year | 2024-07-03 | 45523 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-03 | 0 |
| 2022 : JAMES J. MILBAUER M.D. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-09-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-19 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-19 | 0 |
| Net assets as of the end of the plan year | 2022-09-19 | 1121269 |
| Total assets as of the beginning of the plan year | 2022-09-19 | 1094390 |
| Value of plan covered by a fidelity bond | 2022-09-19 | 150000 |
| Participant contributions to plan in this plan year | 2022-09-19 | 0 |
| Other expenses paid from plan in this plan year | 2022-09-19 | 0 |
| Other contributions to plan in this plan year | 2022-09-19 | 0 |
| Other income to plan in this plan year | 2022-09-19 | 119 |
| Plan net income in this plan year | 2022-09-19 | 26879 |
| Net assets as of the end of the plan year | 2022-09-19 | 1121269 |
| Net assets as of the beginning of the plan year | 2022-09-19 | 1094390 |
| Employer contributions to plan in this plan year | 2022-09-19 | 26760 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-19 | 0 |
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