AQUIRE WEALTH ADVISORS LLC DBA DENTIST ADVISORS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-DENTIST ADVISORS
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT INCOME SECURITY PLAN-DENTIST ADVISORS 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-28 | -8813 |
| 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 | 318830 |
| Net assets as of the end of the plan year | 2025-07-28 | 1608443 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 1340002 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 221640 |
| 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 | 38778 |
| Other income to plan in this plan year | 2025-07-28 | 176078 |
| Plan net income in this plan year | 2025-07-28 | 277254 |
| Net assets as of the end of the plan year | 2025-07-28 | 1608443 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 1340002 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 0 |
| Employer contributions to plan in this plan year | 2025-07-28 | 159588 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 5906 |
| 2024 : RETIREMENT INCOME SECURITY PLAN-DENTIST ADVISORS 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-20 | -320579 |
| 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 | 20710 |
| Net assets as of the end of the plan year | 2024-08-20 | 1340002 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 1145618 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 184766 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 2987 |
| Other income to plan in this plan year | 2024-08-20 | 210009 |
| Plan net income in this plan year | 2024-08-20 | 514963 |
| Net assets as of the end of the plan year | 2024-08-20 | 1340002 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 1145618 |
| Employer contributions to plan in this plan year | 2024-08-20 | 137911 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 4130 |
| 2022 : RETIREMENT INCOME SECURITY PLAN-DENTIST ADVISORS 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 | 68964 |
| Net assets as of the end of the plan year | 2022-07-26 | 900248 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 503217 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 217881 |
| 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 | 112309 |
| Plan net income in this plan year | 2022-07-26 | 397031 |
| Net assets as of the end of the plan year | 2022-07-26 | 900248 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 503217 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 96823 |
| Employer contributions to plan in this plan year | 2022-07-26 | 135805 |
| 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 | 1619 |
