JEFFREY SCHROEDER DDS PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JEFFREY SCHROEDER DDS PA 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025 : JEFFREY SCHROEDER DDS PA 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-27 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-27 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-27 | 6368 |
| Net assets as of the end of the plan year | 2025-06-27 | 136999 |
| Total assets as of the beginning of the plan year | 2025-06-27 | 102067 |
| Value of plan covered by a fidelity bond | 2025-06-27 | 20000 |
| Participant contributions to plan in this plan year | 2025-06-27 | 22125 |
| Other expenses paid from plan in this plan year | 2025-06-27 | 0 |
| Other contributions to plan in this plan year | 2025-06-27 | 0 |
| Other income to plan in this plan year | 2025-06-27 | 19175 |
| Plan net income in this plan year | 2025-06-27 | 34932 |
| Net assets as of the end of the plan year | 2025-06-27 | 136999 |
| Net assets as of the beginning of the plan year | 2025-06-27 | 102067 |
| Employer contributions to plan in this plan year | 2025-06-27 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-27 | 6368 |
| 2024 : JEFFREY SCHROEDER DDS PA 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-29 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-29 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-29 | 67350 |
| Net assets as of the end of the plan year | 2024-05-29 | 102067 |
| Total assets as of the beginning of the plan year | 2024-05-29 | 122883 |
| Value of plan covered by a fidelity bond | 2024-05-29 | 20000 |
| Participant contributions to plan in this plan year | 2024-05-29 | 18120 |
| Other expenses paid from plan in this plan year | 2024-05-29 | 0 |
| Other contributions to plan in this plan year | 2024-05-29 | 2052 |
| Other income to plan in this plan year | 2024-05-29 | 26362 |
| Plan net income in this plan year | 2024-05-29 | -20816 |
| Net assets as of the end of the plan year | 2024-05-29 | 102067 |
| Net assets as of the beginning of the plan year | 2024-05-29 | 122883 |
| Employer contributions to plan in this plan year | 2024-05-29 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-29 | 4954 |
| 2022 : JEFFREY SCHROEDER DDS PA 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-07 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-07 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-07 | 9070 |
| Net assets as of the end of the plan year | 2022-07-07 | 146912 |
| Total assets as of the beginning of the plan year | 2022-07-07 | 110833 |
| Value of plan covered by a fidelity bond | 2022-07-07 | 20000 |
| Participant contributions to plan in this plan year | 2022-07-07 | 16947 |
| Other expenses paid from plan in this plan year | 2022-07-07 | 0 |
| Other contributions to plan in this plan year | 2022-07-07 | 0 |
| Other income to plan in this plan year | 2022-07-07 | 28202 |
| Plan net income in this plan year | 2022-07-07 | 36079 |
| Net assets as of the end of the plan year | 2022-07-07 | 146912 |
| Net assets as of the beginning of the plan year | 2022-07-07 | 110833 |
| Employer contributions to plan in this plan year | 2022-07-07 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-07 | 6491 |
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