| Plan Name | JAMES G. TRANTHAM IV, DMD, PA 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JAMES G. TRANTHAM IV, DMD, PA |
| Employer identification number (EIN): | 262093538 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | JAMES G. TRANTHAM, DDS | 2023-03-28 | ||
| 001 | 2021-01-01 | JAMES G. TRANTHAM IV | 2022-09-19 | ||
| 001 | 2020-01-01 | JAMES G. TRANTHAM IV | 2021-03-02 | ||
| 001 | 2019-01-01 | JAMES G. TRANTHAM IV | 2020-03-11 | ||
| 001 | 2018-01-01 | JAMES G. TRANTHAM IV | 2019-02-04 | ||
| 001 | 2017-01-01 | JAMES G. TRANTHAM IV | 2018-01-24 | ||
| 001 | 2016-01-01 | JAMES G. TRANTHAM IV | 2017-01-31 | ||
| 001 | 2015-01-01 | JAMES G. TRANTHAM IV | 2016-05-31 |
| Measure | Date | Value |
|---|---|---|
| 2022 : JAMES G. TRANTHAM IV, DMD, PA 401(K) PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-09-19 | 296620 |
| Net assets as of the end of the plan year | 2022-09-19 | 713465 |
| Total assets as of the beginning of the plan year | 2022-09-19 | 807605 |
| Value of plan covered by a fidelity bond | 2022-09-19 | 1500000 |
| Value of participant loans at end of plan year | 2022-09-19 | 0 |
| Other contributions to plan in this plan year | 2022-09-19 | 100000 |
| Other income to plan in this plan year | 2022-09-19 | 102480 |
| Plan net income in this plan year | 2022-09-19 | -94140 |
| Net assets as of the end of the plan year | 2022-09-19 | 713465 |
| Net assets as of the beginning of the plan year | 2022-09-19 | 807605 |