CARLOS A. CASTRO, DDS, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CARLOS A CASTRO DDS PC 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : CARLOS A CASTRO DDS PC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-05 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-05 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-05 | 3686 |
| Net assets as of the end of the plan year | 2025-05-05 | 551099 |
| Total assets as of the beginning of the plan year | 2025-05-05 | 365544 |
| Value of plan covered by a fidelity bond | 2025-05-05 | 36554 |
| Participant contributions to plan in this plan year | 2025-05-05 | 82083 |
| Value of participant loans at end of plan year | 2025-05-05 | 5583 |
| Other expenses paid from plan in this plan year | 2025-05-05 | 0 |
| Other contributions to plan in this plan year | 2025-05-05 | 0 |
| Other income to plan in this plan year | 2025-05-05 | 79456 |
| Plan net income in this plan year | 2025-05-05 | 185555 |
| Net assets as of the end of the plan year | 2025-05-05 | 551099 |
| Net assets as of the beginning of the plan year | 2025-05-05 | 365544 |
| Employer contributions to plan in this plan year | 2025-05-05 | 27702 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-05 | 3611 |
| 2024 : CARLOS A CASTRO DDS PC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-05 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-05 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-05 | 60183 |
| Net assets as of the end of the plan year | 2024-05-05 | 365544 |
| Total assets as of the beginning of the plan year | 2024-05-05 | 240884 |
| Value of plan covered by a fidelity bond | 2024-05-05 | 24088 |
| Participant contributions to plan in this plan year | 2024-05-05 | 96788 |
| Value of participant loans at end of plan year | 2024-05-05 | 3385 |
| Other expenses paid from plan in this plan year | 2024-05-05 | 0 |
| Other contributions to plan in this plan year | 2024-05-05 | 0 |
| Other income to plan in this plan year | 2024-05-05 | 54099 |
| Plan net income in this plan year | 2024-05-05 | 124660 |
| Net assets as of the end of the plan year | 2024-05-05 | 365544 |
| Net assets as of the beginning of the plan year | 2024-05-05 | 240884 |
| Employer contributions to plan in this plan year | 2024-05-05 | 33956 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-05 | 4811 |
| 2022 : CARLOS A CASTRO DDS PC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-09-30 | 0 |
| Total liabilities as of the end of the plan year | 2022-09-30 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-30 | 115640 |
| Net assets as of the end of the plan year | 2022-09-30 | 178211 |
| Total assets as of the beginning of the plan year | 2022-09-30 | 216910 |
| Value of plan covered by a fidelity bond | 2022-09-30 | 21691 |
| Participant contributions to plan in this plan year | 2022-09-30 | 44729 |
| Other expenses paid from plan in this plan year | 2022-09-30 | 0 |
| Other contributions to plan in this plan year | 2022-09-30 | 0 |
| Other income to plan in this plan year | 2022-09-30 | 12409 |
| Plan net income in this plan year | 2022-09-30 | -38699 |
| Net assets as of the end of the plan year | 2022-09-30 | 178211 |
| Net assets as of the beginning of the plan year | 2022-09-30 | 216910 |
| Employer contributions to plan in this plan year | 2022-09-30 | 19803 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-30 | 2012 |
