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| Plan Name | JAMES R. YEARY, DDS 401(K) P/S PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JAMES R. YEARY, DDS |
| Employer identification number (EIN): | 263310026 |
| 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 | 2022-10-01 | JAMES YEARY | 2023-07-31 | ||
| 001 | 2021-10-01 | JAMES YEARY | 2023-02-21 | ||
| 001 | 2021-10-01 | JAMES YEARY | 2023-07-31 | ||
| 001 | 2020-10-01 | JAMES YEARY | 2022-01-20 | ||
| 001 | 2019-10-01 | JAMES YEARY | 2021-05-17 | ||
| 001 | 2018-10-01 | JAMES YEARY | 2019-10-29 | ||
| 001 | 2017-10-01 | JAMES YEARY | 2018-12-13 | ||
| 001 | 2016-10-01 | JAMES YEARY | 2018-01-02 | ||
| 001 | 2015-10-01 | JAMES YEARY | 2017-07-12 | ||
| 001 | 2014-10-01 | JAMES YEARY | 2016-01-06 |
| Measure | Date | Value |
|---|---|---|
| 2023 : JAMES R. YEARY, DDS 401(K) P/S PLAN 2023 401k financial data | ||
| Total liabilities as of the end of the plan year | 2023-07-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2023-07-31 | 0 |
| Total expenses incurred by plan in this plan year | 2023-07-31 | 37863 |
| Net assets as of the end of the plan year | 2023-07-31 | 430148 |
| Total assets as of the beginning of the plan year | 2023-07-31 | 557225 |
| Participant contributions to plan in this plan year | 2023-07-31 | 0 |
| Other expenses paid from plan in this plan year | 2023-07-31 | 0 |
| Other contributions to plan in this plan year | 2023-07-31 | 0 |
| Other income to plan in this plan year | 2023-07-31 | -89214 |
| Plan net income in this plan year | 2023-07-31 | -127077 |
| Net assets as of the end of the plan year | 2023-07-31 | 430148 |
| Net assets as of the beginning of the plan year | 2023-07-31 | 557225 |
| Employer contributions to plan in this plan year | 2023-07-31 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-07-31 | 6067 |
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