MICHAEL D. ROTH, DDS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL D. ROTH, DDS, LLC 401(K) SAVINGS & PROFIT SHARING PLAN
401k plan membership statisitcs for MICHAEL D. ROTH, DDS, LLC 401(K) SAVINGS & PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: MICHAEL D. ROTH, DDS, LLC 401(K) SAVINGS & PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 1 |
| Total of all active and inactive participants | 2023-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 4 |
| Number of participants with account balances | 2023-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: MICHAEL D. ROTH, DDS, LLC 401(K) SAVINGS & PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 4 |
| Number of participants with account balances | 2022-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: MICHAEL D. ROTH, DDS, LLC 401(K) SAVINGS & PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
| Total of all active and inactive participants | 2021-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 4 |
| Number of participants with account balances | 2021-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: MICHAEL D. ROTH, DDS, LLC 401(K) SAVINGS & PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 4 |
| Number of participants with account balances | 2020-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: MICHAEL D. ROTH, DDS, LLC 401(K) SAVINGS & PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 4 |
| Number of participants with account balances | 2019-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2024 : MICHAEL D. ROTH, DDS, LLC 401(K) SAVINGS & PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Transfers to/from the plan | 2024-01-01 | $0 |
| Total plan liabilities at end of year | 2024-01-01 | $0 |
| Total plan liabilities at beginning of year | 2024-01-01 | $0 |
| Total income from all sources | 2024-01-01 | $145,794 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $10,713 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $0 |
| Total plan assets at end of year | 2024-01-01 | $1,745,927 |
| Total plan assets at beginning of year | 2024-01-01 | $1,610,846 |
| Value of fidelity bond covering the plan | 2024-01-01 | $170,000 |
| Assets. Value of tangible personal property | 2024-01-01 | $0 |
| Total contributions received or receivable from participants | 2024-01-01 | $4,422 |
| Assets. Value of loans (other than to participants) | 2024-01-01 | $0 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $0 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $137,794 |
| Noncash contributions received | 2024-01-01 | $0 |
| Net income (gross income less expenses) | 2024-01-01 | $135,081 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $1,745,927 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $1,610,846 |
| Assets. Value of participant loans | 2024-01-01 | $13,944 |
| Assets. Value of assets in partnership/joint-venture interests | 2024-01-01 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2024-01-01 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2024-01-01 | $0 |
| Assets. Value of employer securities | 2024-01-01 | $0 |
| Assets. Value of employer real property | 2024-01-01 | $0 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $3,578 |
| Value of certain deemed distributions of participant loans | 2024-01-01 | $0 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $10,713 |
| 2023 : MICHAEL D. ROTH, DDS, LLC 401(K) SAVINGS & PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $224,075 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $9,616 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $1,610,846 |
| Total plan assets at beginning of year | 2023-12-31 | $1,396,387 |
| Value of fidelity bond covering the plan | 2023-12-31 | $170,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $27,329 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $188,449 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $214,459 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,610,846 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,396,387 |
| Assets. Value of participant loans | 2023-12-31 | $17,127 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $8,297 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $9,616 |
| 2022 : MICHAEL D. ROTH, DDS, LLC 401(K) SAVINGS & PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-249,221 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $9,761 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $1,396,387 |
| Total plan assets at beginning of year | 2022-12-31 | $1,655,369 |
| Value of fidelity bond covering the plan | 2022-12-31 | $170,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $25,273 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-281,360 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-258,982 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,396,387 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,655,369 |
| Assets. Value of participant loans | 2022-12-31 | $3,773 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $6,866 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $9,761 |
| 2021 : MICHAEL D. ROTH, DDS, LLC 401(K) SAVINGS & PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $186,467 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $10,016 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $1,655,369 |
| Total plan assets at beginning of year | 2021-12-31 | $1,478,918 |
| Value of fidelity bond covering the plan | 2021-12-31 | $170,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $30,168 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $149,828 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $176,451 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,655,369 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,478,918 |
| Assets. Value of participant loans | 2021-12-31 | $6,371 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $6,471 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $10,016 |
| 2020 : MICHAEL D. ROTH, DDS, LLC 401(K) SAVINGS & PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $195,358 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $8,166 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $1,478,918 |
| Total plan assets at beginning of year | 2020-12-31 | $1,291,726 |
| Value of fidelity bond covering the plan | 2020-12-31 | $120,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $14,106 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $177,967 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $187,192 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,478,918 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,291,726 |
| Assets. Value of participant loans | 2020-12-31 | $8,805 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $3,285 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $8,166 |
| 2019 : MICHAEL D. ROTH, DDS, LLC 401(K) SAVINGS & PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $243,537 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $6,781 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $1,291,726 |
| Total plan assets at beginning of year | 2019-12-31 | $1,054,970 |
| Value of fidelity bond covering the plan | 2019-12-31 | $120,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $19,582 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $206,315 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $236,756 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,291,726 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,054,970 |
| Assets. Value of participant loans | 2019-12-31 | $11,086 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $17,640 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $6,781 |
