BLAKE J MAXFIELD DDS MSD LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-MAXFIELD ORTHODONTICS
| Measure | Date | Value |
|---|
| 2025 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-MAXFIELD ORTHODONTICS 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 17033 |
| Net assets as of the end of the plan year | 2025-07-28 | 1101010 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 889985 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 58183 |
| Value of participant loans at end of plan year | 2025-07-28 | 991 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 0 |
| Other income to plan in this plan year | 2025-07-28 | 148070 |
| Plan net income in this plan year | 2025-07-28 | 211025 |
| Net assets as of the end of the plan year | 2025-07-28 | 1101010 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 889985 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 0 |
| Employer contributions to plan in this plan year | 2025-07-28 | 21805 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 11629 |
| 2024 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-MAXFIELD ORTHODONTICS 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 12773 |
| Net assets as of the end of the plan year | 2024-08-20 | 889985 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 602854 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 60667 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 78905 |
| Other income to plan in this plan year | 2024-08-20 | 136803 |
| Plan net income in this plan year | 2024-08-20 | 287131 |
| Net assets as of the end of the plan year | 2024-08-20 | 889985 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 602854 |
| Employer contributions to plan in this plan year | 2024-08-20 | 23529 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 9331 |
| 2022 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-MAXFIELD ORTHODONTICS 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 9143 |
| Net assets as of the end of the plan year | 2022-07-26 | 630569 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 486698 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 50173 |
| Value of participant loans at end of plan year | 2022-07-26 | 0 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 82882 |
| Plan net income in this plan year | 2022-07-26 | 143871 |
| Net assets as of the end of the plan year | 2022-07-26 | 630569 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 486698 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 0 |
| Employer contributions to plan in this plan year | 2022-07-26 | 19959 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 9143 |
