PATRICK BRIESE, DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-PATRICK BRIESE, DDS
401k plan membership statisitcs for RETIREMENT INCOME SECURITY PLAN-PATRICK BRIESE, DDS
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT INCOME SECURITY PLAN-PATRICK BRIESE, DDS 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 | 2582 |
| Net assets as of the end of the plan year | 2025-07-28 | 277253 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 155217 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 61539 |
| Value of participant loans at end of plan year | 2025-07-28 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 14755 |
| Other income to plan in this plan year | 2025-07-28 | 28738 |
| Plan net income in this plan year | 2025-07-28 | 122036 |
| Net assets as of the end of the plan year | 2025-07-28 | 277253 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 155217 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 0 |
| Employer contributions to plan in this plan year | 2025-07-28 | 19586 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 2582 |
| 2024 : RETIREMENT INCOME SECURITY PLAN-PATRICK BRIESE, DDS 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 | 3188 |
| Net assets as of the end of the plan year | 2024-08-20 | 155217 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 82345 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 38292 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 0 |
| Other income to plan in this plan year | 2024-08-20 | 22433 |
| Plan net income in this plan year | 2024-08-20 | 72872 |
| Net assets as of the end of the plan year | 2024-08-20 | 155217 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 82345 |
| Employer contributions to plan in this plan year | 2024-08-20 | 15335 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 3188 |
| 2022 : RETIREMENT INCOME SECURITY PLAN-PATRICK BRIESE, DDS 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 | 94 |
| Net assets as of the end of the plan year | 2022-07-26 | 40721 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 0 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 30138 |
| 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 | 1559 |
| Plan net income in this plan year | 2022-07-26 | 40721 |
| Net assets as of the end of the plan year | 2022-07-26 | 40721 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 0 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 0 |
| Employer contributions to plan in this plan year | 2022-07-26 | 9118 |
| 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 | 94 |
