SCOTT A. KELLY, DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCOTT A. KELLY, DDS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : SCOTT A. KELLY, DDS 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-25 | 280224 |
| Net assets as of the end of the plan year | 2025-08-25 | 3306814 |
| Total assets as of the beginning of the plan year | 2025-08-25 | 3176997 |
| Value of plan covered by a fidelity bond | 2025-08-25 | 300000 |
| Participant contributions to plan in this plan year | 2025-08-25 | 4561 |
| Value of participant loans at end of plan year | 2025-08-25 | 23618 |
| Other income to plan in this plan year | 2025-08-25 | 389410 |
| Plan net income in this plan year | 2025-08-25 | 129817 |
| Net assets as of the end of the plan year | 2025-08-25 | 3306814 |
| Net assets as of the beginning of the plan year | 2025-08-25 | 3176997 |
| Employer contributions to plan in this plan year | 2025-08-25 | 16070 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-25 | 32452 |
| 2024 : SCOTT A. KELLY, DDS 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-04 | 5183 |
| Net assets as of the end of the plan year | 2024-06-04 | 3176997 |
| Total assets as of the beginning of the plan year | 2024-06-04 | 2831576 |
| Value of plan covered by a fidelity bond | 2024-06-04 | 300000 |
| Participant contributions to plan in this plan year | 2024-06-04 | 18181 |
| Value of participant loans at end of plan year | 2024-06-04 | 787 |
| Other income to plan in this plan year | 2024-06-04 | 312618 |
| Plan net income in this plan year | 2024-06-04 | 345421 |
| Net assets as of the end of the plan year | 2024-06-04 | 3176997 |
| Net assets as of the beginning of the plan year | 2024-06-04 | 2831576 |
| Employer contributions to plan in this plan year | 2024-06-04 | 19805 |
| 2022 : SCOTT A. KELLY, DDS 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-01 | 56 |
| Net assets as of the end of the plan year | 2022-09-01 | 3267011 |
| Total assets as of the beginning of the plan year | 2022-09-01 | 2786474 |
| Value of plan covered by a fidelity bond | 2022-09-01 | 300000 |
| Participant contributions to plan in this plan year | 2022-09-01 | 15846 |
| Value of participant loans at end of plan year | 2022-09-01 | 4688 |
| Other income to plan in this plan year | 2022-09-01 | 446376 |
| Plan net income in this plan year | 2022-09-01 | 480537 |
| Net assets as of the end of the plan year | 2022-09-01 | 3267011 |
| Net assets as of the beginning of the plan year | 2022-09-01 | 2786474 |
| Employer contributions to plan in this plan year | 2022-09-01 | 18371 |
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