JAMES J. FLERRA, DDS, PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES J. FLERRA, DDS, PA 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES J. FLERRA, DDS, PA 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-16 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-16 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-16 | 16074 |
| Net assets as of the end of the plan year | 2025-04-16 | 3402219 |
| Total assets as of the beginning of the plan year | 2025-04-16 | 2776067 |
| Value of plan covered by a fidelity bond | 2025-04-16 | 277607 |
| Participant contributions to plan in this plan year | 2025-04-16 | 74316 |
| Other expenses paid from plan in this plan year | 2025-04-16 | 0 |
| Other contributions to plan in this plan year | 2025-04-16 | 0 |
| Other income to plan in this plan year | 2025-04-16 | 477846 |
| Plan net income in this plan year | 2025-04-16 | 626152 |
| Net assets as of the end of the plan year | 2025-04-16 | 3402219 |
| Net assets as of the beginning of the plan year | 2025-04-16 | 2776067 |
| Employer contributions to plan in this plan year | 2025-04-16 | 90064 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-16 | 15059 |
| 2024 : JAMES J. FLERRA, DDS, PA 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-04 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-04 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-04 | 14849 |
| Net assets as of the end of the plan year | 2024-05-04 | 2776067 |
| Total assets as of the beginning of the plan year | 2024-05-04 | 2229765 |
| Value of plan covered by a fidelity bond | 2024-05-04 | 222977 |
| Participant contributions to plan in this plan year | 2024-05-04 | 13597 |
| Other expenses paid from plan in this plan year | 2024-05-04 | 0 |
| Other contributions to plan in this plan year | 2024-05-04 | 0 |
| Other income to plan in this plan year | 2024-05-04 | 430246 |
| Plan net income in this plan year | 2024-05-04 | 546302 |
| Net assets as of the end of the plan year | 2024-05-04 | 2776067 |
| Net assets as of the beginning of the plan year | 2024-05-04 | 2229765 |
| Employer contributions to plan in this plan year | 2024-05-04 | 117308 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-04 | 12525 |
| 2022 : JAMES J. FLERRA, DDS, PA 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-05-19 | 13268 |
| Net assets as of the end of the plan year | 2022-05-19 | 2625695 |
| Total assets as of the beginning of the plan year | 2022-05-19 | 2131191 |
| Value of plan covered by a fidelity bond | 2022-05-19 | 262569 |
| Participant contributions to plan in this plan year | 2022-05-19 | 58931 |
| Other income to plan in this plan year | 2022-05-19 | 358940 |
| Plan net income in this plan year | 2022-05-19 | 494504 |
| Net assets as of the end of the plan year | 2022-05-19 | 2625695 |
| Net assets as of the beginning of the plan year | 2022-05-19 | 2131191 |
| Employer contributions to plan in this plan year | 2022-05-19 | 89901 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-19 | 13268 |
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