RYAN J. ALLOWITZ, D.M.D., P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEART OF TEXAS ENDODONTICS RETIREMENT PLAN & TRUST
401k plan membership statisitcs for HEART OF TEXAS ENDODONTICS RETIREMENT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : HEART OF TEXAS ENDODONTICS RETIREMENT PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-08 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-08 | 103 |
| Total liabilities as of the beginning of the plan year | 2025-10-08 | 2659 |
| Total expenses incurred by plan in this plan year | 2025-10-08 | 25652 |
| Net assets as of the end of the plan year | 2025-10-08 | 1717044 |
| Total assets as of the beginning of the plan year | 2025-10-08 | 1461297 |
| Value of plan covered by a fidelity bond | 2025-10-08 | 250000 |
| Participant contributions to plan in this plan year | 2025-10-08 | 70280 |
| Other expenses paid from plan in this plan year | 2025-10-08 | 0 |
| Other contributions to plan in this plan year | 2025-10-08 | 0 |
| Other income to plan in this plan year | 2025-10-08 | 151286 |
| Plan net income in this plan year | 2025-10-08 | 258303 |
| Net assets as of the end of the plan year | 2025-10-08 | 1716941 |
| Net assets as of the beginning of the plan year | 2025-10-08 | 1458638 |
| Employer contributions to plan in this plan year | 2025-10-08 | 62389 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-08 | 10495 |
| 2024 : HEART OF TEXAS ENDODONTICS RETIREMENT PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-12 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-12 | 2659 |
| Total liabilities as of the beginning of the plan year | 2024-10-12 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-12 | 371855 |
| Net assets as of the end of the plan year | 2024-10-12 | 1461297 |
| Total assets as of the beginning of the plan year | 2024-10-12 | 1477934 |
| Value of plan covered by a fidelity bond | 2024-10-12 | 250000 |
| Participant contributions to plan in this plan year | 2024-10-12 | 70545 |
| Other expenses paid from plan in this plan year | 2024-10-12 | 0 |
| Other contributions to plan in this plan year | 2024-10-12 | 0 |
| Other income to plan in this plan year | 2024-10-12 | 223177 |
| Plan net income in this plan year | 2024-10-12 | -19296 |
| Net assets as of the end of the plan year | 2024-10-12 | 1458638 |
| Net assets as of the beginning of the plan year | 2024-10-12 | 1477934 |
| Employer contributions to plan in this plan year | 2024-10-12 | 58837 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-12 | 9207 |
| 2022 : HEART OF TEXAS ENDODONTICS RETIREMENT PLAN & TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-09-13 | 0 |
| Total liabilities as of the end of the plan year | 2022-09-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-13 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-13 | 16363 |
| Net assets as of the end of the plan year | 2022-09-13 | 1606739 |
| Total assets as of the beginning of the plan year | 2022-09-13 | 1309674 |
| Value of plan covered by a fidelity bond | 2022-09-13 | 250000 |
| Participant contributions to plan in this plan year | 2022-09-13 | 52041 |
| Other expenses paid from plan in this plan year | 2022-09-13 | 0 |
| Other contributions to plan in this plan year | 2022-09-13 | 0 |
| Other income to plan in this plan year | 2022-09-13 | 203563 |
| Plan net income in this plan year | 2022-09-13 | 297065 |
| Net assets as of the end of the plan year | 2022-09-13 | 1606739 |
| Net assets as of the beginning of the plan year | 2022-09-13 | 1309674 |
| Value of contributions failed to transmitted timely | 2022-09-13 | 110 |
| Employer contributions to plan in this plan year | 2022-09-13 | 57824 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-13 | 9325 |
