DAVID A. DIXON, DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID A. DIXON, DDS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : DAVID A. DIXON, DDS 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-30 | 22072 |
| Net assets as of the end of the plan year | 2025-09-30 | 2387722 |
| Total assets as of the beginning of the plan year | 2025-09-30 | 2025630 |
| Value of plan covered by a fidelity bond | 2025-09-30 | 50000 |
| Participant contributions to plan in this plan year | 2025-09-30 | 34862 |
| Other expenses paid from plan in this plan year | 2025-09-30 | 8336 |
| Other income to plan in this plan year | 2025-09-30 | 287290 |
| Plan net income in this plan year | 2025-09-30 | 362092 |
| Net assets as of the end of the plan year | 2025-09-30 | 2387722 |
| Net assets as of the beginning of the plan year | 2025-09-30 | 2025630 |
| Employer contributions to plan in this plan year | 2025-09-30 | 62012 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-30 | 13736 |
| 2024 : DAVID A. DIXON, DDS 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-30 | 125082 |
| Net assets as of the end of the plan year | 2024-09-30 | 2025630 |
| Total assets as of the beginning of the plan year | 2024-09-30 | 1762548 |
| Value of plan covered by a fidelity bond | 2024-09-30 | 50000 |
| Participant contributions to plan in this plan year | 2024-09-30 | 36142 |
| Other expenses paid from plan in this plan year | 2024-09-30 | 6966 |
| Other income to plan in this plan year | 2024-09-30 | 313682 |
| Plan net income in this plan year | 2024-09-30 | 263082 |
| Net assets as of the end of the plan year | 2024-09-30 | 2025630 |
| Net assets as of the beginning of the plan year | 2024-09-30 | 1762548 |
| Employer contributions to plan in this plan year | 2024-09-30 | 38340 |
| Fees paid to broker by Benefit Provider | 2024-09-30 | 450 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-30 | 11943 |
| 2012 : DAVID A. DIXON, DDS 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $264,999 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $47,179 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $47,179 |
| Total plan assets at end of year | 2012-12-31 | $839,864 |
| Total plan assets at beginning of year | 2012-12-31 | $622,044 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $58,365 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $87,596 |
| Other income received | 2012-12-31 | $83,609 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $217,820 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $839,864 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $622,044 |
| Assets. Value of participant loans | 2012-12-31 | $37,277 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $35,429 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| 2011 : DAVID A. DIXON, DDS 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $88,131 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,658 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,658 |
| Total plan assets at end of year | 2011-12-31 | $622,044 |
| Total plan assets at beginning of year | 2011-12-31 | $535,571 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $46,050 |
| Assets. Value of loans (other than to participants) | 2011-12-31 | $46,636 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $4,272 |
| Other income received | 2011-12-31 | $-14,418 |
| Net income (gross income less expenses) | 2011-12-31 | $86,473 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $622,044 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $535,571 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $52,227 |
| 2010 : DAVID A. DIXON, DDS 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $134,685 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $535,571 |
| Total plan assets at beginning of year | 2010-12-31 | $400,886 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $29,085 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $58,919 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $134,685 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $535,571 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $400,886 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $46,681 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2009 : DAVID A. DIXON, DDS 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2012: DAVID A. DIXON, DDS 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DAVID A. DIXON, DDS 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: DAVID A. DIXON, DDS 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DAVID A. DIXON, DDS 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
