JAMES E DANIEL DMD II PSC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN
401k plan membership statisitcs for JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-05-30 | 8 |
| Total number of particpants at end of year | 2025-05-30 | 9 |
| Number of Participants With Account Balances | 2025-05-30 | 7 |
| 2024: JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-01 | 6 |
| Total number of particpants at end of year | 2024-07-01 | 8 |
| Number of Participants With Account Balances | 2024-07-01 | 7 |
| 2022: JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-07-07 | 6 |
| Total number of particpants at end of year | 2022-07-07 | 5 |
| Number of Participants With Account Balances | 2022-07-07 | 5 |
| 2012: JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
| Total of all active and inactive participants | 2012-01-01 | 6 |
| Total participants | 2012-01-01 | 6 |
| Number of participants with account balances | 2012-01-01 | 6 |
| 2011: JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
| Total of all active and inactive participants | 2011-01-01 | 6 |
| Total participants | 2011-01-01 | 6 |
| Number of participants with account balances | 2011-01-01 | 6 |
| 2009: JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 6 |
| Number of participants with account balances | 2009-01-01 | 6 |
| Measure | Date | Value |
|---|
| 2025 : JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-30 | 38836 |
| Net assets as of the end of the plan year | 2025-05-30 | 4975942 |
| Total assets as of the beginning of the plan year | 2025-05-30 | 4181600 |
| Value of plan covered by a fidelity bond | 2025-05-30 | 250000 |
| Participant contributions to plan in this plan year | 2025-05-30 | 83559 |
| Other contributions to plan in this plan year | 2025-05-30 | 0 |
| Other income to plan in this plan year | 2025-05-30 | 655659 |
| Plan net income in this plan year | 2025-05-30 | 794342 |
| Net assets as of the end of the plan year | 2025-05-30 | 4975942 |
| Net assets as of the beginning of the plan year | 2025-05-30 | 4181600 |
| Employer contributions to plan in this plan year | 2025-05-30 | 93960 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-30 | 33744 |
| 2024 : JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-01 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-01 | 29153 |
| Net assets as of the end of the plan year | 2024-07-01 | 4181600 |
| Total assets as of the beginning of the plan year | 2024-07-01 | 3280427 |
| Value of plan covered by a fidelity bond | 2024-07-01 | 250000 |
| Participant contributions to plan in this plan year | 2024-07-01 | 67633 |
| Other contributions to plan in this plan year | 2024-07-01 | 0 |
| Other income to plan in this plan year | 2024-07-01 | 794298 |
| Plan net income in this plan year | 2024-07-01 | 901173 |
| Net assets as of the end of the plan year | 2024-07-01 | 4181600 |
| Net assets as of the beginning of the plan year | 2024-07-01 | 3280427 |
| Employer contributions to plan in this plan year | 2024-07-01 | 68395 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-01 | 29153 |
| 2022 : JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-07 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-07 | 59729 |
| Net assets as of the end of the plan year | 2022-07-07 | 3729955 |
| Total assets as of the beginning of the plan year | 2022-07-07 | 3288674 |
| Value of plan covered by a fidelity bond | 2022-07-07 | 250000 |
| Participant contributions to plan in this plan year | 2022-07-07 | 56506 |
| Other contributions to plan in this plan year | 2022-07-07 | 0 |
| Other income to plan in this plan year | 2022-07-07 | 384442 |
| Plan net income in this plan year | 2022-07-07 | 441281 |
| Net assets as of the end of the plan year | 2022-07-07 | 3729955 |
| Net assets as of the beginning of the plan year | 2022-07-07 | 3288674 |
| Employer contributions to plan in this plan year | 2022-07-07 | 60062 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-07 | 29079 |
| 2012 : JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $215,012 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $85,000 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $85,000 |
| Total plan assets at end of year | 2012-12-31 | $1,434,359 |
| Total plan assets at beginning of year | 2012-12-31 | $1,304,347 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $36,965 |
| Other income received | 2012-12-31 | $123,554 |
| Net income (gross income less expenses) | 2012-12-31 | $130,012 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,434,359 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,304,347 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $54,493 |
| 2011 : JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $31,114 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $88,004 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $88,004 |
| Total plan assets at end of year | 2011-12-31 | $1,304,347 |
| Total plan assets at beginning of year | 2011-12-31 | $1,361,237 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $36,412 |
| Other income received | 2011-12-31 | $-55,507 |
| Net income (gross income less expenses) | 2011-12-31 | $-56,890 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,304,347 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,361,237 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $50,209 |
| 2010 : JAMES E DANIEL DMD II PSC 401K PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $208,984 |
| Total plan assets at end of year | 2010-12-31 | $1,361,237 |
| Total plan assets at beginning of year | 2010-12-31 | $1,152,253 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $37,048 |
| Other income received | 2010-12-31 | $121,460 |
| Net income (gross income less expenses) | 2010-12-31 | $208,984 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,361,237 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,152,253 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $50,476 |
