RAYMUND V. FAVIS, D.D.S., P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-RAYMUND V. FAVIS, D.D.S., P.C.
401k plan membership statisitcs for RETIREMENT INCOME SECURITY PLAN-RAYMUND V. FAVIS, D.D.S., P.C.
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT INCOME SECURITY PLAN-RAYMUND V. FAVIS, D.D.S., P.C. 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 269 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 38952 |
| Net assets as of the end of the plan year | 2025-07-28 | 3110666 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 2560421 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 103353 |
| Value of participant loans at end of plan year | 2025-07-28 | 177 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 101411 |
| Other income to plan in this plan year | 2025-07-28 | 292959 |
| Plan net income in this plan year | 2025-07-28 | 549976 |
| Net assets as of the end of the plan year | 2025-07-28 | 3110397 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 2560421 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 3623 |
| Employer contributions to plan in this plan year | 2025-07-28 | 91205 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 38531 |
| 2024 : RETIREMENT INCOME SECURITY PLAN-RAYMUND V. FAVIS, D.D.S., P.C. 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 32597 |
| Net assets as of the end of the plan year | 2024-08-20 | 2560421 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 2120605 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 86346 |
| Value of participant loans at end of plan year | 2024-08-20 | 4363 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 0 |
| Other income to plan in this plan year | 2024-08-20 | 307598 |
| Plan net income in this plan year | 2024-08-20 | 439816 |
| Net assets as of the end of the plan year | 2024-08-20 | 2560421 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 2120605 |
| Employer contributions to plan in this plan year | 2024-08-20 | 78469 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 32597 |
| 2022 : RETIREMENT INCOME SECURITY PLAN-RAYMUND V. FAVIS, D.D.S., P.C. 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 6242 |
| Net assets as of the end of the plan year | 2022-07-26 | 2381369 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 2087435 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 80573 |
| Value of participant loans at end of plan year | 2022-07-26 | 12330 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 205228 |
| Plan net income in this plan year | 2022-07-26 | 293934 |
| Net assets as of the end of the plan year | 2022-07-26 | 2381369 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 2087435 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 0 |
| Employer contributions to plan in this plan year | 2022-07-26 | 14375 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 6242 |