JAMES E. MCSWEENEY, M.D., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES E. MCSWEENEY, M.D., INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES E. MCSWEENEY, M.D., INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-14 | 40364 |
| Net assets as of the end of the plan year | 2025-10-14 | 4480614 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 4012872 |
| Participant contributions to plan in this plan year | 2025-10-14 | 29325 |
| Value of participant loans at end of plan year | 2025-10-14 | 3038 |
| Other income to plan in this plan year | 2025-10-14 | 460478 |
| Plan net income in this plan year | 2025-10-14 | 467742 |
| Net assets as of the end of the plan year | 2025-10-14 | 4480614 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 4012872 |
| Employer contributions to plan in this plan year | 2025-10-14 | 18303 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-14 | 40364 |
| 2024 : JAMES E. MCSWEENEY, M.D., INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-15 | 35577 |
| Net assets as of the end of the plan year | 2024-10-15 | 4012872 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 3706003 |
| Participant contributions to plan in this plan year | 2024-10-15 | 10150 |
| Value of participant loans at end of plan year | 2024-10-15 | 4318 |
| Other income to plan in this plan year | 2024-10-15 | 323037 |
| Plan net income in this plan year | 2024-10-15 | 306869 |
| Net assets as of the end of the plan year | 2024-10-15 | 4012872 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 3706003 |
| Employer contributions to plan in this plan year | 2024-10-15 | 9259 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 35577 |
| 2018 : JAMES E. MCSWEENEY, M.D., INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $77,407 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $20,904 |
| Total plan assets at end of year | 2018-12-31 | $3,153,071 |
| Total plan assets at beginning of year | 2018-12-31 | $3,096,568 |
| Total contributions received or receivable from participants | 2018-12-31 | $68,675 |
| Other income received | 2018-12-31 | $-8,279 |
| Net income (gross income less expenses) | 2018-12-31 | $56,503 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,153,071 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,096,568 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $650,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $17,011 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $20,904 |
| 2017 : JAMES E. MCSWEENEY, M.D., INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $485,101 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $29,125 |
| Total plan assets at end of year | 2017-12-31 | $3,096,568 |
| Total plan assets at beginning of year | 2017-12-31 | $2,640,592 |
| Total contributions received or receivable from participants | 2017-12-31 | $76,332 |
| Other income received | 2017-12-31 | $391,646 |
| Net income (gross income less expenses) | 2017-12-31 | $455,976 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,096,568 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,640,592 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $553,375 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $17,123 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $29,125 |
| 2016 : JAMES E. MCSWEENEY, M.D., INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $238,383 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $20,742 |
| Total plan assets at end of year | 2016-12-31 | $2,640,592 |
| Total plan assets at beginning of year | 2016-12-31 | $2,422,951 |
| Total contributions received or receivable from participants | 2016-12-31 | $20,838 |
| Other income received | 2016-12-31 | $206,113 |
| Net income (gross income less expenses) | 2016-12-31 | $217,641 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,640,592 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,422,951 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $553,375 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $11,432 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $20,742 |
| 2015 : JAMES E. MCSWEENEY, M.D., INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-9,859 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $25,645 |
| Total plan assets at end of year | 2015-12-31 | $2,422,951 |
| Total plan assets at beginning of year | 2015-12-31 | $2,458,455 |
| Total contributions received or receivable from participants | 2015-12-31 | $62,800 |
| Other income received | 2015-12-31 | $-84,257 |
| Net income (gross income less expenses) | 2015-12-31 | $-35,504 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,422,951 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,458,455 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $553,375 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $11,598 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $25,645 |
| 2011 : JAMES E. MCSWEENEY, M.D., INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $147,520 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $4,813 |
| Total plan assets at end of year | 2011-12-31 | $1,750,727 |
| Total plan assets at beginning of year | 2011-12-31 | $1,608,020 |
| Value of fidelity bond covering the plan | 2011-12-31 | $160,000 |
| Other income received | 2011-12-31 | $134,770 |
| Net income (gross income less expenses) | 2011-12-31 | $142,707 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,750,727 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,608,020 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $141,316 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $12,750 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $4,813 |
| Total income from all sources | 2011-09-30 | $51,336 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $23,274 |
| Total plan assets at end of year | 2011-09-30 | $1,608,020 |
| Total plan assets at beginning of year | 2011-09-30 | $1,579,958 |
| Value of fidelity bond covering the plan | 2011-09-30 | $160,000 |
| Other income received | 2011-09-30 | $41,336 |
| Net income (gross income less expenses) | 2011-09-30 | $28,062 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $1,608,020 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $1,579,958 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-09-30 | $141,316 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $10,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $23,274 |
