JAMES E. SORGE, DMD, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES E. SORGE, DMD, PC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES E. SORGE, DMD, PC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-11 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-11 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-11 | 247899 |
| Net assets as of the end of the plan year | 2025-10-11 | 3000767 |
| Total assets as of the beginning of the plan year | 2025-10-11 | 3019344 |
| Value of plan covered by a fidelity bond | 2025-10-11 | 310000 |
| Participant contributions to plan in this plan year | 2025-10-11 | 68954 |
| Value of participant loans at end of plan year | 2025-10-11 | 2924 |
| Other expenses paid from plan in this plan year | 2025-10-11 | 0 |
| Other contributions to plan in this plan year | 2025-10-11 | 0 |
| Other income to plan in this plan year | 2025-10-11 | 96421 |
| Plan net income in this plan year | 2025-10-11 | -18577 |
| Net assets as of the end of the plan year | 2025-10-11 | 3000767 |
| Net assets as of the beginning of the plan year | 2025-10-11 | 3019344 |
| Employer contributions to plan in this plan year | 2025-10-11 | 63947 |
| Fees paid to broker by Benefit Provider | 2025-10-11 | 4370 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-11 | 4370 |
| 2024 : JAMES E. SORGE, DMD, PC 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-15 | 6251 |
| Net assets as of the end of the plan year | 2024-10-15 | 3019344 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 2350099 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 210000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 67533 |
| Value of participant loans at end of plan year | 2024-10-15 | 42951 |
| Other expenses paid from plan in this plan year | 2024-10-15 | 6251 |
| Other contributions to plan in this plan year | 2024-10-15 | 0 |
| Other income to plan in this plan year | 2024-10-15 | 540519 |
| Plan net income in this plan year | 2024-10-15 | 669245 |
| Net assets as of the end of the plan year | 2024-10-15 | 3019344 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 2350099 |
| Employer contributions to plan in this plan year | 2024-10-15 | 67444 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 0 |
| 2015 : JAMES E. SORGE, DMD, PC 401(K) PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $68,965 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $365,099 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $365,099 |
| Total plan assets at end of year | 2015-12-31 | $1,450,030 |
| Total plan assets at beginning of year | 2015-12-31 | $1,746,164 |
| Value of fidelity bond covering the plan | 2015-12-31 | $190,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $80,200 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-33,521 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $-296,134 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,450,030 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,746,164 |
| Assets. Value of participant loans | 2015-12-31 | $56,540 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $165,375 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $22,286 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2014 : JAMES E. SORGE, DMD, PC 401(K) PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $148,399 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $1,746,164 |
| Total plan assets at beginning of year | 2014-12-31 | $1,597,765 |
| Value of fidelity bond covering the plan | 2014-12-31 | $190,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $68,598 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $58,519 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $148,399 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,746,164 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,597,765 |
| Assets. Value of participant loans | 2014-12-31 | $8,859 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $119,425 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $21,282 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| 2013 : JAMES E. SORGE, DMD, PC 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $295,632 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,860 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,860 |
| Total plan assets at end of year | 2013-12-31 | $1,597,765 |
| Total plan assets at beginning of year | 2013-12-31 | $1,303,993 |
| Total contributions received or receivable from participants | 2013-12-31 | $69,900 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $151,283 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $293,772 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,597,765 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,303,993 |
| Assets. Value of participant loans | 2013-12-31 | $9,866 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $116,771 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $74,449 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| 2012 : JAMES E. SORGE, DMD, PC 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $227,965 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $39,872 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $39,872 |
| Total plan assets at end of year | 2012-12-31 | $1,303,993 |
| Total plan assets at beginning of year | 2012-12-31 | $1,115,900 |
| Total contributions received or receivable from participants | 2012-12-31 | $62,100 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $95,405 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $188,093 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,303,993 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,115,900 |
| Assets. Value of participant loans | 2012-12-31 | $12,599 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $114,001 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $70,460 |
| 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 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : JAMES E. SORGE, DMD, PC 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $105,053 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $26,255 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $26,255 |
| Total plan assets at end of year | 2011-12-31 | $1,115,900 |
| Total plan assets at beginning of year | 2011-12-31 | $1,037,102 |
| Value of fidelity bond covering the plan | 2011-12-31 | $110,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $66,048 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $4,256 |
| Other income received | 2011-12-31 | $-27,361 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $78,798 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,115,900 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,037,102 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $110,770 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $62,110 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| 2010 : JAMES E. SORGE, DMD, PC 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 | $181,019 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $187,000 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $187,000 |
| Total plan assets at end of year | 2010-12-31 | $1,037,102 |
| Total plan assets at beginning of year | 2010-12-31 | $1,043,083 |
| Value of fidelity bond covering the plan | 2010-12-31 | $110,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $64,310 |
| 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 | $56,496 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $-5,981 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,037,102 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,043,083 |
| Assets. Value of participant loans | 2010-12-31 | $5,682 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $108,577 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $60,213 |
| 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 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
