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| Plan Name | JAMES T. WOLFE, D.D.S., M.S.D., P.C. CASH BALANCE PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | JAMES T. WOLFE, DDS, MSD, PC |
| Employer identification number (EIN): | 352047740 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | ||||
| 002 | 2022-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2024 : JAMES T. WOLFE, D.D.S., M.S.D., P.C. CASH BALANCE PLAN 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-07-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-16 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-16 | 0 |
| Net assets as of the end of the plan year | 2024-07-16 | 319740 |
| Total assets as of the beginning of the plan year | 2024-07-16 | 156000 |
| Value of plan covered by a fidelity bond | 2024-07-16 | 120000 |
| Other income to plan in this plan year | 2024-07-16 | 8713 |
| Plan net income in this plan year | 2024-07-16 | 163740 |
| Net assets as of the end of the plan year | 2024-07-16 | 319740 |
| Net assets as of the beginning of the plan year | 2024-07-16 | 156000 |
| Employer contributions to plan in this plan year | 2024-07-16 | 155027 |
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