JEFFREY S. WITTMUS, DDS, LTD. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JEFFREY S. WITTMUS, DDS, LTD. 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : JEFFREY S. WITTMUS, DDS, LTD. 401(K) RETIREMENT PLAN 2025 401k financial data |
|---|
| Net assets as of the end of the plan year | 2025-08-11 | 1945154 |
| Total assets as of the beginning of the plan year | 2025-08-11 | 1594069 |
| Value of plan covered by a fidelity bond | 2025-08-11 | 120000 |
| Participant contributions to plan in this plan year | 2025-08-11 | 76290 |
| Other contributions to plan in this plan year | 2025-08-11 | 2 |
| Other income to plan in this plan year | 2025-08-11 | 250934 |
| Plan net income in this plan year | 2025-08-11 | 351085 |
| Net assets as of the end of the plan year | 2025-08-11 | 1945154 |
| Net assets as of the beginning of the plan year | 2025-08-11 | 1594069 |
| Employer contributions to plan in this plan year | 2025-08-11 | 23859 |
| 2024 : JEFFREY S. WITTMUS, DDS, LTD. 401(K) RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-20 | 15000 |
| Net assets as of the end of the plan year | 2024-09-20 | 1594069 |
| Total assets as of the beginning of the plan year | 2024-09-20 | 1235391 |
| Value of plan covered by a fidelity bond | 2024-09-20 | 120000 |
| Participant contributions to plan in this plan year | 2024-09-20 | 74467 |
| Other income to plan in this plan year | 2024-09-20 | 242275 |
| Plan net income in this plan year | 2024-09-20 | 358678 |
| Net assets as of the end of the plan year | 2024-09-20 | 1594069 |
| Net assets as of the beginning of the plan year | 2024-09-20 | 1235391 |
| Employer contributions to plan in this plan year | 2024-09-20 | 56936 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-20 | 25 |
| 2022 : JEFFREY S. WITTMUS, DDS, LTD. 401(K) RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-07 | 1902 |
| Net assets as of the end of the plan year | 2022-10-07 | 1419049 |
| Total assets as of the beginning of the plan year | 2022-10-07 | 1154745 |
| Value of plan covered by a fidelity bond | 2022-10-07 | 90000 |
| Participant contributions to plan in this plan year | 2022-10-07 | 59122 |
| Other contributions to plan in this plan year | 2022-10-07 | 0 |
| Other income to plan in this plan year | 2022-10-07 | 188736 |
| Plan net income in this plan year | 2022-10-07 | 264304 |
| Net assets as of the end of the plan year | 2022-10-07 | 1419049 |
| Net assets as of the beginning of the plan year | 2022-10-07 | 1154745 |
| Employer contributions to plan in this plan year | 2022-10-07 | 18348 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-07 | 85 |
| 2009 : JEFFREY S. WITTMUS, DDS, LTD. 401(K) RETIREMENT PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
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