JAMES R. SANTARELLI, DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES R. SANTARELLI, DDS PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES R. SANTARELLI, DDS PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-30 | 549696 |
| Net assets as of the end of the plan year | 2025-07-30 | 4383820 |
| Total assets as of the beginning of the plan year | 2025-07-30 | 4195116 |
| Value of plan covered by a fidelity bond | 2025-07-30 | 100000 |
| Participant contributions to plan in this plan year | 2025-07-30 | 86956 |
| Other income to plan in this plan year | 2025-07-30 | 607241 |
| Plan net income in this plan year | 2025-07-30 | 188704 |
| Net assets as of the end of the plan year | 2025-07-30 | 4383820 |
| Net assets as of the beginning of the plan year | 2025-07-30 | 4195116 |
| Employer contributions to plan in this plan year | 2025-07-30 | 44203 |
| 2024 : JAMES R. SANTARELLI, DDS PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Net assets as of the end of the plan year | 2024-07-15 | 4195116 |
| Total assets as of the beginning of the plan year | 2024-07-15 | 3641770 |
| Value of plan covered by a fidelity bond | 2024-07-15 | 100000 |
| Participant contributions to plan in this plan year | 2024-07-15 | 111400 |
| Other income to plan in this plan year | 2024-07-15 | 398097 |
| Plan net income in this plan year | 2024-07-15 | 553346 |
| Net assets as of the end of the plan year | 2024-07-15 | 4195116 |
| Net assets as of the beginning of the plan year | 2024-07-15 | 3641770 |
| Employer contributions to plan in this plan year | 2024-07-15 | 43849 |
| 2010 : JAMES R. SANTARELLI, DDS PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $175,947 |
| Total plan assets at end of year | 2010-12-31 | $1,549,977 |
| Total plan assets at beginning of year | 2010-12-31 | $1,374,030 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $93,260 |
| Other income received | 2010-12-31 | $19,964 |
| Net income (gross income less expenses) | 2010-12-31 | $175,947 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,549,977 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,374,030 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $62,723 |
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