ROBERT W. SHAFER, DMD, LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT W SHAFER DMD LTD 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : ROBERT W SHAFER DMD LTD 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Net assets as of the end of the plan year | 2025-10-13 | 4208083 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 3685700 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-13 | 69122 |
| Other income to plan in this plan year | 2025-10-13 | 424681 |
| Plan net income in this plan year | 2025-10-13 | 522383 |
| Net assets as of the end of the plan year | 2025-10-13 | 4208083 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 3685700 |
| Employer contributions to plan in this plan year | 2025-10-13 | 28580 |
| 2024 : ROBERT W SHAFER DMD LTD 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-30 | 12634 |
| Net assets as of the end of the plan year | 2024-09-30 | 3685700 |
| Total assets as of the beginning of the plan year | 2024-09-30 | 3144729 |
| Value of plan covered by a fidelity bond | 2024-09-30 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-30 | 70002 |
| Other income to plan in this plan year | 2024-09-30 | 452417 |
| Plan net income in this plan year | 2024-09-30 | 540971 |
| Net assets as of the end of the plan year | 2024-09-30 | 3685700 |
| Net assets as of the beginning of the plan year | 2024-09-30 | 3144729 |
| Employer contributions to plan in this plan year | 2024-09-30 | 31186 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-30 | 75 |
| 2022 : ROBERT W SHAFER DMD LTD 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-29 | 0 |
| Net assets as of the end of the plan year | 2022-09-29 | 3633978 |
| Total assets as of the beginning of the plan year | 2022-09-29 | 3183485 |
| Value of plan covered by a fidelity bond | 2022-09-29 | 500000 |
| Participant contributions to plan in this plan year | 2022-09-29 | 40300 |
| Other income to plan in this plan year | 2022-09-29 | 382753 |
| Plan net income in this plan year | 2022-09-29 | 450493 |
| Net assets as of the end of the plan year | 2022-09-29 | 3633978 |
| Net assets as of the beginning of the plan year | 2022-09-29 | 3183485 |
| Employer contributions to plan in this plan year | 2022-09-29 | 27440 |
| 2011 : ROBERT W SHAFER DMD LTD 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $2,303 |
| Total income from all sources | 2011-12-31 | $33,170 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $9,638 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $7,427 |
| Total plan assets at end of year | 2011-12-31 | $977,905 |
| Total plan assets at beginning of year | 2011-12-31 | $952,070 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $36,857 |
| Other income received | 2011-12-31 | $-17,854 |
| Net income (gross income less expenses) | 2011-12-31 | $23,532 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $975,602 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $952,070 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $14,167 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,211 |
| 2010 : ROBERT W SHAFER DMD LTD 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $181,428 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $952,070 |
| Total plan assets at beginning of year | 2010-12-31 | $770,642 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $38,108 |
| Other income received | 2010-12-31 | $95,651 |
| Net income (gross income less expenses) | 2010-12-31 | $181,428 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $952,070 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $770,642 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $47,669 |
