DR. JAMES K. STUBBLEFIELD, D.D.S has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DR. JAMES K. STUBBLEFIELD, D.D.S 401 K PROFIT SHARING PLAN
401k plan membership statisitcs for DR. JAMES K. STUBBLEFIELD, D.D.S 401 K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : DR. JAMES K. STUBBLEFIELD, D.D.S 401 K PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-23 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-23 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-23 | 57772 |
| Net assets as of the end of the plan year | 2025-06-23 | 1464350 |
| Total assets as of the beginning of the plan year | 2025-06-23 | 1294167 |
| Value of plan covered by a fidelity bond | 2025-06-23 | 50000 |
| Participant contributions to plan in this plan year | 2025-06-23 | 44311 |
| Other expenses paid from plan in this plan year | 2025-06-23 | 0 |
| Other contributions to plan in this plan year | 2025-06-23 | 0 |
| Other income to plan in this plan year | 2025-06-23 | 159145 |
| Plan net income in this plan year | 2025-06-23 | 170183 |
| Net assets as of the end of the plan year | 2025-06-23 | 1464350 |
| Net assets as of the beginning of the plan year | 2025-06-23 | 1294167 |
| Employer contributions to plan in this plan year | 2025-06-23 | 24499 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-23 | 195 |
| 2024 : DR. JAMES K. STUBBLEFIELD, D.D.S 401 K PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-02 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-02 | 180 |
| Net assets as of the end of the plan year | 2024-07-02 | 1294167 |
| Total assets as of the beginning of the plan year | 2024-07-02 | 872310 |
| Value of plan covered by a fidelity bond | 2024-07-02 | 50000 |
| Participant contributions to plan in this plan year | 2024-07-02 | 37333 |
| Other expenses paid from plan in this plan year | 2024-07-02 | 0 |
| Other contributions to plan in this plan year | 2024-07-02 | 184354 |
| Other income to plan in this plan year | 2024-07-02 | 177120 |
| Plan net income in this plan year | 2024-07-02 | 421857 |
| Net assets as of the end of the plan year | 2024-07-02 | 1294167 |
| Net assets as of the beginning of the plan year | 2024-07-02 | 872310 |
| Employer contributions to plan in this plan year | 2024-07-02 | 23230 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-02 | 180 |
| 2022 : DR. JAMES K. STUBBLEFIELD, D.D.S 401 K PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-14 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-14 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-14 | 160 |
| Net assets as of the end of the plan year | 2022-06-14 | 999819 |
| Total assets as of the beginning of the plan year | 2022-06-14 | 834110 |
| Value of plan covered by a fidelity bond | 2022-06-14 | 50000 |
| Participant contributions to plan in this plan year | 2022-06-14 | 28855 |
| Value of participant loans at end of plan year | 2022-06-14 | 2252 |
| Other expenses paid from plan in this plan year | 2022-06-14 | 0 |
| Other contributions to plan in this plan year | 2022-06-14 | 0 |
| Other income to plan in this plan year | 2022-06-14 | 120933 |
| Plan net income in this plan year | 2022-06-14 | 165709 |
| Net assets as of the end of the plan year | 2022-06-14 | 999819 |
| Net assets as of the beginning of the plan year | 2022-06-14 | 834110 |
| Employer contributions to plan in this plan year | 2022-06-14 | 16081 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-14 | 160 |
