CHARPENTIER FAMILY DENTISTRY LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-CHARPENTIER FAMILY DENTISTRY
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT INCOME SECURITY PLAN-CHARPENTIER FAMILY DENTISTRY 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 15977 |
| Net assets as of the end of the plan year | 2025-07-28 | 1027140 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 833205 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 61417 |
| Value of participant loans at end of plan year | 2025-07-28 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 0 |
| Other income to plan in this plan year | 2025-07-28 | 132938 |
| Plan net income in this plan year | 2025-07-28 | 193935 |
| Net assets as of the end of the plan year | 2025-07-28 | 1027140 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 833205 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 511 |
| Employer contributions to plan in this plan year | 2025-07-28 | 15557 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 14606 |
| 2024 : RETIREMENT INCOME SECURITY PLAN-CHARPENTIER FAMILY DENTISTRY 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 12588 |
| Net assets as of the end of the plan year | 2024-08-20 | 833205 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 637230 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 59452 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 0 |
| Other income to plan in this plan year | 2024-08-20 | 134761 |
| Plan net income in this plan year | 2024-08-20 | 195975 |
| Net assets as of the end of the plan year | 2024-08-20 | 833205 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 637230 |
| Value of contributions failed to transmitted timely | 2024-08-20 | 284 |
| Employer contributions to plan in this plan year | 2024-08-20 | 14350 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 12588 |
| 2022 : RETIREMENT INCOME SECURITY PLAN-CHARPENTIER FAMILY DENTISTRY 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 8294 |
| Net assets as of the end of the plan year | 2022-07-26 | 679349 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 546006 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 42396 |
| Value of participant loans at end of plan year | 2022-07-26 | 0 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 88361 |
| Plan net income in this plan year | 2022-07-26 | 133343 |
| Net assets as of the end of the plan year | 2022-07-26 | 679349 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 546006 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 0 |
| Employer contributions to plan in this plan year | 2022-07-26 | 10880 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 3851 |
| 2017 : RETIREMENT INCOME SECURITY PLAN-CHARPENTIER FAMILY DENTISTRY 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $324,286 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $4,223 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,170 |
| Total plan assets at end of year | 2017-12-31 | $504,723 |
| Total plan assets at beginning of year | 2017-12-31 | $184,660 |
| Value of fidelity bond covering the plan | 2017-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $29,869 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $223,996 |
| Other income received | 2017-12-31 | $56,454 |
| Net income (gross income less expenses) | 2017-12-31 | $320,063 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $504,723 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $184,660 |
| Assets. Value of participant loans | 2017-12-31 | $91,234 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $13,967 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,053 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
