CHARLES E. KUDWA, DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHARLES E. KUDWA, DDS PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : CHARLES E. KUDWA, DDS PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-07-31 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-31 | 141525 |
| Net assets as of the end of the plan year | 2025-07-31 | 3145981 |
| Total assets as of the beginning of the plan year | 2025-07-31 | 2630091 |
| Value of plan covered by a fidelity bond | 2025-07-31 | 263009 |
| Other income to plan in this plan year | 2025-07-31 | 578717 |
| Plan net income in this plan year | 2025-07-31 | 515890 |
| Net assets as of the end of the plan year | 2025-07-31 | 3145981 |
| Net assets as of the beginning of the plan year | 2025-07-31 | 2630091 |
| Employer contributions to plan in this plan year | 2025-07-31 | 78698 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-31 | 30079 |
| Total liabilities as of the beginning of the plan year | 2025-06-24 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-24 | 139950 |
| Net assets as of the end of the plan year | 2025-06-24 | 3145981 |
| Total assets as of the beginning of the plan year | 2025-06-24 | 2630091 |
| Value of plan covered by a fidelity bond | 2025-06-24 | 263010 |
| Other income to plan in this plan year | 2025-06-24 | 577142 |
| Plan net income in this plan year | 2025-06-24 | 515890 |
| Net assets as of the end of the plan year | 2025-06-24 | 3145981 |
| Net assets as of the beginning of the plan year | 2025-06-24 | 2630091 |
| Employer contributions to plan in this plan year | 2025-06-24 | 78698 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-24 | 30079 |
| 2024 : CHARLES E. KUDWA, DDS PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-10 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-10 | 316408 |
| Net assets as of the end of the plan year | 2024-07-10 | 2630091 |
| Total assets as of the beginning of the plan year | 2024-07-10 | 2567133 |
| Value of plan covered by a fidelity bond | 2024-07-10 | 256713 |
| Participant contributions to plan in this plan year | 2024-07-10 | 0 |
| Other expenses paid from plan in this plan year | 2024-07-10 | 0 |
| Other contributions to plan in this plan year | 2024-07-10 | 0 |
| Other income to plan in this plan year | 2024-07-10 | 302061 |
| Plan net income in this plan year | 2024-07-10 | 62958 |
| Net assets as of the end of the plan year | 2024-07-10 | 2630091 |
| Net assets as of the beginning of the plan year | 2024-07-10 | 2567133 |
| Employer contributions to plan in this plan year | 2024-07-10 | 77305 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-10 | 26173 |
| 2022 : CHARLES E. KUDWA, DDS PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-05-19 | 46935 |
| Net assets as of the end of the plan year | 2022-05-19 | 2747348 |
| Total assets as of the beginning of the plan year | 2022-05-19 | 2392988 |
| Value of plan covered by a fidelity bond | 2022-05-19 | 250000 |
| Other income to plan in this plan year | 2022-05-19 | 336559 |
| Plan net income in this plan year | 2022-05-19 | 354360 |
| Net assets as of the end of the plan year | 2022-05-19 | 2747348 |
| Net assets as of the beginning of the plan year | 2022-05-19 | 2392988 |
| Employer contributions to plan in this plan year | 2022-05-19 | 64736 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-19 | 30980 |
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