ROBERT S. DUGGER DMD PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT S. DUGGER, P.C. 401K PLAN
| Measure | Date | Value |
|---|
| 2023 : ROBERT S. DUGGER, P.C. 401K PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $172,614 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $26,931 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $25,385 |
| Total plan assets at end of year | 2023-12-31 | $774,429 |
| Total plan assets at beginning of year | 2023-12-31 | $628,746 |
| Total contributions received or receivable from participants | 2023-12-31 | $34,581 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $1,546 |
| Other income received | 2023-12-31 | $130,912 |
| Net income (gross income less expenses) | 2023-12-31 | $145,683 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $774,429 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $628,746 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $7,121 |
| 2022 : ROBERT S. DUGGER, P.C. 401K PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-152,552 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,368 |
| Total plan assets at end of year | 2022-12-31 | $628,746 |
| Total plan assets at beginning of year | 2022-12-31 | $782,666 |
| Total contributions received or receivable from participants | 2022-12-31 | $33,365 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $1,368 |
| Other income received | 2022-12-31 | $-194,564 |
| Net income (gross income less expenses) | 2022-12-31 | $-153,920 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $628,746 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $782,666 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $8,647 |
| 2021 : ROBERT S. DUGGER, P.C. 401K PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $145,091 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $5,919 |
| Total plan assets at end of year | 2021-12-31 | $782,666 |
| Total plan assets at beginning of year | 2021-12-31 | $643,494 |
| Total contributions received or receivable from participants | 2021-12-31 | $34,295 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $5,919 |
| Other income received | 2021-12-31 | $100,770 |
| Net income (gross income less expenses) | 2021-12-31 | $139,172 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $782,666 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $643,494 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $10,026 |
| 2020 : ROBERT S. DUGGER, P.C. 401K PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $83,658 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $4,958 |
| Total plan assets at end of year | 2020-12-31 | $643,494 |
| Total plan assets at beginning of year | 2020-12-31 | $564,794 |
| Total contributions received or receivable from participants | 2020-12-31 | $32,877 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $4,958 |
| Other income received | 2020-12-31 | $41,930 |
| Net income (gross income less expenses) | 2020-12-31 | $78,700 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $643,494 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $564,794 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $8,851 |
| 2019 : ROBERT S. DUGGER, P.C. 401K PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $128,601 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $5,528 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,091 |
| Total plan assets at end of year | 2019-12-31 | $564,794 |
| Total plan assets at beginning of year | 2019-12-31 | $441,721 |
| Total contributions received or receivable from participants | 2019-12-31 | $32,402 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $4,437 |
| Other income received | 2019-12-31 | $87,017 |
| Net income (gross income less expenses) | 2019-12-31 | $123,073 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $564,794 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $441,721 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $9,182 |
| 2018 : ROBERT S. DUGGER, P.C. 401K PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $15,432 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $4,147 |
| Total plan assets at end of year | 2018-12-31 | $441,721 |
| Total plan assets at beginning of year | 2018-12-31 | $430,436 |
| Total contributions received or receivable from participants | 2018-12-31 | $25,157 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $4,147 |
| Other income received | 2018-12-31 | $-12,466 |
| Net income (gross income less expenses) | 2018-12-31 | $11,285 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $441,721 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $430,436 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $2,741 |
| 2017 : ROBERT S. DUGGER, P.C. 401K PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $82,275 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $35,948 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $30,000 |
| Total plan assets at end of year | 2017-12-31 | $430,436 |
| Total plan assets at beginning of year | 2017-12-31 | $384,109 |
| Total contributions received or receivable from participants | 2017-12-31 | $6,300 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $5,948 |
| Other income received | 2017-12-31 | $75,488 |
| Net income (gross income less expenses) | 2017-12-31 | $46,327 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $430,436 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $384,109 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $487 |
| 2016 : ROBERT S. DUGGER, P.C. 401K PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $34,145 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $943 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $943 |
| Total plan assets at end of year | 2016-12-31 | $384,109 |
| Total plan assets at beginning of year | 2016-12-31 | $350,907 |
| Total contributions received or receivable from participants | 2016-12-31 | $9,150 |
| Other income received | 2016-12-31 | $17,800 |
| Net income (gross income less expenses) | 2016-12-31 | $33,202 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $384,109 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $350,907 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $7,195 |
| 2015 : ROBERT S. DUGGER, P.C. 401K PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $19,632 |
| Total plan assets at end of year | 2015-12-31 | $350,907 |
| Total plan assets at beginning of year | 2015-12-31 | $331,275 |
| Total contributions received or receivable from participants | 2015-12-31 | $8,025 |
| Other income received | 2015-12-31 | $11,123 |
| Net income (gross income less expenses) | 2015-12-31 | $19,632 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $350,907 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $331,275 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $484 |
| 2014 : ROBERT S. DUGGER, P.C. 401K PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $295,572 |
| Total income from all sources | 2014-12-31 | $35,761 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $58 |
| Total plan assets at end of year | 2014-12-31 | $331,275 |
| Total contributions received or receivable from participants | 2014-12-31 | $23,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $58 |
| Other income received | 2014-12-31 | $8,961 |
| Net income (gross income less expenses) | 2014-12-31 | $35,703 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $331,275 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $3,800 |