JAMES P. LEHMAN, D.D.S. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES P. LEHMAN, D.D.S. 401(K) P/S PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES P. LEHMAN, D.D.S. 401(K) P/S PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-21 | 248880 |
| Net assets as of the end of the plan year | 2025-07-21 | 1179313 |
| Total assets as of the beginning of the plan year | 2025-07-21 | 1224399 |
| Value of plan covered by a fidelity bond | 2025-07-21 | 123000 |
| Participant contributions to plan in this plan year | 2025-07-21 | 56723 |
| Other income to plan in this plan year | 2025-07-21 | 133675 |
| Plan net income in this plan year | 2025-07-21 | -45086 |
| Net assets as of the end of the plan year | 2025-07-21 | 1179313 |
| Net assets as of the beginning of the plan year | 2025-07-21 | 1224399 |
| Employer contributions to plan in this plan year | 2025-07-21 | 13396 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-21 | 6037 |
| 2024 : JAMES P. LEHMAN, D.D.S. 401(K) P/S PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-20 | 3830 |
| Net assets as of the end of the plan year | 2024-06-20 | 1224399 |
| Total assets as of the beginning of the plan year | 2024-06-20 | 1019224 |
| Value of plan covered by a fidelity bond | 2024-06-20 | 102000 |
| Participant contributions to plan in this plan year | 2024-06-20 | 59459 |
| Other contributions to plan in this plan year | 2024-06-20 | 5880 |
| Other income to plan in this plan year | 2024-06-20 | 131254 |
| Plan net income in this plan year | 2024-06-20 | 205175 |
| Net assets as of the end of the plan year | 2024-06-20 | 1224399 |
| Net assets as of the beginning of the plan year | 2024-06-20 | 1019224 |
| Employer contributions to plan in this plan year | 2024-06-20 | 12412 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-20 | 3830 |
| 2022 : JAMES P. LEHMAN, D.D.S. 401(K) P/S PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-02-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-02-28 | 0 |
| Total expenses incurred by plan in this plan year | 2022-02-28 | 20214 |
| Net assets as of the end of the plan year | 2022-02-28 | 1117847 |
| Total assets as of the beginning of the plan year | 2022-02-28 | 951655 |
| Value of plan covered by a fidelity bond | 2022-02-28 | 40000 |
| Participant contributions to plan in this plan year | 2022-02-28 | 57161 |
| Other expenses paid from plan in this plan year | 2022-02-28 | 0 |
| Other contributions to plan in this plan year | 2022-02-28 | 0 |
| Other income to plan in this plan year | 2022-02-28 | 117806 |
| Plan net income in this plan year | 2022-02-28 | 166192 |
| Net assets as of the end of the plan year | 2022-02-28 | 1117847 |
| Net assets as of the beginning of the plan year | 2022-02-28 | 951655 |
| Employer contributions to plan in this plan year | 2022-02-28 | 11439 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-02-28 | -2468 |
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