| Plan Name | WILLIAM J. & KATHLEEN E. BELLAMY PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | WILLIAM J. & KATHLEEN E. BELLAMY |
| Employer identification number (EIN): | 411535240 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2013-01-01 | WILLIAM J. BELLAMY | 2014-10-01 | ||
| 001 | 2012-01-01 | WILLIAM J. BELLAMY | 2013-07-11 | ||
| 001 | 2011-01-01 | WILLIAM J. BELLAMY | 2012-03-28 | ||
| 001 | 2010-01-01 | WILLIAM J. BELLAMY | 2011-03-28 |
| Measure | Date | Value |
|---|---|---|
| 2024: WILLIAM J. & KATHLEEN E. BELLAMY PROFIT SHARING PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-01 | 23 |
| Total number of particpants at end of year | 2024-10-01 | 23 |
| Number of Participants With Account Balances | 2024-10-01 | 23 |
| Measure | Date | Value |
|---|---|---|
| 2024 : WILLIAM J. & KATHLEEN E. BELLAMY PROFIT SHARING PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-01 | 42113 |
| Net assets as of the end of the plan year | 2024-10-01 | 3992461 |
| Total assets as of the beginning of the plan year | 2024-10-01 | 3305338 |
| Value of plan covered by a fidelity bond | 2024-10-01 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-01 | 69685 |
| Other income to plan in this plan year | 2024-10-01 | 622449 |
| Plan net income in this plan year | 2024-10-01 | 687123 |
| Net assets as of the end of the plan year | 2024-10-01 | 3992461 |
| Net assets as of the beginning of the plan year | 2024-10-01 | 3305338 |
| Employer contributions to plan in this plan year | 2024-10-01 | 37102 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-01 | 42113 |