SEAN F. BARDSLEY, D.D.S., A P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-SEAN F. BARDSLEY, D.D.S., A.P.C.
401k plan membership statisitcs for RETIREMENT INCOME SECURITY PLAN-SEAN F. BARDSLEY, D.D.S., A.P.C.
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT INCOME SECURITY PLAN-SEAN F. BARDSLEY, D.D.S., A.P.C. 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 | 7023 |
| Net assets as of the end of the plan year | 2025-07-28 | 569159 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 454531 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 34804 |
| Value of participant loans at end of plan year | 2025-07-28 | 38242 |
| 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 | 69170 |
| Plan net income in this plan year | 2025-07-28 | 114628 |
| Net assets as of the end of the plan year | 2025-07-28 | 569159 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 454531 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 7702 |
| Employer contributions to plan in this plan year | 2025-07-28 | 17677 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 7023 |
| 2024 : RETIREMENT INCOME SECURITY PLAN-SEAN F. BARDSLEY, D.D.S., A.P.C. 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 | 5763 |
| Net assets as of the end of the plan year | 2024-08-20 | 454531 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 351410 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 28343 |
| Value of participant loans at end of plan year | 2024-08-20 | 23388 |
| 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 | 70126 |
| Plan net income in this plan year | 2024-08-20 | 103121 |
| Net assets as of the end of the plan year | 2024-08-20 | 454531 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 351410 |
| Value of contributions failed to transmitted timely | 2024-08-20 | 7274 |
| Employer contributions to plan in this plan year | 2024-08-20 | 10415 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 5763 |
| 2022 : RETIREMENT INCOME SECURITY PLAN-SEAN F. BARDSLEY, D.D.S., A.P.C. 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 | 5243 |
| Net assets as of the end of the plan year | 2022-07-26 | 386746 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 294555 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 23870 |
| Value of participant loans at end of plan year | 2022-07-26 | 3205 |
| 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 | 57468 |
| Plan net income in this plan year | 2022-07-26 | 92191 |
| Net assets as of the end of the plan year | 2022-07-26 | 386746 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 294555 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 1081 |
| Employer contributions to plan in this plan year | 2022-07-26 | 16096 |
| 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 | 5243 |
