RICHARD D. ALLEN, DDS, PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RICHARD D. ALLEN, DDS, PC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2024 : RICHARD D. ALLEN, DDS, PC 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-12-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-12-16 | 0 |
| Total expenses incurred by plan in this plan year | 2024-12-16 | 2084104 |
| Net assets as of the end of the plan year | 2024-12-16 | 0 |
| Total assets as of the beginning of the plan year | 2024-12-16 | 2064370 |
| Value of plan covered by a fidelity bond | 2024-12-16 | 330000 |
| Other income to plan in this plan year | 2024-12-16 | 19734 |
| Plan net income in this plan year | 2024-12-16 | -2064370 |
| Net assets as of the end of the plan year | 2024-12-16 | 0 |
| Net assets as of the beginning of the plan year | 2024-12-16 | 2064370 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-16 | 2677 |
| Total liabilities as of the end of the plan year | 2024-07-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-03 | 14566 |
| Net assets as of the end of the plan year | 2024-07-03 | 2064370 |
| Total assets as of the beginning of the plan year | 2024-07-03 | 1827067 |
| Value of plan covered by a fidelity bond | 2024-07-03 | 330000 |
| Participant contributions to plan in this plan year | 2024-07-03 | 2400 |
| Other contributions to plan in this plan year | 2024-07-03 | 0 |
| Other income to plan in this plan year | 2024-07-03 | 244049 |
| Plan net income in this plan year | 2024-07-03 | 237303 |
| Net assets as of the end of the plan year | 2024-07-03 | 2064370 |
| Net assets as of the beginning of the plan year | 2024-07-03 | 1827067 |
| Employer contributions to plan in this plan year | 2024-07-03 | 5420 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-03 | 14566 |
| 2022 : RICHARD D. ALLEN, DDS, PC 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-05-23 | 24786 |
| Net assets as of the end of the plan year | 2022-05-23 | 2126447 |
| Total assets as of the beginning of the plan year | 2022-05-23 | 1936318 |
| Value of plan covered by a fidelity bond | 2022-05-23 | 330000 |
| Participant contributions to plan in this plan year | 2022-05-23 | 27875 |
| Other income to plan in this plan year | 2022-05-23 | 163391 |
| Plan net income in this plan year | 2022-05-23 | 190129 |
| Net assets as of the end of the plan year | 2022-05-23 | 2126447 |
| Net assets as of the beginning of the plan year | 2022-05-23 | 1936318 |
| Employer contributions to plan in this plan year | 2022-05-23 | 23649 |
| 2013 : RICHARD D. ALLEN, DDS, PC 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $140,698 |
| Total plan assets at end of year | 2013-12-31 | $987,536 |
| Total plan assets at beginning of year | 2013-12-31 | $846,838 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $20,427 |
| Other income received | 2013-12-31 | $101,817 |
| Net income (gross income less expenses) | 2013-12-31 | $140,698 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $987,536 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $846,838 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $18,454 |
| 2012 : RICHARD D. ALLEN, DDS, PC 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $115,216 |
| Total plan assets at end of year | 2012-12-31 | $846,838 |
| Total plan assets at beginning of year | 2012-12-31 | $731,622 |
| Value of fidelity bond covering the plan | 2012-12-31 | $180,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $19,691 |
| Other income received | 2012-12-31 | $79,344 |
| Net income (gross income less expenses) | 2012-12-31 | $115,216 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $846,838 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $731,622 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $16,181 |