DRS. DAVIS & LEE, DDS, PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BLUE WATER PEDIATRIC DENTISTRY 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : BLUE WATER PEDIATRIC DENTISTRY 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-02 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-02 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-02 | 0 |
| Net assets as of the end of the plan year | 2025-09-02 | 2651613 |
| Total assets as of the beginning of the plan year | 2025-09-02 | 1908804 |
| Value of plan covered by a fidelity bond | 2025-09-02 | 190881 |
| Participant contributions to plan in this plan year | 2025-09-02 | 67466 |
| Other expenses paid from plan in this plan year | 2025-09-02 | 0 |
| Other contributions to plan in this plan year | 2025-09-02 | 0 |
| Other income to plan in this plan year | 2025-09-02 | 554006 |
| Plan net income in this plan year | 2025-09-02 | 742809 |
| Net assets as of the end of the plan year | 2025-09-02 | 2651613 |
| Net assets as of the beginning of the plan year | 2025-09-02 | 1908804 |
| Employer contributions to plan in this plan year | 2025-09-02 | 121337 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-02 | 0 |
| 2024 : BLUE WATER PEDIATRIC DENTISTRY 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-22 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-22 | 8335 |
| Net assets as of the end of the plan year | 2024-08-22 | 1908804 |
| Total assets as of the beginning of the plan year | 2024-08-22 | 1230143 |
| Value of plan covered by a fidelity bond | 2024-08-22 | 123015 |
| Participant contributions to plan in this plan year | 2024-08-22 | 65819 |
| Other expenses paid from plan in this plan year | 2024-08-22 | 0 |
| Other contributions to plan in this plan year | 2024-08-22 | 0 |
| Other income to plan in this plan year | 2024-08-22 | 524029 |
| Plan net income in this plan year | 2024-08-22 | 678661 |
| Net assets as of the end of the plan year | 2024-08-22 | 1908804 |
| Net assets as of the beginning of the plan year | 2024-08-22 | 1230143 |
| Employer contributions to plan in this plan year | 2024-08-22 | 97148 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-22 | 100 |
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