DAVID STERN DDS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-JARRETTSVILLE FAMILY DENTAL
401k plan membership statisitcs for RETIREMENT INCOME SECURITY PLAN-JARRETTSVILLE FAMILY DENTAL
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT INCOME SECURITY PLAN-JARRETTSVILLE FAMILY DENTAL 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 | 4017 |
| Net assets as of the end of the plan year | 2025-07-28 | 1130655 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 872284 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 57684 |
| Value of participant loans at end of plan year | 2025-07-28 | 0 |
| 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 | 142353 |
| Plan net income in this plan year | 2025-07-28 | 258371 |
| Net assets as of the end of the plan year | 2025-07-28 | 1130655 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 872284 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 0 |
| Employer contributions to plan in this plan year | 2025-07-28 | 62351 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 4017 |
| 2024 : RETIREMENT INCOME SECURITY PLAN-JARRETTSVILLE FAMILY DENTAL 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 | 2968 |
| Net assets as of the end of the plan year | 2024-08-20 | 872284 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 626617 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 61372 |
| 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 | 131894 |
| Plan net income in this plan year | 2024-08-20 | 245667 |
| Net assets as of the end of the plan year | 2024-08-20 | 872284 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 626617 |
| Employer contributions to plan in this plan year | 2024-08-20 | 55369 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 2968 |
| 2022 : RETIREMENT INCOME SECURITY PLAN-JARRETTSVILLE FAMILY DENTAL 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 | 7863 |
| Net assets as of the end of the plan year | 2022-07-26 | 624537 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 424593 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 56996 |
| Value of participant loans at end of plan year | 2022-07-26 | 0 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 4958 |
| Other income to plan in this plan year | 2022-07-26 | 83794 |
| Plan net income in this plan year | 2022-07-26 | 199944 |
| Net assets as of the end of the plan year | 2022-07-26 | 624537 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 424593 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 0 |
| Employer contributions to plan in this plan year | 2022-07-26 | 62059 |
| 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 | 2556 |
