JOSEPHINE SERRANO-RAMOS, DDS, INC. has sponsored the creation of one or more 401k plans.
Additional information about JOSEPHINE SERRANO-RAMOS, DDS, INC.
Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-CLASSIQUE DENTAL CARE
401k plan membership statisitcs for RETIREMENT INCOME SECURITY PLAN-CLASSIQUE DENTAL CARE
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT INCOME SECURITY PLAN-CLASSIQUE DENTAL CARE 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 | 134 |
| 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 | 10088 |
| Net assets as of the end of the plan year | 2025-07-28 | 600171 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 505008 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 24713 |
| Value of participant loans at end of plan year | 2025-07-28 | 1635 |
| 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 | 67867 |
| Plan net income in this plan year | 2025-07-28 | 95029 |
| Net assets as of the end of the plan year | 2025-07-28 | 600037 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 505008 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 0 |
| Employer contributions to plan in this plan year | 2025-07-28 | 12537 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 10088 |
| 2024 : RETIREMENT INCOME SECURITY PLAN-CLASSIQUE DENTAL CARE 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 | 6509 |
| Net assets as of the end of the plan year | 2024-08-20 | 505008 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 394715 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 28195 |
| Value of participant loans at end of plan year | 2024-08-20 | 638 |
| 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 | 71025 |
| Plan net income in this plan year | 2024-08-20 | 110293 |
| Net assets as of the end of the plan year | 2024-08-20 | 505008 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 394715 |
| Employer contributions to plan in this plan year | 2024-08-20 | 17582 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 6509 |
| 2022 : RETIREMENT INCOME SECURITY PLAN-CLASSIQUE DENTAL CARE 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 | 9119 |
| Net assets as of the end of the plan year | 2022-07-26 | 417593 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 286231 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 74243 |
| 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 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 42480 |
| Plan net income in this plan year | 2022-07-26 | 131362 |
| Net assets as of the end of the plan year | 2022-07-26 | 417593 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 286231 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 3010 |
| Employer contributions to plan in this plan year | 2022-07-26 | 23758 |
| 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 | 5758 |
