ROBERT J WILSON DDS PA PP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT J WILSON DDS PA PP PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : ROBERT J WILSON DDS PA PP PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-12 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-12 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-12 | 0 |
| Net assets as of the end of the plan year | 2025-10-12 | 1873120 |
| Total assets as of the beginning of the plan year | 2025-10-12 | 1570016 |
| Value of plan covered by a fidelity bond | 2025-10-12 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-12 | 80028 |
| Other expenses paid from plan in this plan year | 2025-10-12 | 0 |
| Other contributions to plan in this plan year | 2025-10-12 | 0 |
| Other income to plan in this plan year | 2025-10-12 | 197947 |
| Plan net income in this plan year | 2025-10-12 | 303104 |
| Net assets as of the end of the plan year | 2025-10-12 | 1873120 |
| Net assets as of the beginning of the plan year | 2025-10-12 | 1570016 |
| Employer contributions to plan in this plan year | 2025-10-12 | 25129 |
| Fees paid to broker by Benefit Provider | 2025-10-12 | 6109 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-12 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-29 | 0 |
| Net assets as of the end of the plan year | 2025-09-29 | 1570016 |
| Total assets as of the beginning of the plan year | 2025-09-29 | 1487141 |
| Value of plan covered by a fidelity bond | 2025-09-29 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-29 | 34058 |
| Other income to plan in this plan year | 2025-09-29 | 44167 |
| Plan net income in this plan year | 2025-09-29 | 82875 |
| Net assets as of the end of the plan year | 2025-09-29 | 1570016 |
| Net assets as of the beginning of the plan year | 2025-09-29 | 1487141 |
| Employer contributions to plan in this plan year | 2025-09-29 | 4650 |
| Fees paid to broker by Benefit Provider | 2025-09-29 | 12427 |
| 2023 : ROBERT J WILSON DDS PA PP PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2023-05-03 | 0 |
| Net assets as of the end of the plan year | 2023-05-03 | 1343415 |
| Total assets as of the beginning of the plan year | 2023-05-03 | 1389059 |
| Value of plan covered by a fidelity bond | 2023-05-03 | 500000 |
| Participant contributions to plan in this plan year | 2023-05-03 | 68385 |
| Other income to plan in this plan year | 2023-05-03 | -152529 |
| Plan net income in this plan year | 2023-05-03 | -45644 |
| Net assets as of the end of the plan year | 2023-05-03 | 1343415 |
| Net assets as of the beginning of the plan year | 2023-05-03 | 1389059 |
| Employer contributions to plan in this plan year | 2023-05-03 | 38500 |
| Fees paid to broker by Benefit Provider | 2023-05-03 | 11072 |
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