ALAN W. EDWARDS, M.D., P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALAN W. EDWARDS 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : ALAN W. EDWARDS 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-02-06 | 0 |
| Total liabilities as of the end of the plan year | 2025-02-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-02-06 | 0 |
| Total expenses incurred by plan in this plan year | 2025-02-06 | 11499 |
| Net assets as of the end of the plan year | 2025-02-06 | 453740 |
| Total assets as of the beginning of the plan year | 2025-02-06 | 415588 |
| Value of plan covered by a fidelity bond | 2025-02-06 | 190000 |
| Participant contributions to plan in this plan year | 2025-02-06 | 0 |
| Other expenses paid from plan in this plan year | 2025-02-06 | 0 |
| Other contributions to plan in this plan year | 2025-02-06 | 0 |
| Other income to plan in this plan year | 2025-02-06 | 49651 |
| Plan net income in this plan year | 2025-02-06 | 38152 |
| Net assets as of the end of the plan year | 2025-02-06 | 453740 |
| Net assets as of the beginning of the plan year | 2025-02-06 | 415588 |
| Employer contributions to plan in this plan year | 2025-02-06 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-02-06 | 0 |
| 2024 : ALAN W. EDWARDS 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-02-16 | 0 |
| Total liabilities as of the end of the plan year | 2024-02-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-02-16 | 0 |
| Total expenses incurred by plan in this plan year | 2024-02-16 | 14277 |
| Net assets as of the end of the plan year | 2024-02-16 | 415588 |
| Total assets as of the beginning of the plan year | 2024-02-16 | 372028 |
| Value of plan covered by a fidelity bond | 2024-02-16 | 190000 |
| Participant contributions to plan in this plan year | 2024-02-16 | 0 |
| Other expenses paid from plan in this plan year | 2024-02-16 | 0 |
| Other contributions to plan in this plan year | 2024-02-16 | 0 |
| Other income to plan in this plan year | 2024-02-16 | 57837 |
| Plan net income in this plan year | 2024-02-16 | 43560 |
| Net assets as of the end of the plan year | 2024-02-16 | 415588 |
| Net assets as of the beginning of the plan year | 2024-02-16 | 372028 |
| Employer contributions to plan in this plan year | 2024-02-16 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-02-16 | 40 |
| 2015 : ALAN W. EDWARDS 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $15,190 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $10,495 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $10,470 |
| Total plan assets at end of year | 2015-12-31 | $312,565 |
| Total plan assets at beginning of year | 2015-12-31 | $307,870 |
| Value of fidelity bond covering the plan | 2015-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $2,400 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-685 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $4,695 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $312,565 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $307,870 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $13,475 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $25 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : ALAN W. EDWARDS 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $32,560 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $307,870 |
| Total plan assets at beginning of year | 2014-12-31 | $275,310 |
| Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $2,950 |
| Other income received | 2014-12-31 | $16,476 |
| Net income (gross income less expenses) | 2014-12-31 | $32,560 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $307,870 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $275,310 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $13,134 |
| 2013 : ALAN W. EDWARDS 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $81,890 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $10 |
| Total plan assets at end of year | 2013-12-31 | $275,310 |
| Total plan assets at beginning of year | 2013-12-31 | $193,430 |
| Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $26,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $10 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $8,924 |
| Other income received | 2013-12-31 | $33,397 |
| Net income (gross income less expenses) | 2013-12-31 | $81,880 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $275,310 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $193,430 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $13,569 |
| 2012 : ALAN W. EDWARDS 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $105,172 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,323,226 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $1,323,226 |
| Total plan assets at end of year | 2012-12-31 | $193,430 |
| Total plan assets at beginning of year | 2012-12-31 | $1,411,484 |
| Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $24,755 |
| Other income received | 2012-12-31 | $49,517 |
| Net income (gross income less expenses) | 2012-12-31 | $-1,218,054 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $193,430 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,411,484 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $30,900 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : ALAN W. EDWARDS 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-33,732 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $40,030 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $40,030 |
| Total plan assets at end of year | 2011-12-31 | $1,411,484 |
| Total plan assets at beginning of year | 2011-12-31 | $1,485,246 |
| Value of fidelity bond covering the plan | 2011-12-31 | $190,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $16,500 |
| Other income received | 2011-12-31 | $-81,632 |
| Net income (gross income less expenses) | 2011-12-31 | $-73,762 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,411,484 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,485,246 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $31,400 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : ALAN W. EDWARDS 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $233,975 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $5,809 |
| Total plan assets at end of year | 2010-12-31 | $1,485,246 |
| Total plan assets at beginning of year | 2010-12-31 | $1,257,080 |
| Value of fidelity bond covering the plan | 2010-12-31 | $190,000 |
| Other income received | 2010-12-31 | $221,775 |
| Net income (gross income less expenses) | 2010-12-31 | $228,166 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,485,246 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,257,080 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $12,200 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $5,809 |