ROBERT S CARLISH DMD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT S CARLISH DMD 401K PLAN
| Measure | Date | Value |
|---|
| 2024 : ROBERT S CARLISH DMD 401K PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-12-10 | 0 |
| Total liabilities as of the end of the plan year | 2024-12-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-12-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-12-10 | 4826582 |
| Net assets as of the end of the plan year | 2024-12-10 | 0 |
| Total assets as of the beginning of the plan year | 2024-12-10 | 4501352 |
| Value of plan covered by a fidelity bond | 2024-12-10 | 500000 |
| Participant contributions to plan in this plan year | 2024-12-10 | 0 |
| Other expenses paid from plan in this plan year | 2024-12-10 | 0 |
| Other contributions to plan in this plan year | 2024-12-10 | 0 |
| Other income to plan in this plan year | 2024-12-10 | 325230 |
| Plan net income in this plan year | 2024-12-10 | -4501352 |
| Net assets as of the end of the plan year | 2024-12-10 | 0 |
| Net assets as of the beginning of the plan year | 2024-12-10 | 4501352 |
| Employer contributions to plan in this plan year | 2024-12-10 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-10 | 722 |
| Total transfers to/from plan in this plan year | 2024-07-12 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-12 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-12 | 7297 |
| Net assets as of the end of the plan year | 2024-07-12 | 4501352 |
| Total assets as of the beginning of the plan year | 2024-07-12 | 3892962 |
| Value of plan covered by a fidelity bond | 2024-07-12 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-12 | 63432 |
| Other expenses paid from plan in this plan year | 2024-07-12 | 0 |
| Other contributions to plan in this plan year | 2024-07-12 | 0 |
| Other income to plan in this plan year | 2024-07-12 | 517244 |
| Plan net income in this plan year | 2024-07-12 | 608390 |
| Net assets as of the end of the plan year | 2024-07-12 | 4501352 |
| Net assets as of the beginning of the plan year | 2024-07-12 | 3892962 |
| Employer contributions to plan in this plan year | 2024-07-12 | 35011 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-12 | 357 |
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