PAUL D. SHELOR, D.D.S., P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PAUL D. SHELOR, D.D.S., P.A. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : PAUL D. SHELOR, D.D.S., P.A. 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-24 | 259245 |
| Net assets as of the end of the plan year | 2025-06-24 | 4971411 |
| Total assets as of the beginning of the plan year | 2025-06-24 | 4641508 |
| Value of plan covered by a fidelity bond | 2025-06-24 | 500000 |
| Other income to plan in this plan year | 2025-06-24 | 579777 |
| Plan net income in this plan year | 2025-06-24 | 329903 |
| Net assets as of the end of the plan year | 2025-06-24 | 4971411 |
| Net assets as of the beginning of the plan year | 2025-06-24 | 4641508 |
| Employer contributions to plan in this plan year | 2025-06-24 | 9371 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-24 | 34424 |
| 2024 : PAUL D. SHELOR, D.D.S., P.A. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-01 | 207321 |
| Net assets as of the end of the plan year | 2024-05-01 | 4641508 |
| Total assets as of the beginning of the plan year | 2024-05-01 | 4193363 |
| Value of plan covered by a fidelity bond | 2024-05-01 | 500000 |
| Participant contributions to plan in this plan year | 2024-05-01 | 30726 |
| Other income to plan in this plan year | 2024-05-01 | 612399 |
| Plan net income in this plan year | 2024-05-01 | 448145 |
| Net assets as of the end of the plan year | 2024-05-01 | 4641508 |
| Net assets as of the beginning of the plan year | 2024-05-01 | 4193363 |
| Employer contributions to plan in this plan year | 2024-05-01 | 12341 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-01 | 22177 |
| 2022 : PAUL D. SHELOR, D.D.S., P.A. 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-03-30 | 228163 |
| Net assets as of the end of the plan year | 2022-03-30 | 4847972 |
| Total assets as of the beginning of the plan year | 2022-03-30 | 4302562 |
| Value of plan covered by a fidelity bond | 2022-03-30 | 400000 |
| Participant contributions to plan in this plan year | 2022-03-30 | 27685 |
| Other income to plan in this plan year | 2022-03-30 | 696542 |
| Plan net income in this plan year | 2022-03-30 | 545410 |
| Net assets as of the end of the plan year | 2022-03-30 | 4847972 |
| Net assets as of the beginning of the plan year | 2022-03-30 | 4302562 |
| Employer contributions to plan in this plan year | 2022-03-30 | 49346 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-03-30 | 33966 |
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