JEFFREY S. ROEDER, DMD, PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JEFFREY S. ROEDER, DMD, PA 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : JEFFREY S. ROEDER, DMD, PA 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-08-27 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-27 | 246248 |
| Net assets as of the end of the plan year | 2025-08-27 | 4936937 |
| Total assets as of the beginning of the plan year | 2025-08-27 | 4564388 |
| Value of plan covered by a fidelity bond | 2025-08-27 | 185000 |
| Participant contributions to plan in this plan year | 2025-08-27 | 64939 |
| Value of participant loans at end of plan year | 2025-08-27 | 66414 |
| Other income to plan in this plan year | 2025-08-27 | 485807 |
| Plan net income in this plan year | 2025-08-27 | 372549 |
| Net assets as of the end of the plan year | 2025-08-27 | 4936937 |
| Net assets as of the beginning of the plan year | 2025-08-27 | 4564388 |
| Employer contributions to plan in this plan year | 2025-08-27 | 68051 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-27 | 255 |
| 2024 : JEFFREY S. ROEDER, DMD, PA 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-15 | 480 |
| Net assets as of the end of the plan year | 2024-10-15 | 4564388 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 4003114 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 185000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 70408 |
| Value of participant loans at end of plan year | 2024-10-15 | 54988 |
| Other income to plan in this plan year | 2024-10-15 | 421361 |
| Plan net income in this plan year | 2024-10-15 | 561274 |
| Net assets as of the end of the plan year | 2024-10-15 | 4564388 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 4003114 |
| Employer contributions to plan in this plan year | 2024-10-15 | 69985 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 480 |
| 2022 : JEFFREY S. ROEDER, DMD, PA 401(K) PLAN 2022 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2022-10-11 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-11 | 74994 |
| Net assets as of the end of the plan year | 2022-10-11 | 4248746 |
| Total assets as of the beginning of the plan year | 2022-10-11 | 3570494 |
| Value of plan covered by a fidelity bond | 2022-10-11 | 185000 |
| Participant contributions to plan in this plan year | 2022-10-11 | 53243 |
| Value of participant loans at end of plan year | 2022-10-11 | 47306 |
| Other income to plan in this plan year | 2022-10-11 | 641658 |
| Plan net income in this plan year | 2022-10-11 | 678252 |
| Net assets as of the end of the plan year | 2022-10-11 | 4248746 |
| Net assets as of the beginning of the plan year | 2022-10-11 | 3570494 |
| Employer contributions to plan in this plan year | 2022-10-11 | 58345 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-11 | 4576 |
| 2011 : JEFFREY S. ROEDER, DMD, PA 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $17,860 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $42,288 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $34,881 |
| Total plan assets at end of year | 2011-12-31 | $910,364 |
| Total plan assets at beginning of year | 2011-12-31 | $934,792 |
| Value of fidelity bond covering the plan | 2011-12-31 | $94,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $47,497 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $7,407 |
| Other income received | 2011-12-31 | $-89,328 |
| Net income (gross income less expenses) | 2011-12-31 | $-24,428 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $910,364 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $934,792 |
| Assets. Value of participant loans | 2011-12-31 | $12,193 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $59,691 |
| 2010 : JEFFREY S. ROEDER, DMD, PA 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $193,886 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $6,575 |
| Total plan assets at end of year | 2010-12-31 | $934,792 |
| Total plan assets at beginning of year | 2010-12-31 | $747,481 |
| Value of fidelity bond covering the plan | 2010-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $47,161 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $6,575 |
| Other income received | 2010-12-31 | $86,337 |
| Net income (gross income less expenses) | 2010-12-31 | $187,311 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $934,792 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $747,481 |
| Assets. Value of participant loans | 2010-12-31 | $20,598 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $60,388 |
