JAMES R. GARDEN, DDS, PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES R. GARDEN, DDS, PA 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES R. GARDEN, DDS, PA 401K PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-05-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-05 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-05 | 57674 |
| Net assets as of the end of the plan year | 2025-05-05 | 316192 |
| Total assets as of the beginning of the plan year | 2025-05-05 | 281163 |
| Value of plan covered by a fidelity bond | 2025-05-05 | 50000 |
| Participant contributions to plan in this plan year | 2025-05-05 | 36028 |
| Other expenses paid from plan in this plan year | 2025-05-05 | 0 |
| Other contributions to plan in this plan year | 2025-05-05 | 0 |
| Other income to plan in this plan year | 2025-05-05 | 29925 |
| Plan net income in this plan year | 2025-05-05 | 35029 |
| Net assets as of the end of the plan year | 2025-05-05 | 316192 |
| Net assets as of the beginning of the plan year | 2025-05-05 | 281163 |
| Employer contributions to plan in this plan year | 2025-05-05 | 26750 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-05 | 3326 |
| 2024 : JAMES R. GARDEN, DDS, PA 401K PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-05-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-28 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-28 | 67490 |
| Net assets as of the end of the plan year | 2024-05-28 | 281163 |
| Total assets as of the beginning of the plan year | 2024-05-28 | 272673 |
| Value of plan covered by a fidelity bond | 2024-05-28 | 50000 |
| Participant contributions to plan in this plan year | 2024-05-28 | 35381 |
| Other expenses paid from plan in this plan year | 2024-05-28 | 0 |
| Other contributions to plan in this plan year | 2024-05-28 | 0 |
| Other income to plan in this plan year | 2024-05-28 | 31128 |
| Plan net income in this plan year | 2024-05-28 | 8490 |
| Net assets as of the end of the plan year | 2024-05-28 | 281163 |
| Net assets as of the beginning of the plan year | 2024-05-28 | 272673 |
| Employer contributions to plan in this plan year | 2024-05-28 | 9471 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-28 | 3120 |
| 2013 : JAMES R. GARDEN, DDS, PA 401K PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $44,143 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $41,720 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $41,720 |
| Total plan assets at end of year | 2013-12-31 | $178,076 |
| Total plan assets at beginning of year | 2013-12-31 | $175,653 |
| Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $9,057 |
| Other income received | 2013-12-31 | $26,883 |
| Net income (gross income less expenses) | 2013-12-31 | $2,423 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $178,076 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $175,653 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $8,203 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : JAMES R. GARDEN, DDS, PA 401K PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $60,626 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $342,291 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $342,246 |
| Total plan assets at end of year | 2012-12-31 | $175,653 |
| Total plan assets at beginning of year | 2012-12-31 | $457,318 |
| Value of fidelity bond covering the plan | 2012-12-31 | $80,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $8,685 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $45 |
| Other income received | 2012-12-31 | $45,338 |
| Net income (gross income less expenses) | 2012-12-31 | $-281,665 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $175,653 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $457,318 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $6,603 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : JAMES R. GARDEN, DDS, PA 401K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-155 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $106 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $106 |
| Total plan assets at end of year | 2011-12-31 | $457,318 |
| Total plan assets at beginning of year | 2011-12-31 | $457,579 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $7,507 |
| Other income received | 2011-12-31 | $-17,696 |
| Net income (gross income less expenses) | 2011-12-31 | $-261 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $457,318 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $457,579 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $10,034 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : JAMES R. GARDEN, DDS, PA 401K PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $56,116 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $3,931 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $3,931 |
| Total plan assets at end of year | 2010-12-31 | $457,579 |
| Total plan assets at beginning of year | 2010-12-31 | $405,394 |
| Value of fidelity bond covering the plan | 2010-12-31 | $45,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $5,539 |
| Other income received | 2010-12-31 | $40,977 |
| Net income (gross income less expenses) | 2010-12-31 | $52,185 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $457,579 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $405,394 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $9,600 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
