PALM VALLEY ORAL & MAXILLOFACIAL SURGERY, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-PALM VALLEY ORAL & MAX
| Measure | Date | Value |
|---|
| 2025 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-PALM VALLEY ORAL & MAX 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 16743 |
| Net assets as of the end of the plan year | 2025-07-28 | 1481738 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 1249952 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 60322 |
| Value of participant loans at end of plan year | 2025-07-28 | 17398 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 0 |
| Other income to plan in this plan year | 2025-07-28 | 169014 |
| Plan net income in this plan year | 2025-07-28 | 231786 |
| Net assets as of the end of the plan year | 2025-07-28 | 1481738 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 1249952 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 19554 |
| Employer contributions to plan in this plan year | 2025-07-28 | 19193 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 11702 |
| 2024 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-PALM VALLEY ORAL & MAX 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 10031 |
| Net assets as of the end of the plan year | 2024-08-20 | 1249952 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 1046292 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 70674 |
| Value of participant loans at end of plan year | 2024-08-20 | 4866 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 0 |
| Other income to plan in this plan year | 2024-08-20 | 127778 |
| Plan net income in this plan year | 2024-08-20 | 203660 |
| Net assets as of the end of the plan year | 2024-08-20 | 1249952 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 1046292 |
| Employer contributions to plan in this plan year | 2024-08-20 | 15239 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 9819 |
| 2022 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-PALM VALLEY ORAL & MAX 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 15408 |
| Net assets as of the end of the plan year | 2022-07-26 | 1100513 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 934251 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 56225 |
| Value of participant loans at end of plan year | 2022-07-26 | 7231 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 110397 |
| Plan net income in this plan year | 2022-07-26 | 166262 |
| Net assets as of the end of the plan year | 2022-07-26 | 1100513 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 934251 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 0 |
| Employer contributions to plan in this plan year | 2022-07-26 | 15048 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 10130 |
