WEST FLORIDA PERIODONTAL ASSC.,PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WEST FLORIDA PERIODONTAL ASSOCIATES P.A. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : WEST FLORIDA PERIODONTAL ASSOCIATES P.A. 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-28 | 1814 |
| Total liabilities as of the beginning of the plan year | 2025-09-28 | 992 |
| Total expenses incurred by plan in this plan year | 2025-09-28 | 41283 |
| Net assets as of the end of the plan year | 2025-09-28 | 2545376 |
| Total assets as of the beginning of the plan year | 2025-09-28 | 2109818 |
| Value of plan covered by a fidelity bond | 2025-09-28 | 200000 |
| Participant contributions to plan in this plan year | 2025-09-28 | 29899 |
| Other expenses paid from plan in this plan year | 2025-09-28 | 0 |
| Other contributions to plan in this plan year | 2025-09-28 | 0 |
| Other income to plan in this plan year | 2025-09-28 | 426527 |
| Plan net income in this plan year | 2025-09-28 | 434736 |
| Net assets as of the end of the plan year | 2025-09-28 | 2543562 |
| Net assets as of the beginning of the plan year | 2025-09-28 | 2108826 |
| Employer contributions to plan in this plan year | 2025-09-28 | 19593 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-28 | 330 |
| 2024 : WEST FLORIDA PERIODONTAL ASSOCIATES P.A. 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-07 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-07 | 992 |
| Total liabilities as of the beginning of the plan year | 2024-10-07 | 6137 |
| Total expenses incurred by plan in this plan year | 2024-10-07 | 0 |
| Net assets as of the end of the plan year | 2024-10-07 | 2109818 |
| Total assets as of the beginning of the plan year | 2024-10-07 | 1678005 |
| Value of plan covered by a fidelity bond | 2024-10-07 | 385000 |
| Participant contributions to plan in this plan year | 2024-10-07 | 24649 |
| Other expenses paid from plan in this plan year | 2024-10-07 | 0 |
| Other contributions to plan in this plan year | 2024-10-07 | 0 |
| Other income to plan in this plan year | 2024-10-07 | 401098 |
| Plan net income in this plan year | 2024-10-07 | 436958 |
| Net assets as of the end of the plan year | 2024-10-07 | 2108826 |
| Net assets as of the beginning of the plan year | 2024-10-07 | 1671868 |
| Employer contributions to plan in this plan year | 2024-10-07 | 11211 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-07 | 0 |
| 2022 : WEST FLORIDA PERIODONTAL ASSOCIATES P.A. 401(K) PLAN 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 | 7039 |
| 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 | 445359 |
| Net assets as of the end of the plan year | 2022-07-26 | 2054799 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 2110221 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 385000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 38395 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 4701 |
| Other income to plan in this plan year | 2022-07-26 | 333699 |
| Plan net income in this plan year | 2022-07-26 | -62461 |
| Net assets as of the end of the plan year | 2022-07-26 | 2047760 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 2110221 |
| Employer contributions to plan in this plan year | 2022-07-26 | 6103 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 256 |
| 2007 : WEST FLORIDA PERIODONTAL ASSOCIATES P.A. 401(K) PLAN 2007 401k financial data |
|---|
| Total income from all sources | 2007-12-31 | $79,515 |
| Expenses. Total of all expenses incurred | 2007-12-31 | $1,165 |
| Total plan assets at end of year | 2007-12-31 | $652,034 |
| Total plan assets at beginning of year | 2007-12-31 | $573,684 |
| Value of fidelity bond covering the plan | 2007-12-31 | $47,000 |
| Total contributions received or receivable from participants | 2007-12-31 | $51,439 |
| Other income received | 2007-12-31 | $20,068 |
| Net income (gross income less expenses) | 2007-12-31 | $78,350 |
| Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $652,034 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $573,684 |
| Total contributions received or receivable from employer(s) | 2007-12-31 | $8,008 |
| Value of corrective distributions | 2007-12-31 | $1,165 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2007-12-31 | $0 |
