JAMES R. FLANARY, DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES R. FLANARY, DDS PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES R. FLANARY, DDS PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-22 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-22 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-22 | 181783 |
| Net assets as of the end of the plan year | 2025-09-22 | 55344 |
| Total assets as of the beginning of the plan year | 2025-09-22 | 215354 |
| Value of plan covered by a fidelity bond | 2025-09-22 | 25000 |
| Participant contributions to plan in this plan year | 2025-09-22 | 0 |
| Other expenses paid from plan in this plan year | 2025-09-22 | 0 |
| Other contributions to plan in this plan year | 2025-09-22 | 0 |
| Other income to plan in this plan year | 2025-09-22 | 21773 |
| Plan net income in this plan year | 2025-09-22 | -160010 |
| Net assets as of the end of the plan year | 2025-09-22 | 55344 |
| Net assets as of the beginning of the plan year | 2025-09-22 | 215354 |
| Employer contributions to plan in this plan year | 2025-09-22 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-22 | 34 |
| 2024 : JAMES R. FLANARY, DDS PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-24 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-24 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-24 | 57 |
| Net assets as of the end of the plan year | 2024-07-24 | 215354 |
| Total assets as of the beginning of the plan year | 2024-07-24 | 131855 |
| Value of plan covered by a fidelity bond | 2024-07-24 | 25000 |
| Participant contributions to plan in this plan year | 2024-07-24 | 31200 |
| Other expenses paid from plan in this plan year | 2024-07-24 | 0 |
| Other contributions to plan in this plan year | 2024-07-24 | 0 |
| Other income to plan in this plan year | 2024-07-24 | 35001 |
| Plan net income in this plan year | 2024-07-24 | 83499 |
| Net assets as of the end of the plan year | 2024-07-24 | 215354 |
| Net assets as of the beginning of the plan year | 2024-07-24 | 131855 |
| Employer contributions to plan in this plan year | 2024-07-24 | 17355 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-24 | 57 |
| 2022 : JAMES R. FLANARY, DDS PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-05-20 | 0 |
| Total liabilities as of the end of the plan year | 2022-05-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-20 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-20 | 60 |
| Net assets as of the end of the plan year | 2022-05-20 | 412999 |
| Total assets as of the beginning of the plan year | 2022-05-20 | 294543 |
| Value of plan covered by a fidelity bond | 2022-05-20 | 25000 |
| Participant contributions to plan in this plan year | 2022-05-20 | 30859 |
| Value of participant loans at end of plan year | 2022-05-20 | 0 |
| Other expenses paid from plan in this plan year | 2022-05-20 | 0 |
| Other contributions to plan in this plan year | 2022-05-20 | 0 |
| Other income to plan in this plan year | 2022-05-20 | 54801 |
| Plan net income in this plan year | 2022-05-20 | 118456 |
| Net assets as of the end of the plan year | 2022-05-20 | 412999 |
| Net assets as of the beginning of the plan year | 2022-05-20 | 294543 |
| Employer contributions to plan in this plan year | 2022-05-20 | 32856 |
| Fees paid to broker by Benefit Provider | 2022-05-20 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-20 | 60 |
