BENSON & SHUMATE DDS PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENSON AND SHUMATE DDS PA PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : BENSON AND SHUMATE DDS PA PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-10-01 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-01 | 94060 |
| Net assets as of the end of the plan year | 2025-10-01 | 3369212 |
| Total assets as of the beginning of the plan year | 2025-10-01 | 2978786 |
| Value of plan covered by a fidelity bond | 2025-10-01 | 250000 |
| Value of participant loans at end of plan year | 2025-10-01 | 13062 |
| Other income to plan in this plan year | 2025-10-01 | 375611 |
| Plan net income in this plan year | 2025-10-01 | 390426 |
| Net assets as of the end of the plan year | 2025-10-01 | 3369212 |
| Net assets as of the beginning of the plan year | 2025-10-01 | 2978786 |
| Employer contributions to plan in this plan year | 2025-10-01 | 108875 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-01 | 8739 |
| 2024 : BENSON AND SHUMATE DDS PA PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-10-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-02 | 7795 |
| Net assets as of the end of the plan year | 2024-10-02 | 2978786 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 2689930 |
| Value of plan covered by a fidelity bond | 2024-10-02 | 150000 |
| Value of participant loans at end of plan year | 2024-10-02 | 71044 |
| Other income to plan in this plan year | 2024-10-02 | 294846 |
| Plan net income in this plan year | 2024-10-02 | 288856 |
| Net assets as of the end of the plan year | 2024-10-02 | 2978786 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 2689930 |
| Employer contributions to plan in this plan year | 2024-10-02 | 1805 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-02 | 6893 |
| 2022 : BENSON AND SHUMATE DDS PA PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2022-08-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-26 | 42940 |
| Net assets as of the end of the plan year | 2022-08-26 | 2784003 |
| Total assets as of the beginning of the plan year | 2022-08-26 | 2533862 |
| Value of plan covered by a fidelity bond | 2022-08-26 | 150000 |
| Value of participant loans at end of plan year | 2022-08-26 | 36595 |
| Other income to plan in this plan year | 2022-08-26 | 235571 |
| Plan net income in this plan year | 2022-08-26 | 250141 |
| Net assets as of the end of the plan year | 2022-08-26 | 2784003 |
| Net assets as of the beginning of the plan year | 2022-08-26 | 2533862 |
| Employer contributions to plan in this plan year | 2022-08-26 | 57510 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-26 | 7766 |
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