JOSE J. ALDRICH, M.D., P.A. has sponsored the creation of one or more 401k plans.
Additional information about JOSE J. ALDRICH, M.D., P.A.
Submission information for form 5500 for 401k plan JOSE J. ALDRICH, M.D. 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : JOSE J. ALDRICH, M.D. 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-09 | 2085 |
| Net assets as of the end of the plan year | 2025-10-09 | 472771 |
| Total assets as of the beginning of the plan year | 2025-10-09 | 395033 |
| Value of plan covered by a fidelity bond | 2025-10-09 | 75000 |
| Participant contributions to plan in this plan year | 2025-10-09 | 24593 |
| Value of participant loans at end of plan year | 2025-10-09 | 7166 |
| Other income to plan in this plan year | 2025-10-09 | 45253 |
| Plan net income in this plan year | 2025-10-09 | 77738 |
| Net assets as of the end of the plan year | 2025-10-09 | 472771 |
| Net assets as of the beginning of the plan year | 2025-10-09 | 395033 |
| Value of contributions failed to transmitted timely | 2025-10-09 | 19124 |
| Employer contributions to plan in this plan year | 2025-10-09 | 9977 |
| Fees paid to broker by Benefit Provider | 2025-10-09 | 19124 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-09 | 2085 |
| 2024 : JOSE J. ALDRICH, M.D. 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-12 | 55813 |
| Net assets as of the end of the plan year | 2024-10-12 | 395033 |
| Total assets as of the beginning of the plan year | 2024-10-12 | 366804 |
| Value of plan covered by a fidelity bond | 2024-10-12 | 75000 |
| Participant contributions to plan in this plan year | 2024-10-12 | 27910 |
| Value of participant loans at end of plan year | 2024-10-12 | 9562 |
| Other income to plan in this plan year | 2024-10-12 | 45366 |
| Plan net income in this plan year | 2024-10-12 | 28229 |
| Net assets as of the end of the plan year | 2024-10-12 | 395033 |
| Net assets as of the beginning of the plan year | 2024-10-12 | 366804 |
| Employer contributions to plan in this plan year | 2024-10-12 | 10766 |
| Fees paid to broker by Benefit Provider | 2024-10-12 | 1252 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-12 | 2063 |
| 2022 : JOSE J. ALDRICH, M.D. 401K PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-30 | 366074 |
| Net assets as of the end of the plan year | 2022-09-30 | 399403 |
| Total assets as of the beginning of the plan year | 2022-09-30 | 669665 |
| Value of plan covered by a fidelity bond | 2022-09-30 | 75000 |
| Participant contributions to plan in this plan year | 2022-09-30 | 36009 |
| Other income to plan in this plan year | 2022-09-30 | 44223 |
| Plan net income in this plan year | 2022-09-30 | -270262 |
| Net assets as of the end of the plan year | 2022-09-30 | 399403 |
| Net assets as of the beginning of the plan year | 2022-09-30 | 669665 |
| Employer contributions to plan in this plan year | 2022-09-30 | 15580 |
| Fees paid to broker by Benefit Provider | 2022-09-30 | 1723 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-30 | 2091 |
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