MICHAEL J. WHITTED D.D.S., P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL J. WHITTED, DDS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : MICHAEL J. WHITTED, DDS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN 2025 401k financial data |
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| Net assets as of the end of the plan year | 2025-05-07 | 1647972 |
| Total assets as of the beginning of the plan year | 2025-05-07 | 1397396 |
| Value of plan covered by a fidelity bond | 2025-05-07 | 153385 |
| Participant contributions to plan in this plan year | 2025-05-07 | 36884 |
| Other income to plan in this plan year | 2025-05-07 | 194179 |
| Plan net income in this plan year | 2025-05-07 | 250576 |
| Net assets as of the end of the plan year | 2025-05-07 | 1647972 |
| Net assets as of the beginning of the plan year | 2025-05-07 | 1397396 |
| Employer contributions to plan in this plan year | 2025-05-07 | 19513 |
| 2022 : MICHAEL J. WHITTED, DDS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Net assets as of the end of the plan year | 2022-10-10 | 1285376 |
| Total assets as of the beginning of the plan year | 2022-10-10 | 1047801 |
| Value of plan covered by a fidelity bond | 2022-10-10 | 110000 |
| Participant contributions to plan in this plan year | 2022-10-10 | 19993 |
| Other income to plan in this plan year | 2022-10-10 | 205289 |
| Plan net income in this plan year | 2022-10-10 | 237575 |
| Net assets as of the end of the plan year | 2022-10-10 | 1285376 |
| Net assets as of the beginning of the plan year | 2022-10-10 | 1047801 |
| Employer contributions to plan in this plan year | 2022-10-10 | 12293 |
| 2019 : MICHAEL J. WHITTED, DDS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $217,997 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,454 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,454 |
| Total plan assets at end of year | 2019-12-31 | $887,855 |
| Total plan assets at beginning of year | 2019-12-31 | $671,312 |
| Value of fidelity bond covering the plan | 2019-12-31 | $70,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $38,369 |
| Other income received | 2019-12-31 | $170,276 |
| Net income (gross income less expenses) | 2019-12-31 | $216,543 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $887,855 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $671,312 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $9,352 |
| 2018 : MICHAEL J. WHITTED, DDS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-2,151 |
| Total plan assets at end of year | 2018-12-31 | $671,312 |
| Total plan assets at beginning of year | 2018-12-31 | $673,463 |
| Value of fidelity bond covering the plan | 2018-12-31 | $70,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $37,364 |
| Other income received | 2018-12-31 | $-51,680 |
| Net income (gross income less expenses) | 2018-12-31 | $-2,151 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $671,312 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $673,463 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $12,165 |
| 2017 : MICHAEL J. WHITTED, DDS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $147,907 |
| Total plan assets at end of year | 2017-12-31 | $673,463 |
| Total plan assets at beginning of year | 2017-12-31 | $525,556 |
| Value of fidelity bond covering the plan | 2017-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $36,361 |
| Other income received | 2017-12-31 | $99,605 |
| Net income (gross income less expenses) | 2017-12-31 | $147,907 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $673,463 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $525,556 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $11,941 |
| 2016 : MICHAEL J. WHITTED, DDS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $80,704 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $3,618 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $3,618 |
| Total plan assets at end of year | 2016-12-31 | $525,556 |
| Total plan assets at beginning of year | 2016-12-31 | $448,470 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $36,728 |
| Other income received | 2016-12-31 | $32,484 |
| Net income (gross income less expenses) | 2016-12-31 | $77,086 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $525,556 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $448,470 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $11,492 |
| 2015 : MICHAEL J. WHITTED, DDS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $33,238 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $31,239 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $31,239 |
| Total plan assets at end of year | 2015-12-31 | $448,470 |
| Total plan assets at beginning of year | 2015-12-31 | $446,471 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $37,217 |
| Other income received | 2015-12-31 | $-15,960 |
| Net income (gross income less expenses) | 2015-12-31 | $1,999 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $448,470 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $446,471 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $11,981 |
| 2014 : MICHAEL J. WHITTED, DDS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $69,285 |
| Total plan assets at end of year | 2014-12-31 | $446,471 |
| Total plan assets at beginning of year | 2014-12-31 | $377,186 |
| Value of fidelity bond covering the plan | 2014-12-31 | $45,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $38,543 |
| Other income received | 2014-12-31 | $17,037 |
| Net income (gross income less expenses) | 2014-12-31 | $69,285 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $446,471 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $377,186 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $13,705 |
| 2013 : MICHAEL J. WHITTED, DDS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $113,390 |
| Total plan assets at end of year | 2013-12-31 | $377,186 |
| Total plan assets at beginning of year | 2013-12-31 | $263,796 |
| Value of fidelity bond covering the plan | 2013-12-31 | $40,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $42,561 |
| Other income received | 2013-12-31 | $56,882 |
| Net income (gross income less expenses) | 2013-12-31 | $113,390 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $377,186 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $263,796 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $13,947 |
| 2012 : MICHAEL J. WHITTED, DDS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $81,356 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $6,283 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $6,283 |
| Total plan assets at end of year | 2012-12-31 | $263,796 |
| Total plan assets at beginning of year | 2012-12-31 | $188,723 |
| Value of fidelity bond covering the plan | 2012-12-31 | $27,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $39,499 |
| Other income received | 2012-12-31 | $30,607 |
| Net income (gross income less expenses) | 2012-12-31 | $75,073 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $263,796 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $188,723 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $11,250 |
| 2011 : MICHAEL J. WHITTED, DDS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $35,138 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,763 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $2,763 |
| Total plan assets at end of year | 2011-12-31 | $188,723 |
| Total plan assets at beginning of year | 2011-12-31 | $156,348 |
| Value of fidelity bond covering the plan | 2011-12-31 | $19,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $35,211 |
| Other income received | 2011-12-31 | $-9,260 |
| Net income (gross income less expenses) | 2011-12-31 | $32,375 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $188,723 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $156,348 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $9,187 |
| 2010 : MICHAEL J. WHITTED, DDS, PC SAFE HARBOR 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $57,174 |
| Total plan assets at end of year | 2010-12-31 | $156,348 |
| Total plan assets at beginning of year | 2010-12-31 | $99,174 |
| Value of fidelity bond covering the plan | 2010-12-31 | $16,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $34,511 |
| Other income received | 2010-12-31 | $16,184 |
| Net income (gross income less expenses) | 2010-12-31 | $57,174 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $156,348 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $99,174 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $6,479 |