DAVID W TAM OD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID W. TAM OD PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : DAVID W. TAM OD PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-03-26 | 0 |
| Total liabilities as of the end of the plan year | 2025-03-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-03-26 | 0 |
| Total expenses incurred by plan in this plan year | 2025-03-26 | 239086 |
| Net assets as of the end of the plan year | 2025-03-26 | 0 |
| Total assets as of the beginning of the plan year | 2025-03-26 | 236792 |
| Participant contributions to plan in this plan year | 2025-03-26 | 0 |
| Other expenses paid from plan in this plan year | 2025-03-26 | 0 |
| Other contributions to plan in this plan year | 2025-03-26 | 0 |
| Other income to plan in this plan year | 2025-03-26 | 2294 |
| Plan net income in this plan year | 2025-03-26 | -236792 |
| Net assets as of the end of the plan year | 2025-03-26 | 0 |
| Net assets as of the beginning of the plan year | 2025-03-26 | 236792 |
| Employer contributions to plan in this plan year | 2025-03-26 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-26 | 337 |
| 2024 : DAVID W. TAM OD PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-09 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-09 | 3481 |
| Net assets as of the end of the plan year | 2024-04-09 | 511068 |
| Total assets as of the beginning of the plan year | 2024-04-09 | 464570 |
| Participant contributions to plan in this plan year | 2024-04-09 | 21000 |
| Other expenses paid from plan in this plan year | 2024-04-09 | 0 |
| Other contributions to plan in this plan year | 2024-04-09 | 0 |
| Other income to plan in this plan year | 2024-04-09 | 28429 |
| Plan net income in this plan year | 2024-04-09 | 46498 |
| Net assets as of the end of the plan year | 2024-04-09 | 511068 |
| Net assets as of the beginning of the plan year | 2024-04-09 | 464570 |
| Employer contributions to plan in this plan year | 2024-04-09 | 550 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-09 | 3481 |
| 2022 : DAVID W. TAM OD PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-03-23 | 0 |
| Total liabilities as of the end of the plan year | 2022-03-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-03-23 | 0 |
| Total expenses incurred by plan in this plan year | 2022-03-23 | 3328 |
| Net assets as of the end of the plan year | 2022-03-23 | 504177 |
| Total assets as of the beginning of the plan year | 2022-03-23 | 425324 |
| Value of plan covered by a fidelity bond | 2022-03-23 | 0 |
| Participant contributions to plan in this plan year | 2022-03-23 | 35950 |
| Value of participant loans at end of plan year | 2022-03-23 | 0 |
| Other expenses paid from plan in this plan year | 2022-03-23 | 0 |
| Other contributions to plan in this plan year | 2022-03-23 | 0 |
| Other income to plan in this plan year | 2022-03-23 | 43631 |
| Plan net income in this plan year | 2022-03-23 | 78853 |
| Net assets as of the end of the plan year | 2022-03-23 | 504177 |
| Net assets as of the beginning of the plan year | 2022-03-23 | 425324 |
| Employer contributions to plan in this plan year | 2022-03-23 | 2600 |
| Fees paid to broker by Benefit Provider | 2022-03-23 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-03-23 | 3328 |
