JOHN F. CALVERT, D.D.S. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN F. CALVERT, D.D.S. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : JOHN F. CALVERT, D.D.S. 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-15 | 40199 |
| Net assets as of the end of the plan year | 2025-07-15 | 2037546 |
| Total assets as of the beginning of the plan year | 2025-07-15 | 1823303 |
| Value of plan covered by a fidelity bond | 2025-07-15 | 190000 |
| Participant contributions to plan in this plan year | 2025-07-15 | 0 |
| Value of participant loans at end of plan year | 2025-07-15 | 37749 |
| Other contributions to plan in this plan year | 2025-07-15 | 0 |
| Other income to plan in this plan year | 2025-07-15 | 254442 |
| Plan net income in this plan year | 2025-07-15 | 214243 |
| Net assets as of the end of the plan year | 2025-07-15 | 2037546 |
| Net assets as of the beginning of the plan year | 2025-07-15 | 1823303 |
| Value of contributions failed to transmitted timely | 2025-07-15 | 0 |
| Employer contributions to plan in this plan year | 2025-07-15 | 0 |
| Fees paid to broker by Benefit Provider | 2025-07-15 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-15 | 3237 |
| 2024 : JOHN F. CALVERT, D.D.S. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-22 | 38320 |
| Net assets as of the end of the plan year | 2024-08-22 | 1823303 |
| Total assets as of the beginning of the plan year | 2024-08-22 | 1489958 |
| Value of plan covered by a fidelity bond | 2024-08-22 | 190000 |
| Participant contributions to plan in this plan year | 2024-08-22 | 0 |
| Value of participant loans at end of plan year | 2024-08-22 | 44067 |
| Other contributions to plan in this plan year | 2024-08-22 | 0 |
| Other income to plan in this plan year | 2024-08-22 | 371665 |
| Plan net income in this plan year | 2024-08-22 | 333345 |
| Net assets as of the end of the plan year | 2024-08-22 | 1823303 |
| Net assets as of the beginning of the plan year | 2024-08-22 | 1489958 |
| Employer contributions to plan in this plan year | 2024-08-22 | 0 |
| Fees paid to broker by Benefit Provider | 2024-08-22 | 4044 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-22 | 2898 |
| 2010 : JOHN F. CALVERT, D.D.S. 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $127,735 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $612,801 |
| Total plan assets at beginning of year | 2010-12-31 | $485,066 |
| Total contributions received or receivable from participants | 2010-12-31 | $30,490 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $52,605 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $127,735 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $612,801 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $485,066 |
| Assets. Value of participant loans | 2010-12-31 | $16,787 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $44,640 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2009 : JOHN F. CALVERT, D.D.S. 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2010: JOHN F. CALVERT, D.D.S. 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JOHN F. CALVERT, D.D.S. 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
