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| Plan Name | JOHN L. COVERT, D.D.S., P.A. PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JOHN L. COVERT, D.D.S., P.A. |
| Employer identification number (EIN): | 742787113 |
| NAIC Classification: | 621210 |
| NAIC Description: | Offices of Dentists |
Additional information about JOHN L. COVERT, D.D.S., P.A.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2001-01-01 |
| Company Identification Number: | 0082208403 |
| Legal Registered Office Address: |
7701 TEZEL RD SAN ANTONIO United States of America (USA) 78250 |
More information about JOHN L. COVERT, D.D.S., P.A.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | JOHN COVERT | 2024-10-02 | ||
| 001 | 2022-01-01 | JOHN COVERT | 2023-09-07 | JOHN COVERT | 2023-09-07 |
| 001 | 2022-01-01 | JOHN COVERT | 2023-10-19 | JOHN COVERT | 2023-10-19 |
| 001 | 2021-01-01 | JOHN COVERT | 2022-10-07 | ||
| 001 | 2020-01-01 | JOHN COVERT | 2021-07-20 | ||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | ||||
| 001 | 2014-01-01 | ||||
| 001 | 2013-01-01 | ||||
| 001 | 2012-01-01 | LAURIEN SALESBERRY | 2013-10-01 | ||
| 001 | 2011-01-01 | LAURIEN SALESBERRY | 2012-10-03 | ||
| 001 | 2010-01-01 | LAURIEN SALESBERRY | 2011-10-10 |
| Measure | Date | Value |
|---|---|---|
| 2025: JOHN L. COVERT, D.D.S., P.A. PROFIT SHARING PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-09-15 | 16 |
| Total number of particpants at end of year | 2025-09-15 | 12 |
| Number of Participants With Account Balances | 2025-09-15 | 11 |
| 2024: JOHN L. COVERT, D.D.S., P.A. PROFIT SHARING PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-03 | 18 |
| Total number of particpants at end of year | 2024-10-03 | 16 |
| Number of Participants With Account Balances | 2024-10-03 | 16 |
| 2022: JOHN L. COVERT, D.D.S., P.A. PROFIT SHARING PLAN 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-10-07 | 13 |
| Total number of particpants at end of year | 2022-10-07 | 13 |
| Number of Participants With Account Balances | 2022-10-07 | 13 |
| Measure | Date | Value |
|---|---|---|
| 2025 : JOHN L. COVERT, D.D.S., P.A. PROFIT SHARING PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-09-15 | 25505 |
| Net assets as of the end of the plan year | 2025-09-15 | 2108499 |
| Total assets as of the beginning of the plan year | 2025-09-15 | 1907203 |
| Value of plan covered by a fidelity bond | 2025-09-15 | 200000 |
| Participant contributions to plan in this plan year | 2025-09-15 | 53181 |
| Other income to plan in this plan year | 2025-09-15 | 146666 |
| Plan net income in this plan year | 2025-09-15 | 201296 |
| Net assets as of the end of the plan year | 2025-09-15 | 2108499 |
| Net assets as of the beginning of the plan year | 2025-09-15 | 1907203 |
| Employer contributions to plan in this plan year | 2025-09-15 | 26954 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-15 | 18016 |
| 2024 : JOHN L. COVERT, D.D.S., P.A. PROFIT SHARING PLAN 2024 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2024-10-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-03 | 28804 |
| Net assets as of the end of the plan year | 2024-10-03 | 1907203 |
| Total assets as of the beginning of the plan year | 2024-10-03 | 1678768 |
| Value of plan covered by a fidelity bond | 2024-10-03 | 200000 |
| Participant contributions to plan in this plan year | 2024-10-03 | 62352 |
| Other income to plan in this plan year | 2024-10-03 | 167642 |
| Plan net income in this plan year | 2024-10-03 | 228435 |
| Net assets as of the end of the plan year | 2024-10-03 | 1907203 |
| Net assets as of the beginning of the plan year | 2024-10-03 | 1678768 |
| Employer contributions to plan in this plan year | 2024-10-03 | 27245 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-03 | 15827 |
| 2022 : JOHN L. COVERT, D.D.S., P.A. PROFIT SHARING PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-10-07 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-07 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-07 | 103359 |
| Net assets as of the end of the plan year | 2022-10-07 | 1879902 |
| Total assets as of the beginning of the plan year | 2022-10-07 | 1773407 |
| Value of plan covered by a fidelity bond | 2022-10-07 | 200000 |
| Participant contributions to plan in this plan year | 2022-10-07 | 0 |
| Other expenses paid from plan in this plan year | 2022-10-07 | 0 |
| Other contributions to plan in this plan year | 2022-10-07 | 0 |
| Other income to plan in this plan year | 2022-10-07 | 159854 |
| Plan net income in this plan year | 2022-10-07 | 106495 |
| Net assets as of the end of the plan year | 2022-10-07 | 1879902 |
| Net assets as of the beginning of the plan year | 2022-10-07 | 1773407 |
| Employer contributions to plan in this plan year | 2022-10-07 | 50000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-07 | 8739 |