CHARLES F. ORTH, D.D.S., P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHARLES F. ORTH, D.D.S., P.A. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : CHARLES F. ORTH, D.D.S., P.A. 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-14 | 14799 |
| Net assets as of the end of the plan year | 2025-10-14 | 3467491 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 2911460 |
| Value of plan covered by a fidelity bond | 2025-10-14 | 350000 |
| Participant contributions to plan in this plan year | 2025-10-14 | 65949 |
| Other expenses paid from plan in this plan year | 2025-10-14 | 0 |
| Other contributions to plan in this plan year | 2025-10-14 | 0 |
| Other income to plan in this plan year | 2025-10-14 | 467328 |
| Plan net income in this plan year | 2025-10-14 | 556031 |
| Net assets as of the end of the plan year | 2025-10-14 | 3467491 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 2911460 |
| Employer contributions to plan in this plan year | 2025-10-14 | 37553 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-14 | 14799 |
| 2024 : CHARLES F. ORTH, D.D.S., P.A. 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-03-25 | 0 |
| Total liabilities as of the end of the plan year | 2024-03-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-03-25 | 0 |
| Total expenses incurred by plan in this plan year | 2024-03-25 | 13067 |
| Net assets as of the end of the plan year | 2024-03-25 | 2911460 |
| Total assets as of the beginning of the plan year | 2024-03-25 | 2402885 |
| Value of plan covered by a fidelity bond | 2024-03-25 | 150000 |
| Participant contributions to plan in this plan year | 2024-03-25 | 65355 |
| Other contributions to plan in this plan year | 2024-03-25 | 0 |
| Other income to plan in this plan year | 2024-03-25 | 421359 |
| Plan net income in this plan year | 2024-03-25 | 508575 |
| Net assets as of the end of the plan year | 2024-03-25 | 2911460 |
| Net assets as of the beginning of the plan year | 2024-03-25 | 2402885 |
| Employer contributions to plan in this plan year | 2024-03-25 | 34928 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-03-25 | 13067 |
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