GIOL & JAFFE, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan REGENCY DENTAL OF STUART 401K TRUST
| Measure | Date | Value |
|---|
| 2025: REGENCY DENTAL OF STUART 401K TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-08-21 | 11 |
| Total number of particpants at end of year | 2025-08-21 | 11 |
| Number of Participants With Account Balances | 2025-08-21 | 5 |
| 2024: REGENCY DENTAL OF STUART 401K TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-01 | 7 |
| Total number of particpants at end of year | 2024-10-01 | 7 |
| Number of Participants With Account Balances | 2024-10-01 | 5 |
| 2022: REGENCY DENTAL OF STUART 401K TRUST 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-06-28 | 9 |
| Total number of particpants at end of year | 2022-06-28 | 9 |
| Number of Participants With Account Balances | 2022-06-28 | 8 |
| 2009: REGENCY DENTAL OF STUART 401K TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 17 |
| Number of participants with account balances | 2009-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : REGENCY DENTAL OF STUART 401K TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-21 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-21 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-21 | 34411 |
| Net assets as of the end of the plan year | 2025-08-21 | 2125587 |
| Total assets as of the beginning of the plan year | 2025-08-21 | 1916781 |
| Value of plan covered by a fidelity bond | 2025-08-21 | 50000 |
| Participant contributions to plan in this plan year | 2025-08-21 | 31700 |
| Value of participant loans at end of plan year | 2025-08-21 | 28295 |
| Other expenses paid from plan in this plan year | 2025-08-21 | 0 |
| Other contributions to plan in this plan year | 2025-08-21 | 0 |
| Other income to plan in this plan year | 2025-08-21 | 203957 |
| Plan net income in this plan year | 2025-08-21 | 208806 |
| Net assets as of the end of the plan year | 2025-08-21 | 2125587 |
| Net assets as of the beginning of the plan year | 2025-08-21 | 1916781 |
| Employer contributions to plan in this plan year | 2025-08-21 | 7560 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-21 | 34411 |
| 2024 : REGENCY DENTAL OF STUART 401K TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-01 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-01 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-01 | 29708 |
| Net assets as of the end of the plan year | 2024-10-01 | 1916781 |
| Total assets as of the beginning of the plan year | 2024-10-01 | 1676474 |
| Value of plan covered by a fidelity bond | 2024-10-01 | 50000 |
| Participant contributions to plan in this plan year | 2024-10-01 | 31200 |
| Value of participant loans at end of plan year | 2024-10-01 | 37295 |
| Other expenses paid from plan in this plan year | 2024-10-01 | 0 |
| Other contributions to plan in this plan year | 2024-10-01 | 0 |
| Other income to plan in this plan year | 2024-10-01 | 229035 |
| Plan net income in this plan year | 2024-10-01 | 240307 |
| Net assets as of the end of the plan year | 2024-10-01 | 1916781 |
| Net assets as of the beginning of the plan year | 2024-10-01 | 1676474 |
| Employer contributions to plan in this plan year | 2024-10-01 | 9780 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-01 | 29708 |
| 2022 : REGENCY DENTAL OF STUART 401K TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-28 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-28 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-28 | 69894 |
| Net assets as of the end of the plan year | 2022-06-28 | 2095859 |
| Total assets as of the beginning of the plan year | 2022-06-28 | 1870317 |
| Value of plan covered by a fidelity bond | 2022-06-28 | 50000 |
| Participant contributions to plan in this plan year | 2022-06-28 | 28467 |
| Value of participant loans at end of plan year | 2022-06-28 | 65259 |
| Other expenses paid from plan in this plan year | 2022-06-28 | 0 |
| Other contributions to plan in this plan year | 2022-06-28 | 0 |
| Other income to plan in this plan year | 2022-06-28 | 255813 |
| Plan net income in this plan year | 2022-06-28 | 225542 |
| Net assets as of the end of the plan year | 2022-06-28 | 2095859 |
| Net assets as of the beginning of the plan year | 2022-06-28 | 1870317 |
| Employer contributions to plan in this plan year | 2022-06-28 | 11156 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-28 | 32394 |
| 2009 : REGENCY DENTAL OF STUART 401K TRUST 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 |
