KAY & PAULUS ORTHODONTICS LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KAY & PAULUS ORTHODONTICS LLP 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : KAY & PAULUS ORTHODONTICS LLP 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-04 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-04 | 1907767 |
| Net assets as of the end of the plan year | 2025-06-04 | 3431190 |
| Total assets as of the beginning of the plan year | 2025-06-04 | 4838806 |
| Value of plan covered by a fidelity bond | 2025-06-04 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-04 | 90528 |
| Other expenses paid from plan in this plan year | 2025-06-04 | 0 |
| Other contributions to plan in this plan year | 2025-06-04 | 0 |
| Other income to plan in this plan year | 2025-06-04 | 334643 |
| Plan net income in this plan year | 2025-06-04 | -1407616 |
| Net assets as of the end of the plan year | 2025-06-04 | 3431190 |
| Net assets as of the beginning of the plan year | 2025-06-04 | 4838806 |
| Employer contributions to plan in this plan year | 2025-06-04 | 74980 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-04 | 25581 |
| 2024 : KAY & PAULUS ORTHODONTICS LLP 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-31 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-31 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-31 | 57053 |
| Net assets as of the end of the plan year | 2024-05-31 | 4838806 |
| Total assets as of the beginning of the plan year | 2024-05-31 | 4183599 |
| Value of plan covered by a fidelity bond | 2024-05-31 | 500000 |
| Participant contributions to plan in this plan year | 2024-05-31 | 90349 |
| Other expenses paid from plan in this plan year | 2024-05-31 | 0 |
| Other contributions to plan in this plan year | 2024-05-31 | 0 |
| Other income to plan in this plan year | 2024-05-31 | 535070 |
| Plan net income in this plan year | 2024-05-31 | 655207 |
| Net assets as of the end of the plan year | 2024-05-31 | 4838806 |
| Net assets as of the beginning of the plan year | 2024-05-31 | 4183599 |
| Employer contributions to plan in this plan year | 2024-05-31 | 86841 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-31 | 22475 |
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