SHARP FAMILY DENTISTRY, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-SHARP FAMILY DENTISTRY, PLLC
401k plan membership statisitcs for RETIREMENT INCOME SECURITY PLAN-SHARP FAMILY DENTISTRY, PLLC
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT INCOME SECURITY PLAN-SHARP FAMILY DENTISTRY, PLLC 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-12-08 | -331303 |
| Total liabilities as of the end of the plan year | 2025-12-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-12-08 | 38 |
| Total expenses incurred by plan in this plan year | 2025-12-08 | 25466 |
| Net assets as of the end of the plan year | 2025-12-08 | 0 |
| Total assets as of the beginning of the plan year | 2025-12-08 | 352681 |
| Value of plan covered by a fidelity bond | 2025-12-08 | 500000 |
| Participant contributions to plan in this plan year | 2025-12-08 | 383 |
| Value of participant loans at end of plan year | 2025-12-08 | 0 |
| Other income to plan in this plan year | 2025-12-08 | 3436 |
| Plan net income in this plan year | 2025-12-08 | -21340 |
| Net assets as of the end of the plan year | 2025-12-08 | 0 |
| Net assets as of the beginning of the plan year | 2025-12-08 | 352643 |
| Employer contributions to plan in this plan year | 2025-12-08 | 307 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-12-08 | 1518 |
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 38 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 4576 |
| Net assets as of the end of the plan year | 2025-07-28 | 352681 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 288556 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 15455 |
| Value of participant loans at end of plan year | 2025-07-28 | 38461 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 0 |
| Other income to plan in this plan year | 2025-07-28 | 41565 |
| Plan net income in this plan year | 2025-07-28 | 64087 |
| Net assets as of the end of the plan year | 2025-07-28 | 352643 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 288556 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 629 |
| Employer contributions to plan in this plan year | 2025-07-28 | 11643 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 4576 |
| 2024 : RETIREMENT INCOME SECURITY PLAN-SHARP FAMILY DENTISTRY, PLLC 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 706 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 33196 |
| Net assets as of the end of the plan year | 2024-08-20 | 288556 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 242298 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 19274 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 0 |
| Other income to plan in this plan year | 2024-08-20 | 44890 |
| Plan net income in this plan year | 2024-08-20 | 46964 |
| Net assets as of the end of the plan year | 2024-08-20 | 288556 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 241592 |
| Value of contributions failed to transmitted timely | 2024-08-20 | 629 |
| Employer contributions to plan in this plan year | 2024-08-20 | 15996 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 3930 |
| 2022 : RETIREMENT INCOME SECURITY PLAN-SHARP FAMILY DENTISTRY, PLLC 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 3576 |
| Net assets as of the end of the plan year | 2022-07-26 | 251565 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 147257 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 54973 |
| Value of participant loans at end of plan year | 2022-07-26 | 0 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 3313 |
| Other income to plan in this plan year | 2022-07-26 | 29608 |
| Plan net income in this plan year | 2022-07-26 | 104308 |
| Net assets as of the end of the plan year | 2022-07-26 | 251565 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 147257 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 0 |
| Employer contributions to plan in this plan year | 2022-07-26 | 19990 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 2331 |
