Submission information for form 5500 for 401k plan JOHN LEACH D.M.D. LLC DEFINED BENEFIT PLAN & TRUST
401k plan membership statisitcs for JOHN LEACH D.M.D. LLC DEFINED BENEFIT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025: JOHN LEACH D.M.D. LLC DEFINED BENEFIT PLAN & TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-03-03 | 3 |
| Total number of particpants at end of year | 2025-03-03 | 3 |
| 2024: JOHN LEACH D.M.D. LLC DEFINED BENEFIT PLAN & TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-04-06 | 3 |
| Total number of particpants at end of year | 2024-04-06 | 3 |
| 2022: JOHN LEACH D.M.D. LLC DEFINED BENEFIT PLAN & TRUST 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 120,328 |
| Acturial value of plan assets | 2022-12-31 | 120,328 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 0 |
| Number of terminated vested participants | 2022-12-31 | 0 |
| Fundng target for terminated vested participants | 2022-12-31 | 0 |
| Active participant vested funding target | 2022-12-31 | 14,542 |
| Number of active participants | 2022-12-31 | 3 |
| Total funding liabilities for active participants | 2022-12-31 | 72,705 |
| Total participant count | 2022-12-31 | 3 |
| Total funding target for all participants | 2022-12-31 | 72,705 |
| Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
| Amount remaining of carryover balance | 2022-12-31 | 0 |
| Amount remaining of prefunding balance | 2022-12-31 | 0 |
| Present value of excess contributions | 2022-12-31 | 69,002 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 69,002 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
| Total employer contributions | 2022-12-31 | 242,120 |
| Total employee contributions | 2022-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 244,676 |
| Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-31 | 93,185 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
| Waiver amortization installment | 2022-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 45,562 |
| Additional cash requirement | 2022-12-31 | 45,562 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 244,676 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| 2021: JOHN LEACH D.M.D. LLC DEFINED BENEFIT PLAN & TRUST 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 0 |
| Acturial value of plan assets | 2021-12-31 | 0 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 0 |
| Number of terminated vested participants | 2021-12-31 | 0 |
| Fundng target for terminated vested participants | 2021-12-31 | 0 |
| Active participant vested funding target | 2021-12-31 | 0 |
| Number of active participants | 2021-12-31 | 3 |
| Total funding liabilities for active participants | 2021-12-31 | 0 |
| Total participant count | 2021-12-31 | 3 |
| Total funding target for all participants | 2021-12-31 | 0 |
| Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
| Amount remaining of carryover balance | 2021-12-31 | 0 |
| Amount remaining of prefunding balance | 2021-12-31 | 0 |
| Present value of excess contributions | 2021-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
| Total employer contributions | 2021-12-31 | 133,880 |
| Total employee contributions | 2021-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 134,736 |
| Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-12-31 | 65,734 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
| Waiver amortization installment | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 65,734 |
| Additional cash requirement | 2021-12-31 | 65,734 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 134,736 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| Measure | Date | Value |
|---|
| 2025 : JOHN LEACH D.M.D. LLC DEFINED BENEFIT PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-03-03 | 0 |
| Total liabilities as of the end of the plan year | 2025-03-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-03-03 | 0 |
| Total expenses incurred by plan in this plan year | 2025-03-03 | 5980 |
| Net assets as of the end of the plan year | 2025-03-03 | 718919 |
| Total assets as of the beginning of the plan year | 2025-03-03 | 581595 |
| Value of plan covered by a fidelity bond | 2025-03-03 | 70000 |
| Participant contributions to plan in this plan year | 2025-03-03 | 0 |
| Other expenses paid from plan in this plan year | 2025-03-03 | 0 |
| Other contributions to plan in this plan year | 2025-03-03 | 0 |
| Other income to plan in this plan year | 2025-03-03 | 35303 |
| Plan net income in this plan year | 2025-03-03 | 137323 |
| Net assets as of the end of the plan year | 2025-03-03 | 718919 |
| Net assets as of the beginning of the plan year | 2025-03-03 | 581595 |
| Employer contributions to plan in this plan year | 2025-03-03 | 108000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-03 | 5980 |
| 2024 : JOHN LEACH D.M.D. LLC DEFINED BENEFIT PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-06 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-06 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-06 | 3742 |
| Net assets as of the end of the plan year | 2024-04-06 | 581595 |
| Total assets as of the beginning of the plan year | 2024-04-06 | 365414 |
| Value of plan covered by a fidelity bond | 2024-04-06 | 70000 |
| Participant contributions to plan in this plan year | 2024-04-06 | 0 |
| Other expenses paid from plan in this plan year | 2024-04-06 | 0 |
| Other contributions to plan in this plan year | 2024-04-06 | 0 |
| Other income to plan in this plan year | 2024-04-06 | 39923 |
| Plan net income in this plan year | 2024-04-06 | 216181 |
| Net assets as of the end of the plan year | 2024-04-06 | 581595 |
| Net assets as of the beginning of the plan year | 2024-04-06 | 365414 |
| Employer contributions to plan in this plan year | 2024-04-06 | 180000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-06 | 3742 |
