WILSON & KIM ORTHODONTICS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILSON & KIM ORTHODONTICS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : WILSON & KIM ORTHODONTICS 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-08 | 6532 |
| Net assets as of the end of the plan year | 2025-08-08 | 638904 |
| Total assets as of the beginning of the plan year | 2025-08-08 | 473174 |
| Value of plan covered by a fidelity bond | 2025-08-08 | 385000 |
| Participant contributions to plan in this plan year | 2025-08-08 | 62542 |
| Other income to plan in this plan year | 2025-08-08 | 49175 |
| Plan net income in this plan year | 2025-08-08 | 165730 |
| Net assets as of the end of the plan year | 2025-08-08 | 638904 |
| Net assets as of the beginning of the plan year | 2025-08-08 | 473174 |
| Employer contributions to plan in this plan year | 2025-08-08 | 60545 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-08 | 5037 |
| 2024 : WILSON & KIM ORTHODONTICS 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-03 | 9027 |
| Net assets as of the end of the plan year | 2024-07-03 | 473174 |
| Total assets as of the beginning of the plan year | 2024-07-03 | 326527 |
| Value of plan covered by a fidelity bond | 2024-07-03 | 385000 |
| Participant contributions to plan in this plan year | 2024-07-03 | 32378 |
| Other income to plan in this plan year | 2024-07-03 | 49899 |
| Plan net income in this plan year | 2024-07-03 | 146647 |
| Net assets as of the end of the plan year | 2024-07-03 | 473174 |
| Net assets as of the beginning of the plan year | 2024-07-03 | 326527 |
| Employer contributions to plan in this plan year | 2024-07-03 | 73397 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-03 | 3609 |
| 2022 : WILSON & KIM ORTHODONTICS 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-04 | 2336 |
| Net assets as of the end of the plan year | 2022-07-04 | 304196 |
| Total assets as of the beginning of the plan year | 2022-07-04 | 206564 |
| Value of plan covered by a fidelity bond | 2022-07-04 | 385000 |
| Participant contributions to plan in this plan year | 2022-07-04 | 39000 |
| Other income to plan in this plan year | 2022-07-04 | 26901 |
| Plan net income in this plan year | 2022-07-04 | 97632 |
| Net assets as of the end of the plan year | 2022-07-04 | 304196 |
| Net assets as of the beginning of the plan year | 2022-07-04 | 206564 |
| Employer contributions to plan in this plan year | 2022-07-04 | 34067 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-04 | 2336 |
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