JAMES M. STEVENSON, DDS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES M. STEVENSON, DDS,LLC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES M. STEVENSON, DDS,LLC PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-06-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-30 | 137973 |
| Net assets as of the end of the plan year | 2025-06-30 | 2663736 |
| Total assets as of the beginning of the plan year | 2025-06-30 | 2327170 |
| Value of plan covered by a fidelity bond | 2025-06-30 | 350000 |
| Participant contributions to plan in this plan year | 2025-06-30 | 84385 |
| Other income to plan in this plan year | 2025-06-30 | 251538 |
| Plan net income in this plan year | 2025-06-30 | 336565 |
| Net assets as of the end of the plan year | 2025-06-30 | 2663736 |
| Net assets as of the beginning of the plan year | 2025-06-30 | 2327170 |
| Employer contributions to plan in this plan year | 2025-06-30 | 138615 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-30 | 29882 |
| 2024 : JAMES M. STEVENSON, DDS,LLC PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-07-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-19 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-19 | 24144 |
| Net assets as of the end of the plan year | 2024-07-19 | 2327170 |
| Total assets as of the beginning of the plan year | 2024-07-19 | 1827724 |
| Value of plan covered by a fidelity bond | 2024-07-19 | 350000 |
| Participant contributions to plan in this plan year | 2024-07-19 | 77750 |
| Other income to plan in this plan year | 2024-07-19 | 314590 |
| Plan net income in this plan year | 2024-07-19 | 499446 |
| Net assets as of the end of the plan year | 2024-07-19 | 2327170 |
| Net assets as of the beginning of the plan year | 2024-07-19 | 1827724 |
| Employer contributions to plan in this plan year | 2024-07-19 | 131250 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-19 | 24144 |
| 2022 : JAMES M. STEVENSON, DDS,LLC PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-07-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-18 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-18 | 322483 |
| Net assets as of the end of the plan year | 2022-07-18 | 2042826 |
| Total assets as of the beginning of the plan year | 2022-07-18 | 1924688 |
| Value of plan covered by a fidelity bond | 2022-07-18 | 350000 |
| Participant contributions to plan in this plan year | 2022-07-18 | 95780 |
| Other income to plan in this plan year | 2022-07-18 | 249843 |
| Plan net income in this plan year | 2022-07-18 | 118138 |
| Net assets as of the end of the plan year | 2022-07-18 | 2042826 |
| Net assets as of the beginning of the plan year | 2022-07-18 | 1924688 |
| Employer contributions to plan in this plan year | 2022-07-18 | 94998 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-18 | 22483 |
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