FRANK EMMERT DDS PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-DENTISTRY IN ORO VALLEY
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT INCOME SECURITY PLAN-DENTISTRY IN ORO VALLEY 2025 401k financial data |
|---|
| 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 | 0 |
| 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 | 4094 |
| Net assets as of the end of the plan year | 2025-07-28 | 408626 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 214591 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 78678 |
| Value of participant loans at end of plan year | 2025-07-28 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 58955 |
| Other income to plan in this plan year | 2025-07-28 | 45133 |
| Plan net income in this plan year | 2025-07-28 | 194035 |
| Net assets as of the end of the plan year | 2025-07-28 | 408626 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 214591 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 3543 |
| Employer contributions to plan in this plan year | 2025-07-28 | 15363 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 4094 |
| 2024 : RETIREMENT INCOME SECURITY PLAN-DENTISTRY IN ORO VALLEY 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 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 2221 |
| Net assets as of the end of the plan year | 2024-08-20 | 214591 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 97095 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 52471 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 28725 |
| Other income to plan in this plan year | 2024-08-20 | 26821 |
| Plan net income in this plan year | 2024-08-20 | 117496 |
| Net assets as of the end of the plan year | 2024-08-20 | 214591 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 97095 |
| Value of contributions failed to transmitted timely | 2024-08-20 | 1978 |
| Employer contributions to plan in this plan year | 2024-08-20 | 11700 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 2221 |
| 2022 : RETIREMENT INCOME SECURITY PLAN-DENTISTRY IN ORO VALLEY 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 | 0 |
| Net assets as of the end of the plan year | 2022-07-26 | 47599 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 0 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 41626 |
| 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 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 836 |
| Plan net income in this plan year | 2022-07-26 | 47599 |
| Net assets as of the end of the plan year | 2022-07-26 | 47599 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 0 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 0 |
| Employer contributions to plan in this plan year | 2022-07-26 | 5137 |
| 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 | 0 |
