CLAYTON SCHWINKE, DDS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-BURR OAK FAMILY DENTAL
401k plan membership statisitcs for RETIREMENT INCOME SECURITY PLAN-BURR OAK FAMILY DENTAL
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT INCOME SECURITY PLAN-BURR OAK FAMILY DENTAL 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 | 31400 |
| Net assets as of the end of the plan year | 2025-07-28 | 522797 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 420816 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 58013 |
| 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 | 0 |
| Other income to plan in this plan year | 2025-07-28 | 51752 |
| Plan net income in this plan year | 2025-07-28 | 101981 |
| Net assets as of the end of the plan year | 2025-07-28 | 522797 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 420816 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 20975 |
| Employer contributions to plan in this plan year | 2025-07-28 | 23616 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 3470 |
| 2024 : RETIREMENT INCOME SECURITY PLAN-BURR OAK FAMILY DENTAL 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 | 30585 |
| Net assets as of the end of the plan year | 2024-08-20 | 420816 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 324511 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 39720 |
| 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 | 61414 |
| Plan net income in this plan year | 2024-08-20 | 96305 |
| Net assets as of the end of the plan year | 2024-08-20 | 420816 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 324511 |
| Value of contributions failed to transmitted timely | 2024-08-20 | 3244 |
| Employer contributions to plan in this plan year | 2024-08-20 | 25756 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 2585 |
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