JAMES A. LAWSON JR., DMD, PC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN
| Measure | Date | Value |
|---|
| 2023 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-09-30 | $273,468 |
| Expenses. Total of all expenses incurred | 2023-09-30 | $16,462 |
| Total plan assets at end of year | 2023-09-30 | $1,892,550 |
| Total plan assets at beginning of year | 2023-09-30 | $1,635,544 |
| Value of fidelity bond covering the plan | 2023-09-30 | $200,000 |
| Total contributions received or receivable from participants | 2023-09-30 | $15,081 |
| Other income received | 2023-09-30 | $209,963 |
| Net income (gross income less expenses) | 2023-09-30 | $257,006 |
| Net plan assets at end of year (total assets less liabilities) | 2023-09-30 | $1,892,550 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-09-30 | $1,635,544 |
| Assets. Value of participant loans | 2023-09-30 | $0 |
| Total contributions received or receivable from employer(s) | 2023-09-30 | $48,424 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-09-30 | $16,462 |
| 2022 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-09-30 | $-158,966 |
| Expenses. Total of all expenses incurred | 2022-09-30 | $133,579 |
| Benefits paid (including direct rollovers) | 2022-09-30 | $115,943 |
| Total plan assets at end of year | 2022-09-30 | $1,635,544 |
| Total plan assets at beginning of year | 2022-09-30 | $1,928,089 |
| Value of fidelity bond covering the plan | 2022-09-30 | $200,000 |
| Total contributions received or receivable from participants | 2022-09-30 | $39,326 |
| Other income received | 2022-09-30 | $-241,415 |
| Net income (gross income less expenses) | 2022-09-30 | $-292,545 |
| Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $1,635,544 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $1,928,089 |
| Assets. Value of participant loans | 2022-09-30 | $5,086 |
| Total contributions received or receivable from employer(s) | 2022-09-30 | $43,123 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-09-30 | $17,636 |
| 2021 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-09-30 | $216,906 |
| Expenses. Total of all expenses incurred | 2021-09-30 | $103,003 |
| Benefits paid (including direct rollovers) | 2021-09-30 | $85,457 |
| Total plan assets at end of year | 2021-09-30 | $1,928,089 |
| Total plan assets at beginning of year | 2021-09-30 | $1,814,186 |
| Value of fidelity bond covering the plan | 2021-09-30 | $200,000 |
| Total contributions received or receivable from participants | 2021-09-30 | $60,322 |
| Other income received | 2021-09-30 | $115,153 |
| Net income (gross income less expenses) | 2021-09-30 | $113,903 |
| Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $1,928,089 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $1,814,186 |
| Assets. Value of participant loans | 2021-09-30 | $8,412 |
| Total contributions received or receivable from employer(s) | 2021-09-30 | $41,431 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-09-30 | $17,546 |
| 2020 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-09-30 | $184,214 |
| Expenses. Total of all expenses incurred | 2020-09-30 | $16,723 |
| Total plan assets at end of year | 2020-09-30 | $1,814,186 |
| Total plan assets at beginning of year | 2020-09-30 | $1,646,695 |
| Value of fidelity bond covering the plan | 2020-09-30 | $175,000 |
| Total contributions received or receivable from participants | 2020-09-30 | $52,113 |
| Other income received | 2020-09-30 | $120,639 |
| Net income (gross income less expenses) | 2020-09-30 | $167,491 |
| Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $1,814,186 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $1,646,695 |
| Assets. Value of participant loans | 2020-09-30 | $8,412 |
| Total contributions received or receivable from employer(s) | 2020-09-30 | $11,462 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $16,723 |
| 2019 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-09-30 | $130,423 |
| Expenses. Total of all expenses incurred | 2019-09-30 | $13,689 |
| Total plan assets at end of year | 2019-09-30 | $1,646,695 |
| Total plan assets at beginning of year | 2019-09-30 | $1,529,961 |
| Value of fidelity bond covering the plan | 2019-09-30 | $175,000 |
| Total contributions received or receivable from participants | 2019-09-30 | $55,510 |
| Assets. Value of loans (other than to participants) | 2019-09-30 | $200,000 |
| Other income received | 2019-09-30 | $62,107 |
| Net income (gross income less expenses) | 2019-09-30 | $116,734 |
| Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $1,646,695 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $1,529,961 |
| Assets. Value of participant loans | 2019-09-30 | $12,470 |
| Total contributions received or receivable from employer(s) | 2019-09-30 | $12,806 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-30 | $13,689 |
| 2017 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-09-30 | $171,842 |
| Expenses. Total of all expenses incurred | 2017-09-30 | $15,987 |
| Total plan assets at end of year | 2017-09-30 | $1,330,475 |
| Total plan assets at beginning of year | 2017-09-30 | $1,174,620 |
| Value of fidelity bond covering the plan | 2017-09-30 | $175,000 |
| Total contributions received or receivable from participants | 2017-09-30 | $51,629 |
| Expenses. Other expenses not covered elsewhere | 2017-09-30 | $1,053 |
| Other income received | 2017-09-30 | $108,145 |
| Net income (gross income less expenses) | 2017-09-30 | $155,855 |
| Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $1,330,475 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $1,174,620 |
| Assets. Value of participant loans | 2017-09-30 | $9,268 |
| Assets. Value of real-estate (other than employer real property) | 2017-09-30 | $186,070 |
| Total contributions received or receivable from employer(s) | 2017-09-30 | $12,068 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-09-30 | $14,934 |
| 2016 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-09-30 | $79,866 |
| Total income from all sources | 2016-09-30 | $47,503 |
| Expenses. Total of all expenses incurred | 2016-09-30 | $25,426 |
| Benefits paid (including direct rollovers) | 2016-09-30 | $24,524 |
| Total plan assets at end of year | 2016-09-30 | $1,182,988 |
| Total plan assets at beginning of year | 2016-09-30 | $1,081,045 |
| Value of fidelity bond covering the plan | 2016-09-30 | $175,000 |
| Total contributions received or receivable from participants | 2016-09-30 | $54,720 |
| Expenses. Other expenses not covered elsewhere | 2016-09-30 | $902 |
| Other income received | 2016-09-30 | $-20,079 |
| Net income (gross income less expenses) | 2016-09-30 | $22,077 |
| Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $1,182,988 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $1,081,045 |
| Assets. Value of participant loans | 2016-09-30 | $37,619 |
| Assets. Value of real-estate (other than employer real property) | 2016-09-30 | $186,070 |
| Total contributions received or receivable from employer(s) | 2016-09-30 | $12,862 |
| 2015 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-09-30 | $31,859 |
| Expenses. Total of all expenses incurred | 2015-09-30 | $842 |
| Total plan assets at end of year | 2015-09-30 | $1,081,045 |
| Total plan assets at beginning of year | 2015-09-30 | $1,050,028 |
| Value of fidelity bond covering the plan | 2015-09-30 | $175,000 |
| Total contributions received or receivable from participants | 2015-09-30 | $15,586 |
| Expenses. Other expenses not covered elsewhere | 2015-09-30 | $842 |
| Other income received | 2015-09-30 | $2,118 |
| Net income (gross income less expenses) | 2015-09-30 | $31,017 |
| Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $1,081,045 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $1,050,028 |
| Assets. Value of participant loans | 2015-09-30 | $63,920 |
| Assets. Value of real-estate (other than employer real property) | 2015-09-30 | $176,270 |
| Total contributions received or receivable from employer(s) | 2015-09-30 | $14,155 |
| 2014 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-09-30 | $111,155 |
| Expenses. Total of all expenses incurred | 2014-09-30 | $818 |
| Total plan assets at end of year | 2014-09-30 | $1,050,028 |
| Total plan assets at beginning of year | 2014-09-30 | $939,691 |
| Value of fidelity bond covering the plan | 2014-09-30 | $175,000 |
| Total contributions received or receivable from participants | 2014-09-30 | $52,652 |
| Expenses. Other expenses not covered elsewhere | 2014-09-30 | $818 |
| Other income received | 2014-09-30 | $45,283 |
| Net income (gross income less expenses) | 2014-09-30 | $110,337 |
| Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $1,050,028 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $939,691 |
| Assets. Value of participant loans | 2014-09-30 | $88,744 |
| Assets. Value of real-estate (other than employer real property) | 2014-09-30 | $172,070 |
| Total contributions received or receivable from employer(s) | 2014-09-30 | $13,220 |
| 2013 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-09-30 | $127,914 |
| Expenses. Total of all expenses incurred | 2013-09-30 | $73,333 |
| Total plan assets at end of year | 2013-09-30 | $939,691 |
| Total plan assets at beginning of year | 2013-09-30 | $885,110 |
| Total contributions received or receivable from participants | 2013-09-30 | $42,133 |
| Expenses. Other expenses not covered elsewhere | 2013-09-30 | $73,333 |
| Contributions received from other sources (not participants or employers) | 2013-09-30 | $40,856 |
| Other income received | 2013-09-30 | $27,239 |
| Net income (gross income less expenses) | 2013-09-30 | $54,581 |
| Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $939,691 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $885,110 |
| Total contributions received or receivable from employer(s) | 2013-09-30 | $17,686 |
| 2012 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-09-30 | $139,190 |
| Expenses. Total of all expenses incurred | 2012-09-30 | $40,856 |
| Benefits paid (including direct rollovers) | 2012-09-30 | $40,856 |
| Total plan assets at end of year | 2012-09-30 | $885,110 |
| Total plan assets at beginning of year | 2012-09-30 | $786,776 |
| Total contributions received or receivable from participants | 2012-09-30 | $57,037 |
| Contributions received from other sources (not participants or employers) | 2012-09-30 | $35,384 |
| Other income received | 2012-09-30 | $28,561 |
| Net income (gross income less expenses) | 2012-09-30 | $98,334 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $885,110 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $786,776 |
| Total contributions received or receivable from employer(s) | 2012-09-30 | $18,208 |
| 2011 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-09-30 | $100,612 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $35,384 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $35,384 |
| Total plan assets at end of year | 2011-09-30 | $786,776 |
| Total plan assets at beginning of year | 2011-09-30 | $721,548 |
| Total contributions received or receivable from participants | 2011-09-30 | $49,028 |
| Contributions received from other sources (not participants or employers) | 2011-09-30 | $41,924 |
| Other income received | 2011-09-30 | $-8,461 |
| Net income (gross income less expenses) | 2011-09-30 | $65,228 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $786,776 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $721,548 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $18,121 |
| 2010 : JAMES A. LAWSON JR., DMD, PC. 401K PROFIT SHARING PROTOTYPE PLAN 2010 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2010-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2010-09-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-09-30 | $0 |
