S. JON WOODS DMD P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-S. JON WOODS DMD, P.C.
| Measure | Date | Value |
|---|
| 2025 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-S. JON WOODS DMD, P.C. 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 | 33958 |
| Net assets as of the end of the plan year | 2025-07-28 | 1282667 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 1180590 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 33647 |
| 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 | 91808 |
| Plan net income in this plan year | 2025-07-28 | 102077 |
| Net assets as of the end of the plan year | 2025-07-28 | 1282667 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 1180590 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 0 |
| Employer contributions to plan in this plan year | 2025-07-28 | 10580 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 13673 |
| 2024 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-S. JON WOODS DMD, P.C. 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 | 21211 |
| Net assets as of the end of the plan year | 2024-08-20 | 1180590 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 1046625 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 31251 |
| 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 | 115037 |
| Plan net income in this plan year | 2024-08-20 | 133965 |
| Net assets as of the end of the plan year | 2024-08-20 | 1180590 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 1046625 |
| Employer contributions to plan in this plan year | 2024-08-20 | 8888 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 12787 |
| 2022 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-S. JON WOODS DMD, P.C. 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 | 16472 |
| Net assets as of the end of the plan year | 2022-07-26 | 1407858 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 1221268 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 26750 |
| 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 | 166637 |
| Plan net income in this plan year | 2022-07-26 | 186590 |
| Net assets as of the end of the plan year | 2022-07-26 | 1407858 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 1221268 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 2719 |
| Employer contributions to plan in this plan year | 2022-07-26 | 9675 |
| 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 | 16472 |
