JAMES E. FORBES DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES E. FORBES DDS 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2024 : JAMES E. FORBES DDS 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-17 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-17 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-17 | 45974 |
| Net assets as of the end of the plan year | 2024-07-17 | 3571164 |
| Total assets as of the beginning of the plan year | 2024-07-17 | 3077528 |
| Value of plan covered by a fidelity bond | 2024-07-17 | 300000 |
| Participant contributions to plan in this plan year | 2024-07-17 | 50500 |
| Other expenses paid from plan in this plan year | 2024-07-17 | 0 |
| Other income to plan in this plan year | 2024-07-17 | 447035 |
| Plan net income in this plan year | 2024-07-17 | 493636 |
| Net assets as of the end of the plan year | 2024-07-17 | 3571164 |
| Net assets as of the beginning of the plan year | 2024-07-17 | 3077528 |
| Employer contributions to plan in this plan year | 2024-07-17 | 42075 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-17 | 21706 |
| 2022 : JAMES E. FORBES DDS 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-10-03 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-03 | 11637 |
| Total expenses incurred by plan in this plan year | 2022-10-03 | 45170 |
| Net assets as of the end of the plan year | 2022-10-03 | 3535305 |
| Total assets as of the beginning of the plan year | 2022-10-03 | 3084914 |
| Value of plan covered by a fidelity bond | 2022-10-03 | 300000 |
| Participant contributions to plan in this plan year | 2022-10-03 | 45500 |
| Other expenses paid from plan in this plan year | 2022-10-03 | 0 |
| Other contributions to plan in this plan year | 2022-10-03 | 0 |
| Other income to plan in this plan year | 2022-10-03 | 399923 |
| Plan net income in this plan year | 2022-10-03 | 462028 |
| Net assets as of the end of the plan year | 2022-10-03 | 3535305 |
| Net assets as of the beginning of the plan year | 2022-10-03 | 3073277 |
| Employer contributions to plan in this plan year | 2022-10-03 | 61775 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-03 | 24559 |
| 2010 : JAMES E. FORBES DDS 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $153,406 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $980 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $1,657,698 |
| Total plan assets at beginning of year | 2010-12-31 | $1,505,272 |
| Value of fidelity bond covering the plan | 2010-12-31 | $195,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $22,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $131,406 |
| Net income (gross income less expenses) | 2010-12-31 | $152,426 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,657,698 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,505,272 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $980 |
| 2009 : JAMES E. FORBES DDS 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2010: JAMES E. FORBES DDS 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JAMES E. FORBES DDS 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
