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 DEFINED BENEFIT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2024 : JAMES E. FORBES DDS DEFINED BENEFIT 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 | 5317 |
| Net assets as of the end of the plan year | 2024-07-17 | 1633440 |
| Total assets as of the beginning of the plan year | 2024-07-17 | 964403 |
| Participant contributions to plan in this plan year | 2024-07-17 | 0 |
| Other expenses paid from plan in this plan year | 2024-07-17 | 0 |
| Other contributions to plan in this plan year | 2024-07-17 | 0 |
| Other income to plan in this plan year | 2024-07-17 | 69354 |
| Plan net income in this plan year | 2024-07-17 | 669037 |
| Net assets as of the end of the plan year | 2024-07-17 | 1633440 |
| Net assets as of the beginning of the plan year | 2024-07-17 | 964403 |
| Employer contributions to plan in this plan year | 2024-07-17 | 605000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-17 | 5104 |
| 2022 : JAMES E. FORBES DDS DEFINED BENEFIT 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 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-03 | 207 |
| Net assets as of the end of the plan year | 2022-10-03 | 406172 |
| Total assets as of the beginning of the plan year | 2022-10-03 | 55000 |
| Value of plan covered by a fidelity bond | 2022-10-03 | 300000 |
| Participant contributions to plan in this plan year | 2022-10-03 | 0 |
| 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 | 1379 |
| Plan net income in this plan year | 2022-10-03 | 351172 |
| Net assets as of the end of the plan year | 2022-10-03 | 406172 |
| Net assets as of the beginning of the plan year | 2022-10-03 | 55000 |
| Employer contributions to plan in this plan year | 2022-10-03 | 350000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-03 | 207 |
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