JAMES G. GREGORY, D.D.S. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES G. GREGORY, D.D.S. PROFIT SHARING 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES G. GREGORY, D.D.S. PROFIT SHARING 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-16 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-16 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-16 | 168 |
| Net assets as of the end of the plan year | 2025-04-16 | 133866 |
| Total assets as of the beginning of the plan year | 2025-04-16 | 100272 |
| Value of plan covered by a fidelity bond | 2025-04-16 | 917471694 |
| Participant contributions to plan in this plan year | 2025-04-16 | 13389 |
| Value of participant loans at end of plan year | 2025-04-16 | 11653 |
| Other expenses paid from plan in this plan year | 2025-04-16 | 0 |
| Other contributions to plan in this plan year | 2025-04-16 | 0 |
| Other income to plan in this plan year | 2025-04-16 | 10962 |
| Plan net income in this plan year | 2025-04-16 | 33594 |
| Net assets as of the end of the plan year | 2025-04-16 | 133866 |
| Net assets as of the beginning of the plan year | 2025-04-16 | 100272 |
| Value of contributions failed to transmitted timely | 2025-04-16 | 796 |
| Employer contributions to plan in this plan year | 2025-04-16 | 9411 |
| Fees paid to broker by Benefit Provider | 2025-04-16 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-16 | 168 |
| 2024 : JAMES G. GREGORY, D.D.S. PROFIT SHARING 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-16 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-16 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-16 | 108 |
| Net assets as of the end of the plan year | 2024-05-16 | 100272 |
| Total assets as of the beginning of the plan year | 2024-05-16 | 45949 |
| Value of plan covered by a fidelity bond | 2024-05-16 | 705050000 |
| Participant contributions to plan in this plan year | 2024-05-16 | 32150 |
| Other expenses paid from plan in this plan year | 2024-05-16 | 0 |
| Other contributions to plan in this plan year | 2024-05-16 | 0 |
| Other income to plan in this plan year | 2024-05-16 | 10626 |
| Plan net income in this plan year | 2024-05-16 | 54323 |
| Net assets as of the end of the plan year | 2024-05-16 | 100272 |
| Net assets as of the beginning of the plan year | 2024-05-16 | 45949 |
| Value of contributions failed to transmitted timely | 2024-05-16 | 1641 |
| Employer contributions to plan in this plan year | 2024-05-16 | 11655 |
| Fees paid to broker by Benefit Provider | 2024-05-16 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-16 | 108 |
| 2022 : JAMES G. GREGORY, D.D.S. PROFIT SHARING 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-02 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-02 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-02 | 0 |
| Net assets as of the end of the plan year | 2022-06-02 | 15406 |
| Total assets as of the beginning of the plan year | 2022-06-02 | 0 |
| Value of plan covered by a fidelity bond | 2022-06-02 | 336000000 |
| Participant contributions to plan in this plan year | 2022-06-02 | 9357 |
| Other expenses paid from plan in this plan year | 2022-06-02 | 0 |
| Other contributions to plan in this plan year | 2022-06-02 | 0 |
| Other income to plan in this plan year | 2022-06-02 | 259 |
| Plan net income in this plan year | 2022-06-02 | 15406 |
| Net assets as of the end of the plan year | 2022-06-02 | 15406 |
| Net assets as of the beginning of the plan year | 2022-06-02 | 0 |
| Value of contributions failed to transmitted timely | 2022-06-02 | 0 |
| Employer contributions to plan in this plan year | 2022-06-02 | 5790 |
| Fees paid to broker by Benefit Provider | 2022-06-02 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-02 | 0 |
