DAVID J WOLFE, DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID J. WOLFE, D.D.S. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : DAVID J. WOLFE, D.D.S. PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-27 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-27 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-27 | 19789 |
| Net assets as of the end of the plan year | 2025-04-27 | 1441393 |
| Total assets as of the beginning of the plan year | 2025-04-27 | 1308222 |
| Value of plan covered by a fidelity bond | 2025-04-27 | 0 |
| Participant contributions to plan in this plan year | 2025-04-27 | 0 |
| Value of participant loans at end of plan year | 2025-04-27 | 0 |
| Other expenses paid from plan in this plan year | 2025-04-27 | 0 |
| Other contributions to plan in this plan year | 2025-04-27 | 0 |
| Other income to plan in this plan year | 2025-04-27 | 152960 |
| Plan net income in this plan year | 2025-04-27 | 133171 |
| Net assets as of the end of the plan year | 2025-04-27 | 1441393 |
| Net assets as of the beginning of the plan year | 2025-04-27 | 1308222 |
| Employer contributions to plan in this plan year | 2025-04-27 | 0 |
| Fees paid to broker by Benefit Provider | 2025-04-27 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-27 | 48 |
| 2024 : DAVID J. WOLFE, D.D.S. PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-15 | 80771 |
| Net assets as of the end of the plan year | 2024-07-15 | 1308222 |
| Total assets as of the beginning of the plan year | 2024-07-15 | 1218710 |
| Participant contributions to plan in this plan year | 2024-07-15 | 0 |
| Other expenses paid from plan in this plan year | 2024-07-15 | 0 |
| Other contributions to plan in this plan year | 2024-07-15 | 0 |
| Other income to plan in this plan year | 2024-07-15 | 170283 |
| Plan net income in this plan year | 2024-07-15 | 89512 |
| Net assets as of the end of the plan year | 2024-07-15 | 1308222 |
| Net assets as of the beginning of the plan year | 2024-07-15 | 1218710 |
| Employer contributions to plan in this plan year | 2024-07-15 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-15 | 48 |
| 2022 : DAVID J. WOLFE, D.D.S. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-27 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-27 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-27 | 84452 |
| Net assets as of the end of the plan year | 2022-06-27 | 1464344 |
| Total assets as of the beginning of the plan year | 2022-06-27 | 1368648 |
| Value of plan covered by a fidelity bond | 2022-06-27 | 0 |
| Participant contributions to plan in this plan year | 2022-06-27 | 0 |
| Value of participant loans at end of plan year | 2022-06-27 | 0 |
| Other expenses paid from plan in this plan year | 2022-06-27 | 0 |
| Other contributions to plan in this plan year | 2022-06-27 | 0 |
| Other income to plan in this plan year | 2022-06-27 | 180148 |
| Plan net income in this plan year | 2022-06-27 | 95696 |
| Net assets as of the end of the plan year | 2022-06-27 | 1464344 |
| Net assets as of the beginning of the plan year | 2022-06-27 | 1368648 |
| Employer contributions to plan in this plan year | 2022-06-27 | 0 |
| Fees paid to broker by Benefit Provider | 2022-06-27 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-27 | 51 |
