ROBERT J. HERRIED, DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT J. HERRIED, DDS 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : ROBERT J. HERRIED, DDS 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-04-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-02 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-02 | 39530 |
| Net assets as of the end of the plan year | 2025-04-02 | 949132 |
| Total assets as of the beginning of the plan year | 2025-04-02 | 801479 |
| Value of plan covered by a fidelity bond | 2025-04-02 | 385000 |
| Participant contributions to plan in this plan year | 2025-04-02 | 56420 |
| Other expenses paid from plan in this plan year | 2025-04-02 | 0 |
| Other contributions to plan in this plan year | 2025-04-02 | 0 |
| Other income to plan in this plan year | 2025-04-02 | 118690 |
| Plan net income in this plan year | 2025-04-02 | 147653 |
| Net assets as of the end of the plan year | 2025-04-02 | 949132 |
| Net assets as of the beginning of the plan year | 2025-04-02 | 801479 |
| Employer contributions to plan in this plan year | 2025-04-02 | 12073 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-02 | 9560 |
| 2024 : ROBERT J. HERRIED, DDS 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-06-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-17 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-17 | 48587 |
| Net assets as of the end of the plan year | 2024-06-17 | 801479 |
| Total assets as of the beginning of the plan year | 2024-06-17 | 677704 |
| Value of plan covered by a fidelity bond | 2024-06-17 | 385000 |
| Participant contributions to plan in this plan year | 2024-06-17 | 55400 |
| Other expenses paid from plan in this plan year | 2024-06-17 | 0 |
| Other contributions to plan in this plan year | 2024-06-17 | 0 |
| Other income to plan in this plan year | 2024-06-17 | 107719 |
| Plan net income in this plan year | 2024-06-17 | 123775 |
| Net assets as of the end of the plan year | 2024-06-17 | 801479 |
| Net assets as of the beginning of the plan year | 2024-06-17 | 677704 |
| Employer contributions to plan in this plan year | 2024-06-17 | 9243 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-17 | 7643 |
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