GORDON D. WEE, D.D.S. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GORDON D. WEE, D.D.S. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : GORDON D. WEE, D.D.S. PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-07 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-07 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-07 | 1504748 |
| Net assets as of the end of the plan year | 2025-05-07 | 355370 |
| Total assets as of the beginning of the plan year | 2025-05-07 | 1696803 |
| Value of plan covered by a fidelity bond | 2025-05-07 | 1000000 |
| Participant contributions to plan in this plan year | 2025-05-07 | 0 |
| Other expenses paid from plan in this plan year | 2025-05-07 | 0 |
| Other contributions to plan in this plan year | 2025-05-07 | 0 |
| Other income to plan in this plan year | 2025-05-07 | 113315 |
| Plan net income in this plan year | 2025-05-07 | -1341433 |
| Net assets as of the end of the plan year | 2025-05-07 | 355370 |
| Net assets as of the beginning of the plan year | 2025-05-07 | 1696803 |
| Employer contributions to plan in this plan year | 2025-05-07 | 50000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-07 | 103 |
| 2024 : GORDON D. WEE, D.D.S. PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-05 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-05 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-05 | 36 |
| Net assets as of the end of the plan year | 2024-09-05 | 1696803 |
| Total assets as of the beginning of the plan year | 2024-09-05 | 1473861 |
| Value of plan covered by a fidelity bond | 2024-09-05 | 1000000 |
| Participant contributions to plan in this plan year | 2024-09-05 | 0 |
| Other expenses paid from plan in this plan year | 2024-09-05 | 0 |
| Other contributions to plan in this plan year | 2024-09-05 | 0 |
| Other income to plan in this plan year | 2024-09-05 | 172978 |
| Plan net income in this plan year | 2024-09-05 | 222942 |
| Net assets as of the end of the plan year | 2024-09-05 | 1696803 |
| Net assets as of the beginning of the plan year | 2024-09-05 | 1473861 |
| Employer contributions to plan in this plan year | 2024-09-05 | 50000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-05 | 36 |
| 2022 : GORDON D. WEE, D.D.S. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-05-11 | 0 |
| Total liabilities as of the end of the plan year | 2022-05-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-11 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-11 | 36 |
| Net assets as of the end of the plan year | 2022-05-11 | 1616501 |
| Total assets as of the beginning of the plan year | 2022-05-11 | 1438461 |
| Value of plan covered by a fidelity bond | 2022-05-11 | 1000000 |
| Participant contributions to plan in this plan year | 2022-05-11 | 0 |
| Value of participant loans at end of plan year | 2022-05-11 | 0 |
| Other expenses paid from plan in this plan year | 2022-05-11 | 0 |
| Other contributions to plan in this plan year | 2022-05-11 | 0 |
| Other income to plan in this plan year | 2022-05-11 | 127558 |
| Plan net income in this plan year | 2022-05-11 | 178040 |
| Net assets as of the end of the plan year | 2022-05-11 | 1616501 |
| Net assets as of the beginning of the plan year | 2022-05-11 | 1438461 |
| Employer contributions to plan in this plan year | 2022-05-11 | 50518 |
| Fees paid to broker by Benefit Provider | 2022-05-11 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-11 | 36 |
