TRACEY NGUYEN DDS PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRACEY NGUYEN, D.D.S., P.C. CASH BALANCE PENSION PLAN
| Measure | Date | Value |
|---|
| 2025 : TRACEY NGUYEN, D.D.S., P.C. CASH BALANCE PENSION PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-13 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-13 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-13 | 10796 |
| Net assets as of the end of the plan year | 2025-05-13 | 799474 |
| Total assets as of the beginning of the plan year | 2025-05-13 | 606439 |
| Value of plan covered by a fidelity bond | 2025-05-13 | 80000 |
| Participant contributions to plan in this plan year | 2025-05-13 | 0 |
| Other expenses paid from plan in this plan year | 2025-05-13 | 0 |
| Other contributions to plan in this plan year | 2025-05-13 | 0 |
| Other income to plan in this plan year | 2025-05-13 | 65595 |
| Plan net income in this plan year | 2025-05-13 | 193035 |
| Net assets as of the end of the plan year | 2025-05-13 | 799474 |
| Net assets as of the beginning of the plan year | 2025-05-13 | 606439 |
| Employer contributions to plan in this plan year | 2025-05-13 | 138236 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-13 | 0 |
| 2024 : TRACEY NGUYEN, D.D.S., P.C. CASH BALANCE PENSION PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-26 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-26 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-26 | 0 |
| Net assets as of the end of the plan year | 2024-05-26 | 606439 |
| Total assets as of the beginning of the plan year | 2024-05-26 | 435226 |
| Value of plan covered by a fidelity bond | 2024-05-26 | 65000 |
| Participant contributions to plan in this plan year | 2024-05-26 | 0 |
| Other expenses paid from plan in this plan year | 2024-05-26 | 0 |
| Other contributions to plan in this plan year | 2024-05-26 | 0 |
| Other income to plan in this plan year | 2024-05-26 | 71213 |
| Plan net income in this plan year | 2024-05-26 | 171213 |
| Net assets as of the end of the plan year | 2024-05-26 | 606439 |
| Net assets as of the beginning of the plan year | 2024-05-26 | 435226 |
| Employer contributions to plan in this plan year | 2024-05-26 | 100000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-26 | 0 |
| 2022 : TRACEY NGUYEN, D.D.S., P.C. CASH BALANCE PENSION PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-09-01 | 0 |
| Total liabilities as of the end of the plan year | 2022-09-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-01 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-01 | 0 |
| Net assets as of the end of the plan year | 2022-09-01 | 378628 |
| Total assets as of the beginning of the plan year | 2022-09-01 | 142500 |
| Value of plan covered by a fidelity bond | 2022-09-01 | 38000 |
| Participant contributions to plan in this plan year | 2022-09-01 | 0 |
| Other expenses paid from plan in this plan year | 2022-09-01 | 0 |
| Other contributions to plan in this plan year | 2022-09-01 | 0 |
| Other income to plan in this plan year | 2022-09-01 | 9459 |
| Plan net income in this plan year | 2022-09-01 | 236128 |
| Net assets as of the end of the plan year | 2022-09-01 | 378628 |
| Net assets as of the beginning of the plan year | 2022-09-01 | 142500 |
| Employer contributions to plan in this plan year | 2022-09-01 | 226669 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-01 | 0 |
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