JEFFREY H. STEIN, D.D.S., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JEFFREY H. STEIN, D.D.S., INC. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : JEFFREY H. STEIN, D.D.S., INC. RETIREMENT PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-10-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-14 | 423687 |
| Net assets as of the end of the plan year | 2025-10-14 | 2265602 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 2342250 |
| Value of plan covered by a fidelity bond | 2025-10-14 | 225000 |
| Participant contributions to plan in this plan year | 2025-10-14 | 76250 |
| Other income to plan in this plan year | 2025-10-14 | 250873 |
| Plan net income in this plan year | 2025-10-14 | -76648 |
| Net assets as of the end of the plan year | 2025-10-14 | 2265602 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 2342250 |
| Employer contributions to plan in this plan year | 2025-10-14 | 19916 |
| Fees paid to broker by Benefit Provider | 2025-10-14 | 11783 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-14 | 23687 |
| 2024 : JEFFREY H. STEIN, D.D.S., INC. RETIREMENT PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-09-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-23 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-23 | 20146 |
| Net assets as of the end of the plan year | 2024-09-23 | 2342250 |
| Total assets as of the beginning of the plan year | 2024-09-23 | 2011792 |
| Value of plan covered by a fidelity bond | 2024-09-23 | 225000 |
| Participant contributions to plan in this plan year | 2024-09-23 | 74300 |
| Other contributions to plan in this plan year | 2024-09-23 | 0 |
| Other income to plan in this plan year | 2024-09-23 | 257044 |
| Plan net income in this plan year | 2024-09-23 | 330458 |
| Net assets as of the end of the plan year | 2024-09-23 | 2342250 |
| Net assets as of the beginning of the plan year | 2024-09-23 | 2011792 |
| Employer contributions to plan in this plan year | 2024-09-23 | 19260 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-23 | 20146 |
| 2022 : JEFFREY H. STEIN, D.D.S., INC. RETIREMENT PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-10-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-11 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-11 | 19864 |
| Net assets as of the end of the plan year | 2022-10-11 | 2286077 |
| Total assets as of the beginning of the plan year | 2022-10-11 | 2023020 |
| Value of plan covered by a fidelity bond | 2022-10-11 | 225000 |
| Participant contributions to plan in this plan year | 2022-10-11 | 63075 |
| Other income to plan in this plan year | 2022-10-11 | 201903 |
| Plan net income in this plan year | 2022-10-11 | 263057 |
| Net assets as of the end of the plan year | 2022-10-11 | 2286077 |
| Net assets as of the beginning of the plan year | 2022-10-11 | 2023020 |
| Employer contributions to plan in this plan year | 2022-10-11 | 17943 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-11 | 19864 |
| 2014 : JEFFREY H. STEIN, D.D.S., INC. RETIREMENT PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $166,156 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $24,547 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $1,964,446 |
| Total plan assets at beginning of year | 2014-12-31 | $1,822,837 |
| Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $52,630 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $95,574 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $141,609 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,964,446 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,822,837 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $126,913 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $17,952 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $24,547 |
