M. JAMES DANIELS, D.M.D. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan M. JAMES DANIELS, D.M.D. 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : M. JAMES DANIELS, D.M.D. 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-14 | 18075 |
| Net assets as of the end of the plan year | 2025-10-14 | 3147509 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 2845243 |
| Value of plan covered by a fidelity bond | 2025-10-14 | 180000 |
| Participant contributions to plan in this plan year | 2025-10-14 | 30500 |
| Other income to plan in this plan year | 2025-10-14 | 252184 |
| Plan net income in this plan year | 2025-10-14 | 302266 |
| Net assets as of the end of the plan year | 2025-10-14 | 3147509 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 2845243 |
| Employer contributions to plan in this plan year | 2025-10-14 | 37657 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-14 | 18075 |
| 2024 : M. JAMES DANIELS, D.M.D. 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-14 | 0 |
| Net assets as of the end of the plan year | 2024-10-14 | 2845243 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 2490729 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 180000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 30000 |
| Other income to plan in this plan year | 2024-10-14 | 299110 |
| Plan net income in this plan year | 2024-10-14 | 354514 |
| Net assets as of the end of the plan year | 2024-10-14 | 2845243 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 2490729 |
| Employer contributions to plan in this plan year | 2024-10-14 | 25404 |
| 2022 : M. JAMES DANIELS, D.M.D. 401K PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-373,937 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $13,303 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $13,303 |
| Total plan assets at end of year | 2022-12-31 | $2,490,729 |
| Total plan assets at beginning of year | 2022-12-31 | $2,877,969 |
| Value of fidelity bond covering the plan | 2022-12-31 | $180,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $27,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-438,063 |
| Net income (gross income less expenses) | 2022-12-31 | $-387,240 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,490,729 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,877,969 |
| Assets. Value of participant loans | 2022-12-31 | $32,152 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $37,126 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
| 2021 : M. JAMES DANIELS, D.M.D. 401K PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $299,036 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $2,877,969 |
| Total plan assets at beginning of year | 2021-12-31 | $2,578,933 |
| Value of fidelity bond covering the plan | 2021-12-31 | $180,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $26,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $238,103 |
| Net income (gross income less expenses) | 2021-12-31 | $299,036 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,877,969 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,578,933 |
| Assets. Value of participant loans | 2021-12-31 | $36,627 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $34,933 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
| 2020 : M. JAMES DANIELS, D.M.D. 401K PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $206,532 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $2,578,933 |
| Total plan assets at beginning of year | 2020-12-31 | $2,372,401 |
| Value of fidelity bond covering the plan | 2020-12-31 | $180,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $26,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $148,872 |
| Net income (gross income less expenses) | 2020-12-31 | $206,532 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,578,933 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,372,401 |
| Assets. Value of participant loans | 2020-12-31 | $46,400 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $31,660 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : M. JAMES DANIELS, D.M.D. 401K PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $477,026 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $2,372,401 |
| Total plan assets at beginning of year | 2019-12-31 | $1,895,375 |
| Value of fidelity bond covering the plan | 2019-12-31 | $180,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $25,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $419,353 |
| Net income (gross income less expenses) | 2019-12-31 | $477,026 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,372,401 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,895,375 |
| Assets. Value of participant loans | 2019-12-31 | $29,969 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $32,673 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : M. JAMES DANIELS, D.M.D. 401K PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-123,802 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $34,468 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $34,468 |
| Total plan assets at end of year | 2018-12-31 | $1,895,375 |
| Total plan assets at beginning of year | 2018-12-31 | $2,053,645 |
| Value of fidelity bond covering the plan | 2018-12-31 | $180,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $24,500 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-182,125 |
| Net income (gross income less expenses) | 2018-12-31 | $-158,270 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,895,375 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,053,645 |
| Assets. Value of participant loans | 2018-12-31 | $29,969 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $33,823 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : M. JAMES DANIELS, D.M.D. 401K PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $381,259 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $17,208 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $17,208 |
| Total plan assets at end of year | 2017-12-31 | $2,053,645 |
| Total plan assets at beginning of year | 2017-12-31 | $1,689,594 |
| Value of fidelity bond covering the plan | 2017-12-31 | $180,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $24,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $325,448 |
| Net income (gross income less expenses) | 2017-12-31 | $364,051 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,053,645 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,689,594 |
| Assets. Value of participant loans | 2017-12-31 | $41,354 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $31,811 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : M. JAMES DANIELS, D.M.D. 401K PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $150,621 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $38,210 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $38,210 |
| Total plan assets at end of year | 2016-12-31 | $1,689,594 |
| Total plan assets at beginning of year | 2016-12-31 | $1,577,183 |
| Value of fidelity bond covering the plan | 2016-12-31 | $180,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $24,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $98,427 |
| Net income (gross income less expenses) | 2016-12-31 | $112,411 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,689,594 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,577,183 |
| Assets. Value of participant loans | 2016-12-31 | $31,979 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $28,194 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : M. JAMES DANIELS, D.M.D. 401K PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $41,741 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $381,922 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $381,922 |
| Total plan assets at end of year | 2015-12-31 | $1,577,183 |
| Total plan assets at beginning of year | 2015-12-31 | $1,917,364 |
| Value of fidelity bond covering the plan | 2015-12-31 | $180,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $24,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-11,425 |
| Net income (gross income less expenses) | 2015-12-31 | $-340,181 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,577,183 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,917,364 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $29,166 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2022: M. JAMES DANIELS, D.M.D. 401K PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: M. JAMES DANIELS, D.M.D. 401K PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: M. JAMES DANIELS, D.M.D. 401K PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: M. JAMES DANIELS, D.M.D. 401K PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: M. JAMES DANIELS, D.M.D. 401K PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: M. JAMES DANIELS, D.M.D. 401K PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: M. JAMES DANIELS, D.M.D. 401K PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: M. JAMES DANIELS, D.M.D. 401K PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
