BARRY J. EDISON, DO PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BARRY J. EDISON, DO PC 401 K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : BARRY J. EDISON, DO PC 401 K PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-14 | 0 |
| Net assets as of the end of the plan year | 2025-10-14 | 1344205 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 1133741 |
| Value of plan covered by a fidelity bond | 2025-10-14 | 60000 |
| Participant contributions to plan in this plan year | 2025-10-14 | 73631 |
| Other income to plan in this plan year | 2025-10-14 | 117451 |
| Plan net income in this plan year | 2025-10-14 | 210464 |
| Net assets as of the end of the plan year | 2025-10-14 | 1344205 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 1133741 |
| Employer contributions to plan in this plan year | 2025-10-14 | 19382 |
| 2024 : BARRY J. EDISON, DO PC 401 K PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-14 | 14696 |
| Net assets as of the end of the plan year | 2024-10-14 | 1133741 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 931184 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 60000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 56531 |
| Other expenses paid from plan in this plan year | 2024-10-14 | 0 |
| Other income to plan in this plan year | 2024-10-14 | 146803 |
| Plan net income in this plan year | 2024-10-14 | 202557 |
| Net assets as of the end of the plan year | 2024-10-14 | 1133741 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 931184 |
| Employer contributions to plan in this plan year | 2024-10-14 | 13919 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-14 | 0 |
| 2022 : BARRY J. EDISON, DO PC 401 K PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-128,296 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $931,184 |
| Total plan assets at beginning of year | 2022-12-31 | $1,059,480 |
| Value of fidelity bond covering the plan | 2022-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $56,337 |
| 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 | $-198,417 |
| Net income (gross income less expenses) | 2022-12-31 | $-128,296 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $931,184 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,059,480 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $13,784 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
| 2021 : BARRY J. EDISON, DO PC 401 K PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $159,269 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $1,059,480 |
| Total plan assets at beginning of year | 2021-12-31 | $900,211 |
| Value of fidelity bond covering the plan | 2021-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $33,653 |
| Other income received | 2021-12-31 | $113,056 |
| Net income (gross income less expenses) | 2021-12-31 | $159,269 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,059,480 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $900,211 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $12,560 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : BARRY J. EDISON, DO PC 401 K PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $90,475 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $18,423 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $18,423 |
| Total plan assets at end of year | 2020-12-31 | $900,211 |
| Total plan assets at beginning of year | 2020-12-31 | $828,159 |
| Value of fidelity bond covering the plan | 2020-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| 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 | $90,475 |
| Net income (gross income less expenses) | 2020-12-31 | $72,052 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $900,211 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $828,159 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| 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 : BARRY J. EDISON, DO PC 401 K PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $174,735 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $828,159 |
| Total plan assets at beginning of year | 2019-12-31 | $653,424 |
| Value of fidelity bond covering the plan | 2019-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $10,149 |
| 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 | $160,626 |
| Net income (gross income less expenses) | 2019-12-31 | $174,735 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $828,159 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $653,424 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $3,960 |
| 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 |
| 2022: BARRY J. EDISON, DO PC 401 K PROFIT SHARING 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: BARRY J. EDISON, DO PC 401 K PROFIT SHARING 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 – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: BARRY J. EDISON, DO PC 401 K PROFIT SHARING 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: BARRY J. EDISON, DO PC 401 K PROFIT SHARING 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 – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
