WELLS & WELLS ORTHODONTICS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WELLS & WELLS ORTHODONTICS LLC 401(K) PROFIT SHARI PLAN
| Measure | Date | Value |
|---|
| 2025 : WELLS & WELLS ORTHODONTICS LLC 401(K) PROFIT SHARI PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-19 | 31398 |
| Net assets as of the end of the plan year | 2025-05-19 | 3704916 |
| Total assets as of the beginning of the plan year | 2025-05-19 | 3157779 |
| Value of plan covered by a fidelity bond | 2025-05-19 | 200000 |
| Participant contributions to plan in this plan year | 2025-05-19 | 120880 |
| Other income to plan in this plan year | 2025-05-19 | 389438 |
| Plan net income in this plan year | 2025-05-19 | 547137 |
| Net assets as of the end of the plan year | 2025-05-19 | 3704916 |
| Net assets as of the beginning of the plan year | 2025-05-19 | 3157779 |
| Employer contributions to plan in this plan year | 2025-05-19 | 68217 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-19 | 31398 |
| 2024 : WELLS & WELLS ORTHODONTICS LLC 401(K) PROFIT SHARI PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-17 | 60605 |
| Net assets as of the end of the plan year | 2024-06-17 | 3157779 |
| Total assets as of the beginning of the plan year | 2024-06-17 | 2644920 |
| Value of plan covered by a fidelity bond | 2024-06-17 | 200000 |
| Participant contributions to plan in this plan year | 2024-06-17 | 77530 |
| Other expenses paid from plan in this plan year | 2024-06-17 | 5229 |
| Other income to plan in this plan year | 2024-06-17 | 443145 |
| Plan net income in this plan year | 2024-06-17 | 512859 |
| Net assets as of the end of the plan year | 2024-06-17 | 3157779 |
| Net assets as of the beginning of the plan year | 2024-06-17 | 2644920 |
| Employer contributions to plan in this plan year | 2024-06-17 | 52789 |
| Fees paid to broker by Benefit Provider | 2024-06-17 | 300 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-17 | 26190 |
| 2022 : WELLS & WELLS ORTHODONTICS LLC 401(K) PROFIT SHARI PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-03-17 | 15433 |
| Net assets as of the end of the plan year | 2022-03-17 | 3117175 |
| Total assets as of the beginning of the plan year | 2022-03-17 | 2653965 |
| Value of plan covered by a fidelity bond | 2022-03-17 | 200000 |
| Participant contributions to plan in this plan year | 2022-03-17 | 69580 |
| Other income to plan in this plan year | 2022-03-17 | 358313 |
| Plan net income in this plan year | 2022-03-17 | 463210 |
| Net assets as of the end of the plan year | 2022-03-17 | 3117175 |
| Net assets as of the beginning of the plan year | 2022-03-17 | 2653965 |
| Employer contributions to plan in this plan year | 2022-03-17 | 50750 |
| 2011 : WELLS & WELLS ORTHODONTICS LLC 401(K) PROFIT SHARI PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $24,070 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $35,040 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $25,176 |
| Total plan assets at end of year | 2011-12-31 | $642,849 |
| Total plan assets at beginning of year | 2011-12-31 | $653,819 |
| Value of fidelity bond covering the plan | 2011-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $40,795 |
| Other income received | 2011-12-31 | $-32,864 |
| Net income (gross income less expenses) | 2011-12-31 | $-10,970 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $642,849 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $653,819 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $16,139 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $9,864 |
| 2010 : WELLS & WELLS ORTHODONTICS LLC 401(K) PROFIT SHARI PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $169,904 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,968 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,968 |
| Total plan assets at end of year | 2010-12-31 | $653,819 |
| Total plan assets at beginning of year | 2010-12-31 | $485,883 |
| Value of fidelity bond covering the plan | 2010-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $42,377 |
| Other income received | 2010-12-31 | $73,185 |
| Net income (gross income less expenses) | 2010-12-31 | $167,936 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $653,819 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $485,883 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $54,342 |
