ROBERT M. DERY, DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DENTISTRY BY DERY CASH BALANCE PENSION PLAN
| Measure | Date | Value |
|---|
| 2025 : DENTISTRY BY DERY CASH BALANCE PENSION PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-12 | 1580784 |
| Net assets as of the end of the plan year | 2025-08-12 | 4669 |
| Total assets as of the beginning of the plan year | 2025-08-12 | 1449091 |
| Value of plan covered by a fidelity bond | 2025-08-12 | 120000 |
| Other income to plan in this plan year | 2025-08-12 | 136362 |
| Plan net income in this plan year | 2025-08-12 | -1444422 |
| Net assets as of the end of the plan year | 2025-08-12 | 4669 |
| Net assets as of the beginning of the plan year | 2025-08-12 | 1449091 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-12 | 18302 |
| 2024 : DENTISTRY BY DERY CASH BALANCE PENSION PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-15 | 8968 |
| Net assets as of the end of the plan year | 2024-07-15 | 1449091 |
| Total assets as of the beginning of the plan year | 2024-07-15 | 1119328 |
| Value of plan covered by a fidelity bond | 2024-07-15 | 120000 |
| Other income to plan in this plan year | 2024-07-15 | 128731 |
| Plan net income in this plan year | 2024-07-15 | 329763 |
| Net assets as of the end of the plan year | 2024-07-15 | 1449091 |
| Net assets as of the beginning of the plan year | 2024-07-15 | 1119328 |
| Employer contributions to plan in this plan year | 2024-07-15 | 210000 |
| 2022 : DENTISTRY BY DERY CASH BALANCE PENSION PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-04-12 | 0 |
| Net assets as of the end of the plan year | 2022-04-12 | 1048764 |
| Total assets as of the beginning of the plan year | 2022-04-12 | 740142 |
| Value of plan covered by a fidelity bond | 2022-04-12 | 100000 |
| Other income to plan in this plan year | 2022-04-12 | 54622 |
| Plan net income in this plan year | 2022-04-12 | 308622 |
| Net assets as of the end of the plan year | 2022-04-12 | 1048764 |
| Net assets as of the beginning of the plan year | 2022-04-12 | 740142 |
| Employer contributions to plan in this plan year | 2022-04-12 | 254000 |
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