JARED LEE DDS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JARED LEE DDS LLC 401(K) PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : JARED LEE DDS LLC 401(K) PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-04 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-04 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-04 | 33576 |
| Net assets as of the end of the plan year | 2025-04-04 | 1356169 |
| Total assets as of the beginning of the plan year | 2025-04-04 | 1184298 |
| Value of plan covered by a fidelity bond | 2025-04-04 | 120000 |
| Participant contributions to plan in this plan year | 2025-04-04 | 63059 |
| Value of participant loans at end of plan year | 2025-04-04 | 29789 |
| Other expenses paid from plan in this plan year | 2025-04-04 | 0 |
| Other contributions to plan in this plan year | 2025-04-04 | 0 |
| Other income to plan in this plan year | 2025-04-04 | 98143 |
| Plan net income in this plan year | 2025-04-04 | 171871 |
| Net assets as of the end of the plan year | 2025-04-04 | 1356169 |
| Net assets as of the beginning of the plan year | 2025-04-04 | 1184298 |
| Employer contributions to plan in this plan year | 2025-04-04 | 44245 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-04 | 11373 |
| 2024 : JARED LEE DDS LLC 401(K) PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-03-11 | 0 |
| Total liabilities as of the end of the plan year | 2024-03-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-03-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-03-11 | 15190 |
| Net assets as of the end of the plan year | 2024-03-11 | 1184298 |
| Total assets as of the beginning of the plan year | 2024-03-11 | 992623 |
| Value of plan covered by a fidelity bond | 2024-03-11 | 120000 |
| Participant contributions to plan in this plan year | 2024-03-11 | 62867 |
| Value of participant loans at end of plan year | 2024-03-11 | 60112 |
| Other expenses paid from plan in this plan year | 2024-03-11 | 0 |
| Other contributions to plan in this plan year | 2024-03-11 | 0 |
| Other income to plan in this plan year | 2024-03-11 | 107921 |
| Plan net income in this plan year | 2024-03-11 | 191675 |
| Net assets as of the end of the plan year | 2024-03-11 | 1184298 |
| Net assets as of the beginning of the plan year | 2024-03-11 | 992623 |
| Employer contributions to plan in this plan year | 2024-03-11 | 36077 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-03-11 | 10072 |
| 2022 : JARED LEE DDS LLC 401(K) PLAN & TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-05-06 | 0 |
| Total liabilities as of the end of the plan year | 2022-05-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-06 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-06 | 17918 |
| Net assets as of the end of the plan year | 2022-05-06 | 995363 |
| Total assets as of the beginning of the plan year | 2022-05-06 | 777844 |
| Participant contributions to plan in this plan year | 2022-05-06 | 56228 |
| Value of participant loans at end of plan year | 2022-05-06 | 67033 |
| Other expenses paid from plan in this plan year | 2022-05-06 | 0 |
| Other contributions to plan in this plan year | 2022-05-06 | 0 |
| Other income to plan in this plan year | 2022-05-06 | 124469 |
| Plan net income in this plan year | 2022-05-06 | 217519 |
| Net assets as of the end of the plan year | 2022-05-06 | 995363 |
| Net assets as of the beginning of the plan year | 2022-05-06 | 777844 |
| Employer contributions to plan in this plan year | 2022-05-06 | 54740 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-06 | 8537 |
