JULIE A STAGGERS DDS PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JULIE A. STAGGERS PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2024 : JULIE A. STAGGERS PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Transfers to/from the plan | 2024-01-01 | $54,513 |
| Total income from all sources | 2024-01-01 | $276,047 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $54,513 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $54,513 |
| Total plan assets at end of year | 2024-01-01 | $1,887,689 |
| Total plan assets at beginning of year | 2024-01-01 | $1,611,642 |
| Value of fidelity bond covering the plan | 2024-01-01 | $150,000 |
| Other income received | 2024-01-01 | $257,939 |
| Net income (gross income less expenses) | 2024-01-01 | $221,534 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $1,887,689 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $1,611,642 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $18,108 |
| 2022 : JULIE A. STAGGERS PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $70,545 |
| Total income from all sources | 2022-12-31 | $-376,212 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $70,545 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $70,545 |
| Total plan assets at end of year | 2022-12-31 | $1,327,368 |
| Total plan assets at beginning of year | 2022-12-31 | $1,703,580 |
| Value of fidelity bond covering the plan | 2022-12-31 | $150,000 |
| Other income received | 2022-12-31 | $-408,511 |
| Net income (gross income less expenses) | 2022-12-31 | $-446,757 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,327,368 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,703,580 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $32,299 |
| 2021 : JULIE A. STAGGERS PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $257,383 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $1,703,580 |
| Total plan assets at beginning of year | 2021-12-31 | $1,446,197 |
| Value of fidelity bond covering the plan | 2021-12-31 | $70,000 |
| Other income received | 2021-12-31 | $230,579 |
| Net income (gross income less expenses) | 2021-12-31 | $257,383 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,703,580 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,446,197 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $26,804 |
| 2020 : JULIE A. STAGGERS PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $327,954 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $6,579 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $6,579 |
| Total plan assets at end of year | 2020-12-31 | $1,446,197 |
| Total plan assets at beginning of year | 2020-12-31 | $1,124,822 |
| Value of fidelity bond covering the plan | 2020-12-31 | $70,000 |
| Other income received | 2020-12-31 | $309,265 |
| Net income (gross income less expenses) | 2020-12-31 | $321,375 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,446,197 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,124,822 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $18,689 |
| 2019 : JULIE A. STAGGERS PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $209,447 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $46,836 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $46,836 |
| Total plan assets at end of year | 2019-12-31 | $1,124,822 |
| Total plan assets at beginning of year | 2019-12-31 | $962,211 |
| Value of fidelity bond covering the plan | 2019-12-31 | $70,000 |
| Other income received | 2019-12-31 | $185,285 |
| Net income (gross income less expenses) | 2019-12-31 | $162,611 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,124,822 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $962,211 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $24,162 |
| 2018 : JULIE A. STAGGERS PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-35,235 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $962,211 |
| Total plan assets at beginning of year | 2018-12-31 | $997,446 |
| Value of fidelity bond covering the plan | 2018-12-31 | $70,000 |
| Other income received | 2018-12-31 | $-45,103 |
| Net income (gross income less expenses) | 2018-12-31 | $-35,235 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $962,211 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $997,446 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $9,868 |
| 2017 : JULIE A. STAGGERS PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $-153,792 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $699,007 |
| Total plan assets at beginning of year | 2017-12-31 | $852,799 |
| Value of fidelity bond covering the plan | 2017-12-31 | $70,000 |
| Other income received | 2017-12-31 | $126,406 |
| Net income (gross income less expenses) | 2017-12-31 | $-153,792 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $699,007 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $852,799 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $18,541 |
| 2016 : JULIE A. STAGGERS PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $84,128 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $852,799 |
| Total plan assets at beginning of year | 2016-12-31 | $768,671 |
| Other income received | 2016-12-31 | $60,321 |
| Net income (gross income less expenses) | 2016-12-31 | $84,128 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $852,799 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $768,671 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $23,807 |
| 2015 : JULIE A. STAGGERS PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $16,026 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $768,671 |
| Total plan assets at beginning of year | 2015-12-31 | $752,645 |
| Other income received | 2015-12-31 | $-8,507 |
| Net income (gross income less expenses) | 2015-12-31 | $16,026 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $768,671 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $752,645 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $24,533 |
| 2014 : JULIE A. STAGGERS PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $84,060 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $752,645 |
| Total plan assets at beginning of year | 2014-12-31 | $668,585 |
| Other income received | 2014-12-31 | $62,746 |
| Net income (gross income less expenses) | 2014-12-31 | $84,060 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $752,645 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $668,585 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $21,314 |
| 2013 : JULIE A. STAGGERS PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $26,699 |
| Total plan assets at end of year | 2013-12-31 | $668,585 |
| Total plan assets at beginning of year | 2013-12-31 | $641,886 |
| Other income received | 2013-12-31 | $-2,167 |
| Net income (gross income less expenses) | 2013-12-31 | $26,699 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $668,585 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $641,886 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $28,866 |
| 2011 : JULIE A. STAGGERS PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $55,416 |
| Total plan assets at end of year | 2011-12-31 | $558,888 |
| Total plan assets at beginning of year | 2011-12-31 | $503,472 |
| Other income received | 2011-12-31 | $3,715 |
| Net income (gross income less expenses) | 2011-12-31 | $55,416 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $558,888 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $503,472 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $51,701 |
| 2010 : JULIE A. STAGGERS PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $58,966 |
| Total plan assets at end of year | 2010-12-31 | $503,472 |
| Total plan assets at beginning of year | 2010-12-31 | $444,506 |
| Other income received | 2010-12-31 | $29,231 |
| Net income (gross income less expenses) | 2010-12-31 | $58,966 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $503,472 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $444,506 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $29,735 |
| 2022: JULIE A. STAGGERS 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 – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: JULIE A. STAGGERS 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 – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JULIE A. STAGGERS 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 – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JULIE A. STAGGERS 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 |
| 2018: JULIE A. STAGGERS PROFIT SHARING 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 – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JULIE A. STAGGERS PROFIT SHARING 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 – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JULIE A. STAGGERS PROFIT SHARING 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 – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JULIE A. STAGGERS PROFIT SHARING 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 – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JULIE A. STAGGERS PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JULIE A. STAGGERS PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: JULIE A. STAGGERS PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JULIE A. STAGGERS PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
