UNIVERSITY GENERAL DENTISTS, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-18 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-18 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-18 | 151869 |
| Net assets as of the end of the plan year | 2025-08-18 | 3857112 |
| Total assets as of the beginning of the plan year | 2025-08-18 | 3468171 |
| Value of plan covered by a fidelity bond | 2025-08-18 | 400000 |
| Participant contributions to plan in this plan year | 2025-08-18 | 0 |
| Other expenses paid from plan in this plan year | 2025-08-18 | 32010 |
| Other contributions to plan in this plan year | 2025-08-18 | 0 |
| Other income to plan in this plan year | 2025-08-18 | 540810 |
| Plan net income in this plan year | 2025-08-18 | 388941 |
| Net assets as of the end of the plan year | 2025-08-18 | 3857112 |
| Net assets as of the beginning of the plan year | 2025-08-18 | 3468171 |
| Employer contributions to plan in this plan year | 2025-08-18 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-18 | 0 |
| 2024 : UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-15 | 27045 |
| Net assets as of the end of the plan year | 2024-07-15 | 3468171 |
| Total assets as of the beginning of the plan year | 2024-07-15 | 2918125 |
| Value of plan covered by a fidelity bond | 2024-07-15 | 400000 |
| Other income to plan in this plan year | 2024-07-15 | 577091 |
| Plan net income in this plan year | 2024-07-15 | 550046 |
| Net assets as of the end of the plan year | 2024-07-15 | 3468171 |
| Net assets as of the beginning of the plan year | 2024-07-15 | 2918125 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-15 | 27045 |
| 2022 : UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-03 | 348390 |
| Net assets as of the end of the plan year | 2022-10-03 | 3742289 |
| Total assets as of the beginning of the plan year | 2022-10-03 | 3567482 |
| Value of plan covered by a fidelity bond | 2022-10-03 | 400000 |
| Other income to plan in this plan year | 2022-10-03 | 490697 |
| Plan net income in this plan year | 2022-10-03 | 174807 |
| Net assets as of the end of the plan year | 2022-10-03 | 3742289 |
| Net assets as of the beginning of the plan year | 2022-10-03 | 3567482 |
| Employer contributions to plan in this plan year | 2022-10-03 | 32500 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-03 | 31333 |
| 2013 : UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $385,716 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $34,179 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $34,179 |
| Total plan assets at end of year | 2013-12-31 | $1,782,162 |
| Total plan assets at beginning of year | 2013-12-31 | $1,430,625 |
| Value of fidelity bond covering the plan | 2013-12-31 | $200,000 |
| Other income received | 2013-12-31 | $228,836 |
| Net income (gross income less expenses) | 2013-12-31 | $351,537 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,782,162 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,430,625 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $156,880 |
| 2012 : UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN 2012 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $239,172 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $23,887 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $11,567 |
| Total plan assets at end of year | 2012-12-31 | $1,430,625 |
| Total plan assets at beginning of year | 2012-12-31 | $1,215,340 |
| Value of fidelity bond covering the plan | 2012-12-31 | $200,000 |
| Other income received | 2012-12-31 | $105,650 |
| Net income (gross income less expenses) | 2012-12-31 | $215,285 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,430,625 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,215,340 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $133,522 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $12,320 |
| 2011 : UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $95,420 |
| Total plan assets at end of year | 2011-12-31 | $1,215,340 |
| Total plan assets at beginning of year | 2011-12-31 | $1,119,920 |
| Value of fidelity bond covering the plan | 2011-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-41,927 |
| Net income (gross income less expenses) | 2011-12-31 | $95,420 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,215,340 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,119,920 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $137,347 |
| 2010 : UNIVERSITY GENERAL DENTISTS, P.C. RETIREMENT PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $215,481 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $5,445 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $5,353 |
| Total plan assets at end of year | 2010-12-31 | $1,119,920 |
| Total plan assets at beginning of year | 2010-12-31 | $909,884 |
| Value of fidelity bond covering the plan | 2010-12-31 | $125,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $92 |
| Other income received | 2010-12-31 | $96,528 |
| Net income (gross income less expenses) | 2010-12-31 | $210,036 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,119,920 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $909,884 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $118,953 |
