PERIODONTICS ASSOCIATES, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERIODONTICS ASSOCIATES, LLP 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : PERIODONTICS ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-03 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-03 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-03 | 1964622 |
| Net assets as of the end of the plan year | 2025-09-03 | 3886107 |
| Total assets as of the beginning of the plan year | 2025-09-03 | 5209437 |
| Value of plan covered by a fidelity bond | 2025-09-03 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-03 | 60764 |
| Value of participant loans at end of plan year | 2025-09-03 | 57029 |
| Other expenses paid from plan in this plan year | 2025-09-03 | 0 |
| Other contributions to plan in this plan year | 2025-09-03 | 0 |
| Other income to plan in this plan year | 2025-09-03 | 516671 |
| Plan net income in this plan year | 2025-09-03 | -1323330 |
| Net assets as of the end of the plan year | 2025-09-03 | 3886107 |
| Net assets as of the beginning of the plan year | 2025-09-03 | 5209437 |
| Employer contributions to plan in this plan year | 2025-09-03 | 63857 |
| Fees paid to broker by Benefit Provider | 2025-09-03 | 15694 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-03 | 43993 |
| 2024 : PERIODONTICS ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-26 | 18210 |
| Total liabilities as of the end of the plan year | 2024-04-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-26 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-26 | 163813 |
| Net assets as of the end of the plan year | 2024-04-26 | 5209437 |
| Total assets as of the beginning of the plan year | 2024-04-26 | 4412412 |
| Value of plan covered by a fidelity bond | 2024-04-26 | 500000 |
| Participant contributions to plan in this plan year | 2024-04-26 | 70116 |
| Value of participant loans at end of plan year | 2024-04-26 | 85416 |
| Other contributions to plan in this plan year | 2024-04-26 | 107483 |
| Other income to plan in this plan year | 2024-04-26 | 658300 |
| Plan net income in this plan year | 2024-04-26 | 778815 |
| Net assets as of the end of the plan year | 2024-04-26 | 5209437 |
| Net assets as of the beginning of the plan year | 2024-04-26 | 4412412 |
| Employer contributions to plan in this plan year | 2024-04-26 | 106729 |
| Fees paid to broker by Benefit Provider | 2024-04-26 | 13933 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-26 | 40613 |
| 2022 : PERIODONTICS ASSOCIATES, LLP 401K PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-10-13 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-13 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-13 | 206586 |
| Net assets as of the end of the plan year | 2022-10-13 | 5206327 |
| Total assets as of the beginning of the plan year | 2022-10-13 | 4651134 |
| Value of plan covered by a fidelity bond | 2022-10-13 | 520000 |
| Participant contributions to plan in this plan year | 2022-10-13 | 62392 |
| Value of participant loans at end of plan year | 2022-10-13 | 16616 |
| Other expenses paid from plan in this plan year | 2022-10-13 | 0 |
| Other contributions to plan in this plan year | 2022-10-13 | 0 |
| Other income to plan in this plan year | 2022-10-13 | 597293 |
| Plan net income in this plan year | 2022-10-13 | 555193 |
| Net assets as of the end of the plan year | 2022-10-13 | 5206327 |
| Net assets as of the beginning of the plan year | 2022-10-13 | 4651134 |
| Employer contributions to plan in this plan year | 2022-10-13 | 102094 |
| Fees paid to broker by Benefit Provider | 2022-10-13 | 14768 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-13 | 42325 |