ALEXIA R. LUCERO, DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALEXIA R. LUCERO, DDS PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : ALEXIA R. LUCERO, DDS PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-12 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-12 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-12 | 149768 |
| Net assets as of the end of the plan year | 2025-09-12 | 1371956 |
| Total assets as of the beginning of the plan year | 2025-09-12 | 1285146 |
| Value of plan covered by a fidelity bond | 2025-09-12 | 50000 |
| Participant contributions to plan in this plan year | 2025-09-12 | 47750 |
| Other expenses paid from plan in this plan year | 2025-09-12 | 0 |
| Other contributions to plan in this plan year | 2025-09-12 | 0 |
| Other income to plan in this plan year | 2025-09-12 | 138014 |
| Plan net income in this plan year | 2025-09-12 | 86810 |
| Net assets as of the end of the plan year | 2025-09-12 | 1371956 |
| Net assets as of the beginning of the plan year | 2025-09-12 | 1285146 |
| Employer contributions to plan in this plan year | 2025-09-12 | 50814 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-12 | 72 |
| 2024 : ALEXIA R. LUCERO, DDS PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-07 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-07 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-07 | 43832 |
| Net assets as of the end of the plan year | 2024-06-07 | 1285146 |
| Total assets as of the beginning of the plan year | 2024-06-07 | 1094844 |
| Value of plan covered by a fidelity bond | 2024-06-07 | 50000 |
| Participant contributions to plan in this plan year | 2024-06-07 | 35250 |
| Other expenses paid from plan in this plan year | 2024-06-07 | 0 |
| Other contributions to plan in this plan year | 2024-06-07 | 0 |
| Other income to plan in this plan year | 2024-06-07 | 151076 |
| Plan net income in this plan year | 2024-06-07 | 190302 |
| Net assets as of the end of the plan year | 2024-06-07 | 1285146 |
| Net assets as of the beginning of the plan year | 2024-06-07 | 1094844 |
| Employer contributions to plan in this plan year | 2024-06-07 | 47808 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-07 | 51 |
| 2022 : ALEXIA R. LUCERO, DDS PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-04-09 | 0 |
| Total liabilities as of the end of the plan year | 2022-04-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-09 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-09 | 60 |
| Net assets as of the end of the plan year | 2022-04-09 | 1225348 |
| Total assets as of the beginning of the plan year | 2022-04-09 | 995824 |
| Value of plan covered by a fidelity bond | 2022-04-09 | 50000 |
| Participant contributions to plan in this plan year | 2022-04-09 | 51750 |
| Value of participant loans at end of plan year | 2022-04-09 | 0 |
| Other expenses paid from plan in this plan year | 2022-04-09 | 0 |
| Other contributions to plan in this plan year | 2022-04-09 | 0 |
| Other income to plan in this plan year | 2022-04-09 | 123909 |
| Plan net income in this plan year | 2022-04-09 | 229524 |
| Net assets as of the end of the plan year | 2022-04-09 | 1225348 |
| Net assets as of the beginning of the plan year | 2022-04-09 | 995824 |
| Employer contributions to plan in this plan year | 2022-04-09 | 53925 |
| Fees paid to broker by Benefit Provider | 2022-04-09 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-09 | 60 |
