CROWLEY & SHAMIR FAMILY DENTISTRY LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CROWLEY & SHAMIR FAMILY DENTISTRY LLC 401K PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2024 : CROWLEY & SHAMIR FAMILY DENTISTRY LLC 401K PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total income from all sources | 2024-01-01 | $568,590 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $54,457 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $54,457 |
| Total plan assets at end of year | 2024-01-01 | $3,148,783 |
| Total plan assets at beginning of year | 2024-01-01 | $2,634,650 |
| Value of fidelity bond covering the plan | 2024-01-01 | $400,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $67,167 |
| Other income received | 2024-01-01 | $411,077 |
| Net income (gross income less expenses) | 2024-01-01 | $514,133 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $3,148,783 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $2,634,650 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $90,346 |
| 2023 : CROWLEY & SHAMIR FAMILY DENTISTRY LLC 401K PROFIT SHARING PLAN & TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $663,561 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $434 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $434 |
| Total plan assets at end of year | 2023-12-31 | $2,634,650 |
| Total plan assets at beginning of year | 2023-12-31 | $1,971,523 |
| Value of fidelity bond covering the plan | 2023-12-31 | $255,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $65,718 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $149,953 |
| Other income received | 2023-12-31 | $369,360 |
| Net income (gross income less expenses) | 2023-12-31 | $663,127 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,634,650 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,971,523 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $78,530 |
| 2022 : CROWLEY & SHAMIR FAMILY DENTISTRY LLC 401K PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-188,892 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $73,509 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $73,421 |
| Total plan assets at end of year | 2022-12-31 | $1,971,523 |
| Total plan assets at beginning of year | 2022-12-31 | $2,233,924 |
| Value of fidelity bond covering the plan | 2022-12-31 | $255,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $60,312 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $88 |
| Other income received | 2022-12-31 | $-318,259 |
| Net income (gross income less expenses) | 2022-12-31 | $-262,401 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,971,523 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,233,924 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $69,055 |
| 2021 : CROWLEY & SHAMIR FAMILY DENTISTRY LLC 401K PROFIT SHARING PLAN & TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $433,098 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $2,800 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $2,800 |
| Total plan assets at end of year | 2021-12-31 | $2,233,924 |
| Total plan assets at beginning of year | 2021-12-31 | $1,803,626 |
| Total contributions received or receivable from participants | 2021-12-31 | $64,400 |
| Other income received | 2021-12-31 | $295,191 |
| Net income (gross income less expenses) | 2021-12-31 | $430,298 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,233,924 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,803,626 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $73,507 |
| 2020 : CROWLEY & SHAMIR FAMILY DENTISTRY LLC 401K PROFIT SHARING PLAN & TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $289,697 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $83,984 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $83,984 |
| Total plan assets at end of year | 2020-12-31 | $1,803,626 |
| Total plan assets at beginning of year | 2020-12-31 | $1,597,913 |
| Value of fidelity bond covering the plan | 2020-12-31 | $181,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $64,026 |
| Other income received | 2020-12-31 | $160,974 |
| Net income (gross income less expenses) | 2020-12-31 | $205,713 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,803,626 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,597,913 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $64,697 |
| 2019 : CROWLEY & SHAMIR FAMILY DENTISTRY LLC 401K PROFIT SHARING PLAN & TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $406,991 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $13,100 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $13,100 |
| Total plan assets at end of year | 2019-12-31 | $1,597,913 |
| Total plan assets at beginning of year | 2019-12-31 | $1,204,022 |
| Value of fidelity bond covering the plan | 2019-12-31 | $160,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $56,948 |
| Other income received | 2019-12-31 | $287,645 |
| Net income (gross income less expenses) | 2019-12-31 | $393,891 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,597,913 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,204,022 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $62,398 |
| 2018 : CROWLEY & SHAMIR FAMILY DENTISTRY LLC 401K PROFIT SHARING PLAN & TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $70,024 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $402 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $402 |
| Total plan assets at end of year | 2018-12-31 | $1,204,022 |
| Total plan assets at beginning of year | 2018-12-31 | $1,134,400 |
| Value of fidelity bond covering the plan | 2018-12-31 | $125,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $32,459 |
| Other income received | 2018-12-31 | $-18,423 |
| Net income (gross income less expenses) | 2018-12-31 | $69,622 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,204,022 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,134,400 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $55,988 |
