ROBERT J PERREAULT DDS PC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT J PERREAULT DDS RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023: ROBERT J PERREAULT DDS RETIREMENT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 12 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 1 |
| Total of all active and inactive participants | 2023-01-01 | 13 |
| Total participants | 2023-01-01 | 13 |
| Number of participants with account balances | 2023-01-01 | 11 |
| 2022: ROBERT J PERREAULT DDS RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 9 |
| Total participants | 2022-01-01 | 9 |
| Number of participants with account balances | 2022-01-01 | 9 |
| Measure | Date | Value |
|---|
| 2023 : ROBERT J PERREAULT DDS RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $542,029 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $12,425 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $12,425 |
| Total plan assets at end of year | 2023-12-31 | $3,074,363 |
| Total plan assets at beginning of year | 2023-12-31 | $2,544,759 |
| Value of fidelity bond covering the plan | 2023-12-31 | $350,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $104,846 |
| Other income received | 2023-12-31 | $406,267 |
| Net income (gross income less expenses) | 2023-12-31 | $529,604 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,074,363 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,544,759 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $30,916 |
| 2022 : ROBERT J PERREAULT DDS RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-367,706 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $238,645 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $238,645 |
| Total plan assets at end of year | 2022-12-31 | $2,544,759 |
| Total plan assets at beginning of year | 2022-12-31 | $3,151,110 |
| Value of fidelity bond covering the plan | 2022-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $88,025 |
| Other income received | 2022-12-31 | $-530,255 |
| Net income (gross income less expenses) | 2022-12-31 | $-606,351 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,544,759 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,151,110 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $74,524 |
| 2023: ROBERT J PERREAULT DDS RETIREMENT PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: ROBERT J PERREAULT DDS RETIREMENT 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 |
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