SHERRY P. PAULSON, DDS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SHERRY P. PAULSON, DDS 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : SHERRY P. PAULSON, DDS 401K PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-06-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-23 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-23 | 0 |
| Net assets as of the end of the plan year | 2025-06-23 | 1028903 |
| Total assets as of the beginning of the plan year | 2025-06-23 | 835368 |
| Value of plan covered by a fidelity bond | 2025-06-23 | 90000 |
| Participant contributions to plan in this plan year | 2025-06-23 | 31540 |
| Other income to plan in this plan year | 2025-06-23 | 154561 |
| Plan net income in this plan year | 2025-06-23 | 193535 |
| Net assets as of the end of the plan year | 2025-06-23 | 1028903 |
| Net assets as of the beginning of the plan year | 2025-06-23 | 835368 |
| Employer contributions to plan in this plan year | 2025-06-23 | 7434 |
| 2024 : SHERRY P. PAULSON, DDS 401K PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-07-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-02 | 0 |
| Net assets as of the end of the plan year | 2024-07-02 | 835368 |
| Total assets as of the beginning of the plan year | 2024-07-02 | 651662 |
| Value of plan covered by a fidelity bond | 2024-07-02 | 90000 |
| Participant contributions to plan in this plan year | 2024-07-02 | 31040 |
| Other income to plan in this plan year | 2024-07-02 | 144779 |
| Plan net income in this plan year | 2024-07-02 | 183706 |
| Net assets as of the end of the plan year | 2024-07-02 | 835368 |
| Net assets as of the beginning of the plan year | 2024-07-02 | 651662 |
| Employer contributions to plan in this plan year | 2024-07-02 | 7887 |
| 2012 : SHERRY P. PAULSON, DDS 401K PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $36,507 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $95,819 |
| Total plan assets at beginning of year | 2012-12-31 | $59,312 |
| Total contributions received or receivable from participants | 2012-12-31 | $23,520 |
| Other income received | 2012-12-31 | $3,961 |
| Net income (gross income less expenses) | 2012-12-31 | $36,507 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $95,819 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $59,312 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $9,026 |
| 2011 : SHERRY P. PAULSON, DDS 401K 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 | $28,861 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $59,312 |
| Total plan assets at beginning of year | 2011-12-31 | $30,451 |
| Total contributions received or receivable from participants | 2011-12-31 | $23,000 |
| Other income received | 2011-12-31 | $-1,900 |
| Net income (gross income less expenses) | 2011-12-31 | $28,861 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $59,312 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $30,451 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $7,761 |
| 2010 : SHERRY P. PAULSON, DDS 401K PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $30,451 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $30,451 |
| Total plan assets at beginning of year | 2010-12-31 | $0 |
| Total contributions received or receivable from participants | 2010-12-31 | $7,742 |
| Other income received | 2010-12-31 | $109 |
| Net income (gross income less expenses) | 2010-12-31 | $30,451 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $30,451 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $22,600 |
| 2012: SHERRY P. PAULSON, DDS 401K PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: SHERRY P. PAULSON, DDS 401K PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: SHERRY P. PAULSON, DDS 401K PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | First time form 5500 has been submitted | Yes |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
