JOSEPH F. VERZINO, D.M.D., has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOSEPH F VERZINO PLAN & TRUST ACCOUNT
| Measure | Date | Value |
|---|
| 2025 : JOSEPH F VERZINO PLAN & TRUST ACCOUNT 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-29 | 78856 |
| Net assets as of the end of the plan year | 2025-08-29 | 1681972 |
| Total assets as of the beginning of the plan year | 2025-08-29 | 1546425 |
| Value of plan covered by a fidelity bond | 2025-08-29 | 155000 |
| Other income to plan in this plan year | 2025-08-29 | 148436 |
| Plan net income in this plan year | 2025-08-29 | 135547 |
| Net assets as of the end of the plan year | 2025-08-29 | 1681972 |
| Net assets as of the beginning of the plan year | 2025-08-29 | 1546425 |
| Employer contributions to plan in this plan year | 2025-08-29 | 65967 |
| Fees paid to broker by Benefit Provider | 2025-08-29 | 6941 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-29 | 110 |
| Total expenses incurred by plan in this plan year | 2025-04-07 | 2961 |
| Net assets as of the end of the plan year | 2025-04-07 | 1963628 |
| Total assets as of the beginning of the plan year | 2025-04-07 | 1756913 |
| Value of plan covered by a fidelity bond | 2025-04-07 | 176000 |
| Other income to plan in this plan year | 2025-04-07 | 137079 |
| Plan net income in this plan year | 2025-04-07 | 206715 |
| Net assets as of the end of the plan year | 2025-04-07 | 1963628 |
| Net assets as of the beginning of the plan year | 2025-04-07 | 1756913 |
| Employer contributions to plan in this plan year | 2025-04-07 | 72597 |
| Fees paid to broker by Benefit Provider | 2025-04-07 | 7974 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-07 | 1885 |
| 2024 : JOSEPH F VERZINO PLAN & TRUST ACCOUNT 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-20 | 16169 |
| Net assets as of the end of the plan year | 2024-05-20 | 1756913 |
| Total assets as of the beginning of the plan year | 2024-05-20 | 1546425 |
| Value of plan covered by a fidelity bond | 2024-05-20 | 155000 |
| Other income to plan in this plan year | 2024-05-20 | 160690 |
| Plan net income in this plan year | 2024-05-20 | 210488 |
| Net assets as of the end of the plan year | 2024-05-20 | 1756913 |
| Net assets as of the beginning of the plan year | 2024-05-20 | 1546425 |
| Employer contributions to plan in this plan year | 2024-05-20 | 65967 |
| Fees paid to broker by Benefit Provider | 2024-05-20 | 6941 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-20 | 1995 |
| 2022 : JOSEPH F VERZINO PLAN & TRUST ACCOUNT 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-05-12 | 103331 |
| Net assets as of the end of the plan year | 2022-05-12 | 1771489 |
| Total assets as of the beginning of the plan year | 2022-05-12 | 1688582 |
| Value of plan covered by a fidelity bond | 2022-05-12 | 180000 |
| Other income to plan in this plan year | 2022-05-12 | 115971 |
| Plan net income in this plan year | 2022-05-12 | 82907 |
| Net assets as of the end of the plan year | 2022-05-12 | 1771489 |
| Net assets as of the beginning of the plan year | 2022-05-12 | 1688582 |
| Employer contributions to plan in this plan year | 2022-05-12 | 70267 |
| Fees paid to broker by Benefit Provider | 2022-05-12 | 7494 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-12 | 1970 |
| 2014 : JOSEPH F VERZINO PLAN & TRUST ACCOUNT 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $99,582 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $6,747 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $6,747 |
| Total plan assets at end of year | 2014-12-31 | $1,026,182 |
| Total plan assets at beginning of year | 2014-12-31 | $933,347 |
| Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
| Other income received | 2014-12-31 | $38,324 |
| Net income (gross income less expenses) | 2014-12-31 | $92,835 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,026,182 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $933,347 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $61,258 |
