WALNUT CREEK - DANVILLE ORAL SURGERY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WALNUT CREEK - DANVILLE ORAL SURGERY PROFIT SHARING 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : WALNUT CREEK - DANVILLE ORAL SURGERY PROFIT SHARING 401(K) PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $646,703 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $128,592 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $104,637 |
| Total plan assets at end of year | 2023-12-31 | $4,043,486 |
| Total plan assets at beginning of year | 2023-12-31 | $3,525,375 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $144,221 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $23,955 |
| Other income received | 2023-12-31 | $364,482 |
| Net income (gross income less expenses) | 2023-12-31 | $518,111 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,043,486 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,525,375 |
| Assets. Value of participant loans | 2023-12-31 | $40,960 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $138,000 |
| Total transfers to/from plan in this plan year | 2023-10-11 | 400000 |
| Total liabilities as of the end of the plan year | 2023-10-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2023-10-11 | 6 |
| Total expenses incurred by plan in this plan year | 2023-10-11 | 5556648 |
| Net assets as of the end of the plan year | 2023-10-11 | 4277441 |
| Total assets as of the beginning of the plan year | 2023-10-11 | 8558067 |
| Value of plan covered by a fidelity bond | 2023-10-11 | 500000 |
| Participant contributions to plan in this plan year | 2023-10-11 | 149900 |
| Value of participant loans at end of plan year | 2023-10-11 | 12741 |
| Other expenses paid from plan in this plan year | 2023-10-11 | 27 |
| Other contributions to plan in this plan year | 2023-10-11 | 1584 |
| Other income to plan in this plan year | 2023-10-11 | 595921 |
| Plan net income in this plan year | 2023-10-11 | -4680620 |
| Net assets as of the end of the plan year | 2023-10-11 | 4277441 |
| Net assets as of the beginning of the plan year | 2023-10-11 | 8558061 |
| Employer contributions to plan in this plan year | 2023-10-11 | 128623 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-10-11 | 60309 |
| 2022 : WALNUT CREEK - DANVILLE ORAL SURGERY PROFIT SHARING 401(K) PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $224,774 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $976,840 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $156,000 |
| Total plan assets at end of year | 2022-12-31 | $3,525,375 |
| Total plan assets at beginning of year | 2022-12-31 | $4,277,441 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $156,045 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $2,644 |
| Other income received | 2022-12-31 | $-69,659 |
| Net income (gross income less expenses) | 2022-12-31 | $-752,066 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,525,375 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,277,441 |
| Assets. Value of participant loans | 2022-12-31 | $9,788 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $135,744 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $820,840 |
| 2023: WALNUT CREEK - DANVILLE ORAL SURGERY PROFIT SHARING 401(K) 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 – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: WALNUT CREEK - DANVILLE ORAL SURGERY PROFIT SHARING 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | Yes |
| 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 – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
