RUBIN & ASSOCIATES CPA FIRM, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J & M ACCOUNTING & TAX SERVICES, INC., 401(K) PLAN
401k plan membership statisitcs for J & M ACCOUNTING & TAX SERVICES, INC., 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : J & M ACCOUNTING & TAX SERVICES, INC., 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-10-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-08 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-08 | 17784 |
| Net assets as of the end of the plan year | 2025-10-08 | 403494 |
| Total assets as of the beginning of the plan year | 2025-10-08 | 335144 |
| Value of plan covered by a fidelity bond | 2025-10-08 | 25000 |
| Participant contributions to plan in this plan year | 2025-10-08 | 29710 |
| Value of participant loans at end of plan year | 2025-10-08 | 33697 |
| Other income to plan in this plan year | 2025-10-08 | 41245 |
| Plan net income in this plan year | 2025-10-08 | 68350 |
| Net assets as of the end of the plan year | 2025-10-08 | 403494 |
| Net assets as of the beginning of the plan year | 2025-10-08 | 335144 |
| Employer contributions to plan in this plan year | 2025-10-08 | 15179 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-08 | 1040 |
| 2024 : J & M ACCOUNTING & TAX SERVICES, INC., 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-09 | 4280 |
| Net assets as of the end of the plan year | 2024-10-09 | 335144 |
| Total assets as of the beginning of the plan year | 2024-10-09 | 251027 |
| Value of plan covered by a fidelity bond | 2024-10-09 | 25000 |
| Participant contributions to plan in this plan year | 2024-10-09 | 29728 |
| Value of participant loans at end of plan year | 2024-10-09 | 46987 |
| Other income to plan in this plan year | 2024-10-09 | 42714 |
| Plan net income in this plan year | 2024-10-09 | 84117 |
| Net assets as of the end of the plan year | 2024-10-09 | 335144 |
| Net assets as of the beginning of the plan year | 2024-10-09 | 251027 |
| Employer contributions to plan in this plan year | 2024-10-09 | 15955 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-09 | 1094 |
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