ROBERT J. EVARISTO & ASSOC, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT J. EVARISTO & ASSOC, INC. 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : ROBERT J. EVARISTO & ASSOC, INC. 401K PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-30 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-30 | 3801 |
| Net assets as of the end of the plan year | 2025-07-30 | 258492 |
| Total assets as of the beginning of the plan year | 2025-07-30 | 191293 |
| Value of plan covered by a fidelity bond | 2025-07-30 | 20000 |
| Participant contributions to plan in this plan year | 2025-07-30 | 36619 |
| Other expenses paid from plan in this plan year | 2025-07-30 | 0 |
| Other contributions to plan in this plan year | 2025-07-30 | 0 |
| Other income to plan in this plan year | 2025-07-30 | 22391 |
| Plan net income in this plan year | 2025-07-30 | 67199 |
| Net assets as of the end of the plan year | 2025-07-30 | 258492 |
| Net assets as of the beginning of the plan year | 2025-07-30 | 191293 |
| Employer contributions to plan in this plan year | 2025-07-30 | 11990 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-30 | 1334 |
| 2024 : ROBERT J. EVARISTO & ASSOC, INC. 401K PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-30 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-30 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-30 | 859 |
| Net assets as of the end of the plan year | 2024-07-30 | 191293 |
| Total assets as of the beginning of the plan year | 2024-07-30 | 120905 |
| Value of plan covered by a fidelity bond | 2024-07-30 | 20000 |
| Participant contributions to plan in this plan year | 2024-07-30 | 35681 |
| Other expenses paid from plan in this plan year | 2024-07-30 | 0 |
| Other contributions to plan in this plan year | 2024-07-30 | 0 |
| Other income to plan in this plan year | 2024-07-30 | 24587 |
| Plan net income in this plan year | 2024-07-30 | 70388 |
| Net assets as of the end of the plan year | 2024-07-30 | 191293 |
| Net assets as of the beginning of the plan year | 2024-07-30 | 120905 |
| Employer contributions to plan in this plan year | 2024-07-30 | 10979 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-30 | 859 |
| 2022 : ROBERT J. EVARISTO & ASSOC, INC. 401K PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-04-12 | 0 |
| Total liabilities as of the end of the plan year | 2022-04-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-12 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-12 | 313 |
| Net assets as of the end of the plan year | 2022-04-12 | 95242 |
| Total assets as of the beginning of the plan year | 2022-04-12 | 0 |
| Value of plan covered by a fidelity bond | 2022-04-12 | 20000 |
| Participant contributions to plan in this plan year | 2022-04-12 | 29492 |
| Other expenses paid from plan in this plan year | 2022-04-12 | 0 |
| Other contributions to plan in this plan year | 2022-04-12 | 49028 |
| Other income to plan in this plan year | 2022-04-12 | 6090 |
| Plan net income in this plan year | 2022-04-12 | 95242 |
| Net assets as of the end of the plan year | 2022-04-12 | 95242 |
| Net assets as of the beginning of the plan year | 2022-04-12 | 0 |
| Employer contributions to plan in this plan year | 2022-04-12 | 10945 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-12 | 313 |
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