JEFFREY SACHS ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JEFFREY SACHS ASSOCIATES, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : JEFFREY SACHS ASSOCIATES, INC. PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-15 | 21259 |
| Net assets as of the end of the plan year | 2025-10-15 | 4305465 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 4023514 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 400000 |
| Participant contributions to plan in this plan year | 2025-10-15 | 0 |
| Other expenses paid from plan in this plan year | 2025-10-15 | 0 |
| Other contributions to plan in this plan year | 2025-10-15 | 0 |
| Other income to plan in this plan year | 2025-10-15 | 303210 |
| Plan net income in this plan year | 2025-10-15 | 281951 |
| Net assets as of the end of the plan year | 2025-10-15 | 4305465 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 4023514 |
| Employer contributions to plan in this plan year | 2025-10-15 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 21259 |
| 2024 : JEFFREY SACHS ASSOCIATES, INC. PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-30 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-30 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-30 | 187404 |
| Net assets as of the end of the plan year | 2024-10-30 | 4023514 |
| Total assets as of the beginning of the plan year | 2024-10-30 | 3800428 |
| Value of plan covered by a fidelity bond | 2024-10-30 | 400000 |
| Participant contributions to plan in this plan year | 2024-10-30 | 0 |
| Other expenses paid from plan in this plan year | 2024-10-30 | 0 |
| Other contributions to plan in this plan year | 2024-10-30 | 0 |
| Other income to plan in this plan year | 2024-10-30 | 339126 |
| Plan net income in this plan year | 2024-10-30 | 223086 |
| Net assets as of the end of the plan year | 2024-10-30 | 4023514 |
| Net assets as of the beginning of the plan year | 2024-10-30 | 3800428 |
| Employer contributions to plan in this plan year | 2024-10-30 | 71364 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-30 | 18257 |
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