L & W FINANCIAL, LLC DBA SMITH & WYATT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan L & W FINANCIAL, LLC DBA SMITH & WYATT 401(K) PLAN
401k plan membership statisitcs for L & W FINANCIAL, LLC DBA SMITH & WYATT 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : L & W FINANCIAL, LLC DBA SMITH & WYATT 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-17 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-17 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-17 | 107 |
| Net assets as of the end of the plan year | 2025-04-17 | 176352 |
| Total assets as of the beginning of the plan year | 2025-04-17 | 96111 |
| Value of plan covered by a fidelity bond | 2025-04-17 | 917471694 |
| Participant contributions to plan in this plan year | 2025-04-17 | 34679 |
| Other expenses paid from plan in this plan year | 2025-04-17 | 0 |
| Other contributions to plan in this plan year | 2025-04-17 | 0 |
| Other income to plan in this plan year | 2025-04-17 | 35903 |
| Plan net income in this plan year | 2025-04-17 | 80241 |
| Net assets as of the end of the plan year | 2025-04-17 | 176352 |
| Net assets as of the beginning of the plan year | 2025-04-17 | 96111 |
| Value of contributions failed to transmitted timely | 2025-04-17 | 0 |
| Employer contributions to plan in this plan year | 2025-04-17 | 9766 |
| Fees paid to broker by Benefit Provider | 2025-04-17 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-17 | 107 |
| 2024 : L & W FINANCIAL, LLC DBA SMITH & WYATT 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-17 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-17 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-17 | 49 |
| Net assets as of the end of the plan year | 2024-05-17 | 96111 |
| Total assets as of the beginning of the plan year | 2024-05-17 | 38359 |
| Value of plan covered by a fidelity bond | 2024-05-17 | 705050000 |
| Participant contributions to plan in this plan year | 2024-05-17 | 33479 |
| Other expenses paid from plan in this plan year | 2024-05-17 | 0 |
| Other contributions to plan in this plan year | 2024-05-17 | 0 |
| Other income to plan in this plan year | 2024-05-17 | 21027 |
| Plan net income in this plan year | 2024-05-17 | 57752 |
| Net assets as of the end of the plan year | 2024-05-17 | 96111 |
| Net assets as of the beginning of the plan year | 2024-05-17 | 38359 |
| Value of contributions failed to transmitted timely | 2024-05-17 | 0 |
| Employer contributions to plan in this plan year | 2024-05-17 | 3295 |
| Fees paid to broker by Benefit Provider | 2024-05-17 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-17 | 49 |
| 2022 : L & W FINANCIAL, LLC DBA SMITH & WYATT 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-08-01 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-08-01 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-01 | 4 |
| Net assets as of the end of the plan year | 2022-08-01 | 5868 |
| Total assets as of the beginning of the plan year | 2022-08-01 | 0 |
| Value of plan covered by a fidelity bond | 2022-08-01 | 336000000 |
| Participant contributions to plan in this plan year | 2022-08-01 | 4859 |
| Other expenses paid from plan in this plan year | 2022-08-01 | 0 |
| Other contributions to plan in this plan year | 2022-08-01 | 0 |
| Other income to plan in this plan year | 2022-08-01 | 317 |
| Plan net income in this plan year | 2022-08-01 | 5868 |
| Net assets as of the end of the plan year | 2022-08-01 | 5868 |
| Net assets as of the beginning of the plan year | 2022-08-01 | 0 |
| Value of contributions failed to transmitted timely | 2022-08-01 | 0 |
| Employer contributions to plan in this plan year | 2022-08-01 | 696 |
| Fees paid to broker by Benefit Provider | 2022-08-01 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-01 | 4 |
