A AND I FINANCIAL SERVICES, LLC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan A AND I FINANCIAL SERVICES, LLC. 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : A AND I FINANCIAL SERVICES, LLC. 401K PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-21 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-21 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-21 | 330392 |
| Net assets as of the end of the plan year | 2025-07-21 | 2003083 |
| Total assets as of the beginning of the plan year | 2025-07-21 | 1862772 |
| Value of plan covered by a fidelity bond | 2025-07-21 | 95000 |
| Participant contributions to plan in this plan year | 2025-07-21 | 90316 |
| Other expenses paid from plan in this plan year | 2025-07-21 | 0 |
| Other contributions to plan in this plan year | 2025-07-21 | 0 |
| Other income to plan in this plan year | 2025-07-21 | 268115 |
| Plan net income in this plan year | 2025-07-21 | 140311 |
| Net assets as of the end of the plan year | 2025-07-21 | 2003083 |
| Net assets as of the beginning of the plan year | 2025-07-21 | 1862772 |
| Employer contributions to plan in this plan year | 2025-07-21 | 112272 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-21 | 353 |
| Total transfers to/from plan in this plan year | 2025-07-14 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-14 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-14 | 330392 |
| Net assets as of the end of the plan year | 2025-07-14 | 2003083 |
| Total assets as of the beginning of the plan year | 2025-07-14 | 1862772 |
| Value of plan covered by a fidelity bond | 2025-07-14 | 95000 |
| Participant contributions to plan in this plan year | 2025-07-14 | 90316 |
| Other expenses paid from plan in this plan year | 2025-07-14 | 0 |
| Other contributions to plan in this plan year | 2025-07-14 | 0 |
| Other income to plan in this plan year | 2025-07-14 | 268115 |
| Plan net income in this plan year | 2025-07-14 | 140311 |
| Net assets as of the end of the plan year | 2025-07-14 | 2003083 |
| Net assets as of the beginning of the plan year | 2025-07-14 | 1862772 |
| Employer contributions to plan in this plan year | 2025-07-14 | 112272 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-14 | 353 |
| 2024 : A AND I FINANCIAL SERVICES, LLC. 401K PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-12 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-12 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-12 | 15 |
| Net assets as of the end of the plan year | 2024-06-12 | 1862772 |
| Total assets as of the beginning of the plan year | 2024-06-12 | 1377072 |
| Value of plan covered by a fidelity bond | 2024-06-12 | 150000 |
| Participant contributions to plan in this plan year | 2024-06-12 | 68150 |
| Other expenses paid from plan in this plan year | 2024-06-12 | 0 |
| Other contributions to plan in this plan year | 2024-06-12 | 0 |
| Other income to plan in this plan year | 2024-06-12 | 282730 |
| Plan net income in this plan year | 2024-06-12 | 485700 |
| Net assets as of the end of the plan year | 2024-06-12 | 1862772 |
| Net assets as of the beginning of the plan year | 2024-06-12 | 1377072 |
| Employer contributions to plan in this plan year | 2024-06-12 | 134835 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-12 | 15 |
| 2022 : A AND I FINANCIAL SERVICES, LLC. 401K PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-30 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-30 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-30 | 14 |
| Net assets as of the end of the plan year | 2022-06-30 | 1539013 |
| Total assets as of the beginning of the plan year | 2022-06-30 | 1075106 |
| Value of plan covered by a fidelity bond | 2022-06-30 | 95000 |
| Participant contributions to plan in this plan year | 2022-06-30 | 47373 |
| Other expenses paid from plan in this plan year | 2022-06-30 | 0 |
| Other contributions to plan in this plan year | 2022-06-30 | 127905 |
| Other income to plan in this plan year | 2022-06-30 | 182530 |
| Plan net income in this plan year | 2022-06-30 | 463907 |
| Net assets as of the end of the plan year | 2022-06-30 | 1539013 |
| Net assets as of the beginning of the plan year | 2022-06-30 | 1075106 |
| Employer contributions to plan in this plan year | 2022-06-30 | 106113 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-30 | 14 |
