B & J BOOKKEEPING AND TAXES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan B & J BOOKKEEPING AND TAXES, INC. 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : B & J BOOKKEEPING AND TAXES, INC. 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-28 | 630 |
| Net assets as of the end of the plan year | 2025-07-28 | 417947 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 343682 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 20000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 13000 |
| Other income to plan in this plan year | 2025-07-28 | 59782 |
| Plan net income in this plan year | 2025-07-28 | 74265 |
| Net assets as of the end of the plan year | 2025-07-28 | 417947 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 343682 |
| Employer contributions to plan in this plan year | 2025-07-28 | 2113 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 630 |
| 2024 : B & J BOOKKEEPING AND TAXES, INC. 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-22 | 335 |
| Net assets as of the end of the plan year | 2024-07-22 | 343682 |
| Total assets as of the beginning of the plan year | 2024-07-22 | 260147 |
| Value of plan covered by a fidelity bond | 2024-07-22 | 20000 |
| Participant contributions to plan in this plan year | 2024-07-22 | 15574 |
| Other income to plan in this plan year | 2024-07-22 | 65154 |
| Plan net income in this plan year | 2024-07-22 | 83535 |
| Net assets as of the end of the plan year | 2024-07-22 | 343682 |
| Net assets as of the beginning of the plan year | 2024-07-22 | 260147 |
| Employer contributions to plan in this plan year | 2024-07-22 | 3142 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-22 | 335 |
| 2022 : B & J BOOKKEEPING AND TAXES, INC. 401K PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-08-16 | 0 |
| Net assets as of the end of the plan year | 2022-08-16 | 327587 |
| Total assets as of the beginning of the plan year | 2022-08-16 | 274473 |
| Value of plan covered by a fidelity bond | 2022-08-16 | 20000 |
| Participant contributions to plan in this plan year | 2022-08-16 | 1200 |
| Other income to plan in this plan year | 2022-08-16 | 51434 |
| Plan net income in this plan year | 2022-08-16 | 53114 |
| Net assets as of the end of the plan year | 2022-08-16 | 327587 |
| Net assets as of the beginning of the plan year | 2022-08-16 | 274473 |
| Employer contributions to plan in this plan year | 2022-08-16 | 480 |
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