LAW OFFICE OF JONATHAN M WARD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LAW OFFICES OF JONATHAN WARD 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025 : LAW OFFICES OF JONATHAN WARD 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-14 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-14 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-14 | 480 |
| Net assets as of the end of the plan year | 2025-05-14 | 821767 |
| Total assets as of the beginning of the plan year | 2025-05-14 | 728474 |
| Value of plan covered by a fidelity bond | 2025-05-14 | 72847 |
| Participant contributions to plan in this plan year | 2025-05-14 | 27919 |
| Other expenses paid from plan in this plan year | 2025-05-14 | 0 |
| Other contributions to plan in this plan year | 2025-05-14 | 0 |
| Other income to plan in this plan year | 2025-05-14 | 49206 |
| Plan net income in this plan year | 2025-05-14 | 93293 |
| Net assets as of the end of the plan year | 2025-05-14 | 821767 |
| Net assets as of the beginning of the plan year | 2025-05-14 | 728474 |
| Employer contributions to plan in this plan year | 2025-05-14 | 16648 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-14 | 120 |
| 2024 : LAW OFFICES OF JONATHAN WARD 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-09 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-09 | 10771 |
| Net assets as of the end of the plan year | 2024-04-09 | 728474 |
| Total assets as of the beginning of the plan year | 2024-04-09 | 572490 |
| Value of plan covered by a fidelity bond | 2024-04-09 | 57249 |
| Participant contributions to plan in this plan year | 2024-04-09 | 26536 |
| Other expenses paid from plan in this plan year | 2024-04-09 | 0 |
| Other contributions to plan in this plan year | 2024-04-09 | 0 |
| Other income to plan in this plan year | 2024-04-09 | 54588 |
| Plan net income in this plan year | 2024-04-09 | 155984 |
| Net assets as of the end of the plan year | 2024-04-09 | 728474 |
| Net assets as of the beginning of the plan year | 2024-04-09 | 572490 |
| Employer contributions to plan in this plan year | 2024-04-09 | 85631 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-09 | 120 |
| 2022 : LAW OFFICES OF JONATHAN WARD 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-05-09 | 0 |
| Total liabilities as of the end of the plan year | 2022-05-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-09 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-09 | 20475 |
| Net assets as of the end of the plan year | 2022-05-09 | 617204 |
| Total assets as of the beginning of the plan year | 2022-05-09 | 527039 |
| Value of plan covered by a fidelity bond | 2022-05-09 | 52704 |
| Participant contributions to plan in this plan year | 2022-05-09 | 19041 |
| Other expenses paid from plan in this plan year | 2022-05-09 | 0 |
| Other contributions to plan in this plan year | 2022-05-09 | 0 |
| Other income to plan in this plan year | 2022-05-09 | 35635 |
| Plan net income in this plan year | 2022-05-09 | 90165 |
| Net assets as of the end of the plan year | 2022-05-09 | 617204 |
| Net assets as of the beginning of the plan year | 2022-05-09 | 527039 |
| Employer contributions to plan in this plan year | 2022-05-09 | 55964 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-09 | 195 |
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