JAMES M. WOOD, CPA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES M. WOOD, CPA PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES M. WOOD, CPA PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-01-17 | 0 |
| Total liabilities as of the end of the plan year | 2025-01-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-01-17 | 0 |
| Total expenses incurred by plan in this plan year | 2025-01-17 | 0 |
| Net assets as of the end of the plan year | 2025-01-17 | 2338455 |
| Total assets as of the beginning of the plan year | 2025-01-17 | 2059042 |
| Value of plan covered by a fidelity bond | 2025-01-17 | 300000 |
| Participant contributions to plan in this plan year | 2025-01-17 | 33717 |
| Other expenses paid from plan in this plan year | 2025-01-17 | 0 |
| Other contributions to plan in this plan year | 2025-01-17 | 0 |
| Other income to plan in this plan year | 2025-01-17 | 187582 |
| Plan net income in this plan year | 2025-01-17 | 279413 |
| Net assets as of the end of the plan year | 2025-01-17 | 2338455 |
| Net assets as of the beginning of the plan year | 2025-01-17 | 2059042 |
| Employer contributions to plan in this plan year | 2025-01-17 | 58114 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-01-17 | 0 |
| 2024 : JAMES M. WOOD, CPA PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-03-30 | 0 |
| Total liabilities as of the end of the plan year | 2024-03-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-03-30 | 0 |
| Total expenses incurred by plan in this plan year | 2024-03-30 | 0 |
| Net assets as of the end of the plan year | 2024-03-30 | 2059042 |
| Total assets as of the beginning of the plan year | 2024-03-30 | 1916343 |
| Value of plan covered by a fidelity bond | 2024-03-30 | 200000 |
| Participant contributions to plan in this plan year | 2024-03-30 | 32785 |
| Other expenses paid from plan in this plan year | 2024-03-30 | 0 |
| Other contributions to plan in this plan year | 2024-03-30 | 0 |
| Other income to plan in this plan year | 2024-03-30 | 54115 |
| Plan net income in this plan year | 2024-03-30 | 142699 |
| Net assets as of the end of the plan year | 2024-03-30 | 2059042 |
| Net assets as of the beginning of the plan year | 2024-03-30 | 1916343 |
| Employer contributions to plan in this plan year | 2024-03-30 | 55799 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-03-30 | 0 |
| 2022 : JAMES M. WOOD, CPA PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-19 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-19 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-19 | 0 |
| Net assets as of the end of the plan year | 2022-06-19 | 1969262 |
| Total assets as of the beginning of the plan year | 2022-06-19 | 1689202 |
| Value of plan covered by a fidelity bond | 2022-06-19 | 200000 |
| Participant contributions to plan in this plan year | 2022-06-19 | 29892 |
| Other expenses paid from plan in this plan year | 2022-06-19 | 0 |
| Other contributions to plan in this plan year | 2022-06-19 | 0 |
| Other income to plan in this plan year | 2022-06-19 | 200572 |
| Plan net income in this plan year | 2022-06-19 | 280060 |
| Net assets as of the end of the plan year | 2022-06-19 | 1969262 |
| Net assets as of the beginning of the plan year | 2022-06-19 | 1689202 |
| Employer contributions to plan in this plan year | 2022-06-19 | 49596 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-19 | 0 |
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