DAVID E. PUNT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID E. PUNT AGE-WEIGHTED PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : DAVID E. PUNT AGE-WEIGHTED PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-02-22 | 0 |
| Total expenses incurred by plan in this plan year | 2025-02-22 | 16 |
| Net assets as of the end of the plan year | 2025-02-22 | 2481457 |
| Total assets as of the beginning of the plan year | 2025-02-22 | 2149172 |
| Value of plan covered by a fidelity bond | 2025-02-22 | 300000 |
| Other income to plan in this plan year | 2025-02-22 | 248064 |
| Plan net income in this plan year | 2025-02-22 | 332285 |
| Net assets as of the end of the plan year | 2025-02-22 | 2481457 |
| Net assets as of the beginning of the plan year | 2025-02-22 | 2149172 |
| Employer contributions to plan in this plan year | 2025-02-22 | 84237 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-02-22 | 16 |
| 2024 : DAVID E. PUNT AGE-WEIGHTED PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-04 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-04 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-04 | 0 |
| Net assets as of the end of the plan year | 2024-04-04 | 2149172 |
| Total assets as of the beginning of the plan year | 2024-04-04 | 1980136 |
| Value of plan covered by a fidelity bond | 2024-04-04 | 300000 |
| Participant contributions to plan in this plan year | 2024-04-04 | 0 |
| Other expenses paid from plan in this plan year | 2024-04-04 | 0 |
| Other contributions to plan in this plan year | 2024-04-04 | 0 |
| Other income to plan in this plan year | 2024-04-04 | 104036 |
| Plan net income in this plan year | 2024-04-04 | 169036 |
| Net assets as of the end of the plan year | 2024-04-04 | 2149172 |
| Net assets as of the beginning of the plan year | 2024-04-04 | 1980136 |
| Employer contributions to plan in this plan year | 2024-04-04 | 65000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-04 | 0 |
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