JOHN DANIEL ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN DANIEL ASSOCIATES, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : JOHN DANIEL ASSOCIATES, INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-02-06 | 330987 |
| Net assets as of the end of the plan year | 2025-02-06 | 2110668 |
| Total assets as of the beginning of the plan year | 2025-02-06 | 1964481 |
| Value of plan covered by a fidelity bond | 2025-02-06 | 265000 |
| Participant contributions to plan in this plan year | 2025-02-06 | 169913 |
| Other expenses paid from plan in this plan year | 2025-02-06 | 0 |
| Other income to plan in this plan year | 2025-02-06 | 281261 |
| Plan net income in this plan year | 2025-02-06 | 146187 |
| Net assets as of the end of the plan year | 2025-02-06 | 2110668 |
| Net assets as of the beginning of the plan year | 2025-02-06 | 1964481 |
| Employer contributions to plan in this plan year | 2025-02-06 | 26000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-02-06 | 0 |
| 2024 : JOHN DANIEL ASSOCIATES, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-02-06 | 366266 |
| Net assets as of the end of the plan year | 2024-02-06 | 1964481 |
| Total assets as of the beginning of the plan year | 2024-02-06 | 1882983 |
| Value of plan covered by a fidelity bond | 2024-02-06 | 265000 |
| Participant contributions to plan in this plan year | 2024-02-06 | 152659 |
| Other expenses paid from plan in this plan year | 2024-02-06 | 0 |
| Other income to plan in this plan year | 2024-02-06 | 280105 |
| Plan net income in this plan year | 2024-02-06 | 81498 |
| Net assets as of the end of the plan year | 2024-02-06 | 1964481 |
| Net assets as of the beginning of the plan year | 2024-02-06 | 1882983 |
| Employer contributions to plan in this plan year | 2024-02-06 | 15000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-02-06 | 0 |
| 2022 : JOHN DANIEL ASSOCIATES, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-02-15 | 268960 |
| Net assets as of the end of the plan year | 2022-02-15 | 1886657 |
| Total assets as of the beginning of the plan year | 2022-02-15 | 1805458 |
| Value of plan covered by a fidelity bond | 2022-02-15 | 265000 |
| Participant contributions to plan in this plan year | 2022-02-15 | 95833 |
| Value of participant loans at end of plan year | 2022-02-15 | 28876 |
| Other expenses paid from plan in this plan year | 2022-02-15 | 0 |
| Other income to plan in this plan year | 2022-02-15 | 254326 |
| Plan net income in this plan year | 2022-02-15 | 81199 |
| Net assets as of the end of the plan year | 2022-02-15 | 1886657 |
| Net assets as of the beginning of the plan year | 2022-02-15 | 1805458 |
| Employer contributions to plan in this plan year | 2022-02-15 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-02-15 | 0 |
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