FARMER & ASSOCIATES PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FARMER & ASSOCIATES PLLC 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : FARMER & ASSOCIATES PLLC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-06 | 4014 |
| Net assets as of the end of the plan year | 2025-10-06 | 478934 |
| Total assets as of the beginning of the plan year | 2025-10-06 | 350969 |
| Value of plan covered by a fidelity bond | 2025-10-06 | 47000 |
| Participant contributions to plan in this plan year | 2025-10-06 | 40528 |
| Other income to plan in this plan year | 2025-10-06 | 71609 |
| Plan net income in this plan year | 2025-10-06 | 127965 |
| Net assets as of the end of the plan year | 2025-10-06 | 478934 |
| Net assets as of the beginning of the plan year | 2025-10-06 | 350969 |
| Employer contributions to plan in this plan year | 2025-10-06 | 19842 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-06 | 3997 |
| Total expenses incurred by plan in this plan year | 2025-05-01 | 54851 |
| Net assets as of the end of the plan year | 2025-05-01 | 350969 |
| Total assets as of the beginning of the plan year | 2025-05-01 | 317504 |
| Value of plan covered by a fidelity bond | 2025-05-01 | 40000 |
| Participant contributions to plan in this plan year | 2025-05-01 | 34465 |
| Value of participant loans at end of plan year | 2025-05-01 | 2946 |
| Other expenses paid from plan in this plan year | 2025-05-01 | 0 |
| Other contributions to plan in this plan year | 2025-05-01 | 0 |
| Other income to plan in this plan year | 2025-05-01 | 31996 |
| Plan net income in this plan year | 2025-05-01 | 33465 |
| Net assets as of the end of the plan year | 2025-05-01 | 350969 |
| Net assets as of the beginning of the plan year | 2025-05-01 | 317504 |
| Employer contributions to plan in this plan year | 2025-05-01 | 21855 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-01 | 3484 |
| 2022 : FARMER & ASSOCIATES PLLC 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-19 | 62068 |
| Net assets as of the end of the plan year | 2022-10-19 | 368481 |
| Total assets as of the beginning of the plan year | 2022-10-19 | 394491 |
| Value of plan covered by a fidelity bond | 2022-10-19 | 40000 |
| Participant contributions to plan in this plan year | 2022-10-19 | 29990 |
| Value of participant loans at end of plan year | 2022-10-19 | 13476 |
| Other expenses paid from plan in this plan year | 2022-10-19 | 0 |
| Other income to plan in this plan year | 2022-10-19 | -13437 |
| Plan net income in this plan year | 2022-10-19 | -26010 |
| Net assets as of the end of the plan year | 2022-10-19 | 368481 |
| Net assets as of the beginning of the plan year | 2022-10-19 | 394491 |
| Employer contributions to plan in this plan year | 2022-10-19 | 19505 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-19 | 3783 |
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