LANGE ACCOUNTING GROUP, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES LANGE & ASSOCIATES 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: JAMES LANGE & ASSOCIATES 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-02 | 23 |
| Total number of particpants at end of year | 2025-07-02 | 19 |
| Number of Participants With Account Balances | 2025-07-02 | 19 |
| 2024: JAMES LANGE & ASSOCIATES 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-08-05 | 27 |
| Total number of particpants at end of year | 2024-08-05 | 23 |
| Number of Participants With Account Balances | 2024-08-05 | 23 |
| 2022: JAMES LANGE & ASSOCIATES 401(K) PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-09-02 | 22 |
| Total number of particpants at end of year | 2022-09-02 | 23 |
| Number of Participants With Account Balances | 2022-09-02 | 23 |
| 2011: JAMES LANGE & ASSOCIATES 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 12 |
| Number of participants with account balances | 2011-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: JAMES LANGE & ASSOCIATES 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 11 |
| Number of participants with account balances | 2009-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : JAMES LANGE & ASSOCIATES 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-02 | 593775 |
| Net assets as of the end of the plan year | 2025-07-02 | 4074002 |
| Total assets as of the beginning of the plan year | 2025-07-02 | 4030462 |
| Value of plan covered by a fidelity bond | 2025-07-02 | 410000 |
| Participant contributions to plan in this plan year | 2025-07-02 | 217154 |
| Value of participant loans at end of plan year | 2025-07-02 | 44444 |
| Other income to plan in this plan year | 2025-07-02 | 322497 |
| Plan net income in this plan year | 2025-07-02 | 43540 |
| Net assets as of the end of the plan year | 2025-07-02 | 4074002 |
| Net assets as of the beginning of the plan year | 2025-07-02 | 4030462 |
| Employer contributions to plan in this plan year | 2025-07-02 | 97664 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-02 | 29890 |
| 2024 : JAMES LANGE & ASSOCIATES 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-05 | 501122 |
| Net assets as of the end of the plan year | 2024-08-05 | 4030462 |
| Total assets as of the beginning of the plan year | 2024-08-05 | 3722925 |
| Value of plan covered by a fidelity bond | 2024-08-05 | 372293 |
| Participant contributions to plan in this plan year | 2024-08-05 | 249446 |
| Other income to plan in this plan year | 2024-08-05 | 472936 |
| Plan net income in this plan year | 2024-08-05 | 307537 |
| Net assets as of the end of the plan year | 2024-08-05 | 4030462 |
| Net assets as of the beginning of the plan year | 2024-08-05 | 3722925 |
| Employer contributions to plan in this plan year | 2024-08-05 | 86277 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-05 | 35477 |
| 2022 : JAMES LANGE & ASSOCIATES 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-02 | 38534 |
| Net assets as of the end of the plan year | 2022-09-02 | 3638907 |
| Total assets as of the beginning of the plan year | 2022-09-02 | 2837946 |
| Value of plan covered by a fidelity bond | 2022-09-02 | 363891 |
| Participant contributions to plan in this plan year | 2022-09-02 | 254777 |
| Other income to plan in this plan year | 2022-09-02 | 485351 |
| Plan net income in this plan year | 2022-09-02 | 800961 |
| Net assets as of the end of the plan year | 2022-09-02 | 3638907 |
| Net assets as of the beginning of the plan year | 2022-09-02 | 2837946 |
| Employer contributions to plan in this plan year | 2022-09-02 | 99367 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-02 | 31476 |
| 2011 : JAMES LANGE & ASSOCIATES 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $92,540 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $579,262 |
| Total plan assets at beginning of year | 2011-12-31 | $486,722 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $82,869 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-10,431 |
| Net income (gross income less expenses) | 2011-12-31 | $92,540 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $579,262 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $486,722 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $20,102 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| 2010 : JAMES LANGE & ASSOCIATES 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $147,552 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $486,722 |
| Total plan assets at beginning of year | 2010-12-31 | $339,170 |
| Value of fidelity bond covering the plan | 2010-12-31 | $15,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $65,649 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $61,397 |
| Net income (gross income less expenses) | 2010-12-31 | $147,552 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $486,722 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $339,170 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $20,506 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
