THOMAS LAVERY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THOMAS LAVERY 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for THOMAS LAVERY 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025 : THOMAS LAVERY 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-27 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-27 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-27 | 60 |
| Net assets as of the end of the plan year | 2025-08-27 | 1117919 |
| Total assets as of the beginning of the plan year | 2025-08-27 | 878183 |
| Value of plan covered by a fidelity bond | 2025-08-27 | 87818 |
| Participant contributions to plan in this plan year | 2025-08-27 | 70305 |
| Value of participant loans at end of plan year | 2025-08-27 | 87819 |
| Other expenses paid from plan in this plan year | 2025-08-27 | 0 |
| Other contributions to plan in this plan year | 2025-08-27 | 0 |
| Other income to plan in this plan year | 2025-08-27 | 135450 |
| Plan net income in this plan year | 2025-08-27 | 239736 |
| Net assets as of the end of the plan year | 2025-08-27 | 1117919 |
| Net assets as of the beginning of the plan year | 2025-08-27 | 878183 |
| Employer contributions to plan in this plan year | 2025-08-27 | 34041 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-27 | 60 |
| 2024 : THOMAS LAVERY 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-10 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-10 | 27801 |
| Net assets as of the end of the plan year | 2024-07-10 | 878183 |
| Total assets as of the beginning of the plan year | 2024-07-10 | 663851 |
| Value of plan covered by a fidelity bond | 2024-07-10 | 66385 |
| Participant contributions to plan in this plan year | 2024-07-10 | 86733 |
| Value of participant loans at end of plan year | 2024-07-10 | 46514 |
| Other expenses paid from plan in this plan year | 2024-07-10 | 0 |
| Other contributions to plan in this plan year | 2024-07-10 | 0 |
| Other income to plan in this plan year | 2024-07-10 | 126333 |
| Plan net income in this plan year | 2024-07-10 | 214332 |
| Net assets as of the end of the plan year | 2024-07-10 | 878183 |
| Net assets as of the beginning of the plan year | 2024-07-10 | 663851 |
| Employer contributions to plan in this plan year | 2024-07-10 | 29067 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-10 | 210 |
| 2022 : THOMAS LAVERY 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-08-01 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-08-01 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-01 | 5656 |
| Net assets as of the end of the plan year | 2022-08-01 | 740746 |
| Total assets as of the beginning of the plan year | 2022-08-01 | 563645 |
| Value of plan covered by a fidelity bond | 2022-08-01 | 56365 |
| Participant contributions to plan in this plan year | 2022-08-01 | 72375 |
| Value of participant loans at end of plan year | 2022-08-01 | 59849 |
| Other expenses paid from plan in this plan year | 2022-08-01 | 0 |
| Other contributions to plan in this plan year | 2022-08-01 | 0 |
| Other income to plan in this plan year | 2022-08-01 | 84000 |
| Plan net income in this plan year | 2022-08-01 | 177101 |
| Net assets as of the end of the plan year | 2022-08-01 | 740746 |
| Net assets as of the beginning of the plan year | 2022-08-01 | 563645 |
| Employer contributions to plan in this plan year | 2022-08-01 | 26382 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-01 | 210 |