| Plan Name | DAVID W. FASSETT, JD, PLLC 401(K) PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | DAVID W. FASSETT, JD, PLLC |
| Employer identification number (EIN): | 274128710 |
| NAIC Classification: | 523900 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | BRIANNA WHITE | 2024-10-11 | ||
| 001 | 2022-01-01 | BRIANNA WHITE | 2023-07-11 | ||
| 001 | 2021-01-01 | BRIANNA WHITE | 2022-08-01 | ||
| 001 | 2020-01-01 | BRIANNA WHITE | 2021-10-20 | ||
| 001 | 2019-01-01 | BRIANNA WHITE | 2020-10-15 | ||
| 001 | 2018-01-01 | BRIANNA FLETCHER | 2019-08-20 | ||
| 001 | 2017-01-01 | BRIANNA FLETCHER | 2018-08-09 |
| Measure | Date | Value |
|---|---|---|
| 2024 : DAVID W. FASSETT, JD, PLLC 401(K) PROFIT SHARING PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-11 | 2843 |
| Net assets as of the end of the plan year | 2024-10-11 | 170986 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 153075 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 16000 |
| Participant contributions to plan in this plan year | 2024-10-11 | 1500 |
| Other income to plan in this plan year | 2024-10-11 | 19254 |
| Plan net income in this plan year | 2024-10-11 | 17911 |
| Net assets as of the end of the plan year | 2024-10-11 | 170986 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 153075 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 2843 |