DAVID & PHILPOT, P.L. has sponsored the creation of one or more 401k plans.
Additional information about DAVID & PHILPOT, P.L.
Submission information for form 5500 for 401k plan DAVID & PHILPOT, P.L. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : DAVID & PHILPOT, P.L. 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-06-23 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-23 | 236346 |
| Net assets as of the end of the plan year | 2025-06-23 | 363460 |
| Total assets as of the beginning of the plan year | 2025-06-23 | 518476 |
| Value of plan covered by a fidelity bond | 2025-06-23 | 100000 |
| Participant contributions to plan in this plan year | 2025-06-23 | 9290 |
| Other income to plan in this plan year | 2025-06-23 | 64664 |
| Plan net income in this plan year | 2025-06-23 | -155016 |
| Net assets as of the end of the plan year | 2025-06-23 | 363460 |
| Net assets as of the beginning of the plan year | 2025-06-23 | 518476 |
| Employer contributions to plan in this plan year | 2025-06-23 | 7376 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-23 | 1439 |
| 2024 : DAVID & PHILPOT, P.L. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-31 | 3016 |
| Net assets as of the end of the plan year | 2024-05-31 | 518476 |
| Total assets as of the beginning of the plan year | 2024-05-31 | 345424 |
| Value of plan covered by a fidelity bond | 2024-05-31 | 100000 |
| Participant contributions to plan in this plan year | 2024-05-31 | 72241 |
| Other income to plan in this plan year | 2024-05-31 | 92327 |
| Plan net income in this plan year | 2024-05-31 | 173052 |
| Net assets as of the end of the plan year | 2024-05-31 | 518476 |
| Net assets as of the beginning of the plan year | 2024-05-31 | 345424 |
| Value of contributions failed to transmitted timely | 2024-05-31 | 438 |
| Employer contributions to plan in this plan year | 2024-05-31 | 11500 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-31 | 3016 |
| 2022 : DAVID & PHILPOT, P.L. 401(K) PLAN 2022 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2022-10-17 | 421 |
| Total expenses incurred by plan in this plan year | 2022-10-17 | 2379 |
| Net assets as of the end of the plan year | 2022-10-17 | 433558 |
| Total assets as of the beginning of the plan year | 2022-10-17 | 337508 |
| Value of plan covered by a fidelity bond | 2022-10-17 | 100000 |
| Participant contributions to plan in this plan year | 2022-10-17 | 37337 |
| Other contributions to plan in this plan year | 2022-10-17 | 17 |
| Other income to plan in this plan year | 2022-10-17 | 51677 |
| Plan net income in this plan year | 2022-10-17 | 96471 |
| Net assets as of the end of the plan year | 2022-10-17 | 433558 |
| Net assets as of the beginning of the plan year | 2022-10-17 | 337087 |
| Value of contributions failed to transmitted timely | 2022-10-17 | 548 |
| Employer contributions to plan in this plan year | 2022-10-17 | 9819 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-17 | 2379 |
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