JAMES T. MEYERS & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES T. MEYERS AND ASSOCIATES, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES T. MEYERS AND ASSOCIATES, INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-04-16 | 879769 |
| Net assets as of the end of the plan year | 2025-04-16 | 1378614 |
| Total assets as of the beginning of the plan year | 2025-04-16 | 1693853 |
| Value of plan covered by a fidelity bond | 2025-04-16 | 170000 |
| Participant contributions to plan in this plan year | 2025-04-16 | 88682 |
| Other contributions to plan in this plan year | 2025-04-16 | 82246 |
| Other income to plan in this plan year | 2025-04-16 | 249581 |
| Plan net income in this plan year | 2025-04-16 | -315239 |
| Net assets as of the end of the plan year | 2025-04-16 | 1378614 |
| Net assets as of the beginning of the plan year | 2025-04-16 | 1693853 |
| Employer contributions to plan in this plan year | 2025-04-16 | 144021 |
| Fees paid to broker by Benefit Provider | 2025-04-16 | 6515 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-16 | 20189 |
| 2024 : JAMES T. MEYERS AND ASSOCIATES, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-11 | 55689 |
| Net assets as of the end of the plan year | 2024-07-11 | 1693853 |
| Total assets as of the beginning of the plan year | 2024-07-11 | 1198356 |
| Value of plan covered by a fidelity bond | 2024-07-11 | 100000 |
| Participant contributions to plan in this plan year | 2024-07-11 | 112776 |
| Other contributions to plan in this plan year | 2024-07-11 | 0 |
| Other income to plan in this plan year | 2024-07-11 | 245169 |
| Plan net income in this plan year | 2024-07-11 | 495497 |
| Net assets as of the end of the plan year | 2024-07-11 | 1693853 |
| Net assets as of the beginning of the plan year | 2024-07-11 | 1198356 |
| Employer contributions to plan in this plan year | 2024-07-11 | 193241 |
| Fees paid to broker by Benefit Provider | 2024-07-11 | 4632 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-11 | 16130 |
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