MICHAEL A. ROLF C.P.A. & CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL A. ROLF CPA SOCA BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2025 : MICHAEL A. ROLF CPA SOCA BENEFIT PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-07-29 | 8362 |
| Total liabilities as of the beginning of the plan year | 2025-07-29 | 10247 |
| Total expenses incurred by plan in this plan year | 2025-07-29 | 55170 |
| Net assets as of the end of the plan year | 2025-07-29 | 12943 |
| Total assets as of the beginning of the plan year | 2025-07-29 | 14488 |
| Value of plan covered by a fidelity bond | 2025-07-29 | 1000000 |
| Participant contributions to plan in this plan year | 2025-07-29 | 5507 |
| Other expenses paid from plan in this plan year | 2025-07-29 | 0 |
| Other contributions to plan in this plan year | 2025-07-29 | 0 |
| Other income to plan in this plan year | 2025-07-29 | 431 |
| Plan net income in this plan year | 2025-07-29 | 340 |
| Net assets as of the end of the plan year | 2025-07-29 | 4581 |
| Net assets as of the beginning of the plan year | 2025-07-29 | 4241 |
| Employer contributions to plan in this plan year | 2025-07-29 | 49572 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-29 | 3017 |
| 2024 : MICHAEL A. ROLF CPA SOCA BENEFIT PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-11-29 | 10089 |
| Total liabilities as of the beginning of the plan year | 2024-11-29 | 10810 |
| Total expenses incurred by plan in this plan year | 2024-11-29 | 78377 |
| Net assets as of the end of the plan year | 2024-11-29 | 14786 |
| Total assets as of the beginning of the plan year | 2024-11-29 | 14390 |
| Value of plan covered by a fidelity bond | 2024-11-29 | 1000000 |
| Participant contributions to plan in this plan year | 2024-11-29 | 7832 |
| Other expenses paid from plan in this plan year | 2024-11-29 | 0 |
| Other contributions to plan in this plan year | 2024-11-29 | 0 |
| Other income to plan in this plan year | 2024-11-29 | 1176 |
| Plan net income in this plan year | 2024-11-29 | 1117 |
| Net assets as of the end of the plan year | 2024-11-29 | 4697 |
| Net assets as of the beginning of the plan year | 2024-11-29 | 3580 |
| Employer contributions to plan in this plan year | 2024-11-29 | 70486 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-11-29 | 5102 |
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