COLE & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about COLE & ASSOCIATES, INC.
| Measure | Date | Value |
|---|
| 2025 : COLE & ASSOCIATES 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-02 | 94301 |
| Net assets as of the end of the plan year | 2025-07-02 | 7759844 |
| Total assets as of the beginning of the plan year | 2025-07-02 | 5988819 |
| Value of plan covered by a fidelity bond | 2025-07-02 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-02 | 426752 |
| Value of participant loans at end of plan year | 2025-07-02 | 38722 |
| Other contributions to plan in this plan year | 2025-07-02 | 189047 |
| Other income to plan in this plan year | 2025-07-02 | 996951 |
| Plan net income in this plan year | 2025-07-02 | 1771025 |
| Net assets as of the end of the plan year | 2025-07-02 | 7759844 |
| Net assets as of the beginning of the plan year | 2025-07-02 | 5988819 |
| Employer contributions to plan in this plan year | 2025-07-02 | 252576 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-02 | 18640 |
| 2024 : COLE & ASSOCIATES 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-09 | 562592 |
| Net assets as of the end of the plan year | 2024-08-09 | 5988819 |
| Total assets as of the beginning of the plan year | 2024-08-09 | 4982328 |
| Value of plan covered by a fidelity bond | 2024-08-09 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-09 | 347824 |
| Value of participant loans at end of plan year | 2024-08-09 | 46701 |
| Other income to plan in this plan year | 2024-08-09 | 1015529 |
| Plan net income in this plan year | 2024-08-09 | 1006491 |
| Net assets as of the end of the plan year | 2024-08-09 | 5988819 |
| Net assets as of the beginning of the plan year | 2024-08-09 | 4982328 |
| Employer contributions to plan in this plan year | 2024-08-09 | 205730 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-09 | 16232 |
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