DANIEL L. JONES AND ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DANIEL L. JONES 401(K) & PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : DANIEL L. JONES 401(K) & PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-20 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-20 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-20 | 209280 |
| Net assets as of the end of the plan year | 2025-05-20 | 473659 |
| Total assets as of the beginning of the plan year | 2025-05-20 | 576627 |
| Value of plan covered by a fidelity bond | 2025-05-20 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-20 | 34192 |
| Other expenses paid from plan in this plan year | 2025-05-20 | 0 |
| Other contributions to plan in this plan year | 2025-05-20 | 0 |
| Other income to plan in this plan year | 2025-05-20 | 49495 |
| Plan net income in this plan year | 2025-05-20 | -102968 |
| Net assets as of the end of the plan year | 2025-05-20 | 473659 |
| Net assets as of the beginning of the plan year | 2025-05-20 | 576627 |
| Employer contributions to plan in this plan year | 2025-05-20 | 22625 |
| Fees paid to broker by Benefit Provider | 2025-05-20 | 13 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-20 | 3225 |
| 2024 : DANIEL L. JONES 401(K) & PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-13 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-13 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-13 | 3060 |
| Net assets as of the end of the plan year | 2024-05-13 | 576627 |
| Total assets as of the beginning of the plan year | 2024-05-13 | 462205 |
| Value of plan covered by a fidelity bond | 2024-05-13 | 500000 |
| Participant contributions to plan in this plan year | 2024-05-13 | 23168 |
| Other expenses paid from plan in this plan year | 2024-05-13 | 0 |
| Other contributions to plan in this plan year | 2024-05-13 | 3312 |
| Other income to plan in this plan year | 2024-05-13 | 71029 |
| Plan net income in this plan year | 2024-05-13 | 114422 |
| Net assets as of the end of the plan year | 2024-05-13 | 576627 |
| Net assets as of the beginning of the plan year | 2024-05-13 | 462205 |
| Employer contributions to plan in this plan year | 2024-05-13 | 19973 |
| Fees paid to broker by Benefit Provider | 2024-05-13 | 6 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-13 | 3060 |
| 2022 : DANIEL L. JONES 401(K) & PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-08-15 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-08-15 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-15 | 134396 |
| Net assets as of the end of the plan year | 2022-08-15 | 660094 |
| Total assets as of the beginning of the plan year | 2022-08-15 | 627433 |
| Value of plan covered by a fidelity bond | 2022-08-15 | 500000 |
| Participant contributions to plan in this plan year | 2022-08-15 | 29402 |
| Other expenses paid from plan in this plan year | 2022-08-15 | 0 |
| Other contributions to plan in this plan year | 2022-08-15 | 0 |
| Other income to plan in this plan year | 2022-08-15 | 111239 |
| Plan net income in this plan year | 2022-08-15 | 32661 |
| Net assets as of the end of the plan year | 2022-08-15 | 660094 |
| Net assets as of the beginning of the plan year | 2022-08-15 | 627433 |
| Employer contributions to plan in this plan year | 2022-08-15 | 26416 |
| Fees paid to broker by Benefit Provider | 2022-08-15 | 4 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-15 | 3906 |
