THE TOLSON FIRM, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE TOLSON FIRM, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : THE TOLSON FIRM, LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-01 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-01 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-01 | 1940 |
| Net assets as of the end of the plan year | 2025-10-01 | 430766 |
| Total assets as of the beginning of the plan year | 2025-10-01 | 357213 |
| Participant contributions to plan in this plan year | 2025-10-01 | 35812 |
| Other expenses paid from plan in this plan year | 2025-10-01 | 0 |
| Other contributions to plan in this plan year | 2025-10-01 | 0 |
| Other income to plan in this plan year | 2025-10-01 | 29801 |
| Plan net income in this plan year | 2025-10-01 | 73553 |
| Net assets as of the end of the plan year | 2025-10-01 | 430766 |
| Net assets as of the beginning of the plan year | 2025-10-01 | 357213 |
| Employer contributions to plan in this plan year | 2025-10-01 | 9880 |
| Fees paid to broker by Benefit Provider | 2025-10-01 | 195 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-01 | 1940 |
| 2024 : THE TOLSON FIRM, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-08-28 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-28 | 1644 |
| Net assets as of the end of the plan year | 2024-08-28 | 357213 |
| Total assets as of the beginning of the plan year | 2024-08-28 | 290473 |
| Participant contributions to plan in this plan year | 2024-08-28 | 30890 |
| Other expenses paid from plan in this plan year | 2024-08-28 | 1644 |
| Other income to plan in this plan year | 2024-08-28 | 30169 |
| Plan net income in this plan year | 2024-08-28 | 66740 |
| Net assets as of the end of the plan year | 2024-08-28 | 357213 |
| Net assets as of the beginning of the plan year | 2024-08-28 | 290473 |
| Employer contributions to plan in this plan year | 2024-08-28 | 7325 |
| Fees paid to broker by Benefit Provider | 2024-08-28 | 154 |
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