WILLIAM S. TIPPET & ASSOCIATES INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAM S. TIPPET & ASSOCIATES INC. 401(K) PLAN & TRUST
401k plan membership statisitcs for WILLIAM S. TIPPET & ASSOCIATES INC. 401(K) PLAN & TRUST
| Measure | Date | Value |
|---|
| 2024: WILLIAM S. TIPPET & ASSOCIATES INC. 401(K) PLAN & TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-29 | 3 |
| Total number of particpants at end of year | 2024-07-29 | 0 |
| Number of Participants With Account Balances | 2024-07-29 | 0 |
| Total number of particpants at beginning of year | 2024-02-06 | 4 |
| Total number of particpants at end of year | 2024-02-06 | 3 |
| Number of Participants With Account Balances | 2024-02-06 | 3 |
| 2022: WILLIAM S. TIPPET & ASSOCIATES INC. 401(K) PLAN & TRUST 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-02-21 | 4 |
| Total number of particpants at end of year | 2022-02-21 | 4 |
| Number of Participants With Account Balances | 2022-02-21 | 4 |
| Measure | Date | Value |
|---|
| 2024 : WILLIAM S. TIPPET & ASSOCIATES INC. 401(K) PLAN & TRUST 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-07-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-29 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-29 | 1352974 |
| Net assets as of the end of the plan year | 2024-07-29 | 0 |
| Total assets as of the beginning of the plan year | 2024-07-29 | 1355431 |
| Value of plan covered by a fidelity bond | 2024-07-29 | 65000 |
| Other income to plan in this plan year | 2024-07-29 | -2457 |
| Plan net income in this plan year | 2024-07-29 | -1355431 |
| Net assets as of the end of the plan year | 2024-07-29 | 0 |
| Net assets as of the beginning of the plan year | 2024-07-29 | 1355431 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-29 | 105 |
| Total expenses incurred by plan in this plan year | 2024-02-06 | 77 |
| Net assets as of the end of the plan year | 2024-02-06 | 1355431 |
| Total assets as of the beginning of the plan year | 2024-02-06 | 993353 |
| Value of plan covered by a fidelity bond | 2024-02-06 | 65000 |
| Participant contributions to plan in this plan year | 2024-02-06 | 60000 |
| Other income to plan in this plan year | 2024-02-06 | 215155 |
| Plan net income in this plan year | 2024-02-06 | 362078 |
| Net assets as of the end of the plan year | 2024-02-06 | 1355431 |
| Net assets as of the beginning of the plan year | 2024-02-06 | 993353 |
| Employer contributions to plan in this plan year | 2024-02-06 | 87000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-02-06 | 65 |
| 2022 : WILLIAM S. TIPPET & ASSOCIATES INC. 401(K) PLAN & TRUST 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-02-21 | 80 |
| Total liabilities as of the beginning of the plan year | 2022-02-21 | 14 |
| Total expenses incurred by plan in this plan year | 2022-02-21 | 80 |
| Net assets as of the end of the plan year | 2022-02-21 | 1248009 |
| Total assets as of the beginning of the plan year | 2022-02-21 | 1027569 |
| Value of plan covered by a fidelity bond | 2022-02-21 | 65000 |
| Participant contributions to plan in this plan year | 2022-02-21 | 77700 |
| Other income to plan in this plan year | 2022-02-21 | 120214 |
| Plan net income in this plan year | 2022-02-21 | 220374 |
| Net assets as of the end of the plan year | 2022-02-21 | 1247929 |
| Net assets as of the beginning of the plan year | 2022-02-21 | 1027555 |
| Employer contributions to plan in this plan year | 2022-02-21 | 22540 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-02-21 | 80 |
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