VELKAST & ASSOCIATES INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J & W ACCOUNTING 401K & PROFIT SHARE PLAN
| Measure | Date | Value |
|---|
| 2025: J & W ACCOUNTING 401K & PROFIT SHARE PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-16 | 11 |
| Total number of particpants at end of year | 2025-07-16 | 9 |
| Number of Participants With Account Balances | 2025-07-16 | 8 |
| 2024: J & W ACCOUNTING 401K & PROFIT SHARE PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-09-12 | 11 |
| Total number of particpants at end of year | 2024-09-12 | 10 |
| Number of Participants With Account Balances | 2024-09-12 | 9 |
| 2022: J & W ACCOUNTING 401K & PROFIT SHARE PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-07-27 | 10 |
| Total number of particpants at end of year | 2022-07-27 | 9 |
| Number of Participants With Account Balances | 2022-07-27 | 9 |
| Measure | Date | Value |
|---|
| 2025 : J & W ACCOUNTING 401K & PROFIT SHARE PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-16 | 20724 |
| Net assets as of the end of the plan year | 2025-07-16 | 389186 |
| Total assets as of the beginning of the plan year | 2025-07-16 | 319280 |
| Value of plan covered by a fidelity bond | 2025-07-16 | 32000 |
| Participant contributions to plan in this plan year | 2025-07-16 | 41500 |
| Value of participant loans at end of plan year | 2025-07-16 | 16236 |
| Other income to plan in this plan year | 2025-07-16 | 33108 |
| Plan net income in this plan year | 2025-07-16 | 69906 |
| Net assets as of the end of the plan year | 2025-07-16 | 389186 |
| Net assets as of the beginning of the plan year | 2025-07-16 | 319280 |
| Employer contributions to plan in this plan year | 2025-07-16 | 16022 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-16 | 430 |
| 2024 : J & W ACCOUNTING 401K & PROFIT SHARE PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-12 | 208 |
| Net assets as of the end of the plan year | 2024-09-12 | 319280 |
| Total assets as of the beginning of the plan year | 2024-09-12 | 202117 |
| Value of plan covered by a fidelity bond | 2024-09-12 | 21000 |
| Participant contributions to plan in this plan year | 2024-09-12 | 60841 |
| Value of participant loans at end of plan year | 2024-09-12 | 8798 |
| Other income to plan in this plan year | 2024-09-12 | 37498 |
| Plan net income in this plan year | 2024-09-12 | 117163 |
| Net assets as of the end of the plan year | 2024-09-12 | 319280 |
| Net assets as of the beginning of the plan year | 2024-09-12 | 202117 |
| Employer contributions to plan in this plan year | 2024-09-12 | 19032 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-12 | 180 |
| 2022 : J & W ACCOUNTING 401K & PROFIT SHARE PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-27 | 0 |
| Net assets as of the end of the plan year | 2022-07-27 | 169234 |
| Total assets as of the beginning of the plan year | 2022-07-27 | 89128 |
| Value of plan covered by a fidelity bond | 2022-07-27 | 9000 |
| Participant contributions to plan in this plan year | 2022-07-27 | 51169 |
| Other income to plan in this plan year | 2022-07-27 | 13466 |
| Plan net income in this plan year | 2022-07-27 | 80106 |
| Net assets as of the end of the plan year | 2022-07-27 | 169234 |
| Net assets as of the beginning of the plan year | 2022-07-27 | 89128 |
| Employer contributions to plan in this plan year | 2022-07-27 | 15471 |
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