SEGAR & SCIORTINO, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SEGAR & SCIORTINO, PLLC 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for SEGAR & SCIORTINO, PLLC 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : SEGAR & SCIORTINO, PLLC 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-30 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-30 | 116627 |
| Net assets as of the end of the plan year | 2025-06-30 | 3741009 |
| Total assets as of the beginning of the plan year | 2025-06-30 | 3130780 |
| Value of plan covered by a fidelity bond | 2025-06-30 | 320000 |
| Participant contributions to plan in this plan year | 2025-06-30 | 147452 |
| Value of participant loans at end of plan year | 2025-06-30 | 51040 |
| Other expenses paid from plan in this plan year | 2025-06-30 | 0 |
| Other contributions to plan in this plan year | 2025-06-30 | 0 |
| Other income to plan in this plan year | 2025-06-30 | 450577 |
| Plan net income in this plan year | 2025-06-30 | 610229 |
| Net assets as of the end of the plan year | 2025-06-30 | 3741009 |
| Net assets as of the beginning of the plan year | 2025-06-30 | 3130780 |
| Employer contributions to plan in this plan year | 2025-06-30 | 128827 |
| Fees paid to broker by Benefit Provider | 2025-06-30 | 2076 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-30 | 22861 |
| 2024 : SEGAR & SCIORTINO, PLLC 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-02 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-02 | 87130 |
| Net assets as of the end of the plan year | 2024-05-02 | 3130780 |
| Total assets as of the beginning of the plan year | 2024-05-02 | 2553500 |
| Value of plan covered by a fidelity bond | 2024-05-02 | 275000 |
| Participant contributions to plan in this plan year | 2024-05-02 | 141032 |
| Value of participant loans at end of plan year | 2024-05-02 | 70693 |
| Other expenses paid from plan in this plan year | 2024-05-02 | 0 |
| Other contributions to plan in this plan year | 2024-05-02 | 0 |
| Other income to plan in this plan year | 2024-05-02 | 410963 |
| Plan net income in this plan year | 2024-05-02 | 577280 |
| Net assets as of the end of the plan year | 2024-05-02 | 3130780 |
| Net assets as of the beginning of the plan year | 2024-05-02 | 2553500 |
| Employer contributions to plan in this plan year | 2024-05-02 | 112415 |
| Fees paid to broker by Benefit Provider | 2024-05-02 | 2047 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-02 | 18625 |
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