JAMES L VOURVOULIAS & ASSOCIATES, LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996
| Measure | Date | Value |
|---|
| 2024 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2024 401k financial data |
|---|
| Total income from all sources | 2024-01-01 | $423,080 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $12,282 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $11,962 |
| Total plan assets at end of year | 2024-01-01 | $2,016,935 |
| Total plan assets at beginning of year | 2024-01-01 | $1,606,137 |
| Value of fidelity bond covering the plan | 2024-01-01 | $150,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $122,726 |
| Other income received | 2024-01-01 | $275,314 |
| Net income (gross income less expenses) | 2024-01-01 | $410,798 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $2,016,935 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $1,606,137 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $25,040 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $320 |
| 2023 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $324,541 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $9,541 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $9,261 |
| Total plan assets at end of year | 2023-12-31 | $1,606,137 |
| Total plan assets at beginning of year | 2023-12-31 | $1,291,137 |
| Value of fidelity bond covering the plan | 2023-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $109,724 |
| Other income received | 2023-12-31 | $192,547 |
| Net income (gross income less expenses) | 2023-12-31 | $315,000 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,606,137 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,291,137 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $22,270 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $280 |
| 2022 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-74,383 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $10,471 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $10,181 |
| Total plan assets at end of year | 2022-12-31 | $1,291,137 |
| Total plan assets at beginning of year | 2022-12-31 | $1,375,991 |
| Value of fidelity bond covering the plan | 2022-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $98,773 |
| Other income received | 2022-12-31 | $-193,968 |
| Net income (gross income less expenses) | 2022-12-31 | $-84,854 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,291,137 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,375,991 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $20,812 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $290 |
| 2021 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $283,645 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $5,762 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $5,482 |
| Total plan assets at end of year | 2021-12-31 | $1,375,991 |
| Total plan assets at beginning of year | 2021-12-31 | $1,098,108 |
| Value of fidelity bond covering the plan | 2021-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $97,555 |
| Other income received | 2021-12-31 | $164,558 |
| Net income (gross income less expenses) | 2021-12-31 | $277,883 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,375,991 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,098,108 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $21,532 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $280 |
| 2020 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $265,958 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $220 |
| Total plan assets at end of year | 2020-12-31 | $1,098,108 |
| Total plan assets at beginning of year | 2020-12-31 | $832,370 |
| Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $90,360 |
| Other income received | 2020-12-31 | $158,792 |
| Net income (gross income less expenses) | 2020-12-31 | $265,738 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,098,108 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $832,370 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $16,806 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $220 |
| 2019 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $228,010 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,715 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,500 |
| Total plan assets at end of year | 2019-12-31 | $832,370 |
| Total plan assets at beginning of year | 2019-12-31 | $606,075 |
| Value of fidelity bond covering the plan | 2019-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $90,048 |
| Other income received | 2019-12-31 | $118,335 |
| Net income (gross income less expenses) | 2019-12-31 | $226,295 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $832,370 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $606,075 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $19,627 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $215 |
| 2018 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $74,939 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $675 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $645 |
| Total plan assets at end of year | 2018-12-31 | $606,075 |
| Total plan assets at beginning of year | 2018-12-31 | $531,811 |
| Value of fidelity bond covering the plan | 2018-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $78,822 |
| Other income received | 2018-12-31 | $-22,834 |
| Net income (gross income less expenses) | 2018-12-31 | $74,264 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $606,075 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $531,811 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $18,951 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $30 |
| 2017 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $129,672 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $515 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $515 |
| Total plan assets at end of year | 2017-12-31 | $531,811 |
| Total plan assets at beginning of year | 2017-12-31 | $402,654 |
| Value of fidelity bond covering the plan | 2017-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $53,512 |
| Other income received | 2017-12-31 | $76,160 |
| Net income (gross income less expenses) | 2017-12-31 | $129,157 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $531,811 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $402,654 |
| 2016 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $71,285 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $475 |
| Total plan assets at end of year | 2016-12-31 | $402,654 |
| Total plan assets at beginning of year | 2016-12-31 | $331,844 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $48,499 |
| Other income received | 2016-12-31 | $22,786 |
| Net income (gross income less expenses) | 2016-12-31 | $70,810 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $402,654 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $331,844 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $475 |
| 2015 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $38,938 |
| Total plan assets at end of year | 2015-12-31 | $331,844 |
| Total plan assets at beginning of year | 2015-12-31 | $292,906 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $47,907 |
| Other income received | 2015-12-31 | $-8,969 |
| Net income (gross income less expenses) | 2015-12-31 | $38,938 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $331,844 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $292,906 |
| 2014 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $34,843 |
| Total plan assets at end of year | 2014-12-31 | $292,906 |
| Total plan assets at beginning of year | 2014-12-31 | $258,063 |
| Total contributions received or receivable from participants | 2014-12-31 | $22,915 |
| Other income received | 2014-12-31 | $11,928 |
| Net income (gross income less expenses) | 2014-12-31 | $34,843 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $292,906 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $258,063 |
| 2013 : JAMES L VOURVOULIAS & ASSOCIATES 401K PLAN U/A 2/16/1996 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $68,830 |
| Total plan assets at end of year | 2013-12-31 | $258,063 |
| Total plan assets at beginning of year | 2013-12-31 | $189,233 |
| Total contributions received or receivable from participants | 2013-12-31 | $20,535 |
| Other income received | 2013-12-31 | $48,295 |
| Net income (gross income less expenses) | 2013-12-31 | $68,830 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $258,063 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $189,233 |
