J.J. SWANSON ADVISORY GROUP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MY RETIREMENT ACCOUNT AND TRUST
| Measure | Date | Value |
|---|
| 2025 : MY RETIREMENT ACCOUNT AND TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-14 | -104103 |
| Total liabilities as of the end of the plan year | 2025-07-14 | 841 |
| Total liabilities as of the beginning of the plan year | 2025-07-14 | 841 |
| Total expenses incurred by plan in this plan year | 2025-07-14 | 89796 |
| Net assets as of the end of the plan year | 2025-07-14 | 445120 |
| Total assets as of the beginning of the plan year | 2025-07-14 | 492241 |
| Value of plan covered by a fidelity bond | 2025-07-14 | 100000 |
| Participant contributions to plan in this plan year | 2025-07-14 | 66631 |
| Other contributions to plan in this plan year | 2025-07-14 | 1026 |
| Other income to plan in this plan year | 2025-07-14 | 58830 |
| Plan net income in this plan year | 2025-07-14 | 56982 |
| Net assets as of the end of the plan year | 2025-07-14 | 444279 |
| Net assets as of the beginning of the plan year | 2025-07-14 | 491400 |
| Employer contributions to plan in this plan year | 2025-07-14 | 20291 |
| Fees paid to broker by Benefit Provider | 2025-07-14 | 930 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-14 | 1576 |
| 2024 : MY RETIREMENT ACCOUNT AND TRUST 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-05-01 | 841 |
| Total liabilities as of the beginning of the plan year | 2024-05-01 | 5130 |
| Total expenses incurred by plan in this plan year | 2024-05-01 | 20436 |
| Net assets as of the end of the plan year | 2024-05-01 | 492241 |
| Total assets as of the beginning of the plan year | 2024-05-01 | 308579 |
| Value of plan covered by a fidelity bond | 2024-05-01 | 100000 |
| Participant contributions to plan in this plan year | 2024-05-01 | 55568 |
| Value of participant loans at end of plan year | 2024-05-01 | 0 |
| Other expenses paid from plan in this plan year | 2024-05-01 | 0 |
| Other contributions to plan in this plan year | 2024-05-01 | 61951 |
| Other income to plan in this plan year | 2024-05-01 | 71314 |
| Plan net income in this plan year | 2024-05-01 | 187951 |
| Net assets as of the end of the plan year | 2024-05-01 | 491400 |
| Net assets as of the beginning of the plan year | 2024-05-01 | 303449 |
| Employer contributions to plan in this plan year | 2024-05-01 | 19554 |
| Fees paid to broker by Benefit Provider | 2024-05-01 | 585 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-01 | 628 |
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