JOHNSON & SHELDON, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHNSON & SHELDON, PLLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : JOHNSON & SHELDON, PLLC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-12 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-12 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-12 | 1236690 |
| Net assets as of the end of the plan year | 2025-06-12 | 4566295 |
| Total assets as of the beginning of the plan year | 2025-06-12 | 4860770 |
| Value of plan covered by a fidelity bond | 2025-06-12 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-12 | 197368 |
| Value of participant loans at end of plan year | 2025-06-12 | 12992 |
| Other expenses paid from plan in this plan year | 2025-06-12 | 0 |
| Other contributions to plan in this plan year | 2025-06-12 | 0 |
| Other income to plan in this plan year | 2025-06-12 | 673803 |
| Plan net income in this plan year | 2025-06-12 | -294475 |
| Net assets as of the end of the plan year | 2025-06-12 | 4566295 |
| Net assets as of the beginning of the plan year | 2025-06-12 | 4860770 |
| Employer contributions to plan in this plan year | 2025-06-12 | 71044 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-12 | 55403 |
| 2024 : JOHNSON & SHELDON, PLLC 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-24 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-24 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-24 | 353740 |
| Net assets as of the end of the plan year | 2024-09-24 | 4860770 |
| Total assets as of the beginning of the plan year | 2024-09-24 | 4228211 |
| Value of plan covered by a fidelity bond | 2024-09-24 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-24 | 212187 |
| Value of participant loans at end of plan year | 2024-09-24 | 18662 |
| Other expenses paid from plan in this plan year | 2024-09-24 | 0 |
| Other contributions to plan in this plan year | 2024-09-24 | 5854 |
| Other income to plan in this plan year | 2024-09-24 | 686866 |
| Plan net income in this plan year | 2024-09-24 | 632559 |
| Net assets as of the end of the plan year | 2024-09-24 | 4860770 |
| Net assets as of the beginning of the plan year | 2024-09-24 | 4228211 |
| Employer contributions to plan in this plan year | 2024-09-24 | 81392 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-24 | 46895 |
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