ALLEN & CURRY, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLEN & CURRY, P. C. RETIREMENT PLAN
401k plan membership statisitcs for ALLEN & CURRY, P. C. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025: ALLEN & CURRY, P. C. RETIREMENT PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-08-15 | 22 |
| Total number of particpants at end of year | 2025-08-15 | 16 |
| Number of Participants With Account Balances | 2025-08-15 | 15 |
| 2024: ALLEN & CURRY, P. C. RETIREMENT PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-09-30 | 21 |
| Total number of particpants at end of year | 2024-09-30 | 22 |
| Number of Participants With Account Balances | 2024-09-30 | 22 |
| 2022: ALLEN & CURRY, P. C. RETIREMENT PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-07-22 | 19 |
| Total number of particpants at end of year | 2022-07-22 | 19 |
| Number of Participants With Account Balances | 2022-07-22 | 19 |
| Measure | Date | Value |
|---|
| 2025 : ALLEN & CURRY, P. C. RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-15 | 517675 |
| Net assets as of the end of the plan year | 2025-08-15 | 1356412 |
| Total assets as of the beginning of the plan year | 2025-08-15 | 1529664 |
| Value of plan covered by a fidelity bond | 2025-08-15 | 100000 |
| Participant contributions to plan in this plan year | 2025-08-15 | 125365 |
| Value of participant loans at end of plan year | 2025-08-15 | 8365 |
| Other income to plan in this plan year | 2025-08-15 | 184900 |
| Plan net income in this plan year | 2025-08-15 | -173252 |
| Net assets as of the end of the plan year | 2025-08-15 | 1356412 |
| Net assets as of the beginning of the plan year | 2025-08-15 | 1529664 |
| Value of contributions failed to transmitted timely | 2025-08-15 | 17570 |
| Employer contributions to plan in this plan year | 2025-08-15 | 34158 |
| Fees paid to broker by Benefit Provider | 2025-08-15 | 7696 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-15 | 1755 |
| 2024 : ALLEN & CURRY, P. C. RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-30 | 21610 |
| Net assets as of the end of the plan year | 2024-09-30 | 1529664 |
| Total assets as of the beginning of the plan year | 2024-09-30 | 1158637 |
| Value of plan covered by a fidelity bond | 2024-09-30 | 100000 |
| Participant contributions to plan in this plan year | 2024-09-30 | 149535 |
| Other contributions to plan in this plan year | 2024-09-30 | 0 |
| Other income to plan in this plan year | 2024-09-30 | 197964 |
| Plan net income in this plan year | 2024-09-30 | 371027 |
| Net assets as of the end of the plan year | 2024-09-30 | 1529664 |
| Net assets as of the beginning of the plan year | 2024-09-30 | 1158637 |
| Employer contributions to plan in this plan year | 2024-09-30 | 45138 |
| Fees paid to broker by Benefit Provider | 2024-09-30 | 6747 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-30 | 1920 |
| 2022 : ALLEN & CURRY, P. C. RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-22 | 10655 |
| Net assets as of the end of the plan year | 2022-07-22 | 1128133 |
| Total assets as of the beginning of the plan year | 2022-07-22 | 830049 |
| Value of plan covered by a fidelity bond | 2022-07-22 | 100000 |
| Participant contributions to plan in this plan year | 2022-07-22 | 130027 |
| Other income to plan in this plan year | 2022-07-22 | 131943 |
| Plan net income in this plan year | 2022-07-22 | 298084 |
| Net assets as of the end of the plan year | 2022-07-22 | 1128133 |
| Net assets as of the beginning of the plan year | 2022-07-22 | 830049 |
| Employer contributions to plan in this plan year | 2022-07-22 | 46769 |
| Fees paid to broker by Benefit Provider | 2022-07-22 | 4962 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-22 | 2760 |
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