ROBERT A. EATON, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT A. EATON, P.A. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : ROBERT A. EATON, P.A. PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-11-24 | 68312 |
| Net assets as of the end of the plan year | 2025-11-24 | 1520409 |
| Total assets as of the beginning of the plan year | 2025-11-24 | 1477708 |
| Value of plan covered by a fidelity bond | 2025-11-24 | 300000 |
| Other income to plan in this plan year | 2025-11-24 | 86013 |
| Plan net income in this plan year | 2025-11-24 | 42701 |
| Net assets as of the end of the plan year | 2025-11-24 | 1520409 |
| Net assets as of the beginning of the plan year | 2025-11-24 | 1477708 |
| Employer contributions to plan in this plan year | 2025-11-24 | 25000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-11-24 | 8312 |
| 2024 : ROBERT A. EATON, P.A. PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-12-09 | 67705 |
| Net assets as of the end of the plan year | 2024-12-09 | 1477708 |
| Total assets as of the beginning of the plan year | 2024-12-09 | 1382148 |
| Value of plan covered by a fidelity bond | 2024-12-09 | 300000 |
| Other income to plan in this plan year | 2024-12-09 | 138265 |
| Plan net income in this plan year | 2024-12-09 | 95560 |
| Net assets as of the end of the plan year | 2024-12-09 | 1477708 |
| Net assets as of the beginning of the plan year | 2024-12-09 | 1382148 |
| Employer contributions to plan in this plan year | 2024-12-09 | 25000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-09 | 7705 |
| 2023 : ROBERT A. EATON, P.A. PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2023-02-23 | 60056 |
| Net assets as of the end of the plan year | 2023-02-23 | 1375091 |
| Total assets as of the beginning of the plan year | 2023-02-23 | 1484551 |
| Value of plan covered by a fidelity bond | 2023-02-23 | 300000 |
| Other income to plan in this plan year | 2023-02-23 | -74404 |
| Plan net income in this plan year | 2023-02-23 | -109460 |
| Net assets as of the end of the plan year | 2023-02-23 | 1375091 |
| Net assets as of the beginning of the plan year | 2023-02-23 | 1484551 |
| Employer contributions to plan in this plan year | 2023-02-23 | 25000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-02-23 | 7556 |
| 2011 : ROBERT A. EATON, P.A. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-07-31 | $60,302 |
| Expenses. Total of all expenses incurred | 2011-07-31 | $2,521 |
| Total plan assets at end of year | 2011-07-31 | $628,983 |
| Total plan assets at beginning of year | 2011-07-31 | $571,202 |
| Value of fidelity bond covering the plan | 2011-07-31 | $300,000 |
| Other income received | 2011-07-31 | $25,302 |
| Net income (gross income less expenses) | 2011-07-31 | $57,781 |
| Net plan assets at end of year (total assets less liabilities) | 2011-07-31 | $628,983 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-07-31 | $571,202 |
| Total contributions received or receivable from employer(s) | 2011-07-31 | $35,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-07-31 | $2,521 |
| 2010 : ROBERT A. EATON, P.A. PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-07-31 | $0 |
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