DAVID M SITES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID M SITES 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : DAVID M SITES 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-19 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-19 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-19 | 3716 |
| Net assets as of the end of the plan year | 2025-05-19 | 329819 |
| Total assets as of the beginning of the plan year | 2025-05-19 | 213746 |
| Value of plan covered by a fidelity bond | 2025-05-19 | 21375 |
| Participant contributions to plan in this plan year | 2025-05-19 | 64509 |
| Value of participant loans at end of plan year | 2025-05-19 | 25021 |
| Other expenses paid from plan in this plan year | 2025-05-19 | 0 |
| Other contributions to plan in this plan year | 2025-05-19 | 0 |
| Other income to plan in this plan year | 2025-05-19 | 26377 |
| Plan net income in this plan year | 2025-05-19 | 116073 |
| Net assets as of the end of the plan year | 2025-05-19 | 329819 |
| Net assets as of the beginning of the plan year | 2025-05-19 | 213746 |
| Employer contributions to plan in this plan year | 2025-05-19 | 28903 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-19 | 2906 |
| 2024 : DAVID M SITES 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-26 | 5923 |
| Net assets as of the end of the plan year | 2024-07-26 | 213746 |
| Total assets as of the beginning of the plan year | 2024-07-26 | 115549 |
| Value of plan covered by a fidelity bond | 2024-07-26 | 20000 |
| Participant contributions to plan in this plan year | 2024-07-26 | 50992 |
| Value of participant loans at end of plan year | 2024-07-26 | 17007 |
| Other expenses paid from plan in this plan year | 2024-07-26 | 0 |
| Other contributions to plan in this plan year | 2024-07-26 | 0 |
| Other income to plan in this plan year | 2024-07-26 | 27528 |
| Plan net income in this plan year | 2024-07-26 | 98197 |
| Net assets as of the end of the plan year | 2024-07-26 | 213746 |
| Net assets as of the beginning of the plan year | 2024-07-26 | 115549 |
| Employer contributions to plan in this plan year | 2024-07-26 | 25600 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-26 | 1861 |
| 2022 : DAVID M SITES 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-16 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-16 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-16 | 542 |
| Net assets as of the end of the plan year | 2022-06-16 | 77743 |
| Total assets as of the beginning of the plan year | 2022-06-16 | 28952 |
| Value of plan covered by a fidelity bond | 2022-06-16 | 20000 |
| Participant contributions to plan in this plan year | 2022-06-16 | 29258 |
| Other expenses paid from plan in this plan year | 2022-06-16 | 0 |
| Other contributions to plan in this plan year | 2022-06-16 | 0 |
| Other income to plan in this plan year | 2022-06-16 | 5617 |
| Plan net income in this plan year | 2022-06-16 | 48791 |
| Net assets as of the end of the plan year | 2022-06-16 | 77743 |
| Net assets as of the beginning of the plan year | 2022-06-16 | 28952 |
| Employer contributions to plan in this plan year | 2022-06-16 | 14458 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-16 | 542 |