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JOHN L. PIERCE AND ASSOCIATES, P.A. EMPLOYEES PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN L. PIERCE AND ASSOCIATES, P.A. EMPLOYEES PROFIT SHARING PLAN
Plan identification number 001

JOHN L. PIERCE AND ASSOCIATES, P.A. EMPLOYEES PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN L. PIERCE AND ASSOCIATES, P.A. has sponsored the creation of one or more 401k plans.

Company Name:JOHN L. PIERCE AND ASSOCIATES, P.A.
Employer identification number (EIN):561425618
NAIC Classification:541370
NAIC Description:Surveying and Mapping (except Geophysical) Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN L. PIERCE AND ASSOCIATES, P.A. EMPLOYEES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN L. PIERCE2024-05-15
0012022-01-01JOHN L. PIERCE2023-09-21
0012021-01-01JOHN L. PIERCE2022-06-29
0012020-01-01JOHN L. PIERCE2021-07-09
0012019-01-01JOHN L. PIERCE2020-07-15
0012018-01-01JOHN L. PIERCE2019-06-28
0012017-01-01JOHN L. PIERCE2018-06-25
0012016-01-01JOHN L. PIERCE2017-06-14
0012013-01-01JOHN L. PIERCE2014-06-19
0012012-01-01JOHN L. PIERCE2013-07-11
0012011-01-01JOHN L. PIERCE2012-10-09
0012010-01-01JOHN L. PIERCE2011-06-20 JOHN L. PIERCE2011-06-20

Plan Statistics for JOHN L. PIERCE AND ASSOCIATES, P.A. EMPLOYEES PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN L. PIERCE AND ASSOCIATES, P.A. EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2025: JOHN L. PIERCE AND ASSOCIATES, P.A. EMPLOYEES PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-3021
Total number of particpants at end of year2025-05-3018
Number of Participants With Account Balances2025-05-3018
2024: JOHN L. PIERCE AND ASSOCIATES, P.A. EMPLOYEES PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-1521
Total number of particpants at end of year2024-05-1518
Number of Participants With Account Balances2024-05-1518

Financial Data on JOHN L. PIERCE AND ASSOCIATES, P.A. EMPLOYEES PROFIT SHARING PLAN

Measure Date Value
2025 : JOHN L. PIERCE AND ASSOCIATES, P.A. EMPLOYEES PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-30126769
Net assets as of the end of the plan year2025-05-301863594
Total assets as of the beginning of the plan year2025-05-301808171
Other income to plan in this plan year2025-05-30132192
Plan net income in this plan year2025-05-3055423
Net assets as of the end of the plan year2025-05-301863594
Net assets as of the beginning of the plan year2025-05-301808171
Employer contributions to plan in this plan year2025-05-3050000
Fees paid to broker by Benefit Provider2025-05-3017042
2024 : JOHN L. PIERCE AND ASSOCIATES, P.A. EMPLOYEES PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-1583777
Net assets as of the end of the plan year2024-05-151808171
Total assets as of the beginning of the plan year2024-05-151649450
Other income to plan in this plan year2024-05-15192498
Plan net income in this plan year2024-05-15158721
Net assets as of the end of the plan year2024-05-151808171
Net assets as of the beginning of the plan year2024-05-151649450
Employer contributions to plan in this plan year2024-05-1550000
Fees paid to broker by Benefit Provider2024-05-1516292

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