COURTNEY MCHARG, MCHARG & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLEVITY, INC. RETIREMENT SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2025 : ALLEVITY, INC. RETIREMENT SAVINGS PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-10-10 | 13803 |
| Total expenses incurred by plan in this plan year | 2025-10-10 | 15105 |
| Net assets as of the end of the plan year | 2025-10-10 | 159007 |
| Total assets as of the beginning of the plan year | 2025-10-10 | 106788 |
| Value of plan covered by a fidelity bond | 2025-10-10 | 10679 |
| Participant contributions to plan in this plan year | 2025-10-10 | 22650 |
| Value of participant loans at end of plan year | 2025-10-10 | 15173 |
| Other expenses paid from plan in this plan year | 2025-10-10 | 60 |
| Other income to plan in this plan year | 2025-10-10 | 22221 |
| Plan net income in this plan year | 2025-10-10 | 38416 |
| Net assets as of the end of the plan year | 2025-10-10 | 145204 |
| Net assets as of the beginning of the plan year | 2025-10-10 | 106788 |
| Employer contributions to plan in this plan year | 2025-10-10 | 8650 |
| Fees paid to broker by Benefit Provider | 2025-10-10 | 259 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-10 | 1242 |
| 2024 : ALLEVITY, INC. RETIREMENT SAVINGS PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-22 | 763 |
| Net assets as of the end of the plan year | 2024-08-22 | 106788 |
| Total assets as of the beginning of the plan year | 2024-08-22 | 46486 |
| Value of plan covered by a fidelity bond | 2024-08-22 | 4648 |
| Participant contributions to plan in this plan year | 2024-08-22 | 20539 |
| Value of participant loans at end of plan year | 2024-08-22 | 18695 |
| Other income to plan in this plan year | 2024-08-22 | 31969 |
| Plan net income in this plan year | 2024-08-22 | 60302 |
| Net assets as of the end of the plan year | 2024-08-22 | 106788 |
| Net assets as of the beginning of the plan year | 2024-08-22 | 46486 |
| Employer contributions to plan in this plan year | 2024-08-22 | 8557 |
| Fees paid to broker by Benefit Provider | 2024-08-22 | 150 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-22 | 763 |
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