ALLEN & GRAHAM INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLEN & GRAHAM INC. PROFIT SHARING PLAN
401k plan membership statisitcs for ALLEN & GRAHAM INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : ALLEN & GRAHAM INC. PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-04-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-16 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-16 | 182533 |
| Net assets as of the end of the plan year | 2025-04-16 | 3725117 |
| Total assets as of the beginning of the plan year | 2025-04-16 | 3049582 |
| Value of plan covered by a fidelity bond | 2025-04-16 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-16 | 98902 |
| Other income to plan in this plan year | 2025-04-16 | 450745 |
| Plan net income in this plan year | 2025-04-16 | 675535 |
| Net assets as of the end of the plan year | 2025-04-16 | 3725117 |
| Net assets as of the beginning of the plan year | 2025-04-16 | 3049582 |
| Employer contributions to plan in this plan year | 2025-04-16 | 308421 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-16 | 13680 |
| 2024 : ALLEN & GRAHAM INC. PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-18 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-18 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-18 | 118409 |
| Net assets as of the end of the plan year | 2024-06-18 | 3049582 |
| Total assets as of the beginning of the plan year | 2024-06-18 | 2350207 |
| Value of plan covered by a fidelity bond | 2024-06-18 | 500000 |
| Participant contributions to plan in this plan year | 2024-06-18 | 94148 |
| Other expenses paid from plan in this plan year | 2024-06-18 | 0 |
| Other contributions to plan in this plan year | 2024-06-18 | 0 |
| Other income to plan in this plan year | 2024-06-18 | 422017 |
| Plan net income in this plan year | 2024-06-18 | 699375 |
| Net assets as of the end of the plan year | 2024-06-18 | 3049582 |
| Net assets as of the beginning of the plan year | 2024-06-18 | 2350207 |
| Employer contributions to plan in this plan year | 2024-06-18 | 301619 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-18 | 10874 |
| 2022 : ALLEN & GRAHAM INC. PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 215937 |
| Net assets as of the end of the plan year | 2022-07-26 | 2560420 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 1230833 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 88698 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 787692 |
| Other income to plan in this plan year | 2022-07-26 | 368622 |
| Plan net income in this plan year | 2022-07-26 | 1329587 |
| Net assets as of the end of the plan year | 2022-07-26 | 2560420 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 1230833 |
| Employer contributions to plan in this plan year | 2022-07-26 | 300512 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 8937 |
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