JOHN DIXON & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about JOHN DIXON & ASSOCIATES, INC.
Submission information for form 5500 for 401k plan JOHN DIXON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : JOHN DIXON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-14 | 14000 |
| Net assets as of the end of the plan year | 2025-07-14 | 431638 |
| Total assets as of the beginning of the plan year | 2025-07-14 | 387371 |
| Value of plan covered by a fidelity bond | 2025-07-14 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-14 | 6060 |
| Value of participant loans at end of plan year | 2025-07-14 | 13867 |
| Other income to plan in this plan year | 2025-07-14 | 49923 |
| Plan net income in this plan year | 2025-07-14 | 44267 |
| Net assets as of the end of the plan year | 2025-07-14 | 431638 |
| Net assets as of the beginning of the plan year | 2025-07-14 | 387371 |
| Employer contributions to plan in this plan year | 2025-07-14 | 2284 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-14 | 125 |
| 2024 : JOHN DIXON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-05 | 596 |
| Net assets as of the end of the plan year | 2024-06-05 | 387371 |
| Total assets as of the beginning of the plan year | 2024-06-05 | 316202 |
| Value of plan covered by a fidelity bond | 2024-06-05 | 500000 |
| Participant contributions to plan in this plan year | 2024-06-05 | 6622 |
| Value of participant loans at end of plan year | 2024-06-05 | 16631 |
| Other income to plan in this plan year | 2024-06-05 | 59337 |
| Plan net income in this plan year | 2024-06-05 | 71169 |
| Net assets as of the end of the plan year | 2024-06-05 | 387371 |
| Net assets as of the beginning of the plan year | 2024-06-05 | 316202 |
| Employer contributions to plan in this plan year | 2024-06-05 | 5806 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-05 | 300 |
| 2020 : JOHN DIXON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $114,134 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $138,829 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $138,710 |
| Total plan assets at end of year | 2020-12-31 | $602,109 |
| Total plan assets at beginning of year | 2020-12-31 | $626,804 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $26,323 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $2,225 |
| Other income received | 2020-12-31 | $75,800 |
| Net income (gross income less expenses) | 2020-12-31 | $-24,695 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $602,109 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $626,804 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $12,011 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $119 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : JOHN DIXON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $170,443 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $18,407 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $17,837 |
| Total plan assets at end of year | 2019-12-31 | $626,804 |
| Total plan assets at beginning of year | 2019-12-31 | $474,768 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $31,220 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $2,805 |
| Other income received | 2019-12-31 | $117,024 |
| Net income (gross income less expenses) | 2019-12-31 | $152,036 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $626,804 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $474,768 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $22,199 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $570 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : JOHN DIXON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $22,319 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $143 |
| Total plan assets at end of year | 2018-12-31 | $474,768 |
| Total plan assets at beginning of year | 2018-12-31 | $452,592 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $39,505 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $1 |
| Other income received | 2018-12-31 | $-37,569 |
| Net income (gross income less expenses) | 2018-12-31 | $22,176 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $474,768 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $452,592 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $20,383 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $143 |
| 2017 : JOHN DIXON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $132,507 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $9,375 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $9,011 |
| Total plan assets at end of year | 2017-12-31 | $452,592 |
| Total plan assets at beginning of year | 2017-12-31 | $329,460 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $47,917 |
| Assets. Value of loans (other than to participants) | 2017-12-31 | $965 |
| Other income received | 2017-12-31 | $67,059 |
| Net income (gross income less expenses) | 2017-12-31 | $123,132 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $452,592 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $329,460 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $17,531 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $364 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : JOHN DIXON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $108,790 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $173 |
| Total plan assets at end of year | 2016-12-31 | $329,460 |
| Total plan assets at beginning of year | 2016-12-31 | $220,843 |
| Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $52,839 |
| Assets. Value of loans (other than to participants) | 2016-12-31 | $1,652 |
| Other income received | 2016-12-31 | $28,609 |
| Net income (gross income less expenses) | 2016-12-31 | $108,617 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $329,460 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $220,843 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $27,342 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $173 |
| 2015 : JOHN DIXON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $117,804 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $469 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $418 |
| Total plan assets at end of year | 2015-12-31 | $220,843 |
| Total plan assets at beginning of year | 2015-12-31 | $103,508 |
| Value of fidelity bond covering the plan | 2015-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $93,047 |
| Other income received | 2015-12-31 | $-5,784 |
| Net income (gross income less expenses) | 2015-12-31 | $117,335 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $220,843 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $103,508 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $30,541 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $51 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : JOHN DIXON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $103,866 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $358 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $268 |
| Total plan assets at end of year | 2014-12-31 | $103,508 |
| Total contributions received or receivable from participants | 2014-12-31 | $84,450 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $13,795 |
| Other income received | 2014-12-31 | $2,637 |
| Net income (gross income less expenses) | 2014-12-31 | $103,508 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $103,508 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $2,984 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $90 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
