JAMES L. OATES, III ENTERPRISES INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES L OATES, III ENTERPRISES GCF BENEFIT PLAN
401k plan membership statisitcs for JAMES L OATES, III ENTERPRISES GCF BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES L OATES, III ENTERPRISES GCF BENEFIT PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-04-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-29 | 43847 |
| Total expenses incurred by plan in this plan year | 2025-04-29 | 294204 |
| Net assets as of the end of the plan year | 2025-04-29 | 0 |
| Total assets as of the beginning of the plan year | 2025-04-29 | 62248 |
| Value of plan covered by a fidelity bond | 2025-04-29 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-29 | 68595 |
| Other expenses paid from plan in this plan year | 2025-04-29 | 0 |
| Other contributions to plan in this plan year | 2025-04-29 | 0 |
| Other income to plan in this plan year | 2025-04-29 | 1425 |
| Plan net income in this plan year | 2025-04-29 | -18401 |
| Net assets as of the end of the plan year | 2025-04-29 | 0 |
| Net assets as of the beginning of the plan year | 2025-04-29 | 18401 |
| Employer contributions to plan in this plan year | 2025-04-29 | 205783 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-29 | 35009 |
| 2024 : JAMES L OATES, III ENTERPRISES GCF BENEFIT PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-04-26 | 43847 |
| Total liabilities as of the beginning of the plan year | 2024-04-26 | 45626 |
| Total expenses incurred by plan in this plan year | 2024-04-26 | 114315 |
| Net assets as of the end of the plan year | 2024-04-26 | 62248 |
| Total assets as of the beginning of the plan year | 2024-04-26 | 62271 |
| Value of plan covered by a fidelity bond | 2024-04-26 | 500000 |
| Participant contributions to plan in this plan year | 2024-04-26 | 28635 |
| Other expenses paid from plan in this plan year | 2024-04-26 | 0 |
| Other contributions to plan in this plan year | 2024-04-26 | 0 |
| Other income to plan in this plan year | 2024-04-26 | 1529 |
| Plan net income in this plan year | 2024-04-26 | 1756 |
| Net assets as of the end of the plan year | 2024-04-26 | 18401 |
| Net assets as of the beginning of the plan year | 2024-04-26 | 16645 |
| Employer contributions to plan in this plan year | 2024-04-26 | 85907 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-26 | 7159 |
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