JOHANNA FOX CPA, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FOX & COMPANY CPAS, INC. 401(K) PLAN
401k plan membership statisitcs for FOX & COMPANY CPAS, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : FOX & COMPANY CPAS, INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-04 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-04 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-04 | 493689 |
| Net assets as of the end of the plan year | 2025-08-04 | 639194 |
| Total assets as of the beginning of the plan year | 2025-08-04 | 923197 |
| Value of plan covered by a fidelity bond | 2025-08-04 | 80000 |
| Participant contributions to plan in this plan year | 2025-08-04 | 91288 |
| Other expenses paid from plan in this plan year | 2025-08-04 | 0 |
| Other contributions to plan in this plan year | 2025-08-04 | 0 |
| Other income to plan in this plan year | 2025-08-04 | 92157 |
| Plan net income in this plan year | 2025-08-04 | -284003 |
| Net assets as of the end of the plan year | 2025-08-04 | 639194 |
| Net assets as of the beginning of the plan year | 2025-08-04 | 923197 |
| Employer contributions to plan in this plan year | 2025-08-04 | 26241 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-04 | 300 |
| 2024 : FOX & COMPANY CPAS, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-02 | 20718 |
| Net assets as of the end of the plan year | 2024-07-02 | 923197 |
| Total assets as of the beginning of the plan year | 2024-07-02 | 636769 |
| Value of plan covered by a fidelity bond | 2024-07-02 | 80000 |
| Participant contributions to plan in this plan year | 2024-07-02 | 125670 |
| Value of participant loans at end of plan year | 2024-07-02 | 593 |
| Other expenses paid from plan in this plan year | 2024-07-02 | 0 |
| Other contributions to plan in this plan year | 2024-07-02 | 2143 |
| Other income to plan in this plan year | 2024-07-02 | 142458 |
| Plan net income in this plan year | 2024-07-02 | 286428 |
| Net assets as of the end of the plan year | 2024-07-02 | 923197 |
| Net assets as of the beginning of the plan year | 2024-07-02 | 636769 |
| Employer contributions to plan in this plan year | 2024-07-02 | 36875 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-02 | 772 |
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