BAKER & WHITT, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BAKER & WHITT, PLLC 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : BAKER & WHITT, PLLC 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-08 | 338564 |
| Net assets as of the end of the plan year | 2025-10-08 | 5778669 |
| Total assets as of the beginning of the plan year | 2025-10-08 | 5028400 |
| Value of plan covered by a fidelity bond | 2025-10-08 | 502840 |
| Participant contributions to plan in this plan year | 2025-10-08 | 68282 |
| Other income to plan in this plan year | 2025-10-08 | 920551 |
| Plan net income in this plan year | 2025-10-08 | 750269 |
| Net assets as of the end of the plan year | 2025-10-08 | 5778669 |
| Net assets as of the beginning of the plan year | 2025-10-08 | 5028400 |
| Employer contributions to plan in this plan year | 2025-10-08 | 100000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-08 | 13602 |
| 2024 : BAKER & WHITT, PLLC 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-09 | 37417 |
| Net assets as of the end of the plan year | 2024-10-09 | 5028400 |
| Total assets as of the beginning of the plan year | 2024-10-09 | 4044556 |
| Value of plan covered by a fidelity bond | 2024-10-09 | 404456 |
| Participant contributions to plan in this plan year | 2024-10-09 | 67016 |
| Other income to plan in this plan year | 2024-10-09 | 901108 |
| Plan net income in this plan year | 2024-10-09 | 983844 |
| Net assets as of the end of the plan year | 2024-10-09 | 5028400 |
| Net assets as of the beginning of the plan year | 2024-10-09 | 4044556 |
| Employer contributions to plan in this plan year | 2024-10-09 | 53137 |
| 2022 : BAKER & WHITT, PLLC 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-10 | 94610 |
| Net assets as of the end of the plan year | 2022-10-10 | 4910977 |
| Total assets as of the beginning of the plan year | 2022-10-10 | 4606508 |
| Value of plan covered by a fidelity bond | 2022-10-10 | 400000 |
| Participant contributions to plan in this plan year | 2022-10-10 | 52960 |
| Other income to plan in this plan year | 2022-10-10 | 259072 |
| Plan net income in this plan year | 2022-10-10 | 304469 |
| Net assets as of the end of the plan year | 2022-10-10 | 4910977 |
| Net assets as of the beginning of the plan year | 2022-10-10 | 4606508 |
| Value of contributions failed to transmitted timely | 2022-10-10 | 54859 |
| Employer contributions to plan in this plan year | 2022-10-10 | 87047 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-10 | 13279 |
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