WILSON & JOHNSON PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILSON & JOHNSON, P.A. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : WILSON & JOHNSON, P.A. 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-26 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-26 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-26 | 1147949 |
| Net assets as of the end of the plan year | 2025-08-26 | 6177195 |
| Total assets as of the beginning of the plan year | 2025-08-26 | 5975167 |
| Value of plan covered by a fidelity bond | 2025-08-26 | 500000 |
| Participant contributions to plan in this plan year | 2025-08-26 | 278530 |
| Value of participant loans at end of plan year | 2025-08-26 | 40884 |
| Other expenses paid from plan in this plan year | 2025-08-26 | 0 |
| Other contributions to plan in this plan year | 2025-08-26 | 76307 |
| Other income to plan in this plan year | 2025-08-26 | 758338 |
| Plan net income in this plan year | 2025-08-26 | 202028 |
| Net assets as of the end of the plan year | 2025-08-26 | 6177195 |
| Net assets as of the beginning of the plan year | 2025-08-26 | 5975167 |
| Employer contributions to plan in this plan year | 2025-08-26 | 236802 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-26 | 32675 |
| 2024 : WILSON & JOHNSON, P.A. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-31 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-31 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-31 | 267899 |
| Net assets as of the end of the plan year | 2024-05-31 | 5975167 |
| Total assets as of the beginning of the plan year | 2024-05-31 | 5108318 |
| Value of plan covered by a fidelity bond | 2024-05-31 | 500000 |
| Participant contributions to plan in this plan year | 2024-05-31 | 209764 |
| Value of participant loans at end of plan year | 2024-05-31 | 13750 |
| Other expenses paid from plan in this plan year | 2024-05-31 | 0 |
| Other contributions to plan in this plan year | 2024-05-31 | 0 |
| Other income to plan in this plan year | 2024-05-31 | 723907 |
| Plan net income in this plan year | 2024-05-31 | 866849 |
| Net assets as of the end of the plan year | 2024-05-31 | 5975167 |
| Net assets as of the beginning of the plan year | 2024-05-31 | 5108318 |
| Value of contributions failed to transmitted timely | 2024-05-31 | 9377 |
| Employer contributions to plan in this plan year | 2024-05-31 | 201077 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-31 | 27275 |
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