MICHAEL A. PETTER & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL A. PETTER 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : MICHAEL A. PETTER 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-06-23 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-23 | 197644 |
| Net assets as of the end of the plan year | 2025-06-23 | 97971 |
| Total assets as of the beginning of the plan year | 2025-06-23 | 196825 |
| Value of plan covered by a fidelity bond | 2025-06-23 | 20000 |
| Participant contributions to plan in this plan year | 2025-06-23 | 56445 |
| Other income to plan in this plan year | 2025-06-23 | 31914 |
| Plan net income in this plan year | 2025-06-23 | -98854 |
| Net assets as of the end of the plan year | 2025-06-23 | 97971 |
| Net assets as of the beginning of the plan year | 2025-06-23 | 196825 |
| Employer contributions to plan in this plan year | 2025-06-23 | 10431 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-23 | 380 |
| 2024 : MICHAEL A. PETTER 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-05-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-28 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-28 | 3142 |
| Net assets as of the end of the plan year | 2024-05-28 | 196825 |
| Total assets as of the beginning of the plan year | 2024-05-28 | 99941 |
| Value of plan covered by a fidelity bond | 2024-05-28 | 10000 |
| Participant contributions to plan in this plan year | 2024-05-28 | 48340 |
| Other income to plan in this plan year | 2024-05-28 | 27732 |
| Plan net income in this plan year | 2024-05-28 | 96884 |
| Net assets as of the end of the plan year | 2024-05-28 | 196825 |
| Net assets as of the beginning of the plan year | 2024-05-28 | 99941 |
| Employer contributions to plan in this plan year | 2024-05-28 | 23954 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-28 | 230 |
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