FRANK LAM & ASSOCIATES INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FRANK LAM & ASSOCIATES, INC. 401(K) P/S PLAN
401k plan membership statisitcs for FRANK LAM & ASSOCIATES, INC. 401(K) P/S PLAN
| Measure | Date | Value |
|---|
| 2025 : FRANK LAM & ASSOCIATES, INC. 401(K) P/S PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-10-01 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-01 | 4532 |
| Net assets as of the end of the plan year | 2025-10-01 | 4032253 |
| Total assets as of the beginning of the plan year | 2025-10-01 | 3280542 |
| Value of plan covered by a fidelity bond | 2025-10-01 | 150000 |
| Participant contributions to plan in this plan year | 2025-10-01 | 66354 |
| Other income to plan in this plan year | 2025-10-01 | 660502 |
| Plan net income in this plan year | 2025-10-01 | 751711 |
| Net assets as of the end of the plan year | 2025-10-01 | 4032253 |
| Net assets as of the beginning of the plan year | 2025-10-01 | 3280542 |
| Employer contributions to plan in this plan year | 2025-10-01 | 29387 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-01 | 4532 |
| 2024 : FRANK LAM & ASSOCIATES, INC. 401(K) P/S PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-09-18 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-18 | 53407 |
| Net assets as of the end of the plan year | 2024-09-18 | 3280542 |
| Total assets as of the beginning of the plan year | 2024-09-18 | 2623870 |
| Value of plan covered by a fidelity bond | 2024-09-18 | 150000 |
| Participant contributions to plan in this plan year | 2024-09-18 | 50698 |
| Other income to plan in this plan year | 2024-09-18 | 651203 |
| Plan net income in this plan year | 2024-09-18 | 656672 |
| Net assets as of the end of the plan year | 2024-09-18 | 3280542 |
| Net assets as of the beginning of the plan year | 2024-09-18 | 2623870 |
| Employer contributions to plan in this plan year | 2024-09-18 | 8178 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-18 | 5722 |
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