GEORGE ANDRIE & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GEORGE ANDRIE & ASSOCIATES, INC. 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : GEORGE ANDRIE & ASSOCIATES, INC. 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-30 | 11635 |
| Net assets as of the end of the plan year | 2025-07-30 | 2706128 |
| Total assets as of the beginning of the plan year | 2025-07-30 | 2286890 |
| Value of plan covered by a fidelity bond | 2025-07-30 | 228689 |
| Participant contributions to plan in this plan year | 2025-07-30 | 60173 |
| Other contributions to plan in this plan year | 2025-07-30 | 0 |
| Other income to plan in this plan year | 2025-07-30 | 336013 |
| Plan net income in this plan year | 2025-07-30 | 419238 |
| Net assets as of the end of the plan year | 2025-07-30 | 2706128 |
| Net assets as of the beginning of the plan year | 2025-07-30 | 2286890 |
| Value of contributions failed to transmitted timely | 2025-07-30 | 42312 |
| Employer contributions to plan in this plan year | 2025-07-30 | 34687 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-30 | 9595 |
| 2024 : GEORGE ANDRIE & ASSOCIATES, INC. 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-06 | 135 |
| Net assets as of the end of the plan year | 2024-07-06 | 2286890 |
| Total assets as of the beginning of the plan year | 2024-07-06 | 1919892 |
| Value of plan covered by a fidelity bond | 2024-07-06 | 200000 |
| Participant contributions to plan in this plan year | 2024-07-06 | 55154 |
| Other expenses paid from plan in this plan year | 2024-07-06 | 0 |
| Other contributions to plan in this plan year | 2024-07-06 | 0 |
| Other income to plan in this plan year | 2024-07-06 | 278745 |
| Plan net income in this plan year | 2024-07-06 | 366998 |
| Net assets as of the end of the plan year | 2024-07-06 | 2286890 |
| Net assets as of the beginning of the plan year | 2024-07-06 | 1919892 |
| Value of contributions failed to transmitted timely | 2024-07-06 | 57050 |
| Employer contributions to plan in this plan year | 2024-07-06 | 33234 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-06 | 135 |
| 2022 : GEORGE ANDRIE & ASSOCIATES, INC. 401K PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-11 | 0 |
| Net assets as of the end of the plan year | 2022-10-11 | 2085264 |
| Total assets as of the beginning of the plan year | 2022-10-11 | 1741435 |
| Value of plan covered by a fidelity bond | 2022-10-11 | 200000 |
| Participant contributions to plan in this plan year | 2022-10-11 | 54854 |
| Other expenses paid from plan in this plan year | 2022-10-11 | 0 |
| Other contributions to plan in this plan year | 2022-10-11 | 0 |
| Other income to plan in this plan year | 2022-10-11 | 265517 |
| Plan net income in this plan year | 2022-10-11 | 343829 |
| Net assets as of the end of the plan year | 2022-10-11 | 2085264 |
| Net assets as of the beginning of the plan year | 2022-10-11 | 1741435 |
| Value of contributions failed to transmitted timely | 2022-10-11 | 35849 |
| Employer contributions to plan in this plan year | 2022-10-11 | 23458 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-11 | 0 |
| 2007: GEORGE ANDRIE & ASSOCIATES, INC. 401K PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| 2006: GEORGE ANDRIE & ASSOCIATES, INC. 401K PLAN 2006 form 5500 responses |
|---|
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | Submission has been amended | Yes |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-01-01 | Plan is a collectively bargained plan | No |
| 2006-01-01 | Plan funding arrangement – Trust | Yes |
| 2006-01-01 | Plan benefit arrangement - Trust | Yes |
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