BOYCE & ASSOCIATES WEALTH CONSULTING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BOYCE & ASSOCIATES WEALTH CONSULTING 401(K) PLAN
401k plan membership statisitcs for BOYCE & ASSOCIATES WEALTH CONSULTING 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : BOYCE & ASSOCIATES WEALTH CONSULTING 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-16 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-16 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-16 | 236 |
| Net assets as of the end of the plan year | 2025-04-16 | 156990 |
| Total assets as of the beginning of the plan year | 2025-04-16 | 82090 |
| Value of plan covered by a fidelity bond | 2025-04-16 | 917471694 |
| Participant contributions to plan in this plan year | 2025-04-16 | 46520 |
| Other expenses paid from plan in this plan year | 2025-04-16 | 0 |
| Other contributions to plan in this plan year | 2025-04-16 | 14540 |
| Other income to plan in this plan year | 2025-04-16 | 14076 |
| Plan net income in this plan year | 2025-04-16 | 74900 |
| Net assets as of the end of the plan year | 2025-04-16 | 156990 |
| Net assets as of the beginning of the plan year | 2025-04-16 | 82090 |
| Value of contributions failed to transmitted timely | 2025-04-16 | 0 |
| Employer contributions to plan in this plan year | 2025-04-16 | 0 |
| Fees paid to broker by Benefit Provider | 2025-04-16 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-16 | 236 |
| 2024 : BOYCE & ASSOCIATES WEALTH CONSULTING 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-15 | 10591 |
| Net assets as of the end of the plan year | 2024-05-15 | 82090 |
| Total assets as of the beginning of the plan year | 2024-05-15 | 48804 |
| Value of plan covered by a fidelity bond | 2024-05-15 | 705050000 |
| Participant contributions to plan in this plan year | 2024-05-15 | 33491 |
| Other expenses paid from plan in this plan year | 2024-05-15 | 0 |
| Other contributions to plan in this plan year | 2024-05-15 | 0 |
| Other income to plan in this plan year | 2024-05-15 | 10386 |
| Plan net income in this plan year | 2024-05-15 | 33286 |
| Net assets as of the end of the plan year | 2024-05-15 | 82090 |
| Net assets as of the beginning of the plan year | 2024-05-15 | 48804 |
| Value of contributions failed to transmitted timely | 2024-05-15 | 0 |
| Employer contributions to plan in this plan year | 2024-05-15 | 0 |
| Fees paid to broker by Benefit Provider | 2024-05-15 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-15 | 121 |
| 2022 : BOYCE & ASSOCIATES WEALTH CONSULTING 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-01 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-01 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-01 | 10 |
| Net assets as of the end of the plan year | 2022-06-01 | 20600 |
| Total assets as of the beginning of the plan year | 2022-06-01 | 0 |
| Value of plan covered by a fidelity bond | 2022-06-01 | 336000000 |
| Participant contributions to plan in this plan year | 2022-06-01 | 19899 |
| Other expenses paid from plan in this plan year | 2022-06-01 | 0 |
| Other contributions to plan in this plan year | 2022-06-01 | 0 |
| Other income to plan in this plan year | 2022-06-01 | 711 |
| Plan net income in this plan year | 2022-06-01 | 20600 |
| Net assets as of the end of the plan year | 2022-06-01 | 20600 |
| Net assets as of the beginning of the plan year | 2022-06-01 | 0 |
| Value of contributions failed to transmitted timely | 2022-06-01 | 0 |
| Employer contributions to plan in this plan year | 2022-06-01 | 0 |
| Fees paid to broker by Benefit Provider | 2022-06-01 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-01 | 10 |
