MAUZY LAW OFFICE PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILLIAM J. MAUZY PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : WILLIAM J. MAUZY PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $28,024 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $24,032 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $23,470 |
| Total plan assets at end of year | 2023-12-31 | $560,245 |
| Total plan assets at beginning of year | 2023-12-31 | $556,253 |
| Value of fidelity bond covering the plan | 2023-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $562 |
| Other income received | 2023-12-31 | $28,024 |
| Net income (gross income less expenses) | 2023-12-31 | $3,992 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $560,245 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $556,253 |
| 2022 : WILLIAM J. MAUZY PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-19,852 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,189 |
| Total plan assets at end of year | 2022-12-31 | $556,253 |
| Total plan assets at beginning of year | 2022-12-31 | $577,294 |
| Value of fidelity bond covering the plan | 2022-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $173 |
| Other income received | 2022-12-31 | $-42,930 |
| Net income (gross income less expenses) | 2022-12-31 | $-21,041 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $556,253 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $577,294 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $23,078 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,016 |
| 2021 : WILLIAM J. MAUZY PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $31,198 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $3,195 |
| Total plan assets at end of year | 2021-12-31 | $577,294 |
| Total plan assets at beginning of year | 2021-12-31 | $549,291 |
| Value of fidelity bond covering the plan | 2021-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $1,895 |
| Other income received | 2021-12-31 | $8,120 |
| Net income (gross income less expenses) | 2021-12-31 | $28,003 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $577,294 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $549,291 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $23,078 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $1,300 |
| 2020 : WILLIAM J. MAUZY PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $89,945 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $2,511 |
| Total plan assets at end of year | 2020-12-31 | $549,291 |
| Total plan assets at beginning of year | 2020-12-31 | $461,857 |
| Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $1,211 |
| Other income received | 2020-12-31 | $60,060 |
| Net income (gross income less expenses) | 2020-12-31 | $87,434 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $549,291 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $461,857 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $29,885 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,300 |
| 2019 : WILLIAM J. MAUZY PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $53,715 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,460 |
| Total plan assets at end of year | 2019-12-31 | $461,858 |
| Total plan assets at beginning of year | 2019-12-31 | $409,603 |
| Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $1,460 |
| Other income received | 2019-12-31 | $53,715 |
| Net income (gross income less expenses) | 2019-12-31 | $52,255 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $461,858 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $409,603 |
| 2018 : WILLIAM J. MAUZY PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-18,517 |
| Total plan assets at end of year | 2018-12-31 | $409,603 |
| Total plan assets at beginning of year | 2018-12-31 | $428,120 |
| Value of fidelity bond covering the plan | 2018-12-31 | $100,000 |
| Other income received | 2018-12-31 | $-18,517 |
| Net income (gross income less expenses) | 2018-12-31 | $-18,517 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $409,603 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $428,120 |
| Assets. Value of participant loans | 2018-12-31 | $134,483 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
| 2017 : WILLIAM J. MAUZY PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $99,942 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,273 |
| Total plan assets at end of year | 2017-12-31 | $428,120 |
| Total plan assets at beginning of year | 2017-12-31 | $329,451 |
| Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $1,273 |
| Other income received | 2017-12-31 | $46,942 |
| Net income (gross income less expenses) | 2017-12-31 | $98,669 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $428,120 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $329,451 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $53,000 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
