ALLEN AND KOE PLLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : ALLEN AND KOE 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-12 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-12 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-12 | 15116 |
| Net assets as of the end of the plan year | 2025-04-12 | 405298 |
| Total assets as of the beginning of the plan year | 2025-04-12 | 278938 |
| Value of plan covered by a fidelity bond | 2025-04-12 | 917471694 |
| Participant contributions to plan in this plan year | 2025-04-12 | 70933 |
| Other expenses paid from plan in this plan year | 2025-04-12 | 0 |
| Other contributions to plan in this plan year | 2025-04-12 | 0 |
| Other income to plan in this plan year | 2025-04-12 | 53126 |
| Plan net income in this plan year | 2025-04-12 | 126360 |
| Net assets as of the end of the plan year | 2025-04-12 | 405298 |
| Net assets as of the beginning of the plan year | 2025-04-12 | 278938 |
| Value of contributions failed to transmitted timely | 2025-04-12 | 0 |
| Employer contributions to plan in this plan year | 2025-04-12 | 17417 |
| Fees paid to broker by Benefit Provider | 2025-04-12 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-12 | 552 |
| 2024 : ALLEN AND KOE 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-07 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-07 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-07 | 458 |
| Net assets as of the end of the plan year | 2024-05-07 | 278938 |
| Total assets as of the beginning of the plan year | 2024-05-07 | 165782 |
| Value of plan covered by a fidelity bond | 2024-05-07 | 705050000 |
| Participant contributions to plan in this plan year | 2024-05-07 | 56321 |
| Other expenses paid from plan in this plan year | 2024-05-07 | 0 |
| Other contributions to plan in this plan year | 2024-05-07 | 0 |
| Other income to plan in this plan year | 2024-05-07 | 41018 |
| Plan net income in this plan year | 2024-05-07 | 113156 |
| Net assets as of the end of the plan year | 2024-05-07 | 278938 |
| Net assets as of the beginning of the plan year | 2024-05-07 | 165782 |
| Value of contributions failed to transmitted timely | 2024-05-07 | 0 |
| Employer contributions to plan in this plan year | 2024-05-07 | 16275 |
| Fees paid to broker by Benefit Provider | 2024-05-07 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-07 | 458 |
| 2022 : ALLEN AND KOE 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 | 162 |
| Net assets as of the end of the plan year | 2022-06-01 | 140665 |
| Total assets as of the beginning of the plan year | 2022-06-01 | 89275 |
| Value of plan covered by a fidelity bond | 2022-06-01 | 336000000 |
| Participant contributions to plan in this plan year | 2022-06-01 | 26264 |
| 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 | 18804 |
| Plan net income in this plan year | 2022-06-01 | 51390 |
| Net assets as of the end of the plan year | 2022-06-01 | 140665 |
| Net assets as of the beginning of the plan year | 2022-06-01 | 89275 |
| Value of contributions failed to transmitted timely | 2022-06-01 | 0 |
| Employer contributions to plan in this plan year | 2022-06-01 | 6484 |
| 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 | 162 |
