POINT TO POINT WEALTH PLANNING has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan POINT TO POINT WEALTH PLANNING 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : POINT TO POINT WEALTH PLANNING 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-01 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-01 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-01 | 1114 |
| Net assets as of the end of the plan year | 2025-05-01 | 3136607 |
| Total assets as of the beginning of the plan year | 2025-05-01 | 2140081 |
| Value of plan covered by a fidelity bond | 2025-05-01 | 214008 |
| Participant contributions to plan in this plan year | 2025-05-01 | 202250 |
| Other expenses paid from plan in this plan year | 2025-05-01 | 0 |
| Other contributions to plan in this plan year | 2025-05-01 | 253881 |
| Other income to plan in this plan year | 2025-05-01 | 337784 |
| Plan net income in this plan year | 2025-05-01 | 996526 |
| Net assets as of the end of the plan year | 2025-05-01 | 3136607 |
| Net assets as of the beginning of the plan year | 2025-05-01 | 2140081 |
| Employer contributions to plan in this plan year | 2025-05-01 | 203725 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-01 | 916 |
| 2024 : POINT TO POINT WEALTH PLANNING 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-05-30 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-30 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-30 | 3761 |
| Net assets as of the end of the plan year | 2024-05-30 | 2140081 |
| Total assets as of the beginning of the plan year | 2024-05-30 | 1476273 |
| Value of plan covered by a fidelity bond | 2024-05-30 | 150000 |
| Participant contributions to plan in this plan year | 2024-05-30 | 150424 |
| Other expenses paid from plan in this plan year | 2024-05-30 | 0 |
| Other contributions to plan in this plan year | 2024-05-30 | 0 |
| Other income to plan in this plan year | 2024-05-30 | 325967 |
| Plan net income in this plan year | 2024-05-30 | 663808 |
| Net assets as of the end of the plan year | 2024-05-30 | 2140081 |
| Net assets as of the beginning of the plan year | 2024-05-30 | 1476273 |
| Employer contributions to plan in this plan year | 2024-05-30 | 191178 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-30 | 1235 |
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