POWERS & KERR, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan POWERS & KERR, PLLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : POWERS & KERR, PLLC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-31 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-31 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-31 | 20310 |
| Net assets as of the end of the plan year | 2025-07-31 | 1179935 |
| Total assets as of the beginning of the plan year | 2025-07-31 | 1012061 |
| Value of plan covered by a fidelity bond | 2025-07-31 | 90000 |
| Participant contributions to plan in this plan year | 2025-07-31 | 61737 |
| Other expenses paid from plan in this plan year | 2025-07-31 | 0 |
| Other contributions to plan in this plan year | 2025-07-31 | 0 |
| Other income to plan in this plan year | 2025-07-31 | 98012 |
| Plan net income in this plan year | 2025-07-31 | 167874 |
| Net assets as of the end of the plan year | 2025-07-31 | 1179935 |
| Net assets as of the beginning of the plan year | 2025-07-31 | 1012061 |
| Employer contributions to plan in this plan year | 2025-07-31 | 28435 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-31 | 1145 |
| 2024 : POWERS & KERR, PLLC 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-08 | 16757 |
| Net assets as of the end of the plan year | 2024-08-08 | 1012061 |
| Total assets as of the beginning of the plan year | 2024-08-08 | 829799 |
| Value of plan covered by a fidelity bond | 2024-08-08 | 90000 |
| Participant contributions to plan in this plan year | 2024-08-08 | 54958 |
| Other income to plan in this plan year | 2024-08-08 | 118461 |
| Plan net income in this plan year | 2024-08-08 | 182262 |
| Net assets as of the end of the plan year | 2024-08-08 | 1012061 |
| Net assets as of the beginning of the plan year | 2024-08-08 | 829799 |
| Employer contributions to plan in this plan year | 2024-08-08 | 25600 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-08 | 738 |
| 2022 : POWERS & KERR, PLLC 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-27 | 12 |
| Net assets as of the end of the plan year | 2022-06-27 | 908318 |
| Total assets as of the beginning of the plan year | 2022-06-27 | 731046 |
| Value of plan covered by a fidelity bond | 2022-06-27 | 74000 |
| Participant contributions to plan in this plan year | 2022-06-27 | 61096 |
| Other income to plan in this plan year | 2022-06-27 | 87028 |
| Plan net income in this plan year | 2022-06-27 | 177272 |
| Net assets as of the end of the plan year | 2022-06-27 | 908318 |
| Net assets as of the beginning of the plan year | 2022-06-27 | 731046 |
| Employer contributions to plan in this plan year | 2022-06-27 | 29160 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-27 | 12 |
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