JAMES W. NAKAI & ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES W. NAKAI & ASSOCIATES 401K PROFIT SHARING PLAN
401k plan membership statisitcs for JAMES W. NAKAI & ASSOCIATES 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES W. NAKAI & ASSOCIATES 401K PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-09 | 2860 |
| Net assets as of the end of the plan year | 2025-06-09 | 442525 |
| Total assets as of the beginning of the plan year | 2025-06-09 | 392145 |
| Value of plan covered by a fidelity bond | 2025-06-09 | 50000 |
| Participant contributions to plan in this plan year | 2025-06-09 | 10269 |
| Value of participant loans at end of plan year | 2025-06-09 | 12393 |
| Other contributions to plan in this plan year | 2025-06-09 | 0 |
| Other income to plan in this plan year | 2025-06-09 | 33789 |
| Plan net income in this plan year | 2025-06-09 | 50380 |
| Net assets as of the end of the plan year | 2025-06-09 | 442525 |
| Net assets as of the beginning of the plan year | 2025-06-09 | 392145 |
| Value of contributions failed to transmitted timely | 2025-06-09 | 0 |
| Employer contributions to plan in this plan year | 2025-06-09 | 9182 |
| Fees paid to broker by Benefit Provider | 2025-06-09 | 1659 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-09 | 0 |
| 2024 : JAMES W. NAKAI & ASSOCIATES 401K PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-09 | 4432 |
| Net assets as of the end of the plan year | 2024-06-09 | 392145 |
| Total assets as of the beginning of the plan year | 2024-06-09 | 342689 |
| Value of plan covered by a fidelity bond | 2024-06-09 | 50000 |
| Participant contributions to plan in this plan year | 2024-06-09 | 9907 |
| Value of participant loans at end of plan year | 2024-06-09 | 18436 |
| Other contributions to plan in this plan year | 2024-06-09 | 0 |
| Other income to plan in this plan year | 2024-06-09 | 38115 |
| Plan net income in this plan year | 2024-06-09 | 49456 |
| Net assets as of the end of the plan year | 2024-06-09 | 392145 |
| Net assets as of the beginning of the plan year | 2024-06-09 | 342689 |
| Employer contributions to plan in this plan year | 2024-06-09 | 5866 |
| Fees paid to broker by Benefit Provider | 2024-06-09 | 1410 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-09 | 1973 |
| 2022 : JAMES W. NAKAI & ASSOCIATES 401K PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-05-27 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-27 | 4201 |
| Net assets as of the end of the plan year | 2022-05-27 | 385604 |
| Total assets as of the beginning of the plan year | 2022-05-27 | 336661 |
| Value of plan covered by a fidelity bond | 2022-05-27 | 50000 |
| Participant contributions to plan in this plan year | 2022-05-27 | 9584 |
| Value of participant loans at end of plan year | 2022-05-27 | 29634 |
| Other expenses paid from plan in this plan year | 2022-05-27 | 0 |
| Other contributions to plan in this plan year | 2022-05-27 | 0 |
| Other income to plan in this plan year | 2022-05-27 | 34487 |
| Plan net income in this plan year | 2022-05-27 | 48943 |
| Net assets as of the end of the plan year | 2022-05-27 | 385604 |
| Net assets as of the beginning of the plan year | 2022-05-27 | 336661 |
| Employer contributions to plan in this plan year | 2022-05-27 | 9073 |
| Fees paid to broker by Benefit Provider | 2022-05-27 | 1589 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-27 | 1666 |
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