ALLEN & VELLONE, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLEN & VELLONE, P.C. 401K PROFIT SHARING PLAN AND TRUST
401k plan membership statisitcs for ALLEN & VELLONE, P.C. 401K PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2025 : ALLEN & VELLONE, P.C. 401K PROFIT SHARING PLAN AND TRUST 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-10-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-09 | 484058 |
| Net assets as of the end of the plan year | 2025-10-09 | 7988607 |
| Total assets as of the beginning of the plan year | 2025-10-09 | 6923832 |
| Value of plan covered by a fidelity bond | 2025-10-09 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-09 | 279376 |
| Value of participant loans at end of plan year | 2025-10-09 | 5991 |
| Other expenses paid from plan in this plan year | 2025-10-09 | 0 |
| Other contributions to plan in this plan year | 2025-10-09 | 32855 |
| Other income to plan in this plan year | 2025-10-09 | 1198284 |
| Plan net income in this plan year | 2025-10-09 | 1064775 |
| Net assets as of the end of the plan year | 2025-10-09 | 7988607 |
| Net assets as of the beginning of the plan year | 2025-10-09 | 6923832 |
| Employer contributions to plan in this plan year | 2025-10-09 | 38318 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-09 | 27848 |
| 2024 : ALLEN & VELLONE, P.C. 401K PROFIT SHARING PLAN AND TRUST 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-15 | 327302 |
| Net assets as of the end of the plan year | 2024-10-15 | 6923832 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 5290494 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 266774 |
| Value of participant loans at end of plan year | 2024-10-15 | 24110 |
| Other contributions to plan in this plan year | 2024-10-15 | 174011 |
| Other income to plan in this plan year | 2024-10-15 | 1415541 |
| Plan net income in this plan year | 2024-10-15 | 1633338 |
| Net assets as of the end of the plan year | 2024-10-15 | 6923832 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 5290494 |
| Employer contributions to plan in this plan year | 2024-10-15 | 104314 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 24438 |
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