M J BARRETT & COMPANY, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan M J BARRETT & COMPANY 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : M J BARRETT & COMPANY 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-14 | 2159 |
| Net assets as of the end of the plan year | 2025-08-14 | 404323 |
| Total assets as of the beginning of the plan year | 2025-08-14 | 255422 |
| Value of plan covered by a fidelity bond | 2025-08-14 | 500000 |
| Participant contributions to plan in this plan year | 2025-08-14 | 62642 |
| Other income to plan in this plan year | 2025-08-14 | 39260 |
| Plan net income in this plan year | 2025-08-14 | 148901 |
| Net assets as of the end of the plan year | 2025-08-14 | 404323 |
| Net assets as of the beginning of the plan year | 2025-08-14 | 255422 |
| Employer contributions to plan in this plan year | 2025-08-14 | 49158 |
| 2024 : M J BARRETT & COMPANY 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-24 | 7626 |
| Net assets as of the end of the plan year | 2024-09-24 | 255422 |
| Total assets as of the beginning of the plan year | 2024-09-24 | 158628 |
| Value of plan covered by a fidelity bond | 2024-09-24 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-24 | 40879 |
| Other income to plan in this plan year | 2024-09-24 | 15709 |
| Plan net income in this plan year | 2024-09-24 | 96794 |
| Net assets as of the end of the plan year | 2024-09-24 | 255422 |
| Net assets as of the beginning of the plan year | 2024-09-24 | 158628 |
| Employer contributions to plan in this plan year | 2024-09-24 | 47832 |
| 2022 : M J BARRETT & COMPANY 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-26 | 0 |
| Net assets as of the end of the plan year | 2022-07-26 | 65858 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 0 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 26000 |
| Other income to plan in this plan year | 2022-07-26 | -116 |
| Plan net income in this plan year | 2022-07-26 | 65858 |
| Net assets as of the end of the plan year | 2022-07-26 | 65858 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 0 |
| Employer contributions to plan in this plan year | 2022-07-26 | 39974 |
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