JAMES M. SVETICH & ASSOCIATES INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES M. SVETICH & ASSOCIATES INC. 401(K) PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : JAMES M. SVETICH & ASSOCIATES INC. 401(K) PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-21 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-21 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-21 | 280 |
| Net assets as of the end of the plan year | 2025-08-21 | 17458 |
| Total assets as of the beginning of the plan year | 2025-08-21 | 10724 |
| Value of plan covered by a fidelity bond | 2025-08-21 | 5000 |
| Participant contributions to plan in this plan year | 2025-08-21 | 3661 |
| Other expenses paid from plan in this plan year | 2025-08-21 | 0 |
| Other contributions to plan in this plan year | 2025-08-21 | 0 |
| Other income to plan in this plan year | 2025-08-21 | 1871 |
| Plan net income in this plan year | 2025-08-21 | 6734 |
| Net assets as of the end of the plan year | 2025-08-21 | 17458 |
| Net assets as of the beginning of the plan year | 2025-08-21 | 10724 |
| Employer contributions to plan in this plan year | 2025-08-21 | 1482 |
| Fees paid to broker by Benefit Provider | 2025-08-21 | 6 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-21 | 280 |
| 2024 : JAMES M. SVETICH & ASSOCIATES INC. 401(K) PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-25 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-25 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-25 | 128 |
| Net assets as of the end of the plan year | 2024-07-25 | 10724 |
| Total assets as of the beginning of the plan year | 2024-07-25 | 2841 |
| Value of plan covered by a fidelity bond | 2024-07-25 | 5000 |
| Participant contributions to plan in this plan year | 2024-07-25 | 5163 |
| Other expenses paid from plan in this plan year | 2024-07-25 | 0 |
| Other contributions to plan in this plan year | 2024-07-25 | 0 |
| Other income to plan in this plan year | 2024-07-25 | 876 |
| Plan net income in this plan year | 2024-07-25 | 7883 |
| Net assets as of the end of the plan year | 2024-07-25 | 10724 |
| Net assets as of the beginning of the plan year | 2024-07-25 | 2841 |
| Employer contributions to plan in this plan year | 2024-07-25 | 1972 |
| Fees paid to broker by Benefit Provider | 2024-07-25 | 61 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-25 | 128 |
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