ALEXANDER, BERKEY, WILLIAMS & WEATHERS, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALEXANDER, BERKEY, WILLIAMS & WEATHERS PROFIT SHARING PLAN
401k plan membership statisitcs for ALEXANDER, BERKEY, WILLIAMS & WEATHERS PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : ALEXANDER, BERKEY, WILLIAMS & WEATHERS PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-23 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-23 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-23 | 84393 |
| Net assets as of the end of the plan year | 2025-06-23 | 3137289 |
| Total assets as of the beginning of the plan year | 2025-06-23 | 2829754 |
| Value of plan covered by a fidelity bond | 2025-06-23 | 350000 |
| Participant contributions to plan in this plan year | 2025-06-23 | 39073 |
| Value of participant loans at end of plan year | 2025-06-23 | 3560 |
| Other expenses paid from plan in this plan year | 2025-06-23 | 0 |
| Other contributions to plan in this plan year | 2025-06-23 | 0 |
| Other income to plan in this plan year | 2025-06-23 | 244700 |
| Plan net income in this plan year | 2025-06-23 | 307535 |
| Net assets as of the end of the plan year | 2025-06-23 | 3137289 |
| Net assets as of the beginning of the plan year | 2025-06-23 | 2829754 |
| Employer contributions to plan in this plan year | 2025-06-23 | 108155 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-23 | 22527 |
| 2024 : ALEXANDER, BERKEY, WILLIAMS & WEATHERS PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-20 | 41548 |
| Net assets as of the end of the plan year | 2024-06-20 | 2829754 |
| Total assets as of the beginning of the plan year | 2024-06-20 | 2373234 |
| Value of plan covered by a fidelity bond | 2024-06-20 | 150000 |
| Participant contributions to plan in this plan year | 2024-06-20 | 77462 |
| Value of participant loans at end of plan year | 2024-06-20 | 5197 |
| Other expenses paid from plan in this plan year | 2024-06-20 | 0 |
| Other contributions to plan in this plan year | 2024-06-20 | 0 |
| Other income to plan in this plan year | 2024-06-20 | 302787 |
| Plan net income in this plan year | 2024-06-20 | 456520 |
| Net assets as of the end of the plan year | 2024-06-20 | 2829754 |
| Net assets as of the beginning of the plan year | 2024-06-20 | 2373234 |
| Employer contributions to plan in this plan year | 2024-06-20 | 117819 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-20 | 19229 |
| 2022 : ALEXANDER, BERKEY, WILLIAMS & WEATHERS PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-09-13 | 0 |
| Total liabilities as of the end of the plan year | 2022-09-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-13 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-13 | 19236 |
| Net assets as of the end of the plan year | 2022-09-13 | 2535747 |
| Total assets as of the beginning of the plan year | 2022-09-13 | 1948997 |
| Value of plan covered by a fidelity bond | 2022-09-13 | 150000 |
| Participant contributions to plan in this plan year | 2022-09-13 | 166431 |
| Other expenses paid from plan in this plan year | 2022-09-13 | 0 |
| Other contributions to plan in this plan year | 2022-09-13 | 0 |
| Other income to plan in this plan year | 2022-09-13 | 402901 |
| Plan net income in this plan year | 2022-09-13 | 586750 |
| Net assets as of the end of the plan year | 2022-09-13 | 2535747 |
| Net assets as of the beginning of the plan year | 2022-09-13 | 1948997 |
| Employer contributions to plan in this plan year | 2022-09-13 | 36654 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-13 | 17379 |
