DAVIS, MALM & DAGOSTINE, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVIS, MALM & D'AGOSTINE, P.C. SALARY SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2024 : DAVIS, MALM & D'AGOSTINE, P.C. SALARY SAVINGS PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-02 | 7632550 |
| Net assets as of the end of the plan year | 2024-10-02 | 38318511 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 36628576 |
| Value of plan covered by a fidelity bond | 2024-10-02 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-02 | 1015841 |
| Value of participant loans at end of plan year | 2024-10-02 | 122093 |
| Other expenses paid from plan in this plan year | 2024-10-02 | 47958 |
| Other contributions to plan in this plan year | 2024-10-02 | 68000 |
| Other income to plan in this plan year | 2024-10-02 | 7477779 |
| Plan net income in this plan year | 2024-10-02 | 1689935 |
| Net assets as of the end of the plan year | 2024-10-02 | 38318511 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 36628576 |
| Employer contributions to plan in this plan year | 2024-10-02 | 760865 |
| 2022 : DAVIS, MALM & D'AGOSTINE, P.C. SALARY SAVINGS PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-12 | 2355368 |
| Net assets as of the end of the plan year | 2022-10-12 | 51474708 |
| Total assets as of the beginning of the plan year | 2022-10-12 | 45358031 |
| Value of plan covered by a fidelity bond | 2022-10-12 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-12 | 658930 |
| Value of participant loans at end of plan year | 2022-10-12 | 54424 |
| Other contributions to plan in this plan year | 2022-10-12 | 137476 |
| Other income to plan in this plan year | 2022-10-12 | 6950377 |
| Plan net income in this plan year | 2022-10-12 | 6116677 |
| Net assets as of the end of the plan year | 2022-10-12 | 51474708 |
| Net assets as of the beginning of the plan year | 2022-10-12 | 45358031 |
| Employer contributions to plan in this plan year | 2022-10-12 | 725262 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-12 | 67923 |
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