RODRIGUEZ & ASSOCIATES, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RODRIGUEZ & ASSOCIATES A PROFE 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for RODRIGUEZ & ASSOCIATES A PROFE 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : RODRIGUEZ & ASSOCIATES A PROFE 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-07 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-07 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-07 | 230081 |
| Net assets as of the end of the plan year | 2025-04-07 | 3492373 |
| Total assets as of the beginning of the plan year | 2025-04-07 | 3017024 |
| Value of plan covered by a fidelity bond | 2025-04-07 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-07 | 245037 |
| Value of participant loans at end of plan year | 2025-04-07 | 22925 |
| Other expenses paid from plan in this plan year | 2025-04-07 | 0 |
| Other contributions to plan in this plan year | 2025-04-07 | 0 |
| Other income to plan in this plan year | 2025-04-07 | 359396 |
| Plan net income in this plan year | 2025-04-07 | 475349 |
| Net assets as of the end of the plan year | 2025-04-07 | 3492373 |
| Net assets as of the beginning of the plan year | 2025-04-07 | 3017024 |
| Employer contributions to plan in this plan year | 2025-04-07 | 100997 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-07 | 25646 |
| 2024 : RODRIGUEZ & ASSOCIATES A PROFE 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-20 | 2928284 |
| 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 | 10350 |
| Net assets as of the end of the plan year | 2024-06-20 | 3017024 |
| Total assets as of the beginning of the plan year | 2024-06-20 | 0 |
| Value of plan covered by a fidelity bond | 2024-06-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-06-20 | 51545 |
| Value of participant loans at end of plan year | 2024-06-20 | 37669 |
| 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 | 23562 |
| Plan net income in this plan year | 2024-06-20 | 88740 |
| Net assets as of the end of the plan year | 2024-06-20 | 3017024 |
| Net assets as of the beginning of the plan year | 2024-06-20 | 0 |
| Employer contributions to plan in this plan year | 2024-06-20 | 23983 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-20 | 0 |
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