PRECISION CAPITAL ADVISORS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PRECISION CAPITAL ADVISORS, LLC CASH BALANCE PLAN
| Measure | Date | Value |
|---|
| 2025 : PRECISION CAPITAL ADVISORS, LLC CASH BALANCE PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-10-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-01 | 0 |
| Net assets as of the end of the plan year | 2025-10-01 | 1626366 |
| Total assets as of the beginning of the plan year | 2025-10-01 | 1077736 |
| Value of plan covered by a fidelity bond | 2025-10-01 | 107774 |
| Other income to plan in this plan year | 2025-10-01 | 52630 |
| Plan net income in this plan year | 2025-10-01 | 548630 |
| Net assets as of the end of the plan year | 2025-10-01 | 1626366 |
| Net assets as of the beginning of the plan year | 2025-10-01 | 1077736 |
| Employer contributions to plan in this plan year | 2025-10-01 | 496000 |
| 2024 : PRECISION CAPITAL ADVISORS, LLC CASH BALANCE PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-09-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-04 | 0 |
| Net assets as of the end of the plan year | 2024-09-04 | 1077736 |
| Total assets as of the beginning of the plan year | 2024-09-04 | 721362 |
| Value of plan covered by a fidelity bond | 2024-09-04 | 100000 |
| Other income to plan in this plan year | 2024-09-04 | 2022 |
| Plan net income in this plan year | 2024-09-04 | 356374 |
| Net assets as of the end of the plan year | 2024-09-04 | 1077736 |
| Net assets as of the beginning of the plan year | 2024-09-04 | 721362 |
| Employer contributions to plan in this plan year | 2024-09-04 | 354352 |
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