ALEX F. CIFELLI JR. & ASSOCIATES INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALEX F. CIFELLI JR. & ASSOCIATES INC. 401(K) PLAN
401k plan membership statisitcs for ALEX F. CIFELLI JR. & ASSOCIATES INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : ALEX F. CIFELLI JR. & ASSOCIATES INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-02 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-02 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-02 | 13329 |
| Net assets as of the end of the plan year | 2025-07-02 | 1319614 |
| Total assets as of the beginning of the plan year | 2025-07-02 | 933647 |
| Value of plan covered by a fidelity bond | 2025-07-02 | 550000 |
| Participant contributions to plan in this plan year | 2025-07-02 | 101227 |
| Value of participant loans at end of plan year | 2025-07-02 | 33867 |
| Other expenses paid from plan in this plan year | 2025-07-02 | 0 |
| Other contributions to plan in this plan year | 2025-07-02 | 40323 |
| Other income to plan in this plan year | 2025-07-02 | 163255 |
| Plan net income in this plan year | 2025-07-02 | 385967 |
| Net assets as of the end of the plan year | 2025-07-02 | 1319614 |
| Net assets as of the beginning of the plan year | 2025-07-02 | 933647 |
| Employer contributions to plan in this plan year | 2025-07-02 | 94491 |
| Fees paid to broker by Benefit Provider | 2025-07-02 | 362 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-02 | 12294 |
| 2024 : ALEX F. CIFELLI JR. & ASSOCIATES INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-10 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-10 | 9817 |
| Net assets as of the end of the plan year | 2024-06-10 | 933647 |
| Total assets as of the beginning of the plan year | 2024-06-10 | 638396 |
| Value of plan covered by a fidelity bond | 2024-06-10 | 550000 |
| Participant contributions to plan in this plan year | 2024-06-10 | 71713 |
| Other expenses paid from plan in this plan year | 2024-06-10 | 0 |
| Other contributions to plan in this plan year | 2024-06-10 | 0 |
| Other income to plan in this plan year | 2024-06-10 | 146426 |
| Plan net income in this plan year | 2024-06-10 | 295251 |
| Net assets as of the end of the plan year | 2024-06-10 | 933647 |
| Net assets as of the beginning of the plan year | 2024-06-10 | 638396 |
| Employer contributions to plan in this plan year | 2024-06-10 | 86929 |
| Fees paid to broker by Benefit Provider | 2024-06-10 | 258 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-10 | 9817 |
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