QUESTMONT STRATEGIC WEALTH ADVISOR has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025 : QUESTMONT 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-18 | -2110276 |
| Total expenses incurred by plan in this plan year | 2025-07-18 | 97958 |
| Net assets as of the end of the plan year | 2025-07-18 | 1648809 |
| Total assets as of the beginning of the plan year | 2025-07-18 | 3384590 |
| Value of plan covered by a fidelity bond | 2025-07-18 | 200000 |
| Participant contributions to plan in this plan year | 2025-07-18 | 91065 |
| Other contributions to plan in this plan year | 2025-07-18 | 1434 |
| Other income to plan in this plan year | 2025-07-18 | 348633 |
| Plan net income in this plan year | 2025-07-18 | 374495 |
| Net assets as of the end of the plan year | 2025-07-18 | 1648809 |
| Net assets as of the beginning of the plan year | 2025-07-18 | 3384590 |
| Employer contributions to plan in this plan year | 2025-07-18 | 31321 |
| Fees paid to broker by Benefit Provider | 2025-07-18 | 1490 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-18 | 7450 |
| 2024 : QUESTMONT 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-04-23 | 13066 |
| Net assets as of the end of the plan year | 2024-04-23 | 3384590 |
| Total assets as of the beginning of the plan year | 2024-04-23 | 2594095 |
| Value of plan covered by a fidelity bond | 2024-04-23 | 500000 |
| Participant contributions to plan in this plan year | 2024-04-23 | 158306 |
| Value of participant loans at end of plan year | 2024-04-23 | 12443 |
| Other contributions to plan in this plan year | 2024-04-23 | 6412 |
| Other income to plan in this plan year | 2024-04-23 | 594867 |
| Plan net income in this plan year | 2024-04-23 | 790495 |
| Net assets as of the end of the plan year | 2024-04-23 | 3384590 |
| Net assets as of the beginning of the plan year | 2024-04-23 | 2594095 |
| Employer contributions to plan in this plan year | 2024-04-23 | 43976 |
| Fees paid to broker by Benefit Provider | 2024-04-23 | 1460 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-23 | 11251 |
| 2022 : QUESTMONT 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-05-31 | 9774 |
| Net assets as of the end of the plan year | 2022-05-31 | 2930245 |
| Total assets as of the beginning of the plan year | 2022-05-31 | 2204688 |
| Value of plan covered by a fidelity bond | 2022-05-31 | 200000 |
| Participant contributions to plan in this plan year | 2022-05-31 | 133599 |
| Value of participant loans at end of plan year | 2022-05-31 | 45522 |
| Other contributions to plan in this plan year | 2022-05-31 | 64632 |
| Other income to plan in this plan year | 2022-05-31 | 499068 |
| Plan net income in this plan year | 2022-05-31 | 725557 |
| Net assets as of the end of the plan year | 2022-05-31 | 2930245 |
| Net assets as of the beginning of the plan year | 2022-05-31 | 2204688 |
| Employer contributions to plan in this plan year | 2022-05-31 | 38032 |
| Fees paid to broker by Benefit Provider | 2022-05-31 | 1275 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-31 | 9774 |
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