KATHERINE OVERBECK MAXWELL CPA PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KATHERINE OVERBECK MAXWELL CPA 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : KATHERINE OVERBECK MAXWELL CPA 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-23 | 5774 |
| Net assets as of the end of the plan year | 2025-06-23 | 271393 |
| Total assets as of the beginning of the plan year | 2025-06-23 | 182186 |
| Value of plan covered by a fidelity bond | 2025-06-23 | 27500 |
| Participant contributions to plan in this plan year | 2025-06-23 | 52896 |
| Other income to plan in this plan year | 2025-06-23 | 26357 |
| Plan net income in this plan year | 2025-06-23 | 89207 |
| Net assets as of the end of the plan year | 2025-06-23 | 271393 |
| Net assets as of the beginning of the plan year | 2025-06-23 | 182186 |
| Employer contributions to plan in this plan year | 2025-06-23 | 15728 |
| Fees paid to broker by Benefit Provider | 2025-06-23 | 109 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-23 | 5774 |
| 2024 : KATHERINE OVERBECK MAXWELL CPA 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-03 | 21707 |
| Net assets as of the end of the plan year | 2024-06-03 | 182186 |
| Total assets as of the beginning of the plan year | 2024-06-03 | 109129 |
| Value of plan covered by a fidelity bond | 2024-06-03 | 20000 |
| Participant contributions to plan in this plan year | 2024-06-03 | 51200 |
| Other income to plan in this plan year | 2024-06-03 | 27206 |
| Plan net income in this plan year | 2024-06-03 | 73057 |
| Net assets as of the end of the plan year | 2024-06-03 | 182186 |
| Net assets as of the beginning of the plan year | 2024-06-03 | 109129 |
| Employer contributions to plan in this plan year | 2024-06-03 | 16358 |
| Fees paid to broker by Benefit Provider | 2024-06-03 | 68 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-03 | 3486 |
| 2022 : KATHERINE OVERBECK MAXWELL CPA 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-03-26 | 8476 |
| Net assets as of the end of the plan year | 2022-03-26 | 71025 |
| Total assets as of the beginning of the plan year | 2022-03-26 | 27218 |
| Value of plan covered by a fidelity bond | 2022-03-26 | 20000 |
| Participant contributions to plan in this plan year | 2022-03-26 | 27895 |
| Other contributions to plan in this plan year | 2022-03-26 | 4650 |
| Other income to plan in this plan year | 2022-03-26 | 6903 |
| Plan net income in this plan year | 2022-03-26 | 43807 |
| Net assets as of the end of the plan year | 2022-03-26 | 71025 |
| Net assets as of the beginning of the plan year | 2022-03-26 | 27218 |
| Employer contributions to plan in this plan year | 2022-03-26 | 12835 |
| Fees paid to broker by Benefit Provider | 2022-03-26 | 24 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-03-26 | 610 |
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