SCATOLINI WEALTH MANAGEMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCATOLINI WEALTH MANAGEMENT 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : SCATOLINI WEALTH MANAGEMENT 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-05-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-22 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-22 | 247599 |
| Net assets as of the end of the plan year | 2025-05-22 | 394895 |
| Total assets as of the beginning of the plan year | 2025-05-22 | 520831 |
| Value of plan covered by a fidelity bond | 2025-05-22 | 100000 |
| Participant contributions to plan in this plan year | 2025-05-22 | 30500 |
| Value of participant loans at end of plan year | 2025-05-22 | 0 |
| Other expenses paid from plan in this plan year | 2025-05-22 | 0 |
| Other contributions to plan in this plan year | 2025-05-22 | 0 |
| Other income to plan in this plan year | 2025-05-22 | 80640 |
| Plan net income in this plan year | 2025-05-22 | -125936 |
| Net assets as of the end of the plan year | 2025-05-22 | 394895 |
| Net assets as of the beginning of the plan year | 2025-05-22 | 520831 |
| Employer contributions to plan in this plan year | 2025-05-22 | 10523 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-22 | 7599 |
| 2024 : SCATOLINI WEALTH MANAGEMENT 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-02 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-02 | 5767 |
| Net assets as of the end of the plan year | 2024-10-02 | 520831 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 395713 |
| Value of plan covered by a fidelity bond | 2024-10-02 | 100000 |
| Participant contributions to plan in this plan year | 2024-10-02 | 30000 |
| Value of participant loans at end of plan year | 2024-10-02 | 18430 |
| Other expenses paid from plan in this plan year | 2024-10-02 | 0 |
| Other contributions to plan in this plan year | 2024-10-02 | 0 |
| Other income to plan in this plan year | 2024-10-02 | 93924 |
| Plan net income in this plan year | 2024-10-02 | 125118 |
| Net assets as of the end of the plan year | 2024-10-02 | 520831 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 395713 |
| Employer contributions to plan in this plan year | 2024-10-02 | 6961 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-02 | 5767 |
| Total liabilities as of the end of the plan year | 2024-06-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-14 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-14 | 3180 |
| Net assets as of the end of the plan year | 2024-06-14 | 385149 |
| Total assets as of the beginning of the plan year | 2024-06-14 | 258612 |
| Value of plan covered by a fidelity bond | 2024-06-14 | 89012 |
| Participant contributions to plan in this plan year | 2024-06-14 | 34400 |
| Value of participant loans at end of plan year | 2024-06-14 | 47688 |
| Other expenses paid from plan in this plan year | 2024-06-14 | 0 |
| Other contributions to plan in this plan year | 2024-06-14 | 0 |
| Other income to plan in this plan year | 2024-06-14 | 78029 |
| Plan net income in this plan year | 2024-06-14 | 126537 |
| Net assets as of the end of the plan year | 2024-06-14 | 385149 |
| Net assets as of the beginning of the plan year | 2024-06-14 | 258612 |
| Employer contributions to plan in this plan year | 2024-06-14 | 17288 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-14 | 3180 |
