ALEXANDER J WAYNE & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALEXANDER J WAYNE & ASSOCIATES 401K PROFIT SHARIN PLAN & TRUST
401k plan membership statisitcs for ALEXANDER J WAYNE & ASSOCIATES 401K PROFIT SHARIN PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : ALEXANDER J WAYNE & ASSOCIATES 401K PROFIT SHARIN PLAN & TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-25 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-25 | 106589 |
| Net assets as of the end of the plan year | 2025-06-25 | 3749255 |
| Total assets as of the beginning of the plan year | 2025-06-25 | 3203328 |
| Value of plan covered by a fidelity bond | 2025-06-25 | 153000 |
| Participant contributions to plan in this plan year | 2025-06-25 | 167098 |
| Value of participant loans at end of plan year | 2025-06-25 | 4503 |
| Other contributions to plan in this plan year | 2025-06-25 | 0 |
| Other income to plan in this plan year | 2025-06-25 | 318602 |
| Plan net income in this plan year | 2025-06-25 | 545927 |
| Net assets as of the end of the plan year | 2025-06-25 | 3749255 |
| Net assets as of the beginning of the plan year | 2025-06-25 | 3203328 |
| Employer contributions to plan in this plan year | 2025-06-25 | 166816 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-25 | 18570 |
| 2024 : ALEXANDER J WAYNE & ASSOCIATES 401K PROFIT SHARIN PLAN & TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-01 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-01 | 15555 |
| Net assets as of the end of the plan year | 2024-07-01 | 3203328 |
| Total assets as of the beginning of the plan year | 2024-07-01 | 2595288 |
| Value of plan covered by a fidelity bond | 2024-07-01 | 153000 |
| Participant contributions to plan in this plan year | 2024-07-01 | 139653 |
| Value of participant loans at end of plan year | 2024-07-01 | 14773 |
| Other contributions to plan in this plan year | 2024-07-01 | 0 |
| Other income to plan in this plan year | 2024-07-01 | 425981 |
| Plan net income in this plan year | 2024-07-01 | 608040 |
| Net assets as of the end of the plan year | 2024-07-01 | 3203328 |
| Net assets as of the beginning of the plan year | 2024-07-01 | 2595288 |
| Employer contributions to plan in this plan year | 2024-07-01 | 57961 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-01 | 15555 |
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