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| Plan Name | SORENSEN & FLANAGAN, LLC, 401(K) PLAN AND TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | SORENSEN & FLANAGAN, LLC |
| Employer identification number (EIN): | 461336065 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
Additional information about SORENSEN & FLANAGAN, LLC
| Jurisdiction of Incorporation: | Wyoming Corporations Division |
| Incorporation Date: | 2012-11-09 |
| Company Identification Number: | 000632545 |
| Legal Registered Office Address: |
280 East Broadway PO Box 1845 Jackson United States of America (USA) 83001 |
More information about SORENSEN & FLANAGAN, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | ||||
| 001 | 2013-01-01 | ||||
| 001 | 2012-01-01 | JAMES T SORENSEN | 2013-03-28 | JAMES T SORENSEN | 2013-03-28 |
| Measure | Date | Value |
|---|---|---|
| 2025 : SORENSEN & FLANAGAN, LLC, 401(K) PLAN AND TRUST 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-05-27 | 287731 |
| Net assets as of the end of the plan year | 2025-05-27 | 4949518 |
| Total assets as of the beginning of the plan year | 2025-05-27 | 4538344 |
| Value of plan covered by a fidelity bond | 2025-05-27 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-27 | 129407 |
| Value of participant loans at end of plan year | 2025-05-27 | 2869 |
| Other income to plan in this plan year | 2025-05-27 | 431020 |
| Plan net income in this plan year | 2025-05-27 | 411174 |
| Net assets as of the end of the plan year | 2025-05-27 | 4949518 |
| Net assets as of the beginning of the plan year | 2025-05-27 | 4538344 |
| Employer contributions to plan in this plan year | 2025-05-27 | 138478 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-27 | 31071 |
| 2024 : SORENSEN & FLANAGAN, LLC, 401(K) PLAN AND TRUST 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-09-17 | 103723 |
| Net assets as of the end of the plan year | 2024-09-17 | 4538344 |
| Total assets as of the beginning of the plan year | 2024-09-17 | 3820896 |
| Value of plan covered by a fidelity bond | 2024-09-17 | 470000 |
| Participant contributions to plan in this plan year | 2024-09-17 | 138194 |
| Value of participant loans at end of plan year | 2024-09-17 | 15071 |
| Other contributions to plan in this plan year | 2024-09-17 | 22605 |
| Other income to plan in this plan year | 2024-09-17 | 526854 |
| Plan net income in this plan year | 2024-09-17 | 717448 |
| Net assets as of the end of the plan year | 2024-09-17 | 4538344 |
| Net assets as of the beginning of the plan year | 2024-09-17 | 3820896 |
| Employer contributions to plan in this plan year | 2024-09-17 | 133518 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-17 | 25692 |
| 2022 : SORENSEN & FLANAGAN, LLC, 401(K) PLAN AND TRUST 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-07-22 | 74624 |
| Net assets as of the end of the plan year | 2022-07-22 | 4697941 |
| Total assets as of the beginning of the plan year | 2022-07-22 | 3864572 |
| Value of plan covered by a fidelity bond | 2022-07-22 | 390000 |
| Participant contributions to plan in this plan year | 2022-07-22 | 143763 |
| Value of participant loans at end of plan year | 2022-07-22 | 5810 |
| Other income to plan in this plan year | 2022-07-22 | 654194 |
| Plan net income in this plan year | 2022-07-22 | 833369 |
| Net assets as of the end of the plan year | 2022-07-22 | 4697941 |
| Net assets as of the beginning of the plan year | 2022-07-22 | 3864572 |
| Employer contributions to plan in this plan year | 2022-07-22 | 110036 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-22 | 29175 |
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