AJ TUTORING INC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : AJ TUTORING 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-107,876 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $65,611 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $32,825 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $722,250 |
Value of total assets at end of year | 2022-12-31 | $3,823,754 |
Value of total assets at beginning of year | 2022-12-31 | $3,997,241 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $32,786 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $399,724 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $470,667 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $41,366 |
Total non interest bearing cash at end of year | 2022-12-31 | $3,823,754 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $3,411 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-173,487 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,823,754 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,997,241 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $1,213 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $3,993,830 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-830,126 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $210,217 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $32,825 |
Contract administrator fees | 2022-12-31 | $31,573 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | JMM CPA |
Accountancy firm EIN | 2022-12-31 | 472940358 |
2021 : AJ TUTORING 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,278,937 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $169,130 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $135,146 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $725,932 |
Value of total assets at end of year | 2021-12-31 | $3,997,241 |
Value of total assets at beginning of year | 2021-12-31 | $2,887,434 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $33,984 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $188,260 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $488,037 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $11,966 |
Total non interest bearing cash at end of year | 2021-12-31 | $3,411 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,109,807 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,997,241 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,887,434 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $3,993,830 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $2,887,434 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $8,882 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $553,005 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $225,929 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $126,264 |
Contract administrator fees | 2021-12-31 | $33,984 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | JMM CPA |
Accountancy firm EIN | 2021-12-31 | 472940358 |
2020 : AJ TUTORING 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,091,693 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $86,858 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $63,169 |
Value of total corrective distributions | 2020-12-31 | $1,130 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $603,059 |
Value of total assets at end of year | 2020-12-31 | $2,887,434 |
Value of total assets at beginning of year | 2020-12-31 | $1,882,599 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $22,559 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $188,260 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $408,253 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $1,409 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,004,835 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,887,434 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,882,599 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $2,887,434 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $1,882,599 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $488,634 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $193,397 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $63,169 |
Contract administrator fees | 2020-12-31 | $22,559 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | JMM CPA |
Accountancy firm EIN | 2020-12-31 | 472940358 |
2019 : AJ TUTORING 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $919,548 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $125,727 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $107,374 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $595,511 |
Value of total assets at end of year | 2019-12-31 | $1,882,599 |
Value of total assets at beginning of year | 2019-12-31 | $1,088,778 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $18,353 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $108,878 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $412,575 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $6,638 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $793,821 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,882,599 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,088,778 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $1,882,599 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,088,778 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $324,037 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $176,298 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $107,374 |
Contract administrator fees | 2019-12-31 | $18,353 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | JMM CPA |
Accountancy firm EIN | 2019-12-31 | 472940358 |