SMOLEN & PLEVY, P.C. has sponsored the creation of one or more 401k plans.
Additional information about SMOLEN & PLEVY, P.C.
Submission information for form 5500 for 401k plan SMOLEN & PLEVY, P.C. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : SMOLEN & PLEVY, P.C. 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-03 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-03 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-03 | 6621000 |
| Net assets as of the end of the plan year | 2025-10-03 | 0 |
| Total assets as of the beginning of the plan year | 2025-10-03 | 5874585 |
| Value of plan covered by a fidelity bond | 2025-10-03 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-03 | 24067 |
| Other expenses paid from plan in this plan year | 2025-10-03 | 0 |
| Other contributions to plan in this plan year | 2025-10-03 | 0 |
| Other income to plan in this plan year | 2025-10-03 | 703639 |
| Plan net income in this plan year | 2025-10-03 | -5874585 |
| Net assets as of the end of the plan year | 2025-10-03 | 0 |
| Net assets as of the beginning of the plan year | 2025-10-03 | 5874585 |
| Employer contributions to plan in this plan year | 2025-10-03 | 18709 |
| Fees paid to broker by Benefit Provider | 2025-10-03 | 12042 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-03 | 24916 |
| 2024 : SMOLEN & PLEVY, P.C. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-03-27 | 38784 |
| Net assets as of the end of the plan year | 2024-03-27 | 5874585 |
| Total assets as of the beginning of the plan year | 2024-03-27 | 4620545 |
| Value of plan covered by a fidelity bond | 2024-03-27 | 500000 |
| Participant contributions to plan in this plan year | 2024-03-27 | 148098 |
| Other income to plan in this plan year | 2024-03-27 | 1039668 |
| Plan net income in this plan year | 2024-03-27 | 1254040 |
| Net assets as of the end of the plan year | 2024-03-27 | 5874585 |
| Net assets as of the beginning of the plan year | 2024-03-27 | 4620545 |
| Employer contributions to plan in this plan year | 2024-03-27 | 105058 |
| Fees paid to broker by Benefit Provider | 2024-03-27 | 10342 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-03-27 | 38784 |
| 2011 : SMOLEN & PLEVY, P.C. 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $63,833 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $15,097 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $15,097 |
| Total plan assets at end of year | 2011-12-31 | $1,426,360 |
| Total plan assets at beginning of year | 2011-12-31 | $1,377,624 |
| Value of fidelity bond covering the plan | 2011-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $92,612 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-80,163 |
| Net income (gross income less expenses) | 2011-12-31 | $48,736 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,426,360 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,377,624 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $51,384 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : SMOLEN & PLEVY, P.C. 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $286,166 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $11,247 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $11,247 |
| Total plan assets at end of year | 2010-12-31 | $1,377,624 |
| Total plan assets at beginning of year | 2010-12-31 | $1,102,705 |
| Value of fidelity bond covering the plan | 2010-12-31 | $265,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $77,780 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $159,800 |
| Net income (gross income less expenses) | 2010-12-31 | $274,919 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,377,624 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,102,705 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $48,586 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
