COLE, COLE, ANDERSON & NEWMAN, P.S.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan COLE, COLE & ANDERSON, P.S.C. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : COLE, COLE & ANDERSON, P.S.C. 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-28 | 58150 |
| Net assets as of the end of the plan year | 2025-05-28 | 775729 |
| Total assets as of the beginning of the plan year | 2025-05-28 | 734572 |
| Value of plan covered by a fidelity bond | 2025-05-28 | 100000 |
| Participant contributions to plan in this plan year | 2025-05-28 | 29801 |
| Value of participant loans at end of plan year | 2025-05-28 | 27349 |
| Other income to plan in this plan year | 2025-05-28 | 62107 |
| Plan net income in this plan year | 2025-05-28 | 41157 |
| Net assets as of the end of the plan year | 2025-05-28 | 775729 |
| Net assets as of the beginning of the plan year | 2025-05-28 | 734572 |
| Employer contributions to plan in this plan year | 2025-05-28 | 7399 |
| Fees paid to broker by Benefit Provider | 2025-05-28 | 357 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-28 | 2720 |
| 2024 : COLE, COLE & ANDERSON, P.S.C. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-17 | 19364 |
| Net assets as of the end of the plan year | 2024-06-17 | 734572 |
| Total assets as of the beginning of the plan year | 2024-06-17 | 683337 |
| Value of plan covered by a fidelity bond | 2024-06-17 | 100000 |
| Participant contributions to plan in this plan year | 2024-06-17 | 28614 |
| Value of participant loans at end of plan year | 2024-06-17 | 38679 |
| Other income to plan in this plan year | 2024-06-17 | 34683 |
| Plan net income in this plan year | 2024-06-17 | 51235 |
| Net assets as of the end of the plan year | 2024-06-17 | 734572 |
| Net assets as of the beginning of the plan year | 2024-06-17 | 683337 |
| Employer contributions to plan in this plan year | 2024-06-17 | 7302 |
| Fees paid to broker by Benefit Provider | 2024-06-17 | 345 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-17 | 2714 |
| 2022 : COLE, COLE & ANDERSON, P.S.C. 401(K) PLAN 2022 401k financial data |
|---|
| Net assets as of the end of the plan year | 2022-06-20 | 659186 |
| Total assets as of the beginning of the plan year | 2022-06-20 | 595448 |
| Value of plan covered by a fidelity bond | 2022-06-20 | 100000 |
| Participant contributions to plan in this plan year | 2022-06-20 | 28304 |
| Other income to plan in this plan year | 2022-06-20 | 25970 |
| Plan net income in this plan year | 2022-06-20 | 63738 |
| Net assets as of the end of the plan year | 2022-06-20 | 659186 |
| Net assets as of the beginning of the plan year | 2022-06-20 | 595448 |
| Employer contributions to plan in this plan year | 2022-06-20 | 9464 |
| Fees paid to broker by Benefit Provider | 2022-06-20 | 1378 |
| 2011 : COLE, COLE & ANDERSON, P.S.C. 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $26,662 |
| Total plan assets at end of year | 2011-12-31 | $480,051 |
| Total plan assets at beginning of year | 2011-12-31 | $453,389 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $24,707 |
| Other income received | 2011-12-31 | $-13,357 |
| Net income (gross income less expenses) | 2011-12-31 | $26,662 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $480,051 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $453,389 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $15,312 |
| 2010 : COLE, COLE & ANDERSON, P.S.C. 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $88,159 |
| Total plan assets at end of year | 2010-12-31 | $453,389 |
| Total plan assets at beginning of year | 2010-12-31 | $365,230 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $24,006 |
| Other income received | 2010-12-31 | $46,748 |
| Net income (gross income less expenses) | 2010-12-31 | $88,159 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $453,389 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $365,230 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $17,405 |
