THERIAULT & JOSLIN, P.C. has sponsored the creation of one or more 401k plans.
Additional information about THERIAULT & JOSLIN, P.C.
Submission information for form 5500 for 401k plan THERIAULT & JOSLIN, P.C. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : THERIAULT & JOSLIN, P.C. 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-03-25 | 33032 |
| Net assets as of the end of the plan year | 2025-03-25 | 1606446 |
| Total assets as of the beginning of the plan year | 2025-03-25 | 1472053 |
| Value of plan covered by a fidelity bond | 2025-03-25 | 230000 |
| Participant contributions to plan in this plan year | 2025-03-25 | 23000 |
| Other income to plan in this plan year | 2025-03-25 | 107223 |
| Plan net income in this plan year | 2025-03-25 | 134393 |
| Net assets as of the end of the plan year | 2025-03-25 | 1606446 |
| Net assets as of the beginning of the plan year | 2025-03-25 | 1472053 |
| Employer contributions to plan in this plan year | 2025-03-25 | 37202 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-25 | 1239 |
| 2024 : THERIAULT & JOSLIN, P.C. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-04-01 | 93395 |
| Net assets as of the end of the plan year | 2024-04-01 | 1472053 |
| Total assets as of the beginning of the plan year | 2024-04-01 | 1400286 |
| Value of plan covered by a fidelity bond | 2024-04-01 | 160000 |
| Participant contributions to plan in this plan year | 2024-04-01 | 26590 |
| Other income to plan in this plan year | 2024-04-01 | 101035 |
| Plan net income in this plan year | 2024-04-01 | 71767 |
| Net assets as of the end of the plan year | 2024-04-01 | 1472053 |
| Net assets as of the beginning of the plan year | 2024-04-01 | 1400286 |
| Employer contributions to plan in this plan year | 2024-04-01 | 37537 |
| 2013 : THERIAULT & JOSLIN, P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $178,093 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $15,413 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $12,670 |
| Total plan assets at end of year | 2013-12-31 | $1,076,303 |
| Total plan assets at beginning of year | 2013-12-31 | $913,623 |
| Value of fidelity bond covering the plan | 2013-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $50,458 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $2,743 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $71,611 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $162,680 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,076,303 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $913,623 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $56,024 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| 2012 : THERIAULT & JOSLIN, P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $111,191 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $26,570 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $24,677 |
| Total plan assets at end of year | 2012-12-31 | $913,623 |
| Total plan assets at beginning of year | 2012-12-31 | $829,002 |
| Value of fidelity bond covering the plan | 2012-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $21,912 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,893 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $47,779 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $84,621 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $913,623 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $829,002 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $41,500 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| 2011 : THERIAULT & JOSLIN, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $65,463 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $48,540 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $46,774 |
| Total plan assets at end of year | 2011-12-31 | $829,002 |
| Total plan assets at beginning of year | 2011-12-31 | $812,079 |
| Value of fidelity bond covering the plan | 2011-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $14,300 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $1,766 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $8,163 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $16,923 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $829,002 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $812,079 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $43,000 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| 2010 : THERIAULT & JOSLIN, P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $114,504 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $73,913 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $72,800 |
| Total plan assets at end of year | 2010-12-31 | $812,079 |
| Total plan assets at beginning of year | 2010-12-31 | $771,488 |
| Value of fidelity bond covering the plan | 2010-12-31 | $90,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $14,268 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,113 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $60,974 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $40,591 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $812,079 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $771,488 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $39,262 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2013: THERIAULT & JOSLIN, P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: THERIAULT & JOSLIN, P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: THERIAULT & JOSLIN, P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: THERIAULT & JOSLIN, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
