AAATIX, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AAATIX, LLC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : AAATIX, LLC. 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-08 | 31174 |
| Net assets as of the end of the plan year | 2025-10-08 | 5837873 |
| Total assets as of the beginning of the plan year | 2025-10-08 | 4748371 |
| Value of plan covered by a fidelity bond | 2025-10-08 | 475000 |
| Participant contributions to plan in this plan year | 2025-10-08 | 229099 |
| Other income to plan in this plan year | 2025-10-08 | 843280 |
| Plan net income in this plan year | 2025-10-08 | 1089502 |
| Net assets as of the end of the plan year | 2025-10-08 | 5837873 |
| Net assets as of the beginning of the plan year | 2025-10-08 | 4748371 |
| Employer contributions to plan in this plan year | 2025-10-08 | 48297 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-08 | 31174 |
| 2023 : AAATIX, LLC. 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $974,811 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $24,148 |
| Total plan assets at end of year | 2023-12-31 | $4,748,371 |
| Total plan assets at beginning of year | 2023-12-31 | $3,797,708 |
| Value of fidelity bond covering the plan | 2023-12-31 | $380,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $209,158 |
| Other income received | 2023-12-31 | $636,284 |
| Net income (gross income less expenses) | 2023-12-31 | $950,663 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,748,371 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,797,708 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $129,369 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $24,148 |
| 2022 : AAATIX, LLC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $289,411 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $346,041 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $325,000 |
| Total plan assets at end of year | 2022-12-31 | $3,797,708 |
| Total plan assets at beginning of year | 2022-12-31 | $3,854,338 |
| Value of fidelity bond covering the plan | 2022-12-31 | $386,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $95,811 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $734,270 |
| Other income received | 2022-12-31 | $-650,031 |
| Net income (gross income less expenses) | 2022-12-31 | $-56,630 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,797,708 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,854,338 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $109,361 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $21,041 |
| 2021 : AAATIX, LLC. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $719,913 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $20,289 |
| Total plan assets at end of year | 2021-12-31 | $3,854,338 |
| Total plan assets at beginning of year | 2021-12-31 | $3,154,714 |
| Value of fidelity bond covering the plan | 2021-12-31 | $386,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $52,000 |
| Other income received | 2021-12-31 | $547,352 |
| Net income (gross income less expenses) | 2021-12-31 | $699,624 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,854,338 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,154,714 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $120,561 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $20,289 |
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