J A SWANSON AGENCY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J A SWANSON PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : J A SWANSON PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-02 | 481249 |
| Net assets as of the end of the plan year | 2025-10-02 | 1974746 |
| Total assets as of the beginning of the plan year | 2025-10-02 | 2175938 |
| Value of plan covered by a fidelity bond | 2025-10-02 | 217700 |
| Participant contributions to plan in this plan year | 2025-10-02 | 21561 |
| Other income to plan in this plan year | 2025-10-02 | 206749 |
| Plan net income in this plan year | 2025-10-02 | -201192 |
| Net assets as of the end of the plan year | 2025-10-02 | 1974746 |
| Net assets as of the beginning of the plan year | 2025-10-02 | 2175938 |
| Employer contributions to plan in this plan year | 2025-10-02 | 51747 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-02 | 120 |
| 2024 : J A SWANSON PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-19 | 1652 |
| Net assets as of the end of the plan year | 2024-09-19 | 2175938 |
| Total assets as of the beginning of the plan year | 2024-09-19 | 1879764 |
| Value of plan covered by a fidelity bond | 2024-09-19 | 217700 |
| Participant contributions to plan in this plan year | 2024-09-19 | 22468 |
| Other income to plan in this plan year | 2024-09-19 | 191714 |
| Plan net income in this plan year | 2024-09-19 | 296174 |
| Net assets as of the end of the plan year | 2024-09-19 | 2175938 |
| Net assets as of the beginning of the plan year | 2024-09-19 | 1879764 |
| Employer contributions to plan in this plan year | 2024-09-19 | 83644 |
| Fees paid to broker by Benefit Provider | 2024-09-19 | 2399 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-19 | 260 |
| 2022 : J A SWANSON PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-08-31 | 120 |
| Net assets as of the end of the plan year | 2022-08-31 | 1963797 |
| Total assets as of the beginning of the plan year | 2022-08-31 | 1711882 |
| Value of plan covered by a fidelity bond | 2022-08-31 | 200000 |
| Participant contributions to plan in this plan year | 2022-08-31 | 18185 |
| Other contributions to plan in this plan year | 2022-08-31 | 0 |
| Other income to plan in this plan year | 2022-08-31 | 164747 |
| Plan net income in this plan year | 2022-08-31 | 251915 |
| Net assets as of the end of the plan year | 2022-08-31 | 1963797 |
| Net assets as of the beginning of the plan year | 2022-08-31 | 1711882 |
| Employer contributions to plan in this plan year | 2022-08-31 | 69103 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-31 | 120 |
| 2015: J A SWANSON PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: J A SWANSON PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: J A SWANSON 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 benefit arrangement – Insurance | Yes |
| 2012: J A SWANSON 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 benefit arrangement – Insurance | Yes |
| 2011: J A SWANSON 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 benefit arrangement – Insurance | Yes |
| 2009: J A SWANSON 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 benefit arrangement – Insurance | Yes |
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