R.B. NEEDHAM ADVISORY CORP. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan R. B. NEEDHAM ADVISORY CORP. RETIREMENT TRUST
| Measure | Date | Value |
|---|
| 2025 : R. B. NEEDHAM ADVISORY CORP. RETIREMENT TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-13 | 18474 |
| Net assets as of the end of the plan year | 2025-10-13 | 734185 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 659392 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 60000 |
| Participant contributions to plan in this plan year | 2025-10-13 | 22016 |
| Value of participant loans at end of plan year | 2025-10-13 | 0 |
| Other contributions to plan in this plan year | 2025-10-13 | 0 |
| Other income to plan in this plan year | 2025-10-13 | 60540 |
| Plan net income in this plan year | 2025-10-13 | 74793 |
| Net assets as of the end of the plan year | 2025-10-13 | 734185 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 659392 |
| Employer contributions to plan in this plan year | 2025-10-13 | 10711 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 599 |
| 2024 : R. B. NEEDHAM ADVISORY CORP. RETIREMENT TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-31 | 15941 |
| Net assets as of the end of the plan year | 2024-07-31 | 659392 |
| Total assets as of the beginning of the plan year | 2024-07-31 | 568004 |
| Value of plan covered by a fidelity bond | 2024-07-31 | 60000 |
| Participant contributions to plan in this plan year | 2024-07-31 | 22607 |
| Value of participant loans at end of plan year | 2024-07-31 | 0 |
| Other contributions to plan in this plan year | 2024-07-31 | 0 |
| Other income to plan in this plan year | 2024-07-31 | 74391 |
| Plan net income in this plan year | 2024-07-31 | 91388 |
| Net assets as of the end of the plan year | 2024-07-31 | 659392 |
| Net assets as of the beginning of the plan year | 2024-07-31 | 568004 |
| Employer contributions to plan in this plan year | 2024-07-31 | 10331 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-31 | 534 |
| 2022 : R. B. NEEDHAM ADVISORY CORP. RETIREMENT TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-12 | 47177 |
| Net assets as of the end of the plan year | 2022-07-12 | 635739 |
| Total assets as of the beginning of the plan year | 2022-07-12 | 563095 |
| Value of plan covered by a fidelity bond | 2022-07-12 | 60000 |
| Participant contributions to plan in this plan year | 2022-07-12 | 28568 |
| Value of participant loans at end of plan year | 2022-07-12 | 0 |
| Other contributions to plan in this plan year | 2022-07-12 | 0 |
| Other income to plan in this plan year | 2022-07-12 | 82339 |
| Plan net income in this plan year | 2022-07-12 | 72644 |
| Net assets as of the end of the plan year | 2022-07-12 | 635739 |
| Net assets as of the beginning of the plan year | 2022-07-12 | 563095 |
| Employer contributions to plan in this plan year | 2022-07-12 | 8914 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-12 | 421 |
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