PARK STREET CAPITAL, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PARK STREET CAPITAL 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: PARK STREET CAPITAL 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-24 | 12 |
| Total number of particpants at end of year | 2025-07-24 | 12 |
| Number of Participants With Account Balances | 2025-07-24 | 12 |
| 2024: PARK STREET CAPITAL 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-30 | 13 |
| Total number of particpants at end of year | 2024-07-30 | 12 |
| Number of Participants With Account Balances | 2024-07-30 | 12 |
| 2010: PARK STREET CAPITAL 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 23 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 5 |
| Total of all active and inactive participants | 2010-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 23 |
| Number of participants with account balances | 2010-01-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: PARK STREET CAPITAL 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 23 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 23 |
| Number of participants with account balances | 2009-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : PARK STREET CAPITAL 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-24 | 0 |
| Net assets as of the end of the plan year | 2025-07-24 | 8955679 |
| Total assets as of the beginning of the plan year | 2025-07-24 | 7702196 |
| Value of plan covered by a fidelity bond | 2025-07-24 | 1000000 |
| Participant contributions to plan in this plan year | 2025-07-24 | 160000 |
| Other income to plan in this plan year | 2025-07-24 | 1069163 |
| Plan net income in this plan year | 2025-07-24 | 1253483 |
| Net assets as of the end of the plan year | 2025-07-24 | 8955679 |
| Net assets as of the beginning of the plan year | 2025-07-24 | 7702196 |
| Employer contributions to plan in this plan year | 2025-07-24 | 24320 |
| Fees paid to broker by Benefit Provider | 2025-07-24 | 4206 |
| 2024 : PARK STREET CAPITAL 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-30 | 154043 |
| Net assets as of the end of the plan year | 2024-07-30 | 7702196 |
| Total assets as of the beginning of the plan year | 2024-07-30 | 6520597 |
| Value of plan covered by a fidelity bond | 2024-07-30 | 1000000 |
| Participant contributions to plan in this plan year | 2024-07-30 | 150000 |
| Other income to plan in this plan year | 2024-07-30 | 1156146 |
| Plan net income in this plan year | 2024-07-30 | 1181599 |
| Net assets as of the end of the plan year | 2024-07-30 | 7702196 |
| Net assets as of the beginning of the plan year | 2024-07-30 | 6520597 |
| Employer contributions to plan in this plan year | 2024-07-30 | 29496 |
| Fees paid to broker by Benefit Provider | 2024-07-30 | 3558 |
| 2010 : PARK STREET CAPITAL 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $612,970 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,979 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,979 |
| Total plan assets at end of year | 2010-12-31 | $2,700,462 |
| Total plan assets at beginning of year | 2010-12-31 | $2,089,471 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $202,696 |
| Other income received | 2010-12-31 | $310,878 |
| Net income (gross income less expenses) | 2010-12-31 | $610,991 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,700,462 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,089,471 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $99,396 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : PARK STREET CAPITAL 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2010: PARK STREET CAPITAL 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PARK STREET CAPITAL 401(K) 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 |
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