J & A BRUNO, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J & A BRUNO PARTNERS, LLC 401 (K) PROFIT SHARING PLAN
401k plan membership statisitcs for J & A BRUNO PARTNERS, LLC 401 (K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : J & A BRUNO PARTNERS, LLC 401 (K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-10-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-01 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-01 | 7881 |
| Net assets as of the end of the plan year | 2025-10-01 | 852479 |
| Total assets as of the beginning of the plan year | 2025-10-01 | 703838 |
| Value of plan covered by a fidelity bond | 2025-10-01 | 200000 |
| Participant contributions to plan in this plan year | 2025-10-01 | 66500 |
| Other income to plan in this plan year | 2025-10-01 | 88982 |
| Plan net income in this plan year | 2025-10-01 | 148641 |
| Net assets as of the end of the plan year | 2025-10-01 | 852479 |
| Net assets as of the beginning of the plan year | 2025-10-01 | 703838 |
| Employer contributions to plan in this plan year | 2025-10-01 | 1040 |
| Fees paid to broker by Benefit Provider | 2025-10-01 | 3436 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-01 | 7881 |
| 2024 : J & A BRUNO PARTNERS, LLC 401 (K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-04 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-04 | 6001 |
| Net assets as of the end of the plan year | 2024-10-04 | 703838 |
| Total assets as of the beginning of the plan year | 2024-10-04 | 557143 |
| Value of plan covered by a fidelity bond | 2024-10-04 | 200000 |
| Participant contributions to plan in this plan year | 2024-10-04 | 66000 |
| Other income to plan in this plan year | 2024-10-04 | 85596 |
| Plan net income in this plan year | 2024-10-04 | 146695 |
| Net assets as of the end of the plan year | 2024-10-04 | 703838 |
| Net assets as of the beginning of the plan year | 2024-10-04 | 557143 |
| Employer contributions to plan in this plan year | 2024-10-04 | 1100 |
| Fees paid to broker by Benefit Provider | 2024-10-04 | 2288 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-04 | 6001 |
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