JAMES M. RILEY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES M. RILEY, C.P.A.
| Measure | Date | Value |
|---|
| 2025 : JAMES M. RILEY, C.P.A. 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-12 | 100 |
| Net assets as of the end of the plan year | 2025-10-12 | 777211 |
| Total assets as of the beginning of the plan year | 2025-10-12 | 594450 |
| Participant contributions to plan in this plan year | 2025-10-12 | 30500 |
| Other expenses paid from plan in this plan year | 2025-10-12 | 100 |
| Other income to plan in this plan year | 2025-10-12 | 113699 |
| Plan net income in this plan year | 2025-10-12 | 182761 |
| Net assets as of the end of the plan year | 2025-10-12 | 777211 |
| Net assets as of the beginning of the plan year | 2025-10-12 | 594450 |
| Employer contributions to plan in this plan year | 2025-10-12 | 38662 |
| Net assets as of the end of the plan year | 2025-01-07 | 594450 |
| Total assets as of the beginning of the plan year | 2025-01-07 | 430602 |
| Participant contributions to plan in this plan year | 2025-01-07 | 30000 |
| Other income to plan in this plan year | 2025-01-07 | 95164 |
| Plan net income in this plan year | 2025-01-07 | 163848 |
| Net assets as of the end of the plan year | 2025-01-07 | 594450 |
| Net assets as of the beginning of the plan year | 2025-01-07 | 430602 |
| Employer contributions to plan in this plan year | 2025-01-07 | 38684 |
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