JOHN R STEELE AND ASSOCIATES INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN R STEELE AND ASSOCIATES INC PROFIT SHARING PLAN
401k plan membership statisitcs for JOHN R STEELE AND ASSOCIATES INC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : JOHN R STEELE AND ASSOCIATES INC PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-08-26 | 0 |
| Total liabilities as of the end of the plan year | 2025-08-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-08-26 | 0 |
| Total expenses incurred by plan in this plan year | 2025-08-26 | 800097 |
| Net assets as of the end of the plan year | 2025-08-26 | 14351158 |
| Total assets as of the beginning of the plan year | 2025-08-26 | 13316857 |
| Value of plan covered by a fidelity bond | 2025-08-26 | 500000 |
| Participant contributions to plan in this plan year | 2025-08-26 | 283758 |
| Other expenses paid from plan in this plan year | 2025-08-26 | 0 |
| Other contributions to plan in this plan year | 2025-08-26 | 0 |
| Other income to plan in this plan year | 2025-08-26 | 1222334 |
| Plan net income in this plan year | 2025-08-26 | 1034301 |
| Net assets as of the end of the plan year | 2025-08-26 | 14351158 |
| Net assets as of the beginning of the plan year | 2025-08-26 | 13316857 |
| Employer contributions to plan in this plan year | 2025-08-26 | 328306 |
| Fees paid to broker by Benefit Provider | 2025-08-26 | 33669 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-26 | 700 |
| 2024 : JOHN R STEELE AND ASSOCIATES INC PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-05 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-05 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-05 | 949663 |
| Net assets as of the end of the plan year | 2024-04-05 | 13316857 |
| Total assets as of the beginning of the plan year | 2024-04-05 | 12003040 |
| Value of plan covered by a fidelity bond | 2024-04-05 | 500000 |
| Participant contributions to plan in this plan year | 2024-04-05 | 250042 |
| Other expenses paid from plan in this plan year | 2024-04-05 | 0 |
| Other contributions to plan in this plan year | 2024-04-05 | 0 |
| Other income to plan in this plan year | 2024-04-05 | 1646338 |
| Plan net income in this plan year | 2024-04-05 | 1313817 |
| Net assets as of the end of the plan year | 2024-04-05 | 13316857 |
| Net assets as of the beginning of the plan year | 2024-04-05 | 12003040 |
| Employer contributions to plan in this plan year | 2024-04-05 | 367100 |
| Fees paid to broker by Benefit Provider | 2024-04-05 | 30838 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-05 | 1831 |
| 2022 : JOHN R STEELE AND ASSOCIATES INC PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-08 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-08 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-08 | 202348 |
| Net assets as of the end of the plan year | 2022-06-08 | 13845576 |
| Total assets as of the beginning of the plan year | 2022-06-08 | 12367790 |
| Value of plan covered by a fidelity bond | 2022-06-08 | 500000 |
| Participant contributions to plan in this plan year | 2022-06-08 | 197808 |
| Other expenses paid from plan in this plan year | 2022-06-08 | 0 |
| Other contributions to plan in this plan year | 2022-06-08 | 0 |
| Other income to plan in this plan year | 2022-06-08 | 1187786 |
| Plan net income in this plan year | 2022-06-08 | 1477786 |
| Net assets as of the end of the plan year | 2022-06-08 | 13845576 |
| Net assets as of the beginning of the plan year | 2022-06-08 | 12367790 |
| Employer contributions to plan in this plan year | 2022-06-08 | 294540 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-08 | 2325 |