HOLLEY & LEVINE, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HOLLEY & LEVINE, P.C. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : HOLLEY & LEVINE, P.C. 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-14 | 12799 |
| Net assets as of the end of the plan year | 2025-07-14 | 1041336 |
| Total assets as of the beginning of the plan year | 2025-07-14 | 902562 |
| Value of plan covered by a fidelity bond | 2025-07-14 | 91000 |
| Participant contributions to plan in this plan year | 2025-07-14 | 28174 |
| Value of participant loans at end of plan year | 2025-07-14 | 5378 |
| Other income to plan in this plan year | 2025-07-14 | 113747 |
| Plan net income in this plan year | 2025-07-14 | 138774 |
| Net assets as of the end of the plan year | 2025-07-14 | 1041336 |
| Net assets as of the beginning of the plan year | 2025-07-14 | 902562 |
| Employer contributions to plan in this plan year | 2025-07-14 | 9652 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-14 | 130 |
| 2024 : HOLLEY & LEVINE, P.C. 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-12 | 11260 |
| Net assets as of the end of the plan year | 2024-09-12 | 902562 |
| Total assets as of the beginning of the plan year | 2024-09-12 | 751205 |
| Value of plan covered by a fidelity bond | 2024-09-12 | 76000 |
| Participant contributions to plan in this plan year | 2024-09-12 | 24086 |
| Value of participant loans at end of plan year | 2024-09-12 | 6710 |
| Other income to plan in this plan year | 2024-09-12 | 129960 |
| Plan net income in this plan year | 2024-09-12 | 151357 |
| Net assets as of the end of the plan year | 2024-09-12 | 902562 |
| Net assets as of the beginning of the plan year | 2024-09-12 | 751205 |
| Employer contributions to plan in this plan year | 2024-09-12 | 8571 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-12 | 50 |
| 2022 : HOLLEY & LEVINE, P.C. 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-28 | 0 |
| Net assets as of the end of the plan year | 2022-06-28 | 869273 |
| Total assets as of the beginning of the plan year | 2022-06-28 | 701108 |
| Value of plan covered by a fidelity bond | 2022-06-28 | 71000 |
| Participant contributions to plan in this plan year | 2022-06-28 | 26118 |
| Value of participant loans at end of plan year | 2022-06-28 | 8672 |
| Other income to plan in this plan year | 2022-06-28 | 131583 |
| Plan net income in this plan year | 2022-06-28 | 168165 |
| Net assets as of the end of the plan year | 2022-06-28 | 869273 |
| Net assets as of the beginning of the plan year | 2022-06-28 | 701108 |
| Employer contributions to plan in this plan year | 2022-06-28 | 10464 |
| 2013 : HOLLEY & LEVINE, P.C. 401(K) PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $43,363 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $4 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $154,508 |
| Total plan assets at beginning of year | 2013-12-31 | $111,149 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $7,386 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $4 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $32,879 |
| Net income (gross income less expenses) | 2013-12-31 | $43,359 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $154,508 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $111,149 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $3,098 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| 2012 : HOLLEY & LEVINE, P.C. 401(K) PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $43,908 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $20 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $111,149 |
| Total plan assets at beginning of year | 2012-12-31 | $67,261 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $18,432 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $20 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $14,169 |
| Net income (gross income less expenses) | 2012-12-31 | $43,888 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $111,149 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $67,261 |
| Assets. Value of participant loans | 2012-12-31 | $400 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $11,307 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| 2011 : HOLLEY & LEVINE, P.C. 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $17,585 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $12,032 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $12,000 |
| Total plan assets at end of year | 2011-12-31 | $67,261 |
| Total plan assets at beginning of year | 2011-12-31 | $61,708 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $15,377 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $32 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-7,410 |
| Net income (gross income less expenses) | 2011-12-31 | $5,553 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $67,261 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $61,708 |
| Assets. Value of participant loans | 2011-12-31 | $3,016 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $9,618 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : HOLLEY & LEVINE, P.C. 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $30,346 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $132 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $61,708 |
| Total plan assets at beginning of year | 2010-12-31 | $31,494 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $13,756 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $132 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $7,953 |
| Net income (gross income less expenses) | 2010-12-31 | $30,214 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $61,708 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $31,494 |
| Assets. Value of participant loans | 2010-12-31 | $6,422 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $8,637 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
