RUSSELL & HILL, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN
| Measure | Date | Value |
|---|
| 2025 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 37 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 109266 |
| Net assets as of the end of the plan year | 2025-07-28 | 2094229 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 1631864 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 202343 |
| Value of participant loans at end of plan year | 2025-07-28 | 2755 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 9452 |
| Other income to plan in this plan year | 2025-07-28 | 266120 |
| Plan net income in this plan year | 2025-07-28 | 462402 |
| Net assets as of the end of the plan year | 2025-07-28 | 2094229 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 1631827 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 9377 |
| Employer contributions to plan in this plan year | 2025-07-28 | 93753 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 18872 |
| 2024 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-20 | 37 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 515996 |
| Net assets as of the end of the plan year | 2024-08-20 | 1631864 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 1690293 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 142137 |
| Value of participant loans at end of plan year | 2024-08-20 | 406 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 0 |
| Other income to plan in this plan year | 2024-08-20 | 245514 |
| Plan net income in this plan year | 2024-08-20 | -58466 |
| Net assets as of the end of the plan year | 2024-08-20 | 1631827 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 1690293 |
| Employer contributions to plan in this plan year | 2024-08-20 | 69879 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 15033 |
| 2022 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 28789 |
| Net assets as of the end of the plan year | 2022-07-26 | 1896648 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 1483279 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 120815 |
| Value of participant loans at end of plan year | 2022-07-26 | 0 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 269490 |
| Plan net income in this plan year | 2022-07-26 | 413369 |
| Net assets as of the end of the plan year | 2022-07-26 | 1896648 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 1483279 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 3532 |
| Employer contributions to plan in this plan year | 2022-07-26 | 51853 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 17895 |
