JAMES M. HERB has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES M. HERB 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES M. HERB 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-30 | 45487 |
| Net assets as of the end of the plan year | 2025-06-30 | 1525380 |
| Total assets as of the beginning of the plan year | 2025-06-30 | 1391355 |
| Value of plan covered by a fidelity bond | 2025-06-30 | 200000 |
| Participant contributions to plan in this plan year | 2025-06-30 | 36840 |
| Other income to plan in this plan year | 2025-06-30 | 128928 |
| Plan net income in this plan year | 2025-06-30 | 134025 |
| Net assets as of the end of the plan year | 2025-06-30 | 1525380 |
| Net assets as of the beginning of the plan year | 2025-06-30 | 1391355 |
| Employer contributions to plan in this plan year | 2025-06-30 | 13744 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-30 | 66 |
| 2024 : JAMES M. HERB 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-31 | 2426 |
| Net assets as of the end of the plan year | 2024-05-31 | 1391355 |
| Total assets as of the beginning of the plan year | 2024-05-31 | 1155898 |
| Value of plan covered by a fidelity bond | 2024-05-31 | 200000 |
| Participant contributions to plan in this plan year | 2024-05-31 | 36310 |
| Other income to plan in this plan year | 2024-05-31 | 193874 |
| Plan net income in this plan year | 2024-05-31 | 235457 |
| Net assets as of the end of the plan year | 2024-05-31 | 1391355 |
| Net assets as of the beginning of the plan year | 2024-05-31 | 1155898 |
| Employer contributions to plan in this plan year | 2024-05-31 | 7699 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-31 | 91 |
| 2022 : JAMES M. HERB 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-25 | 84 |
| Net assets as of the end of the plan year | 2022-07-25 | 1385271 |
| Total assets as of the beginning of the plan year | 2022-07-25 | 1154629 |
| Value of plan covered by a fidelity bond | 2022-07-25 | 200000 |
| Participant contributions to plan in this plan year | 2022-07-25 | 35840 |
| Other income to plan in this plan year | 2022-07-25 | 165743 |
| Plan net income in this plan year | 2022-07-25 | 230642 |
| Net assets as of the end of the plan year | 2022-07-25 | 1385271 |
| Net assets as of the beginning of the plan year | 2022-07-25 | 1154629 |
| Employer contributions to plan in this plan year | 2022-07-25 | 29143 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-25 | 84 |
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