L M SEPSO APPRAISAL ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan L M SEPSO APPRAISAL ASSOCIATES 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : L M SEPSO APPRAISAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-04-07 | 13809 |
| Net assets as of the end of the plan year | 2025-04-07 | 628645 |
| Total assets as of the beginning of the plan year | 2025-04-07 | 546811 |
| Value of plan covered by a fidelity bond | 2025-04-07 | 100000 |
| Participant contributions to plan in this plan year | 2025-04-07 | 6522 |
| Other expenses paid from plan in this plan year | 2025-04-07 | 30 |
| Other income to plan in this plan year | 2025-04-07 | 83323 |
| Plan net income in this plan year | 2025-04-07 | 81834 |
| Net assets as of the end of the plan year | 2025-04-07 | 628645 |
| Net assets as of the beginning of the plan year | 2025-04-07 | 546811 |
| Employer contributions to plan in this plan year | 2025-04-07 | 5798 |
| 2024 : L M SEPSO APPRAISAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-06-12 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-12 | 10691 |
| Net assets as of the end of the plan year | 2024-06-12 | 546811 |
| Total assets as of the beginning of the plan year | 2024-06-12 | 457661 |
| Value of plan covered by a fidelity bond | 2024-06-12 | 100000 |
| Participant contributions to plan in this plan year | 2024-06-12 | 6687 |
| Other income to plan in this plan year | 2024-06-12 | 87190 |
| Plan net income in this plan year | 2024-06-12 | 89150 |
| Net assets as of the end of the plan year | 2024-06-12 | 546811 |
| Net assets as of the beginning of the plan year | 2024-06-12 | 457661 |
| Employer contributions to plan in this plan year | 2024-06-12 | 5964 |
| 2014 : L M SEPSO APPRAISAL ASSOCIATES 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $55,568 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $5,683 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $5,683 |
| Total plan assets at end of year | 2014-12-31 | $208,063 |
| Total plan assets at beginning of year | 2014-12-31 | $158,178 |
| Value of fidelity bond covering the plan | 2014-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $32,820 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $12,326 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $49,885 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $208,063 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $158,178 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $10,422 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
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