LAW OFFICES OF RICHARD IVERS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RICHARD A. IVERS, P.A. DEFINED BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2025 : RICHARD A. IVERS, P.A. DEFINED BENEFIT PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-09-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-28 | 9341 |
| Net assets as of the end of the plan year | 2025-09-28 | 3093800 |
| Total assets as of the beginning of the plan year | 2025-09-28 | 2465086 |
| Value of plan covered by a fidelity bond | 2025-09-28 | 250000 |
| Participant contributions to plan in this plan year | 2025-09-28 | 0 |
| Other expenses paid from plan in this plan year | 2025-09-28 | 0 |
| Other contributions to plan in this plan year | 2025-09-28 | 0 |
| Other income to plan in this plan year | 2025-09-28 | 538055 |
| Plan net income in this plan year | 2025-09-28 | 628714 |
| Net assets as of the end of the plan year | 2025-09-28 | 3093800 |
| Net assets as of the beginning of the plan year | 2025-09-28 | 2465086 |
| Employer contributions to plan in this plan year | 2025-09-28 | 100000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-28 | 9341 |
| 2024 : RICHARD A. IVERS, P.A. DEFINED BENEFIT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-01 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-01 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-01 | 7166 |
| Net assets as of the end of the plan year | 2024-10-01 | 2465086 |
| Total assets as of the beginning of the plan year | 2024-10-01 | 1967437 |
| Value of plan covered by a fidelity bond | 2024-10-01 | 220000 |
| Participant contributions to plan in this plan year | 2024-10-01 | 0 |
| Other expenses paid from plan in this plan year | 2024-10-01 | 0 |
| Other contributions to plan in this plan year | 2024-10-01 | 0 |
| Other income to plan in this plan year | 2024-10-01 | 409815 |
| Plan net income in this plan year | 2024-10-01 | 497649 |
| Net assets as of the end of the plan year | 2024-10-01 | 2465086 |
| Net assets as of the beginning of the plan year | 2024-10-01 | 1967437 |
| Employer contributions to plan in this plan year | 2024-10-01 | 95000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-01 | 7166 |
| 2022 : RICHARD A. IVERS, P.A. DEFINED BENEFIT PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-09-17 | 0 |
| Total liabilities as of the end of the plan year | 2022-09-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-17 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-17 | 6519 |
| Net assets as of the end of the plan year | 2022-09-17 | 2141233 |
| Total assets as of the beginning of the plan year | 2022-09-17 | 1581973 |
| Value of plan covered by a fidelity bond | 2022-09-17 | 200000 |
| Participant contributions to plan in this plan year | 2022-09-17 | 0 |
| Other expenses paid from plan in this plan year | 2022-09-17 | 0 |
| Other contributions to plan in this plan year | 2022-09-17 | 0 |
| Other income to plan in this plan year | 2022-09-17 | 520779 |
| Plan net income in this plan year | 2022-09-17 | 559260 |
| Net assets as of the end of the plan year | 2022-09-17 | 2141233 |
| Net assets as of the beginning of the plan year | 2022-09-17 | 1581973 |
| Employer contributions to plan in this plan year | 2022-09-17 | 45000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-17 | 6519 |
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