RICHARD CORIELL & CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RICHARD CORIELL & CO. 401(K) PLAN
401k plan membership statisitcs for RICHARD CORIELL & CO. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: RICHARD CORIELL & CO. 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-05-06 | 35 |
| Total number of particpants at end of year | 2025-05-06 | 36 |
| Number of Participants With Account Balances | 2025-05-06 | 33 |
| 2024: RICHARD CORIELL & CO. 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-04-10 | 40 |
| Total number of particpants at end of year | 2024-04-10 | 32 |
| Number of Participants With Account Balances | 2024-04-10 | 29 |
| 2022: RICHARD CORIELL & CO. 401(K) PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-03-07 | 54 |
| Total number of particpants at end of year | 2022-03-07 | 40 |
| Number of Participants With Account Balances | 2022-03-07 | 39 |
| 2013: RICHARD CORIELL & CO. 401(K) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 49 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 31 |
| Total of all active and inactive participants | 2013-01-01 | 81 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 81 |
| Number of participants with account balances | 2013-01-01 | 68 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 4 |
| 2012: RICHARD CORIELL & CO. 401(K) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 60 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 41 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 26 |
| Total of all active and inactive participants | 2012-01-01 | 68 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 68 |
| Number of participants with account balances | 2012-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 23 |
| 2011: RICHARD CORIELL & CO. 401(K) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 8 |
| Total of all active and inactive participants | 2011-01-01 | 42 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 42 |
| Number of participants with account balances | 2011-01-01 | 42 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: RICHARD CORIELL & CO. 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 37 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 17 |
| Total of all active and inactive participants | 2009-01-01 | 54 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 56 |
| Number of participants with account balances | 2009-01-01 | 45 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2025 : RICHARD CORIELL & CO. 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-06 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-06 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-06 | 298999 |
| Net assets as of the end of the plan year | 2025-05-06 | 4808424 |
| Total assets as of the beginning of the plan year | 2025-05-06 | 4378166 |
| Value of plan covered by a fidelity bond | 2025-05-06 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-06 | 164152 |
| Value of participant loans at end of plan year | 2025-05-06 | 52012 |
| Other expenses paid from plan in this plan year | 2025-05-06 | 0 |
| Other contributions to plan in this plan year | 2025-05-06 | 0 |
| Other income to plan in this plan year | 2025-05-06 | 554072 |
| Plan net income in this plan year | 2025-05-06 | 430258 |
| Net assets as of the end of the plan year | 2025-05-06 | 4808424 |
| Net assets as of the beginning of the plan year | 2025-05-06 | 4378166 |
| Employer contributions to plan in this plan year | 2025-05-06 | 11033 |
| Fees paid to broker by Benefit Provider | 2025-05-06 | 147 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-06 | 30455 |
| 2024 : RICHARD CORIELL & CO. 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-10 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-10 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-10 | 541023 |
| Net assets as of the end of the plan year | 2024-04-10 | 4378166 |
| Total assets as of the beginning of the plan year | 2024-04-10 | 4106702 |
| Value of plan covered by a fidelity bond | 2024-04-10 | 500000 |
| Participant contributions to plan in this plan year | 2024-04-10 | 164936 |
| Value of participant loans at end of plan year | 2024-04-10 | 82893 |
| Other expenses paid from plan in this plan year | 2024-04-10 | 0 |
| Other contributions to plan in this plan year | 2024-04-10 | 0 |
| Other income to plan in this plan year | 2024-04-10 | 628348 |
| Plan net income in this plan year | 2024-04-10 | 271464 |
| Net assets as of the end of the plan year | 2024-04-10 | 4378166 |
| Net assets as of the beginning of the plan year | 2024-04-10 | 4106702 |
| Employer contributions to plan in this plan year | 2024-04-10 | 19203 |
| Fees paid to broker by Benefit Provider | 2024-04-10 | 731 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-10 | 30142 |
| 2022 : RICHARD CORIELL & CO. 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-03-07 | 0 |
| Total liabilities as of the end of the plan year | 2022-03-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-03-07 | 0 |
| Total expenses incurred by plan in this plan year | 2022-03-07 | 593377 |
| Net assets as of the end of the plan year | 2022-03-07 | 4908361 |
| Total assets as of the beginning of the plan year | 2022-03-07 | 4677443 |
| Value of plan covered by a fidelity bond | 2022-03-07 | 500000 |
| Participant contributions to plan in this plan year | 2022-03-07 | 144854 |
| Value of participant loans at end of plan year | 2022-03-07 | 92450 |
| Other expenses paid from plan in this plan year | 2022-03-07 | 0 |
| Other contributions to plan in this plan year | 2022-03-07 | 22144 |
| Other income to plan in this plan year | 2022-03-07 | 636431 |
| Plan net income in this plan year | 2022-03-07 | 230918 |
| Net assets as of the end of the plan year | 2022-03-07 | 4908361 |
| Net assets as of the beginning of the plan year | 2022-03-07 | 4677443 |
| Employer contributions to plan in this plan year | 2022-03-07 | 20866 |
| Fees paid to broker by Benefit Provider | 2022-03-07 | 1971 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-03-07 | 26859 |
| 2013 : RICHARD CORIELL & CO. 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $709,464 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $45,588 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $36,388 |
| Total plan assets at end of year | 2013-12-31 | $3,288,562 |
| Total plan assets at beginning of year | 2013-12-31 | $2,624,686 |
| Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $166,081 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,031 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $465,753 |
| Net income (gross income less expenses) | 2013-12-31 | $663,876 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,288,562 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,624,686 |
| Assets. Value of participant loans | 2013-12-31 | $85,672 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $77,630 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $8,169 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : RICHARD CORIELL & CO. 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $473,583 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $28,125 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $26,911 |
| Total plan assets at end of year | 2012-12-31 | $2,624,686 |
| Total plan assets at beginning of year | 2012-12-31 | $2,179,228 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $156,300 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,214 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $253,079 |
| Net income (gross income less expenses) | 2012-12-31 | $445,458 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,624,686 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,179,228 |
| Assets. Value of participant loans | 2012-12-31 | $58,884 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $64,204 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : RICHARD CORIELL & CO. 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $91,744 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $57,161 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $51,108 |
| Total plan assets at end of year | 2011-12-31 | $2,179,228 |
| Total plan assets at beginning of year | 2011-12-31 | $2,144,645 |
| Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $125,921 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $2,753 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-50,292 |
| Net income (gross income less expenses) | 2011-12-31 | $34,583 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,179,228 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,144,645 |
| Assets. Value of participant loans | 2011-12-31 | $66,557 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $16,115 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $3,300 |
| 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 : RICHARD CORIELL & CO. 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $332,558 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $17,924 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $12,984 |
| Total plan assets at end of year | 2010-12-31 | $2,144,645 |
| Total plan assets at beginning of year | 2010-12-31 | $1,830,011 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $110,599 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $700 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $208,431 |
| Net income (gross income less expenses) | 2010-12-31 | $314,634 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,144,645 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,830,011 |
| Assets. Value of participant loans | 2010-12-31 | $61,523 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $13,528 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $4,240 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
| 2009 : RICHARD CORIELL & CO. 401(K) PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |