RICHARD R. PUCCI & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RICHARD R. PUCCI & ASSOCIATES 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : RICHARD R. PUCCI & ASSOCIATES 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-04-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-17 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-17 | 27579 |
| Net assets as of the end of the plan year | 2025-04-17 | 1963531 |
| Total assets as of the beginning of the plan year | 2025-04-17 | 1750719 |
| Value of plan covered by a fidelity bond | 2025-04-17 | 196353 |
| Participant contributions to plan in this plan year | 2025-04-17 | 81880 |
| Other income to plan in this plan year | 2025-04-17 | 133144 |
| Plan net income in this plan year | 2025-04-17 | 212812 |
| Net assets as of the end of the plan year | 2025-04-17 | 1963531 |
| Net assets as of the beginning of the plan year | 2025-04-17 | 1750719 |
| Employer contributions to plan in this plan year | 2025-04-17 | 25367 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-17 | 3189 |
| 2024 : RICHARD R. PUCCI & ASSOCIATES 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-07-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-16 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-16 | 509806 |
| Net assets as of the end of the plan year | 2024-07-16 | 1750719 |
| Total assets as of the beginning of the plan year | 2024-07-16 | 1977362 |
| Value of plan covered by a fidelity bond | 2024-07-16 | 80000 |
| Participant contributions to plan in this plan year | 2024-07-16 | 80880 |
| Other income to plan in this plan year | 2024-07-16 | 181040 |
| Plan net income in this plan year | 2024-07-16 | -226643 |
| Net assets as of the end of the plan year | 2024-07-16 | 1750719 |
| Net assets as of the beginning of the plan year | 2024-07-16 | 1977362 |
| Employer contributions to plan in this plan year | 2024-07-16 | 21243 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-16 | 3029 |
| 2022 : RICHARD R. PUCCI & ASSOCIATES 401(K) PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-07-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-23 | 0 |
| Net assets as of the end of the plan year | 2022-07-23 | 2367229 |
| Total assets as of the beginning of the plan year | 2022-07-23 | 2074815 |
| Value of plan covered by a fidelity bond | 2022-07-23 | 80000 |
| Participant contributions to plan in this plan year | 2022-07-23 | 96290 |
| Other income to plan in this plan year | 2022-07-23 | 196124 |
| Plan net income in this plan year | 2022-07-23 | 292414 |
| Net assets as of the end of the plan year | 2022-07-23 | 2367229 |
| Net assets as of the beginning of the plan year | 2022-07-23 | 2074815 |
| 2008 : RICHARD R. PUCCI & ASSOCIATES 401(K) PLAN 2008 401k financial data |
|---|
| Transfers to/from the plan | 2008-12-31 | $0 |
| Total plan liabilities at end of year | 2008-12-31 | $0 |
| Total plan liabilities at beginning of year | 2008-12-31 | $0 |
| Total income from all sources | 2008-12-31 | $-106,801 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $6,986 |
| Benefits paid (including direct rollovers) | 2008-12-31 | $6,986 |
| Total plan assets at end of year | 2008-12-31 | $270,006 |
| Total plan assets at beginning of year | 2008-12-31 | $383,793 |
| Total contributions received or receivable from participants | 2008-12-31 | $64,465 |
| Expenses. Other expenses not covered elsewhere | 2008-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2008-12-31 | $0 |
| Other income received | 2008-12-31 | $-171,266 |
| Noncash contributions received | 2008-12-31 | $0 |
| Net income (gross income less expenses) | 2008-12-31 | $-113,787 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $270,006 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $383,793 |
| Assets. Value of participant loans | 2008-12-31 | $5,000 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2008-12-31 | $0 |
| Value of corrective distributions | 2008-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2008-12-31 | $0 |
| 2007 : RICHARD R. PUCCI & ASSOCIATES 401(K) PLAN 2007 401k financial data |
|---|
| Transfers to/from the plan | 2007-12-31 | $0 |
| Total plan liabilities at end of year | 2007-12-31 | $0 |
| Total plan liabilities at beginning of year | 2007-12-31 | $0 |
| Total income from all sources | 2007-12-31 | $90,860 |
| Expenses. Total of all expenses incurred | 2007-12-31 | $10,735 |
| Benefits paid (including direct rollovers) | 2007-12-31 | $10,735 |
| Total plan assets at end of year | 2007-12-31 | $383,793 |
| Total plan assets at beginning of year | 2007-12-31 | $303,668 |
| Total contributions received or receivable from participants | 2007-12-31 | $61,267 |
| Expenses. Other expenses not covered elsewhere | 2007-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2007-12-31 | $0 |
| Other income received | 2007-12-31 | $29,593 |
| Noncash contributions received | 2007-12-31 | $0 |
| Net income (gross income less expenses) | 2007-12-31 | $80,125 |
| Net plan assets at end of year (total assets less liabilities) | 2007-12-31 | $383,793 |
| Net plan assets at beginning of year (total assets less liabilities) | 2007-12-31 | $303,668 |
| Assets. Value of participant loans | 2007-12-31 | $5,000 |
| Total contributions received or receivable from employer(s) | 2007-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2007-12-31 | $0 |
| Value of corrective distributions | 2007-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2007-12-31 | $0 |
| 2006 : RICHARD R. PUCCI & ASSOCIATES 401(K) PLAN 2006 401k financial data |
|---|
| Transfers to/from the plan | 2006-12-31 | $0 |
| Total plan liabilities at end of year | 2006-12-31 | $0 |
| Total plan liabilities at beginning of year | 2006-12-31 | $0 |
| Total income from all sources | 2006-12-31 | $81,971 |
| Expenses. Total of all expenses incurred | 2006-12-31 | $4,933 |
| Benefits paid (including direct rollovers) | 2006-12-31 | $4,933 |
| Total plan assets at end of year | 2006-12-31 | $303,668 |
| Total plan assets at beginning of year | 2006-12-31 | $226,630 |
| Total contributions received or receivable from participants | 2006-12-31 | $46,653 |
| Expenses. Other expenses not covered elsewhere | 2006-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2006-12-31 | $0 |
| Other income received | 2006-12-31 | $35,318 |
| Noncash contributions received | 2006-12-31 | $0 |
| Net income (gross income less expenses) | 2006-12-31 | $77,038 |
| Net plan assets at end of year (total assets less liabilities) | 2006-12-31 | $303,668 |
| Net plan assets at beginning of year (total assets less liabilities) | 2006-12-31 | $226,630 |
| Assets. Value of participant loans | 2006-12-31 | $5,000 |
| Total contributions received or receivable from employer(s) | 2006-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2006-12-31 | $0 |
| Value of corrective distributions | 2006-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2006-12-31 | $0 |
| 2005 : RICHARD R. PUCCI & ASSOCIATES 401(K) PLAN 2005 401k financial data |
|---|
| Transfers to/from the plan | 2005-12-31 | $0 |
| Total plan liabilities at end of year | 2005-12-31 | $0 |
| Total plan liabilities at beginning of year | 2005-12-31 | $0 |
| Total income from all sources | 2005-12-31 | $57,182 |
| Expenses. Total of all expenses incurred | 2005-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2005-12-31 | $0 |
| Total plan assets at end of year | 2005-12-31 | $226,630 |
| Total plan assets at beginning of year | 2005-12-31 | $169,448 |
| Total contributions received or receivable from participants | 2005-12-31 | $45,603 |
| Expenses. Other expenses not covered elsewhere | 2005-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2005-12-31 | $0 |
| Other income received | 2005-12-31 | $11,579 |
| Noncash contributions received | 2005-12-31 | $0 |
| Net income (gross income less expenses) | 2005-12-31 | $57,182 |
| Net plan assets at end of year (total assets less liabilities) | 2005-12-31 | $226,630 |
| Net plan assets at beginning of year (total assets less liabilities) | 2005-12-31 | $169,448 |
| Assets. Value of participant loans | 2005-12-31 | $5,000 |
| Total contributions received or receivable from employer(s) | 2005-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2005-12-31 | $0 |
| Value of corrective distributions | 2005-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2005-12-31 | $0 |
| 2004 : RICHARD R. PUCCI & ASSOCIATES 401(K) PLAN 2004 401k financial data |
|---|
| Transfers to/from the plan | 2004-12-31 | $0 |
| Total plan liabilities at end of year | 2004-12-31 | $0 |
| Total plan liabilities at beginning of year | 2004-12-31 | $0 |
| Total income from all sources | 2004-12-31 | $63,265 |
| Expenses. Total of all expenses incurred | 2004-12-31 | $4,422 |
| Benefits paid (including direct rollovers) | 2004-12-31 | $4,422 |
| Total plan assets at end of year | 2004-12-31 | $169,448 |
| Total plan assets at beginning of year | 2004-12-31 | $110,605 |
| Total contributions received or receivable from participants | 2004-12-31 | $44,004 |
| Expenses. Other expenses not covered elsewhere | 2004-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2004-12-31 | $0 |
| Other income received | 2004-12-31 | $19,261 |
| Noncash contributions received | 2004-12-31 | $0 |
| Net income (gross income less expenses) | 2004-12-31 | $58,843 |
| Net plan assets at end of year (total assets less liabilities) | 2004-12-31 | $169,448 |
| Net plan assets at beginning of year (total assets less liabilities) | 2004-12-31 | $110,605 |
| Assets. Value of participant loans | 2004-12-31 | $5,000 |
| Total contributions received or receivable from employer(s) | 2004-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2004-12-31 | $0 |
| Value of corrective distributions | 2004-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2004-12-31 | $0 |
| 2003 : RICHARD R. PUCCI & ASSOCIATES 401(K) PLAN 2003 401k financial data |
|---|
| Transfers to/from the plan | 2003-12-31 | $0 |
| Total plan liabilities at end of year | 2003-12-31 | $0 |
| Total plan liabilities at beginning of year | 2003-12-31 | $0 |
| Total income from all sources | 2003-12-31 | $62,436 |
| Expenses. Total of all expenses incurred | 2003-12-31 | $842 |
| Benefits paid (including direct rollovers) | 2003-12-31 | $842 |
| Total plan assets at end of year | 2003-12-31 | $110,605 |
| Total plan assets at beginning of year | 2003-12-31 | $49,011 |
| Total contributions received or receivable from participants | 2003-12-31 | $40,542 |
| Expenses. Other expenses not covered elsewhere | 2003-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2003-12-31 | $0 |
| Other income received | 2003-12-31 | $21,894 |
| Noncash contributions received | 2003-12-31 | $0 |
| Net income (gross income less expenses) | 2003-12-31 | $61,594 |
| Net plan assets at end of year (total assets less liabilities) | 2003-12-31 | $110,605 |
| Net plan assets at beginning of year (total assets less liabilities) | 2003-12-31 | $49,011 |
| Total contributions received or receivable from employer(s) | 2003-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2003-12-31 | $0 |
| Value of corrective distributions | 2003-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2003-12-31 | $0 |
| 2002 : RICHARD R. PUCCI & ASSOCIATES 401(K) PLAN 2002 401k financial data |
|---|
| Transfers to/from the plan | 2002-12-31 | $0 |
| Total plan liabilities at end of year | 2002-12-31 | $0 |
| Total plan liabilities at beginning of year | 2002-12-31 | $0 |
| Total income from all sources | 2002-12-31 | $29,554 |
| Expenses. Total of all expenses incurred | 2002-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2002-12-31 | $0 |
| Total plan assets at end of year | 2002-12-31 | $49,011 |
| Total plan assets at beginning of year | 2002-12-31 | $194,757 |
| Total contributions received or receivable from participants | 2002-12-31 | $36,141 |
| Expenses. Other expenses not covered elsewhere | 2002-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2002-12-31 | $0 |
| Other income received | 2002-12-31 | $-6,587 |
| Noncash contributions received | 2002-12-31 | $0 |
| Net income (gross income less expenses) | 2002-12-31 | $29,554 |
| Net plan assets at end of year (total assets less liabilities) | 2002-12-31 | $49,011 |
| Net plan assets at beginning of year (total assets less liabilities) | 2002-12-31 | $194,757 |
| Total contributions received or receivable from employer(s) | 2002-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2002-12-31 | $0 |
| Value of corrective distributions | 2002-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2002-12-31 | $0 |
| 2001 : RICHARD R. PUCCI & ASSOCIATES 401(K) PLAN 2001 401k financial data |
|---|
| Transfers to/from the plan | 2001-12-31 | $0 |
| Total plan liabilities at end of year | 2001-12-31 | $0 |
| Total plan liabilities at beginning of year | 2001-12-31 | $0 |
| Total income from all sources | 2001-12-31 | $19,457 |
| Expenses. Total of all expenses incurred | 2001-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2001-12-31 | $0 |
| Total plan assets at end of year | 2001-12-31 | $19,457 |
| Total plan assets at beginning of year | 2001-12-31 | $0 |
| Total contributions received or receivable from participants | 2001-12-31 | $18,790 |
| Expenses. Other expenses not covered elsewhere | 2001-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2001-12-31 | $0 |
| Other income received | 2001-12-31 | $667 |
| Noncash contributions received | 2001-12-31 | $0 |
| Net income (gross income less expenses) | 2001-12-31 | $19,457 |
| Net plan assets at end of year (total assets less liabilities) | 2001-12-31 | $19,457 |
| Net plan assets at beginning of year (total assets less liabilities) | 2001-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2001-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2001-12-31 | $0 |
| Value of corrective distributions | 2001-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2001-12-31 | $0 |
| 2008: RICHARD R. PUCCI & ASSOCIATES 401(K) PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: RICHARD R. PUCCI & ASSOCIATES 401(K) PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| 2006: RICHARD R. PUCCI & ASSOCIATES 401(K) PLAN 2006 form 5500 responses |
|---|
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | Submission has been amended | No |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-01-01 | Plan is a collectively bargained plan | No |
| 2006-01-01 | Plan funding arrangement – Trust | Yes |
| 2006-01-01 | Plan benefit arrangement - Trust | Yes |
| 2005: RICHARD R. PUCCI & ASSOCIATES 401(K) PLAN 2005 form 5500 responses |
|---|
| 2005-01-01 | Type of plan entity | Single employer plan |
| 2005-01-01 | Submission has been amended | No |
| 2005-01-01 | This submission is the final filing | No |
| 2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-01-01 | Plan is a collectively bargained plan | No |
| 2005-01-01 | Plan funding arrangement – Trust | Yes |
| 2005-01-01 | Plan benefit arrangement - Trust | Yes |
| 2004: RICHARD R. PUCCI & ASSOCIATES 401(K) PLAN 2004 form 5500 responses |
|---|
| 2004-01-01 | Type of plan entity | Single employer plan |
| 2004-01-01 | Submission has been amended | No |
| 2004-01-01 | This submission is the final filing | No |
| 2004-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2004-01-01 | Plan is a collectively bargained plan | No |
| 2004-01-01 | Plan funding arrangement – Trust | Yes |
| 2004-01-01 | Plan benefit arrangement - Trust | Yes |
| 2003: RICHARD R. PUCCI & ASSOCIATES 401(K) PLAN 2003 form 5500 responses |
|---|
| 2003-01-01 | Type of plan entity | Single employer plan |
| 2003-01-01 | Submission has been amended | No |
| 2003-01-01 | This submission is the final filing | No |
| 2003-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2003-01-01 | Plan is a collectively bargained plan | No |
| 2003-01-01 | Plan funding arrangement – Trust | Yes |
| 2003-01-01 | Plan benefit arrangement - Trust | Yes |
| 2002: RICHARD R. PUCCI & ASSOCIATES 401(K) PLAN 2002 form 5500 responses |
|---|
| 2002-01-01 | Type of plan entity | Single employer plan |
| 2002-01-01 | Submission has been amended | No |
| 2002-01-01 | This submission is the final filing | No |
| 2002-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2002-01-01 | Plan is a collectively bargained plan | No |
| 2002-01-01 | Plan funding arrangement – Trust | Yes |
| 2002-01-01 | Plan benefit arrangement - Trust | Yes |
| 2001: RICHARD R. PUCCI & ASSOCIATES 401(K) PLAN 2001 form 5500 responses |
|---|
| 2001-01-01 | Type of plan entity | Single employer plan |
| 2001-01-01 | First time form 5500 has been submitted | Yes |
| 2001-01-01 | Submission has been amended | No |
| 2001-01-01 | This submission is the final filing | No |
| 2001-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2001-01-01 | Plan is a collectively bargained plan | No |
| 2001-01-01 | Plan funding arrangement – Trust | Yes |
| 2001-01-01 | Plan benefit arrangement - Trust | Yes |