BELL & VALENTE, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BELL & VALENTE CASH BALANCE PLAN
| Measure | Date | Value |
|---|
| 2024 : BELL & VALENTE CASH BALANCE PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-25 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-25 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-25 | 0 |
| Net assets as of the end of the plan year | 2024-07-25 | 425427 |
| Total assets as of the beginning of the plan year | 2024-07-25 | 179199 |
| Value of plan covered by a fidelity bond | 2024-07-25 | 100000 |
| Participant contributions to plan in this plan year | 2024-07-25 | 0 |
| Other expenses paid from plan in this plan year | 2024-07-25 | 0 |
| Other contributions to plan in this plan year | 2024-07-25 | 0 |
| Other income to plan in this plan year | 2024-07-25 | 21228 |
| Plan net income in this plan year | 2024-07-25 | 246228 |
| Net assets as of the end of the plan year | 2024-07-25 | 425427 |
| Net assets as of the beginning of the plan year | 2024-07-25 | 179199 |
| Employer contributions to plan in this plan year | 2024-07-25 | 225000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-25 | 0 |
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