JAMES R. NELLIGAN & ASSOCIATES LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES R. NELLIGAN & ASSOCIATES LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES R. NELLIGAN & ASSOCIATES LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-03-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-03-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-03-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-03-28 | 123350 |
| Net assets as of the end of the plan year | 2025-03-28 | 1175318 |
| Total assets as of the beginning of the plan year | 2025-03-28 | 607613 |
| Value of plan covered by a fidelity bond | 2025-03-28 | 110076 |
| Participant contributions to plan in this plan year | 2025-03-28 | 215709 |
| Value of participant loans at end of plan year | 2025-03-28 | 12424 |
| Other expenses paid from plan in this plan year | 2025-03-28 | 0 |
| Other contributions to plan in this plan year | 2025-03-28 | 302612 |
| Other income to plan in this plan year | 2025-03-28 | 76249 |
| Plan net income in this plan year | 2025-03-28 | 567705 |
| Net assets as of the end of the plan year | 2025-03-28 | 1175318 |
| Net assets as of the beginning of the plan year | 2025-03-28 | 607613 |
| Employer contributions to plan in this plan year | 2025-03-28 | 96485 |
| Fees paid to broker by Benefit Provider | 2025-03-28 | 3479 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-28 | 8424 |
| 2024 : JAMES R. NELLIGAN & ASSOCIATES LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-30 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-30 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-30 | 70788 |
| Net assets as of the end of the plan year | 2024-04-30 | 607613 |
| Total assets as of the beginning of the plan year | 2024-04-30 | 272181 |
| Value of plan covered by a fidelity bond | 2024-04-30 | 61000 |
| Participant contributions to plan in this plan year | 2024-04-30 | 160351 |
| Value of participant loans at end of plan year | 2024-04-30 | 16166 |
| Other expenses paid from plan in this plan year | 2024-04-30 | 0 |
| Other contributions to plan in this plan year | 2024-04-30 | 108163 |
| Other income to plan in this plan year | 2024-04-30 | 71985 |
| Plan net income in this plan year | 2024-04-30 | 335432 |
| Net assets as of the end of the plan year | 2024-04-30 | 607613 |
| Net assets as of the beginning of the plan year | 2024-04-30 | 272181 |
| Employer contributions to plan in this plan year | 2024-04-30 | 65721 |
| Fees paid to broker by Benefit Provider | 2024-04-30 | 1566 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-30 | 3843 |
| 2022 : JAMES R. NELLIGAN & ASSOCIATES LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-03-24 | 0 |
| Total liabilities as of the end of the plan year | 2022-03-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-03-24 | 0 |
| Total expenses incurred by plan in this plan year | 2022-03-24 | 1568 |
| Net assets as of the end of the plan year | 2022-03-24 | 217601 |
| Total assets as of the beginning of the plan year | 2022-03-24 | 92077 |
| Participant contributions to plan in this plan year | 2022-03-24 | 51358 |
| Other expenses paid from plan in this plan year | 2022-03-24 | 0 |
| Other contributions to plan in this plan year | 2022-03-24 | 28976 |
| Other income to plan in this plan year | 2022-03-24 | 23763 |
| Plan net income in this plan year | 2022-03-24 | 125524 |
| Net assets as of the end of the plan year | 2022-03-24 | 217601 |
| Net assets as of the beginning of the plan year | 2022-03-24 | 92077 |
| Employer contributions to plan in this plan year | 2022-03-24 | 22995 |
| Fees paid to broker by Benefit Provider | 2022-03-24 | 669 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-03-24 | 1568 |
