THOMPSON ADVISORY SERVICES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 4622 |
| Net assets as of the end of the plan year | 2025-07-28 | 1260459 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 998989 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 92504 |
| Value of participant loans at end of plan year | 2025-07-28 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 0 |
| Other income to plan in this plan year | 2025-07-28 | 160684 |
| Plan net income in this plan year | 2025-07-28 | 261470 |
| Net assets as of the end of the plan year | 2025-07-28 | 1260459 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 998989 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 0 |
| Employer contributions to plan in this plan year | 2025-07-28 | 12904 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 4622 |
| 2024 : RETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 3532 |
| Net assets as of the end of the plan year | 2024-08-20 | 998989 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 757882 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 90139 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 0 |
| Other income to plan in this plan year | 2024-08-20 | 141177 |
| Plan net income in this plan year | 2024-08-20 | 241107 |
| Net assets as of the end of the plan year | 2024-08-20 | 998989 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 757882 |
| Value of contributions failed to transmitted timely | 2024-08-20 | 2188 |
| Employer contributions to plan in this plan year | 2024-08-20 | 13323 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 3532 |
| 2022 : RETIREMENT INCOME SECURITY PLAN-THOMPSON ADVISORY SERVICES, LLC 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 3089 |
| Net assets as of the end of the plan year | 2022-07-26 | 808350 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 655267 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 72174 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 83 |
| Other income to plan in this plan year | 2022-07-26 | 72209 |
| Plan net income in this plan year | 2022-07-26 | 153083 |
| Net assets as of the end of the plan year | 2022-07-26 | 808350 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 655267 |
| Employer contributions to plan in this plan year | 2022-07-26 | 11706 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 3089 |
