PALMER & CAY, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PALMER & CAY, LLC EMPLOYEES 401(K) & PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : PALMER & CAY, LLC EMPLOYEES 401(K) & PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-20 | 1257788 |
| Net assets as of the end of the plan year | 2025-06-20 | 4123684 |
| Total assets as of the beginning of the plan year | 2025-06-20 | 4256320 |
| Value of plan covered by a fidelity bond | 2025-06-20 | 385000 |
| Participant contributions to plan in this plan year | 2025-06-20 | 457225 |
| Value of participant loans at end of plan year | 2025-06-20 | 19287 |
| Other contributions to plan in this plan year | 2025-06-20 | 19493 |
| Other income to plan in this plan year | 2025-06-20 | 512638 |
| Plan net income in this plan year | 2025-06-20 | -132636 |
| Net assets as of the end of the plan year | 2025-06-20 | 4123684 |
| Net assets as of the beginning of the plan year | 2025-06-20 | 4256320 |
| Value of contributions failed to transmitted timely | 2025-06-20 | 0 |
| Employer contributions to plan in this plan year | 2025-06-20 | 135796 |
| Fees paid to broker by Benefit Provider | 2025-06-20 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-20 | 30263 |
| 2024 : PALMER & CAY, LLC EMPLOYEES 401(K) & PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-18 | 303807 |
| Net assets as of the end of the plan year | 2024-07-18 | 4256320 |
| Total assets as of the beginning of the plan year | 2024-07-18 | 3423355 |
| Value of plan covered by a fidelity bond | 2024-07-18 | 385000 |
| Participant contributions to plan in this plan year | 2024-07-18 | 389946 |
| Value of participant loans at end of plan year | 2024-07-18 | 53748 |
| Other contributions to plan in this plan year | 2024-07-18 | 38505 |
| Other income to plan in this plan year | 2024-07-18 | 587871 |
| Plan net income in this plan year | 2024-07-18 | 832965 |
| Net assets as of the end of the plan year | 2024-07-18 | 4256320 |
| Net assets as of the beginning of the plan year | 2024-07-18 | 3423355 |
| Employer contributions to plan in this plan year | 2024-07-18 | 120450 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-18 | 25851 |
| 2022 : PALMER & CAY, LLC EMPLOYEES 401(K) & PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-08-25 | 840917 |
| Net assets as of the end of the plan year | 2022-08-25 | 3386747 |
| Total assets as of the beginning of the plan year | 2022-08-25 | 3046703 |
| Value of plan covered by a fidelity bond | 2022-08-25 | 385000 |
| Participant contributions to plan in this plan year | 2022-08-25 | 311556 |
| Value of participant loans at end of plan year | 2022-08-25 | 8865 |
| Other contributions to plan in this plan year | 2022-08-25 | 380712 |
| Other income to plan in this plan year | 2022-08-25 | 433735 |
| Plan net income in this plan year | 2022-08-25 | 340044 |
| Net assets as of the end of the plan year | 2022-08-25 | 3386747 |
| Net assets as of the beginning of the plan year | 2022-08-25 | 3046703 |
| Employer contributions to plan in this plan year | 2022-08-25 | 54958 |
| Fees paid to broker by Benefit Provider | 2022-08-25 | 7458 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-08-25 | 18106 |
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