BELL & MANNING, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BELL & MANNING, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : BELL & MANNING, LLC 401(K) PLAN 2025 401k financial data |
|---|
| 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 | 542401 |
| Net assets as of the end of the plan year | 2025-07-28 | 1309269 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 1573174 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 340000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 85034 |
| Other income to plan in this plan year | 2025-07-28 | 190418 |
| Plan net income in this plan year | 2025-07-28 | -263905 |
| Net assets as of the end of the plan year | 2025-07-28 | 1309269 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 1573174 |
| Value of employer contributions paid | 2025-07-28 | 0 |
| Employer contributions to plan in this plan year | 2025-07-28 | 3044 |
| 2024 : BELL & MANNING, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-07-07 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-07 | 0 |
| Net assets as of the end of the plan year | 2024-07-07 | 1573174 |
| Total assets as of the beginning of the plan year | 2024-07-07 | 1265153 |
| Value of plan covered by a fidelity bond | 2024-07-07 | 340000 |
| Participant contributions to plan in this plan year | 2024-07-07 | 88371 |
| Other income to plan in this plan year | 2024-07-07 | 216624 |
| Plan net income in this plan year | 2024-07-07 | 308021 |
| Net assets as of the end of the plan year | 2024-07-07 | 1573174 |
| Net assets as of the beginning of the plan year | 2024-07-07 | 1265153 |
| Value of employer contributions paid | 2024-07-07 | 0 |
| Employer contributions to plan in this plan year | 2024-07-07 | 3026 |
| 2022 : BELL & MANNING, LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-18 | 0 |
| Net assets as of the end of the plan year | 2022-07-18 | 1393524 |
| Total assets as of the beginning of the plan year | 2022-07-18 | 1110843 |
| Value of plan covered by a fidelity bond | 2022-07-18 | 340000 |
| Participant contributions to plan in this plan year | 2022-07-18 | 100718 |
| Other expenses paid from plan in this plan year | 2022-07-18 | 0 |
| Other income to plan in this plan year | 2022-07-18 | 177525 |
| Plan net income in this plan year | 2022-07-18 | 282681 |
| Net assets as of the end of the plan year | 2022-07-18 | 1393524 |
| Net assets as of the beginning of the plan year | 2022-07-18 | 1110843 |
| Value of employer contributions paid | 2022-07-18 | 0 |
| Employer contributions to plan in this plan year | 2022-07-18 | 4438 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-18 | 0 |
| 2015 : BELL & MANNING, LLC 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $62,654 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $182,754 |
| Total plan assets at beginning of year | 2015-12-31 | $120,100 |
| Total contributions received or receivable from participants | 2015-12-31 | $62,005 |
| Other income received | 2015-12-31 | $-955 |
| Net income (gross income less expenses) | 2015-12-31 | $62,654 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $182,754 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $120,100 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $1,604 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : BELL & MANNING, LLC 401(K) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $70,238 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $120,100 |
| Total plan assets at beginning of year | 2014-12-31 | $49,862 |
| Total contributions received or receivable from participants | 2014-12-31 | $59,825 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $8,952 |
| Net income (gross income less expenses) | 2014-12-31 | $70,238 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $120,100 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $49,862 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $1,461 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| 2013 : BELL & MANNING, LLC 401(K) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $49,862 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $49,862 |
| Total plan assets at beginning of year | 2013-12-31 | $0 |
| Total contributions received or receivable from participants | 2013-12-31 | $45,249 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $3,584 |
| Net income (gross income less expenses) | 2013-12-31 | $49,862 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $49,862 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $1,029 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| 2015: BELL & MANNING, LLC 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: BELL & MANNING, LLC 401(K) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BELL & MANNING, LLC 401(K) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | First time form 5500 has been submitted | Yes |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
