JAMES J WINTER INSURANCE AGENCY INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES J. WINTER INSURANCE AGENCY, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES J. WINTER INSURANCE AGENCY, INC. 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-01 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-01 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-01 | 13345 |
| Net assets as of the end of the plan year | 2025-07-01 | 865426 |
| Total assets as of the beginning of the plan year | 2025-07-01 | 631252 |
| Value of plan covered by a fidelity bond | 2025-07-01 | 5000 |
| Participant contributions to plan in this plan year | 2025-07-01 | 38816 |
| Other expenses paid from plan in this plan year | 2025-07-01 | 0 |
| Other contributions to plan in this plan year | 2025-07-01 | 0 |
| Other income to plan in this plan year | 2025-07-01 | 137725 |
| Plan net income in this plan year | 2025-07-01 | 234174 |
| Net assets as of the end of the plan year | 2025-07-01 | 865426 |
| Net assets as of the beginning of the plan year | 2025-07-01 | 631252 |
| Employer contributions to plan in this plan year | 2025-07-01 | 70978 |
| Fees paid to broker by Benefit Provider | 2025-07-01 | 988 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-01 | 3284 |
| 2024 : JAMES J. WINTER INSURANCE AGENCY, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-09 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-09 | 12123 |
| Net assets as of the end of the plan year | 2024-07-09 | 631252 |
| Total assets as of the beginning of the plan year | 2024-07-09 | 456675 |
| Value of plan covered by a fidelity bond | 2024-07-09 | 5000 |
| Participant contributions to plan in this plan year | 2024-07-09 | 33177 |
| Other expenses paid from plan in this plan year | 2024-07-09 | 0 |
| Other contributions to plan in this plan year | 2024-07-09 | 0 |
| Other income to plan in this plan year | 2024-07-09 | 90072 |
| Plan net income in this plan year | 2024-07-09 | 174577 |
| Net assets as of the end of the plan year | 2024-07-09 | 631252 |
| Net assets as of the beginning of the plan year | 2024-07-09 | 456675 |
| Employer contributions to plan in this plan year | 2024-07-09 | 63451 |
| Fees paid to broker by Benefit Provider | 2024-07-09 | 714 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-09 | 2880 |
| 2022 : JAMES J. WINTER INSURANCE AGENCY, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-09-06 | 0 |
| Total liabilities as of the end of the plan year | 2022-09-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-06 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-06 | 21382 |
| Net assets as of the end of the plan year | 2022-09-06 | 478738 |
| Total assets as of the beginning of the plan year | 2022-09-06 | 385317 |
| Value of plan covered by a fidelity bond | 2022-09-06 | 5000 |
| Participant contributions to plan in this plan year | 2022-09-06 | 25817 |
| Other expenses paid from plan in this plan year | 2022-09-06 | 0 |
| Other contributions to plan in this plan year | 2022-09-06 | 0 |
| Other income to plan in this plan year | 2022-09-06 | 72816 |
| Plan net income in this plan year | 2022-09-06 | 93421 |
| Net assets as of the end of the plan year | 2022-09-06 | 478738 |
| Net assets as of the beginning of the plan year | 2022-09-06 | 385317 |
| Employer contributions to plan in this plan year | 2022-09-06 | 16170 |
| Fees paid to broker by Benefit Provider | 2022-09-06 | 487 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-06 | 2572 |
