RETIREMENT INCOME STRATEGIES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME STRATEGIES 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT INCOME STRATEGIES 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-09 | 12511 |
| Net assets as of the end of the plan year | 2025-10-09 | 372003 |
| Total assets as of the beginning of the plan year | 2025-10-09 | 291663 |
| Participant contributions to plan in this plan year | 2025-10-09 | 28905 |
| Other expenses paid from plan in this plan year | 2025-10-09 | 0 |
| Other contributions to plan in this plan year | 2025-10-09 | 1384 |
| Other income to plan in this plan year | 2025-10-09 | 49825 |
| Plan net income in this plan year | 2025-10-09 | 80340 |
| Net assets as of the end of the plan year | 2025-10-09 | 372003 |
| Net assets as of the beginning of the plan year | 2025-10-09 | 291663 |
| Employer contributions to plan in this plan year | 2025-10-09 | 12737 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-09 | 1774 |
| 2024 : RETIREMENT INCOME STRATEGIES 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-07-25 | 483 |
| Total expenses incurred by plan in this plan year | 2024-07-25 | 87171 |
| Net assets as of the end of the plan year | 2024-07-25 | 291663 |
| Total assets as of the beginning of the plan year | 2024-07-25 | 288410 |
| Participant contributions to plan in this plan year | 2024-07-25 | 24577 |
| Other income to plan in this plan year | 2024-07-25 | 57291 |
| Plan net income in this plan year | 2024-07-25 | 3736 |
| Net assets as of the end of the plan year | 2024-07-25 | 291663 |
| Net assets as of the beginning of the plan year | 2024-07-25 | 287927 |
| Employer contributions to plan in this plan year | 2024-07-25 | 9039 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-25 | 1435 |
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