LEE & ASSOCIATES COMMERCIAL REAL ESTATE SERVICES, INC.- RIVERSI has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEE & ASSOCIATES COMMERCIAL REAL ESTATE SERVICES, INC.- RIVERSIDE 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2024 : LEE & ASSOCIATES COMMERCIAL REAL ESTATE SERVICES, INC.- RIVERSIDE 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-25 | 7982 |
| Net assets as of the end of the plan year | 2024-07-25 | 729272 |
| Total assets as of the beginning of the plan year | 2024-07-25 | 574650 |
| Value of plan covered by a fidelity bond | 2024-07-25 | 100000 |
| Participant contributions to plan in this plan year | 2024-07-25 | 46423 |
| Value of participant loans at end of plan year | 2024-07-25 | 59193 |
| Other income to plan in this plan year | 2024-07-25 | 91137 |
| Plan net income in this plan year | 2024-07-25 | 154622 |
| Net assets as of the end of the plan year | 2024-07-25 | 729272 |
| Net assets as of the beginning of the plan year | 2024-07-25 | 574650 |
| Employer contributions to plan in this plan year | 2024-07-25 | 25044 |
| Fees paid to broker by Benefit Provider | 2024-07-25 | 3481 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-25 | 7982 |
| 2022 : LEE & ASSOCIATES COMMERCIAL REAL ESTATE SERVICES, INC.- RIVERSIDE 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-05-17 | 0 |
| Total liabilities as of the end of the plan year | 2022-05-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-17 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-17 | 20982 |
| Net assets as of the end of the plan year | 2022-05-17 | 626919 |
| Total assets as of the beginning of the plan year | 2022-05-17 | 535190 |
| Value of plan covered by a fidelity bond | 2022-05-17 | 100000 |
| Participant contributions to plan in this plan year | 2022-05-17 | 35254 |
| Value of participant loans at end of plan year | 2022-05-17 | 48755 |
| Other expenses paid from plan in this plan year | 2022-05-17 | 0 |
| Other contributions to plan in this plan year | 2022-05-17 | 0 |
| Other income to plan in this plan year | 2022-05-17 | 63357 |
| Plan net income in this plan year | 2022-05-17 | 91729 |
| Net assets as of the end of the plan year | 2022-05-17 | 626919 |
| Net assets as of the beginning of the plan year | 2022-05-17 | 535190 |
| Employer contributions to plan in this plan year | 2022-05-17 | 14100 |
| Fees paid to broker by Benefit Provider | 2022-05-17 | 3148 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-17 | 7233 |
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