MARK KUSNER CO LPA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHARLES SCHWAB & CO INC CUST MARK KUSNER CO PART QRP PSP
| Measure | Date | Value |
|---|
| 2025 : CHARLES SCHWAB & CO INC CUST MARK KUSNER CO PART QRP PSP 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-13 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-13 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-13 | 0 |
| Net assets as of the end of the plan year | 2025-05-13 | 5217141 |
| Total assets as of the beginning of the plan year | 2025-05-13 | 4084924 |
| Participant contributions to plan in this plan year | 2025-05-13 | 0 |
| Other expenses paid from plan in this plan year | 2025-05-13 | 0 |
| Other contributions to plan in this plan year | 2025-05-13 | 0 |
| Other income to plan in this plan year | 2025-05-13 | 970650 |
| Plan net income in this plan year | 2025-05-13 | 1132217 |
| Net assets as of the end of the plan year | 2025-05-13 | 5217141 |
| Net assets as of the beginning of the plan year | 2025-05-13 | 4084924 |
| Employer contributions to plan in this plan year | 2025-05-13 | 161567 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-13 | 0 |
| 2024 : CHARLES SCHWAB & CO INC CUST MARK KUSNER CO PART QRP PSP 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-07-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-30 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-30 | 0 |
| Net assets as of the end of the plan year | 2024-07-30 | 4084924 |
| Total assets as of the beginning of the plan year | 2024-07-30 | 3186391 |
| Other income to plan in this plan year | 2024-07-30 | 733189 |
| Plan net income in this plan year | 2024-07-30 | 898533 |
| Net assets as of the end of the plan year | 2024-07-30 | 4084924 |
| Net assets as of the beginning of the plan year | 2024-07-30 | 3186391 |
| Employer contributions to plan in this plan year | 2024-07-30 | 165344 |
| 2022 : CHARLES SCHWAB & CO INC CUST MARK KUSNER CO PART QRP PSP 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-05-18 | 317246 |
| Net assets as of the end of the plan year | 2022-05-18 | 3677305 |
| Total assets as of the beginning of the plan year | 2022-05-18 | 3132605 |
| Other income to plan in this plan year | 2022-05-18 | 707077 |
| Plan net income in this plan year | 2022-05-18 | 544700 |
| Net assets as of the end of the plan year | 2022-05-18 | 3677305 |
| Net assets as of the beginning of the plan year | 2022-05-18 | 3132605 |
| Employer contributions to plan in this plan year | 2022-05-18 | 154869 |
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