JAMES M. RIDGE AND ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES M. RIDGE & ASSOCIATES, P.C. 401(K) PLAN
401k plan membership statisitcs for JAMES M. RIDGE & ASSOCIATES, P.C. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: JAMES M. RIDGE & ASSOCIATES, P.C. 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-21 | 19 |
| Total number of particpants at end of year | 2025-07-21 | 21 |
| Number of Participants With Account Balances | 2025-07-21 | 13 |
| 2024: JAMES M. RIDGE & ASSOCIATES, P.C. 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-05-09 | 19 |
| Total number of particpants at end of year | 2024-05-09 | 19 |
| Number of Participants With Account Balances | 2024-05-09 | 13 |
| 2022: JAMES M. RIDGE & ASSOCIATES, P.C. 401(K) PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-10-11 | 22 |
| Total number of particpants at end of year | 2022-10-11 | 21 |
| Number of Participants With Account Balances | 2022-10-11 | 13 |
| 2010: JAMES M. RIDGE & ASSOCIATES, P.C. 401(K) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
| Total of all active and inactive participants | 2010-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 24 |
| Number of participants with account balances | 2010-01-01 | 16 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: JAMES M. RIDGE & ASSOCIATES, P.C. 401(K) PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-03-20 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-03-20 | 17 |
| Number of retired or separated participants receiving benefits | 2009-03-20 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-03-20 | 0 |
| Total of all active and inactive participants | 2009-03-20 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-03-20 | 0 |
| Total participants | 2009-03-20 | 17 |
| Number of participants with account balances | 2009-03-20 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-03-20 | 0 |
| Measure | Date | Value |
|---|
| 2025 : JAMES M. RIDGE & ASSOCIATES, P.C. 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-07-21 | 714 |
| Total liabilities as of the beginning of the plan year | 2025-07-21 | 704 |
| Total expenses incurred by plan in this plan year | 2025-07-21 | 325249 |
| Net assets as of the end of the plan year | 2025-07-21 | 1130996 |
| Total assets as of the beginning of the plan year | 2025-07-21 | 1252965 |
| Value of plan covered by a fidelity bond | 2025-07-21 | 113100 |
| Participant contributions to plan in this plan year | 2025-07-21 | 70701 |
| Value of participant loans at end of plan year | 2025-07-21 | 16002 |
| Other income to plan in this plan year | 2025-07-21 | 109028 |
| Plan net income in this plan year | 2025-07-21 | -121979 |
| Net assets as of the end of the plan year | 2025-07-21 | 1130282 |
| Net assets as of the beginning of the plan year | 2025-07-21 | 1252261 |
| Employer contributions to plan in this plan year | 2025-07-21 | 23541 |
| Fees paid to broker by Benefit Provider | 2025-07-21 | 1094 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-21 | 9378 |
| 2024 : JAMES M. RIDGE & ASSOCIATES, P.C. 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-05-09 | 704 |
| Total liabilities as of the beginning of the plan year | 2024-05-09 | 696 |
| Total expenses incurred by plan in this plan year | 2024-05-09 | 817006 |
| Net assets as of the end of the plan year | 2024-05-09 | 1252965 |
| Total assets as of the beginning of the plan year | 2024-05-09 | 1737525 |
| Value of plan covered by a fidelity bond | 2024-05-09 | 125297 |
| Participant contributions to plan in this plan year | 2024-05-09 | 84320 |
| Value of participant loans at end of plan year | 2024-05-09 | 13762 |
| Other income to plan in this plan year | 2024-05-09 | 222529 |
| Plan net income in this plan year | 2024-05-09 | -484568 |
| Net assets as of the end of the plan year | 2024-05-09 | 1252261 |
| Net assets as of the beginning of the plan year | 2024-05-09 | 1736829 |
| Employer contributions to plan in this plan year | 2024-05-09 | 25589 |
| Fees paid to broker by Benefit Provider | 2024-05-09 | 1624 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-09 | 13648 |
| 2022 : JAMES M. RIDGE & ASSOCIATES, P.C. 401(K) PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-10-11 | 734 |
| Total liabilities as of the beginning of the plan year | 2022-10-11 | 727 |
| Total expenses incurred by plan in this plan year | 2022-10-11 | 253545 |
| Net assets as of the end of the plan year | 2022-10-11 | 1954906 |
| Total assets as of the beginning of the plan year | 2022-10-11 | 1877197 |
| Value of plan covered by a fidelity bond | 2022-10-11 | 195490 |
| Participant contributions to plan in this plan year | 2022-10-11 | 104318 |
| Value of participant loans at end of plan year | 2022-10-11 | 34150 |
| Other income to plan in this plan year | 2022-10-11 | 196399 |
| Plan net income in this plan year | 2022-10-11 | 77702 |
| Net assets as of the end of the plan year | 2022-10-11 | 1954172 |
| Net assets as of the beginning of the plan year | 2022-10-11 | 1876470 |
| Value of contributions failed to transmitted timely | 2022-10-11 | 19483 |
| Employer contributions to plan in this plan year | 2022-10-11 | 30530 |
| Fees paid to broker by Benefit Provider | 2022-10-11 | 9871 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-11 | 15039 |
| 2010 : JAMES M. RIDGE & ASSOCIATES, P.C. 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $182,419 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $80,160 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $80,000 |
| Total plan assets at end of year | 2010-12-31 | $654,670 |
| Total plan assets at beginning of year | 2010-12-31 | $552,411 |
| Total contributions received or receivable from participants | 2010-12-31 | $89,148 |
| Other income received | 2010-12-31 | $55,676 |
| Net income (gross income less expenses) | 2010-12-31 | $102,259 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $654,670 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $552,411 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $37,595 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $160 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
