ROBERT L. ERKEL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT L. ERKEL CASH BALANCE PENSION PLAN
| Measure | Date | Value |
|---|
| 2025 : ROBERT L. ERKEL CASH BALANCE PENSION PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-01 | 1343053 |
| Net assets as of the end of the plan year | 2025-10-01 | 1529549 |
| Total assets as of the beginning of the plan year | 2025-10-01 | 2276628 |
| Value of plan covered by a fidelity bond | 2025-10-01 | 500000 |
| Other income to plan in this plan year | 2025-10-01 | 254446 |
| Plan net income in this plan year | 2025-10-01 | -747079 |
| Net assets as of the end of the plan year | 2025-10-01 | 1529549 |
| Net assets as of the beginning of the plan year | 2025-10-01 | 2276628 |
| Employer contributions to plan in this plan year | 2025-10-01 | 341528 |
| 2024 : ROBERT L. ERKEL CASH BALANCE PENSION PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-31 | 0 |
| Net assets as of the end of the plan year | 2024-07-31 | 2276628 |
| Total assets as of the beginning of the plan year | 2024-07-31 | 1936627 |
| Value of plan covered by a fidelity bond | 2024-07-31 | 500000 |
| Other income to plan in this plan year | 2024-07-31 | -159999 |
| Plan net income in this plan year | 2024-07-31 | 340001 |
| Net assets as of the end of the plan year | 2024-07-31 | 2276628 |
| Net assets as of the beginning of the plan year | 2024-07-31 | 1936627 |
| Employer contributions to plan in this plan year | 2024-07-31 | 500000 |
| 2022 : ROBERT L. ERKEL CASH BALANCE PENSION PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-27 | 0 |
| Net assets as of the end of the plan year | 2022-09-27 | 4026896 |
| Total assets as of the beginning of the plan year | 2022-09-27 | 2769238 |
| Value of plan covered by a fidelity bond | 2022-09-27 | 25000 |
| Other income to plan in this plan year | 2022-09-27 | 407658 |
| Plan net income in this plan year | 2022-09-27 | 1257658 |
| Net assets as of the end of the plan year | 2022-09-27 | 4026896 |
| Net assets as of the beginning of the plan year | 2022-09-27 | 2769238 |
| Employer contributions to plan in this plan year | 2022-09-27 | 850000 |
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