RETIREMENT PLANNERS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT PLANNERS 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT PLANNERS 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-19 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-19 | 5902 |
| Net assets as of the end of the plan year | 2025-05-19 | 1919412 |
| Total assets as of the beginning of the plan year | 2025-05-19 | 1628061 |
| Value of plan covered by a fidelity bond | 2025-05-19 | 10000 |
| Participant contributions to plan in this plan year | 2025-05-19 | 85674 |
| Other expenses paid from plan in this plan year | 2025-05-19 | 0 |
| Other contributions to plan in this plan year | 2025-05-19 | 0 |
| Other income to plan in this plan year | 2025-05-19 | 180145 |
| Plan net income in this plan year | 2025-05-19 | 291351 |
| Net assets as of the end of the plan year | 2025-05-19 | 1919412 |
| Net assets as of the beginning of the plan year | 2025-05-19 | 1628061 |
| Employer contributions to plan in this plan year | 2025-05-19 | 31434 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-19 | 5902 |
| 2024 : RETIREMENT PLANNERS 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-18 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-18 | 5167 |
| Net assets as of the end of the plan year | 2024-04-18 | 1628061 |
| Total assets as of the beginning of the plan year | 2024-04-18 | 1306768 |
| Value of plan covered by a fidelity bond | 2024-04-18 | 10000 |
| Participant contributions to plan in this plan year | 2024-04-18 | 86152 |
| Other expenses paid from plan in this plan year | 2024-04-18 | 0 |
| Other contributions to plan in this plan year | 2024-04-18 | 0 |
| Other income to plan in this plan year | 2024-04-18 | 211928 |
| Plan net income in this plan year | 2024-04-18 | 321293 |
| Net assets as of the end of the plan year | 2024-04-18 | 1628061 |
| Net assets as of the beginning of the plan year | 2024-04-18 | 1306768 |
| Employer contributions to plan in this plan year | 2024-04-18 | 28380 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-18 | 5167 |
| Total expenses incurred by plan in this plan year | 2024-02-14 | 4600 |
| Net assets as of the end of the plan year | 2024-02-14 | 1203590 |
| Total assets as of the beginning of the plan year | 2024-02-14 | 971164 |
| Value of plan covered by a fidelity bond | 2024-02-14 | 10000 |
| Participant contributions to plan in this plan year | 2024-02-14 | 68851 |
| Other expenses paid from plan in this plan year | 2024-02-14 | 0 |
| Other contributions to plan in this plan year | 2024-02-14 | 0 |
| Other income to plan in this plan year | 2024-02-14 | 146947 |
| Plan net income in this plan year | 2024-02-14 | 232426 |
| Net assets as of the end of the plan year | 2024-02-14 | 1203590 |
| Net assets as of the beginning of the plan year | 2024-02-14 | 971164 |
| Employer contributions to plan in this plan year | 2024-02-14 | 21228 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-02-14 | 4600 |
| 2010 : RETIREMENT PLANNERS 401 K PROFIT SHARING PLAN TRUST 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $60,492 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $146,617 |
| Total plan assets at beginning of year | 2010-12-31 | $86,125 |
| Value of fidelity bond covering the plan | 2010-12-31 | $0 |
| Total contributions received or receivable from participants | 2010-12-31 | $28,807 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $15,647 |
| Net income (gross income less expenses) | 2010-12-31 | $60,492 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $146,617 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $86,125 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $16,038 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
