SULLIVAN MERMEL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-SULLIVAN MERMEL, INC.
| Measure | Date | Value |
|---|
| 2025 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-SULLIVAN MERMEL, INC. 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 37795 |
| Net assets as of the end of the plan year | 2025-07-28 | 712913 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 635304 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 37099 |
| Value of participant loans at end of plan year | 2025-07-28 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 0 |
| Other income to plan in this plan year | 2025-07-28 | 65819 |
| Plan net income in this plan year | 2025-07-28 | 77609 |
| Net assets as of the end of the plan year | 2025-07-28 | 712913 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 635304 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 3070 |
| Employer contributions to plan in this plan year | 2025-07-28 | 12486 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 4281 |
| 2024 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-SULLIVAN MERMEL, INC. 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 3483 |
| Net assets as of the end of the plan year | 2024-08-20 | 635304 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 508051 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 43231 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 0 |
| Other income to plan in this plan year | 2024-08-20 | 73914 |
| Plan net income in this plan year | 2024-08-20 | 127253 |
| Net assets as of the end of the plan year | 2024-08-20 | 635304 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 508051 |
| Employer contributions to plan in this plan year | 2024-08-20 | 13591 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 3483 |
| 2022 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-SULLIVAN MERMEL, INC. 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 3046 |
| Net assets as of the end of the plan year | 2022-07-26 | 537948 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 432783 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 53508 |
| Value of participant loans at end of plan year | 2022-07-26 | 0 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 44666 |
| Plan net income in this plan year | 2022-07-26 | 105165 |
| Net assets as of the end of the plan year | 2022-07-26 | 537948 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 432783 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 0 |
| Employer contributions to plan in this plan year | 2022-07-26 | 10037 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 3046 |
