JAMES E. FULTON & SONS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES E. FULTON & SONS, INC. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES E. FULTON & SONS, INC. RETIREMENT PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-11 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-11 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-11 | 210977 |
| Net assets as of the end of the plan year | 2025-09-11 | 1820371 |
| Total assets as of the beginning of the plan year | 2025-09-11 | 1599571 |
| Value of plan covered by a fidelity bond | 2025-09-11 | 200000 |
| Participant contributions to plan in this plan year | 2025-09-11 | 146965 |
| Other expenses paid from plan in this plan year | 2025-09-11 | 0 |
| Other contributions to plan in this plan year | 2025-09-11 | 0 |
| Other income to plan in this plan year | 2025-09-11 | 226218 |
| Plan net income in this plan year | 2025-09-11 | 220800 |
| Net assets as of the end of the plan year | 2025-09-11 | 1820371 |
| Net assets as of the beginning of the plan year | 2025-09-11 | 1599571 |
| Employer contributions to plan in this plan year | 2025-09-11 | 58594 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-11 | 14700 |
| 2024 : JAMES E. FULTON & SONS, INC. RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-08 | 92149 |
| Net assets as of the end of the plan year | 2024-05-08 | 1599571 |
| Total assets as of the beginning of the plan year | 2024-05-08 | 1276946 |
| Value of plan covered by a fidelity bond | 2024-05-08 | 200000 |
| Participant contributions to plan in this plan year | 2024-05-08 | 120256 |
| Value of participant loans at end of plan year | 2024-05-08 | 0 |
| Other contributions to plan in this plan year | 2024-05-08 | 9752 |
| Other income to plan in this plan year | 2024-05-08 | 234804 |
| Plan net income in this plan year | 2024-05-08 | 322625 |
| Net assets as of the end of the plan year | 2024-05-08 | 1599571 |
| Net assets as of the beginning of the plan year | 2024-05-08 | 1276946 |
| Employer contributions to plan in this plan year | 2024-05-08 | 49962 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-08 | 17289 |
| 2022 : JAMES E. FULTON & SONS, INC. RETIREMENT PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-10-03 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-03 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-03 | 8327 |
| Net assets as of the end of the plan year | 2022-10-03 | 1546296 |
| Total assets as of the beginning of the plan year | 2022-10-03 | 1198437 |
| Value of plan covered by a fidelity bond | 2022-10-03 | 75000 |
| Participant contributions to plan in this plan year | 2022-10-03 | 127709 |
| Value of participant loans at end of plan year | 2022-10-03 | 7624 |
| Other expenses paid from plan in this plan year | 2022-10-03 | 0 |
| Other contributions to plan in this plan year | 2022-10-03 | 0 |
| Other income to plan in this plan year | 2022-10-03 | 174422 |
| Plan net income in this plan year | 2022-10-03 | 347859 |
| Net assets as of the end of the plan year | 2022-10-03 | 1546296 |
| Net assets as of the beginning of the plan year | 2022-10-03 | 1198437 |
| Employer contributions to plan in this plan year | 2022-10-03 | 54055 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-03 | 8327 |
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