NIXON & LINDSTROM INSURANCE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NIXON & LINDSTROM INSURANCE RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : NIXON & LINDSTROM INSURANCE RETIREMENT PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-09-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-16 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-16 | 12420 |
| Net assets as of the end of the plan year | 2025-09-16 | 1239285 |
| Total assets as of the beginning of the plan year | 2025-09-16 | 918528 |
| Value of plan covered by a fidelity bond | 2025-09-16 | 1000000 |
| Participant contributions to plan in this plan year | 2025-09-16 | 104610 |
| Other expenses paid from plan in this plan year | 2025-09-16 | 0 |
| Other contributions to plan in this plan year | 2025-09-16 | 19818 |
| Other income to plan in this plan year | 2025-09-16 | 122338 |
| Plan net income in this plan year | 2025-09-16 | 320757 |
| Net assets as of the end of the plan year | 2025-09-16 | 1239285 |
| Net assets as of the beginning of the plan year | 2025-09-16 | 918528 |
| Employer contributions to plan in this plan year | 2025-09-16 | 86411 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-16 | 225 |
| 2024 : NIXON & LINDSTROM INSURANCE RETIREMENT PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-03-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-03-12 | 0 |
| Total expenses incurred by plan in this plan year | 2024-03-12 | 33392 |
| Net assets as of the end of the plan year | 2024-03-12 | 918528 |
| Total assets as of the beginning of the plan year | 2024-03-12 | 686909 |
| Value of plan covered by a fidelity bond | 2024-03-12 | 1000000 |
| Participant contributions to plan in this plan year | 2024-03-12 | 71193 |
| Other expenses paid from plan in this plan year | 2024-03-12 | 0 |
| Other contributions to plan in this plan year | 2024-03-12 | 0 |
| Other income to plan in this plan year | 2024-03-12 | 129639 |
| Plan net income in this plan year | 2024-03-12 | 231619 |
| Net assets as of the end of the plan year | 2024-03-12 | 918528 |
| Net assets as of the beginning of the plan year | 2024-03-12 | 686909 |
| Employer contributions to plan in this plan year | 2024-03-12 | 64179 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-03-12 | 225 |
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