HARVEY & VALLINI, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-HARVEY & VALLINI, LLC
| Measure | Date | Value |
|---|
| 2024 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-HARVEY & VALLINI, LLC 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-15 | 1035 |
| Total liabilities as of the beginning of the plan year | 2024-10-15 | 1035 |
| Total expenses incurred by plan in this plan year | 2024-10-15 | 174857 |
| Net assets as of the end of the plan year | 2024-10-15 | 2073983 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 1684935 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 1000000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 200153 |
| Value of participant loans at end of plan year | 2024-10-15 | 26590 |
| Other expenses paid from plan in this plan year | 2024-10-15 | 0 |
| Other contributions to plan in this plan year | 2024-10-15 | 0 |
| Other income to plan in this plan year | 2024-10-15 | 309722 |
| Plan net income in this plan year | 2024-10-15 | 389048 |
| Net assets as of the end of the plan year | 2024-10-15 | 2072948 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 1683900 |
| Value of contributions failed to transmitted timely | 2024-10-15 | 10116 |
| Employer contributions to plan in this plan year | 2024-10-15 | 54030 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 19849 |
| 2022 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-HARVEY & VALLINI, LLC 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 | 1035 |
| 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 | 26764 |
| Net assets as of the end of the plan year | 2022-07-26 | 1713071 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 1235831 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 1000000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 164379 |
| Value of participant loans at end of plan year | 2022-07-26 | 53885 |
| 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 | 208523 |
| Plan net income in this plan year | 2022-07-26 | 476205 |
| Net assets as of the end of the plan year | 2022-07-26 | 1712036 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 1235831 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 184444 |
| Employer contributions to plan in this plan year | 2022-07-26 | 130067 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 15307 |
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