CHIPPEWA VALLEY FINANCIAL SERVICES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHIPPEWA VALLEY FINANCIAL SERVICES, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : CHIPPEWA VALLEY FINANCIAL SERVICES, LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-07-24 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-24 | 12450 |
| Net assets as of the end of the plan year | 2025-07-24 | 495043 |
| Total assets as of the beginning of the plan year | 2025-07-24 | 306075 |
| Value of plan covered by a fidelity bond | 2025-07-24 | 125000 |
| Participant contributions to plan in this plan year | 2025-07-24 | 83473 |
| Value of participant loans at end of plan year | 2025-07-24 | 0 |
| Other contributions to plan in this plan year | 2025-07-24 | 0 |
| Other income to plan in this plan year | 2025-07-24 | 98542 |
| Plan net income in this plan year | 2025-07-24 | 188968 |
| Net assets as of the end of the plan year | 2025-07-24 | 495043 |
| Net assets as of the beginning of the plan year | 2025-07-24 | 306075 |
| Value of contributions failed to transmitted timely | 2025-07-24 | 0 |
| Employer contributions to plan in this plan year | 2025-07-24 | 19403 |
| Fees paid to broker by Benefit Provider | 2025-07-24 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-24 | 397 |
| 2024 : CHIPPEWA VALLEY FINANCIAL SERVICES, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-26 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-26 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-26 | 7654 |
| Net assets as of the end of the plan year | 2024-09-26 | 306075 |
| Total assets as of the beginning of the plan year | 2024-09-26 | 192334 |
| Value of plan covered by a fidelity bond | 2024-09-26 | 125000 |
| Participant contributions to plan in this plan year | 2024-09-26 | 55250 |
| Other expenses paid from plan in this plan year | 2024-09-26 | 360 |
| Other contributions to plan in this plan year | 2024-09-26 | 0 |
| Other income to plan in this plan year | 2024-09-26 | 51100 |
| Plan net income in this plan year | 2024-09-26 | 113741 |
| Net assets as of the end of the plan year | 2024-09-26 | 306075 |
| Net assets as of the beginning of the plan year | 2024-09-26 | 192334 |
| Employer contributions to plan in this plan year | 2024-09-26 | 15045 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-26 | 0 |
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