DAVID M STOREY INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID M STOREY INC 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025 : DAVID M STOREY INC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-18 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-18 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-18 | 233554 |
| Net assets as of the end of the plan year | 2025-06-18 | 164359 |
| Total assets as of the beginning of the plan year | 2025-06-18 | 358275 |
| Value of plan covered by a fidelity bond | 2025-06-18 | 30000 |
| Participant contributions to plan in this plan year | 2025-06-18 | 11516 |
| Value of participant loans at end of plan year | 2025-06-18 | 9459 |
| Other expenses paid from plan in this plan year | 2025-06-18 | 0 |
| Other contributions to plan in this plan year | 2025-06-18 | 0 |
| Other income to plan in this plan year | 2025-06-18 | 24847 |
| Plan net income in this plan year | 2025-06-18 | -193916 |
| Net assets as of the end of the plan year | 2025-06-18 | 164359 |
| Net assets as of the beginning of the plan year | 2025-06-18 | 358275 |
| Employer contributions to plan in this plan year | 2025-06-18 | 3275 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-18 | 3072 |
| 2024 : DAVID M STOREY INC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-18 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-18 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-18 | 81627 |
| Net assets as of the end of the plan year | 2024-07-18 | 358275 |
| Total assets as of the beginning of the plan year | 2024-07-18 | 371588 |
| Participant contributions to plan in this plan year | 2024-07-18 | 12543 |
| Value of participant loans at end of plan year | 2024-07-18 | 6509 |
| Other expenses paid from plan in this plan year | 2024-07-18 | 0 |
| Other contributions to plan in this plan year | 2024-07-18 | 0 |
| Other income to plan in this plan year | 2024-07-18 | 52204 |
| Plan net income in this plan year | 2024-07-18 | -13313 |
| Net assets as of the end of the plan year | 2024-07-18 | 358275 |
| Net assets as of the beginning of the plan year | 2024-07-18 | 371588 |
| Employer contributions to plan in this plan year | 2024-07-18 | 3567 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-18 | 3948 |
| 2018 : DAVID M STOREY INC 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $12,268 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $97 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $266,541 |
| Total plan assets at beginning of year | 2018-12-31 | $254,370 |
| Value of fidelity bond covering the plan | 2018-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $17,233 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-11,771 |
| Net income (gross income less expenses) | 2018-12-31 | $12,171 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $266,541 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $254,370 |
| Assets. Value of participant loans | 2018-12-31 | $3,674 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $6,806 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $97 |
| 2011 : DAVID M STOREY INC 401 K PROFIT SHARING PLAN TRUST 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $81,364 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $81,364 |
| Total plan assets at beginning of year | 2011-12-31 | $0 |
| Value of fidelity bond covering the plan | 2011-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $5,482 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $72,411 |
| Other income received | 2011-12-31 | $489 |
| Net income (gross income less expenses) | 2011-12-31 | $81,364 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $81,364 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $2,982 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| 2018: DAVID M STOREY INC 401 K PROFIT SHARING PLAN TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DAVID M STOREY INC 401 K PROFIT SHARING PLAN TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DAVID M STOREY INC 401 K PROFIT SHARING PLAN TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
