RETIREMENT PLANNING SERVICES, II has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT PLANNING SERVICES II, INC. 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT PLANNING SERVICES II, INC. 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-15 | 5181 |
| Net assets as of the end of the plan year | 2025-10-15 | 458054 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 306282 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 30000 |
| Participant contributions to plan in this plan year | 2025-10-15 | 90116 |
| Value of participant loans at end of plan year | 2025-10-15 | 3388 |
| Other expenses paid from plan in this plan year | 2025-10-15 | 331 |
| Other income to plan in this plan year | 2025-10-15 | 44406 |
| Plan net income in this plan year | 2025-10-15 | 151772 |
| Net assets as of the end of the plan year | 2025-10-15 | 458054 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 306282 |
| Employer contributions to plan in this plan year | 2025-10-15 | 22431 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 2095 |
| 2024 : RETIREMENT PLANNING SERVICES II, INC. 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-12-06 | 1686 |
| Net assets as of the end of the plan year | 2024-12-06 | 306282 |
| Total assets as of the beginning of the plan year | 2024-12-06 | 195244 |
| Value of plan covered by a fidelity bond | 2024-12-06 | 30000 |
| Participant contributions to plan in this plan year | 2024-12-06 | 53368 |
| Value of participant loans at end of plan year | 2024-12-06 | 51943 |
| Other expenses paid from plan in this plan year | 2024-12-06 | 210 |
| Other income to plan in this plan year | 2024-12-06 | 40551 |
| Plan net income in this plan year | 2024-12-06 | 111038 |
| Net assets as of the end of the plan year | 2024-12-06 | 306282 |
| Net assets as of the beginning of the plan year | 2024-12-06 | 195244 |
| Employer contributions to plan in this plan year | 2024-12-06 | 18805 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-06 | 1476 |
| 2022 : RETIREMENT PLANNING SERVICES II, INC. 401K PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-29 | 1215 |
| Net assets as of the end of the plan year | 2022-07-29 | 199227 |
| Total assets as of the beginning of the plan year | 2022-07-29 | 151668 |
| Value of plan covered by a fidelity bond | 2022-07-29 | 30000 |
| Participant contributions to plan in this plan year | 2022-07-29 | 21200 |
| Value of participant loans at end of plan year | 2022-07-29 | 16502 |
| Other expenses paid from plan in this plan year | 2022-07-29 | 166 |
| Other income to plan in this plan year | 2022-07-29 | 27574 |
| Plan net income in this plan year | 2022-07-29 | 47559 |
| Net assets as of the end of the plan year | 2022-07-29 | 199227 |
| Net assets as of the beginning of the plan year | 2022-07-29 | 151668 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-29 | 1049 |
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