JAMES R GARDNER LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES R GARDNER LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES R GARDNER LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-10-20 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-20 | 0 |
| Net assets as of the end of the plan year | 2025-10-20 | 90904 |
| Total assets as of the beginning of the plan year | 2025-10-20 | 84157 |
| Value of plan covered by a fidelity bond | 2025-10-20 | 10000 |
| Other income to plan in this plan year | 2025-10-20 | 6747 |
| Plan net income in this plan year | 2025-10-20 | 6747 |
| Net assets as of the end of the plan year | 2025-10-20 | 90904 |
| Net assets as of the beginning of the plan year | 2025-10-20 | 84157 |
| Value of employer contributions paid | 2025-10-20 | 0 |
| 2024 : JAMES R GARDNER LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-14 | 0 |
| Net assets as of the end of the plan year | 2024-10-14 | 84157 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 72479 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 10000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 1396 |
| Other income to plan in this plan year | 2024-10-14 | 8886 |
| Plan net income in this plan year | 2024-10-14 | 11678 |
| Net assets as of the end of the plan year | 2024-10-14 | 84157 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 72479 |
| Value of employer contributions paid | 2024-10-14 | 0 |
| Employer contributions to plan in this plan year | 2024-10-14 | 1396 |
| 2022 : JAMES R GARDNER LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-14 | 0 |
| Net assets as of the end of the plan year | 2022-06-14 | 59228 |
| Total assets as of the beginning of the plan year | 2022-06-14 | 13070 |
| Participant contributions to plan in this plan year | 2022-06-14 | 21415 |
| Other expenses paid from plan in this plan year | 2022-06-14 | 0 |
| Other income to plan in this plan year | 2022-06-14 | 3328 |
| Plan net income in this plan year | 2022-06-14 | 46158 |
| Net assets as of the end of the plan year | 2022-06-14 | 59228 |
| Net assets as of the beginning of the plan year | 2022-06-14 | 13070 |
| Value of employer contributions paid | 2022-06-14 | 0 |
| Employer contributions to plan in this plan year | 2022-06-14 | 21415 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-14 | 0 |
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