RICHARD A SHALLCROSS ASSOCIA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RICHARD A SHALLCROSS ASSOCIA 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for RICHARD A SHALLCROSS ASSOCIA 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025 : RICHARD A SHALLCROSS ASSOCIA 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-24 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-24 | 0 |
| 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 | 53085 |
| Net assets as of the end of the plan year | 2025-07-24 | 452717 |
| Total assets as of the beginning of the plan year | 2025-07-24 | 319059 |
| Value of plan covered by a fidelity bond | 2025-07-24 | 31906 |
| Participant contributions to plan in this plan year | 2025-07-24 | 117192 |
| Value of participant loans at end of plan year | 2025-07-24 | 31896 |
| Other expenses paid from plan in this 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 | 42697 |
| Plan net income in this plan year | 2025-07-24 | 133658 |
| Net assets as of the end of the plan year | 2025-07-24 | 452717 |
| Net assets as of the beginning of the plan year | 2025-07-24 | 319059 |
| Employer contributions to plan in this plan year | 2025-07-24 | 26854 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-24 | 3085 |
| 2024 : RICHARD A SHALLCROSS ASSOCIA 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-16 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-16 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-16 | 27880 |
| Net assets as of the end of the plan year | 2024-07-16 | 319059 |
| Total assets as of the beginning of the plan year | 2024-07-16 | 298660 |
| Value of plan covered by a fidelity bond | 2024-07-16 | 29866 |
| Participant contributions to plan in this plan year | 2024-07-16 | 3368 |
| Value of participant loans at end of plan year | 2024-07-16 | 42119 |
| Other expenses paid from plan in this plan year | 2024-07-16 | 0 |
| Other contributions to plan in this plan year | 2024-07-16 | 0 |
| Other income to plan in this plan year | 2024-07-16 | 42256 |
| Plan net income in this plan year | 2024-07-16 | 20399 |
| Net assets as of the end of the plan year | 2024-07-16 | 319059 |
| Net assets as of the beginning of the plan year | 2024-07-16 | 298660 |
| Employer contributions to plan in this plan year | 2024-07-16 | 2655 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-16 | 2898 |
| 2022 : RICHARD A SHALLCROSS ASSOCIA 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-08 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-08 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-08 | 30010 |
| Net assets as of the end of the plan year | 2022-07-08 | 243998 |
| Total assets as of the beginning of the plan year | 2022-07-08 | 150728 |
| Value of plan covered by a fidelity bond | 2022-07-08 | 20000 |
| Participant contributions to plan in this plan year | 2022-07-08 | 78388 |
| Other expenses paid from plan in this plan year | 2022-07-08 | 0 |
| Other contributions to plan in this plan year | 2022-07-08 | 0 |
| Other income to plan in this plan year | 2022-07-08 | 18764 |
| Plan net income in this plan year | 2022-07-08 | 93270 |
| Net assets as of the end of the plan year | 2022-07-08 | 243998 |
| Net assets as of the beginning of the plan year | 2022-07-08 | 150728 |
| Employer contributions to plan in this plan year | 2022-07-08 | 26128 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-08 | 2436 |