R & S TAVARES ASSOCIATES INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan R & S TAVARES INC. 401K PLAN
401k plan membership statisitcs for R & S TAVARES INC. 401K PLAN
| Measure | Date | Value |
|---|
| 2025: R & S TAVARES INC. 401K PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-04-03 | 30 |
| Total number of particpants at end of year | 2025-04-03 | 28 |
| Number of Participants With Account Balances | 2025-04-03 | 28 |
| 2024: R & S TAVARES INC. 401K PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-04-03 | 30 |
| Total number of particpants at end of year | 2024-04-03 | 30 |
| Number of Participants With Account Balances | 2024-04-03 | 30 |
| 2022: R & S TAVARES INC. 401K PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-06-30 | 26 |
| Total number of particpants at end of year | 2022-06-30 | 28 |
| Number of Participants With Account Balances | 2022-06-30 | 28 |
| 2009: R & S TAVARES INC. 401K PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 7 |
| Total of all active and inactive participants | 2009-01-01 | 15 |
| Total participants | 2009-01-01 | 15 |
| Number of participants with account balances | 2009-01-01 | 15 |
| Measure | Date | Value |
|---|
| 2025 : R & S TAVARES INC. 401K PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-03 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-03 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-03 | 120376 |
| Net assets as of the end of the plan year | 2025-04-03 | 1819476 |
| Total assets as of the beginning of the plan year | 2025-04-03 | 1641773 |
| Value of plan covered by a fidelity bond | 2025-04-03 | 164177 |
| Participant contributions to plan in this plan year | 2025-04-03 | 101945 |
| Value of participant loans at end of plan year | 2025-04-03 | 32003 |
| Other expenses paid from plan in this plan year | 2025-04-03 | 0 |
| Other contributions to plan in this plan year | 2025-04-03 | 0 |
| Other income to plan in this plan year | 2025-04-03 | 159741 |
| Plan net income in this plan year | 2025-04-03 | 177703 |
| Net assets as of the end of the plan year | 2025-04-03 | 1819476 |
| Net assets as of the beginning of the plan year | 2025-04-03 | 1641773 |
| Employer contributions to plan in this plan year | 2025-04-03 | 36393 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-03 | 18811 |
| 2024 : R & S TAVARES INC. 401K PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-03 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-03 | 56283 |
| Net assets as of the end of the plan year | 2024-04-03 | 1641773 |
| Total assets as of the beginning of the plan year | 2024-04-03 | 1381464 |
| Value of plan covered by a fidelity bond | 2024-04-03 | 138146 |
| Participant contributions to plan in this plan year | 2024-04-03 | 100831 |
| Value of participant loans at end of plan year | 2024-04-03 | 16431 |
| Other expenses paid from plan in this plan year | 2024-04-03 | 0 |
| Other contributions to plan in this plan year | 2024-04-03 | 0 |
| Other income to plan in this plan year | 2024-04-03 | 179875 |
| Plan net income in this plan year | 2024-04-03 | 260309 |
| Net assets as of the end of the plan year | 2024-04-03 | 1641773 |
| Net assets as of the beginning of the plan year | 2024-04-03 | 1381464 |
| Employer contributions to plan in this plan year | 2024-04-03 | 35886 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-03 | 17045 |
| 2022 : R & S TAVARES INC. 401K PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-30 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-30 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-30 | 51510 |
| Net assets as of the end of the plan year | 2022-06-30 | 1610453 |
| Total assets as of the beginning of the plan year | 2022-06-30 | 1436009 |
| Value of plan covered by a fidelity bond | 2022-06-30 | 143601 |
| Participant contributions to plan in this plan year | 2022-06-30 | 80428 |
| Value of participant loans at end of plan year | 2022-06-30 | 5728 |
| Other expenses paid from plan in this plan year | 2022-06-30 | 0 |
| Other contributions to plan in this plan year | 2022-06-30 | 0 |
| Other income to plan in this plan year | 2022-06-30 | 117271 |
| Plan net income in this plan year | 2022-06-30 | 174444 |
| Net assets as of the end of the plan year | 2022-06-30 | 1610453 |
| Net assets as of the beginning of the plan year | 2022-06-30 | 1436009 |
| Employer contributions to plan in this plan year | 2022-06-30 | 28255 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-30 | 16208 |
| 2010 : R & S TAVARES INC. 401K PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $59,722 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $18,207 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $18,207 |
| Total plan assets at end of year | 2010-12-31 | $261,165 |
| Total plan assets at beginning of year | 2010-12-31 | $219,650 |
| Total contributions received or receivable from participants | 2010-12-31 | $14,280 |
| Other income received | 2010-12-31 | $27,664 |
| Net income (gross income less expenses) | 2010-12-31 | $41,515 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $261,165 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $219,650 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $4,130 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $17,778 |
