ROBERT S. BISCAN & COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT S. BISCAN & CO. SAVINGS PLAN
401k plan membership statisitcs for ROBERT S. BISCAN & CO. SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2024: ROBERT S. BISCAN & CO. SAVINGS PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-12-20 | 37 |
| Total number of particpants at end of year | 2024-12-20 | 33 |
| Number of Participants With Account Balances | 2024-12-20 | 25 |
| 2009: ROBERT S. BISCAN & CO. SAVINGS PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 20 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 11 |
| Total of all active and inactive participants | 2009-10-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
| Total participants | 2009-10-01 | 31 |
| Number of participants with account balances | 2009-10-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 1 |
| Measure | Date | Value |
|---|
| 2024 : ROBERT S. BISCAN & CO. SAVINGS PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-12-20 | 1235197 |
| Net assets as of the end of the plan year | 2024-12-20 | 5244582 |
| Total assets as of the beginning of the plan year | 2024-12-20 | 5227511 |
| Value of plan covered by a fidelity bond | 2024-12-20 | 300000 |
| Participant contributions to plan in this plan year | 2024-12-20 | 151548 |
| Other contributions to plan in this plan year | 2024-12-20 | 0 |
| Other income to plan in this plan year | 2024-12-20 | 1022445 |
| Plan net income in this plan year | 2024-12-20 | 17071 |
| Net assets as of the end of the plan year | 2024-12-20 | 5244582 |
| Net assets as of the beginning of the plan year | 2024-12-20 | 5227511 |
| Employer contributions to plan in this plan year | 2024-12-20 | 78275 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-20 | 27519 |
| 2011 : ROBERT S. BISCAN & CO. SAVINGS PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-09-30 | $0 |
| Total income from all sources | 2011-09-30 | $-66,058 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $363,189 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $363,189 |
| Total plan assets at end of year | 2011-09-30 | $2,976,721 |
| Total plan assets at beginning of year | 2011-09-30 | $3,405,968 |
| Value of fidelity bond covering the plan | 2011-09-30 | $300,000 |
| Total contributions received or receivable from participants | 2011-09-30 | $89,865 |
| Expenses. Other expenses not covered elsewhere | 2011-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-09-30 | $0 |
| Other income received | 2011-09-30 | $-155,923 |
| Net income (gross income less expenses) | 2011-09-30 | $-429,247 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $2,976,721 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $3,405,968 |
| Assets. Value of participant loans | 2011-09-30 | $0 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $0 |
| Value of certain deemed distributions of participant loans | 2011-09-30 | $0 |
| Value of corrective distributions | 2011-09-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2011-09-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-09-30 | $0 |
| 2010 : ROBERT S. BISCAN & CO. SAVINGS PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-09-30 | $0 |
| Total income from all sources | 2010-09-30 | $504,018 |
| Expenses. Total of all expenses incurred | 2010-09-30 | $210,491 |
| Benefits paid (including direct rollovers) | 2010-09-30 | $210,491 |
| Total plan assets at end of year | 2010-09-30 | $3,405,968 |
| Total plan assets at beginning of year | 2010-09-30 | $3,112,441 |
| Value of fidelity bond covering the plan | 2010-09-30 | $300,000 |
| Total contributions received or receivable from participants | 2010-09-30 | $150,402 |
| Expenses. Other expenses not covered elsewhere | 2010-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-09-30 | $46,369 |
| Other income received | 2010-09-30 | $243,806 |
| Net income (gross income less expenses) | 2010-09-30 | $293,527 |
| Net plan assets at end of year (total assets less liabilities) | 2010-09-30 | $3,405,968 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-09-30 | $3,112,441 |
| Assets. Value of participant loans | 2010-09-30 | $0 |
| Total contributions received or receivable from employer(s) | 2010-09-30 | $63,441 |
| Value of certain deemed distributions of participant loans | 2010-09-30 | $0 |
| Value of corrective distributions | 2010-09-30 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-09-30 | $0 |
| Minimum employer required contribution for this plan year | 2010-09-30 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-09-30 | $0 |
