| Plan Name | MAIN STREET RESEARCH LLC PROFIT SHARING PLAN & TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | MAIN STREET RESEARCH LLC |
| Employer identification number (EIN): | 680313978 |
| NAIC Classification: | 523120 |
| NAIC Description: | Securities Brokerage |
Additional information about MAIN STREET RESEARCH LLC
| Jurisdiction of Incorporation: | California Secretary of State |
| Incorporation Date: | 2000-04-14 |
| Company Identification Number: | 200010810108 |
| Legal Registered Office Address: |
30 LIBERTY SHIP WAY #3330 SAUSALITO United States of America (USA) 94965 |
More information about MAIN STREET RESEARCH LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | CATHERINE NADEAU | 2024-08-06 | ||
| 001 | 2022-01-01 | CATHERINE NADEAU | 2023-10-05 | ||
| 001 | 2021-01-01 | CATHERINE NADEAU | 2022-09-07 | ||
| 001 | 2020-01-01 | CATHERINE NADEAU | 2021-10-11 | ||
| 001 | 2019-01-01 | JAMES DEMMERT | 2020-10-05 | JAMES DEMMERT | 2020-10-05 |
| 001 | 2018-01-01 | JAMES DEMMERT | 2019-09-30 | ||
| 001 | 2017-01-01 | JAMES DEMMERT | 2018-06-28 | ||
| 001 | 2016-01-01 | JAMES DEMMERT | 2017-09-08 | ||
| 001 | 2015-01-01 | JAMES DEMMERT | 2016-10-10 | ||
| 001 | 2014-01-01 | JAMES DEMMERT | 2015-09-29 | ||
| 001 | 2013-01-01 | JAMES DEMMERT | 2014-10-07 | ||
| 001 | 2012-01-01 | JAMES DEMMERT | 2013-09-24 | ||
| 001 | 2011-01-01 | JAMES DEMMERT | 2012-09-25 | ||
| 001 | 2010-01-01 | JAMES DEMMERT | 2011-07-20 |
| Measure | Date | Value |
|---|---|---|
| 2025 : MAIN STREET RESEARCH LLC PROFIT SHARING PLAN & TRUST 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-31 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-31 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-31 | 126605 |
| Net assets as of the end of the plan year | 2025-07-31 | 5606717 |
| Total assets as of the beginning of the plan year | 2025-07-31 | 4166117 |
| Value of plan covered by a fidelity bond | 2025-07-31 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-31 | 319440 |
| Other expenses paid from plan in this plan year | 2025-07-31 | 0 |
| Other contributions to plan in this plan year | 2025-07-31 | 0 |
| Other income to plan in this plan year | 2025-07-31 | 1112919 |
| Plan net income in this plan year | 2025-07-31 | 1440600 |
| Net assets as of the end of the plan year | 2025-07-31 | 5606717 |
| Net assets as of the beginning of the plan year | 2025-07-31 | 4166117 |
| Employer contributions to plan in this plan year | 2025-07-31 | 134846 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-31 | 608 |
| 2024 : MAIN STREET RESEARCH LLC PROFIT SHARING PLAN & TRUST 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-08-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-06 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-06 | 126 |
| Net assets as of the end of the plan year | 2024-08-06 | 4166117 |
| Total assets as of the beginning of the plan year | 2024-08-06 | 2671625 |
| Value of plan covered by a fidelity bond | 2024-08-06 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-06 | 319196 |
| Other expenses paid from plan in this plan year | 2024-08-06 | 0 |
| Other contributions to plan in this plan year | 2024-08-06 | 229797 |
| Other income to plan in this plan year | 2024-08-06 | 822546 |
| Plan net income in this plan year | 2024-08-06 | 1494492 |
| Net assets as of the end of the plan year | 2024-08-06 | 4166117 |
| Net assets as of the beginning of the plan year | 2024-08-06 | 2671625 |
| Employer contributions to plan in this plan year | 2024-08-06 | 123079 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-06 | 126 |
| 2022 : MAIN STREET RESEARCH LLC PROFIT SHARING PLAN & TRUST 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-09-07 | 0 |
| Total liabilities as of the end of the plan year | 2022-09-07 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-07 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-07 | 6074 |
| Net assets as of the end of the plan year | 2022-09-07 | 3000917 |
| Total assets as of the beginning of the plan year | 2022-09-07 | 2270939 |
| Value of plan covered by a fidelity bond | 2022-09-07 | 250000 |
| Participant contributions to plan in this plan year | 2022-09-07 | 272500 |
| Other expenses paid from plan in this plan year | 2022-09-07 | 0 |
| Other contributions to plan in this plan year | 2022-09-07 | 0 |
| Other income to plan in this plan year | 2022-09-07 | 375506 |
| Plan net income in this plan year | 2022-09-07 | 729978 |
| Net assets as of the end of the plan year | 2022-09-07 | 3000917 |
| Net assets as of the beginning of the plan year | 2022-09-07 | 2270939 |
| Employer contributions to plan in this plan year | 2022-09-07 | 88046 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-07 | 63 |