STEVE MECHLER & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SIMPKINS RETIREMENT EXCHANAGE FOR STEVE MECHLER & ASSOCIATES, INC.
| Measure | Date | Value |
|---|
| 2025 : SIMPKINS RETIREMENT EXCHANAGE FOR STEVE MECHLER & ASSOCIATES, INC. 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-01 | 0 |
| Net assets as of the end of the plan year | 2025-10-01 | 400956 |
| Total assets as of the beginning of the plan year | 2025-10-01 | 312220 |
| Value of plan covered by a fidelity bond | 2025-10-01 | 25000 |
| Participant contributions to plan in this plan year | 2025-10-01 | 36160 |
| Other income to plan in this plan year | 2025-10-01 | 31167 |
| Plan net income in this plan year | 2025-10-01 | 88736 |
| Net assets as of the end of the plan year | 2025-10-01 | 400956 |
| Net assets as of the beginning of the plan year | 2025-10-01 | 312220 |
| Employer contributions to plan in this plan year | 2025-10-01 | 21409 |
| Fees paid to broker by Benefit Provider | 2025-10-01 | 1295 |
| 2024 : SIMPKINS RETIREMENT EXCHANAGE FOR STEVE MECHLER & ASSOCIATES, INC. 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-27 | 0 |
| Net assets as of the end of the plan year | 2024-06-27 | 312220 |
| Total assets as of the beginning of the plan year | 2024-06-27 | 235371 |
| Value of plan covered by a fidelity bond | 2024-06-27 | 25000 |
| Participant contributions to plan in this plan year | 2024-06-27 | 26846 |
| Other income to plan in this plan year | 2024-06-27 | 25286 |
| Plan net income in this plan year | 2024-06-27 | 76849 |
| Net assets as of the end of the plan year | 2024-06-27 | 312220 |
| Net assets as of the beginning of the plan year | 2024-06-27 | 235371 |
| Employer contributions to plan in this plan year | 2024-06-27 | 24717 |
| Fees paid to broker by Benefit Provider | 2024-06-27 | 967 |
| 2023 : SIMPKINS RETIREMENT EXCHANAGE FOR STEVE MECHLER & ASSOCIATES, INC. 2023 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2023-06-01 | 0 |
| Net assets as of the end of the plan year | 2023-06-01 | 235371 |
| Total assets as of the beginning of the plan year | 2023-06-01 | 257912 |
| Value of plan covered by a fidelity bond | 2023-06-01 | 25000 |
| Participant contributions to plan in this plan year | 2023-06-01 | 10518 |
| Other income to plan in this plan year | 2023-06-01 | -33059 |
| Plan net income in this plan year | 2023-06-01 | -22541 |
| Net assets as of the end of the plan year | 2023-06-01 | 235371 |
| Net assets as of the beginning of the plan year | 2023-06-01 | 257912 |
| Fees paid to broker by Benefit Provider | 2023-06-01 | 924 |
| 2022 : SIMPKINS RETIREMENT EXCHANAGE FOR STEVE MECHLER & ASSOCIATES, INC. 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-05-19 | 0 |
| Net assets as of the end of the plan year | 2022-05-19 | 257912 |
| Total assets as of the beginning of the plan year | 2022-05-19 | 225545 |
| Value of plan covered by a fidelity bond | 2022-05-19 | 25000 |
| Participant contributions to plan in this plan year | 2022-05-19 | 9338 |
| Other income to plan in this plan year | 2022-05-19 | 23029 |
| Plan net income in this plan year | 2022-05-19 | 32367 |
| Net assets as of the end of the plan year | 2022-05-19 | 257912 |
| Net assets as of the beginning of the plan year | 2022-05-19 | 225545 |
| Fees paid to broker by Benefit Provider | 2022-05-19 | 942 |
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