THE POWELL FIRM LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE POWELL FIRM LLC 401(K) P/S PLAN
| Measure | Date | Value |
|---|
| 2025 : THE POWELL FIRM LLC 401(K) P/S PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-15 | 11875 |
| Net assets as of the end of the plan year | 2025-10-15 | 2151102 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 1826743 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-15 | 43774 |
| Other income to plan in this plan year | 2025-10-15 | 282093 |
| Plan net income in this plan year | 2025-10-15 | 324359 |
| Net assets as of the end of the plan year | 2025-10-15 | 2151102 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 1826743 |
| Employer contributions to plan in this plan year | 2025-10-15 | 10367 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 11875 |
| 2024 : THE POWELL FIRM LLC 401(K) P/S PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-10-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-11 | 10527 |
| Net assets as of the end of the plan year | 2024-10-11 | 1826743 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 1550111 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 150000 |
| Participant contributions to plan in this plan year | 2024-10-11 | 12372 |
| Other income to plan in this plan year | 2024-10-11 | 268970 |
| Plan net income in this plan year | 2024-10-11 | 276632 |
| Net assets as of the end of the plan year | 2024-10-11 | 1826743 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 1550111 |
| Employer contributions to plan in this plan year | 2024-10-11 | 5817 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 10527 |
| 2022 : THE POWELL FIRM LLC 401(K) P/S PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-07-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-20 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-20 | 10027 |
| Net assets as of the end of the plan year | 2022-07-20 | 1614254 |
| Total assets as of the beginning of the plan year | 2022-07-20 | 1406834 |
| Value of plan covered by a fidelity bond | 2022-07-20 | 150000 |
| Participant contributions to plan in this plan year | 2022-07-20 | 27716 |
| Other expenses paid from plan in this plan year | 2022-07-20 | 0 |
| Other contributions to plan in this plan year | 2022-07-20 | 0 |
| Other income to plan in this plan year | 2022-07-20 | 180200 |
| Plan net income in this plan year | 2022-07-20 | 207420 |
| Net assets as of the end of the plan year | 2022-07-20 | 1614254 |
| Net assets as of the beginning of the plan year | 2022-07-20 | 1406834 |
| Employer contributions to plan in this plan year | 2022-07-20 | 9531 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-20 | 10027 |
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