MOLE-RICHARDSON CO., LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MOLE-RICHARDSON CO. LLC 401(K) PLAN
401k plan membership statisitcs for MOLE-RICHARDSON CO. LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025: MOLE-RICHARDSON CO. LLC 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-06-27 | 29 |
| Total number of particpants at end of year | 2025-06-27 | 25 |
| Number of Participants With Account Balances | 2025-06-27 | 17 |
| 2024: MOLE-RICHARDSON CO. LLC 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-30 | 43 |
| Total number of particpants at end of year | 2024-10-30 | 27 |
| Number of Participants With Account Balances | 2024-10-30 | 20 |
| 2022: MOLE-RICHARDSON CO. LLC 401(K) PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-09-27 | 52 |
| Total number of particpants at end of year | 2022-09-27 | 45 |
| Number of Participants With Account Balances | 2022-09-27 | 34 |
| 2017: MOLE-RICHARDSON CO. LLC 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 73 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 17 |
| Total of all active and inactive participants | 2017-01-01 | 90 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 90 |
| Number of participants with account balances | 2017-01-01 | 53 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 8 |
| Measure | Date | Value |
|---|
| 2025 : MOLE-RICHARDSON CO. LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-06-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-27 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-27 | 472300 |
| Net assets as of the end of the plan year | 2025-06-27 | 671117 |
| Total assets as of the beginning of the plan year | 2025-06-27 | 1026642 |
| Value of plan covered by a fidelity bond | 2025-06-27 | 300000 |
| Participant contributions to plan in this plan year | 2025-06-27 | 7469 |
| Value of participant loans at end of plan year | 2025-06-27 | 6183 |
| Other expenses paid from plan in this plan year | 2025-06-27 | 0 |
| Other contributions to plan in this plan year | 2025-06-27 | 0 |
| Other income to plan in this plan year | 2025-06-27 | 108380 |
| Plan net income in this plan year | 2025-06-27 | -355525 |
| Net assets as of the end of the plan year | 2025-06-27 | 671117 |
| Net assets as of the beginning of the plan year | 2025-06-27 | 1026642 |
| Employer contributions to plan in this plan year | 2025-06-27 | 926 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-27 | 3537 |
| 2024 : MOLE-RICHARDSON CO. LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-30 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-30 | 407056 |
| Net assets as of the end of the plan year | 2024-10-30 | 1026642 |
| Total assets as of the beginning of the plan year | 2024-10-30 | 1242672 |
| Value of plan covered by a fidelity bond | 2024-10-30 | 300000 |
| Participant contributions to plan in this plan year | 2024-10-30 | 17318 |
| Value of participant loans at end of plan year | 2024-10-30 | 4157 |
| Other expenses paid from plan in this plan year | 2024-10-30 | 4909 |
| Other contributions to plan in this plan year | 2024-10-30 | 0 |
| Other income to plan in this plan year | 2024-10-30 | 171304 |
| Plan net income in this plan year | 2024-10-30 | -216030 |
| Net assets as of the end of the plan year | 2024-10-30 | 1026642 |
| Net assets as of the beginning of the plan year | 2024-10-30 | 1242672 |
| Employer contributions to plan in this plan year | 2024-10-30 | 2404 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-30 | 0 |
| 2022 : MOLE-RICHARDSON CO. LLC 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-27 | 402294 |
| Net assets as of the end of the plan year | 2022-09-27 | 1547666 |
| Total assets as of the beginning of the plan year | 2022-09-27 | 1656439 |
| Value of plan covered by a fidelity bond | 2022-09-27 | 300000 |
| Participant contributions to plan in this plan year | 2022-09-27 | 38307 |
| Value of participant loans at end of plan year | 2022-09-27 | 2406 |
| Other expenses paid from plan in this plan year | 2022-09-27 | 6650 |
| Other income to plan in this plan year | 2022-09-27 | 248736 |
| Plan net income in this plan year | 2022-09-27 | -108773 |
| Net assets as of the end of the plan year | 2022-09-27 | 1547666 |
| Net assets as of the beginning of the plan year | 2022-09-27 | 1656439 |
| Employer contributions to plan in this plan year | 2022-09-27 | 6478 |
| 2017 : MOLE-RICHARDSON CO. LLC 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $422,149 |
| Total of all expenses incurred | 2017-12-31 | $839,804 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $839,394 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $119,492 |
| Value of total assets at end of year | 2017-12-31 | $2,174,649 |
| Value of total assets at beginning of year | 2017-12-31 | $2,592,304 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $410 |
| Total interest from all sources | 2017-12-31 | $3,923 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $105,460 |
| Participant contributions at end of year | 2017-12-31 | $85,624 |
| Participant contributions at beginning of year | 2017-12-31 | $75,187 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $2,517,117 |
| Administrative expenses (other) incurred | 2017-12-31 | $410 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $-417,655 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,174,649 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,592,304 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $1,677,562 |
| Interest on participant loans | 2017-12-31 | $3,923 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $411,463 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $298,734 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $14,032 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $839,394 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | JONES & MALHOTRA |
| Accountancy firm EIN | 2017-12-31 | 954668647 |
