CRAMIDNA INVESTMENT MANAGEMENT LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES E. USREY 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES E. USREY 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-06-10 | 2100 |
| Total expenses incurred by plan in this plan year | 2025-06-10 | 5680467 |
| Net assets as of the end of the plan year | 2025-06-10 | 0 |
| Total assets as of the beginning of the plan year | 2025-06-10 | 6367981 |
| Value of plan covered by a fidelity bond | 2025-06-10 | 290000 |
| Participant contributions to plan in this plan year | 2025-06-10 | 31000 |
| Other income to plan in this plan year | 2025-06-10 | -719497 |
| Plan net income in this plan year | 2025-06-10 | -6367981 |
| Net assets as of the end of the plan year | 2025-06-10 | 0 |
| Net assets as of the beginning of the plan year | 2025-06-10 | 6367981 |
| Employer contributions to plan in this plan year | 2025-06-10 | 983 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-10 | 88 |
| 2024 : JAMES E. USREY 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-05-07 | 2100 |
| Total expenses incurred by plan in this plan year | 2024-05-07 | 58 |
| Net assets as of the end of the plan year | 2024-05-07 | 3991254 |
| Total assets as of the beginning of the plan year | 2024-05-07 | 2665037 |
| Value of plan covered by a fidelity bond | 2024-05-07 | 290000 |
| Participant contributions to plan in this plan year | 2024-05-07 | 30000 |
| Other expenses paid from plan in this plan year | 2024-05-07 | 58 |
| Other income to plan in this plan year | 2024-05-07 | 1252775 |
| Plan net income in this plan year | 2024-05-07 | 1324117 |
| Net assets as of the end of the plan year | 2024-05-07 | 3989154 |
| Net assets as of the beginning of the plan year | 2024-05-07 | 2665037 |
| Employer contributions to plan in this plan year | 2024-05-07 | 41400 |
| 2022 : JAMES E. USREY 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-14 | 0 |
| Net assets as of the end of the plan year | 2022-06-14 | 3694271 |
| Total assets as of the beginning of the plan year | 2022-06-14 | 2905778 |
| Value of plan covered by a fidelity bond | 2022-06-14 | 290000 |
| Participant contributions to plan in this plan year | 2022-06-14 | 6500 |
| Other income to plan in this plan year | 2022-06-14 | 712668 |
| Plan net income in this plan year | 2022-06-14 | 788493 |
| Net assets as of the end of the plan year | 2022-06-14 | 3694271 |
| Net assets as of the beginning of the plan year | 2022-06-14 | 2905778 |
| Employer contributions to plan in this plan year | 2022-06-14 | 69325 |
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