JIM CORNWELL INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES T. CORNWELL INSURANCE 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES T. CORNWELL INSURANCE 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-02 | 25294 |
| Net assets as of the end of the plan year | 2025-09-02 | 1010854 |
| Total assets as of the beginning of the plan year | 2025-09-02 | 709428 |
| Value of plan covered by a fidelity bond | 2025-09-02 | 70943 |
| Participant contributions to plan in this plan year | 2025-09-02 | 79889 |
| Value of participant loans at end of plan year | 2025-09-02 | 4758 |
| Other income to plan in this plan year | 2025-09-02 | 91056 |
| Plan net income in this plan year | 2025-09-02 | 301426 |
| Net assets as of the end of the plan year | 2025-09-02 | 1010854 |
| Net assets as of the beginning of the plan year | 2025-09-02 | 709428 |
| Employer contributions to plan in this plan year | 2025-09-02 | 155775 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-02 | 11718 |
| 2024 : JAMES T. CORNWELL INSURANCE 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-09 | 44598 |
| Net assets as of the end of the plan year | 2024-10-09 | 709428 |
| Total assets as of the beginning of the plan year | 2024-10-09 | 445826 |
| Value of plan covered by a fidelity bond | 2024-10-09 | 50000 |
| Participant contributions to plan in this plan year | 2024-10-09 | 77992 |
| Value of participant loans at end of plan year | 2024-10-09 | 7603 |
| Other income to plan in this plan year | 2024-10-09 | 84300 |
| Plan net income in this plan year | 2024-10-09 | 263602 |
| Net assets as of the end of the plan year | 2024-10-09 | 709428 |
| Net assets as of the beginning of the plan year | 2024-10-09 | 445826 |
| Employer contributions to plan in this plan year | 2024-10-09 | 145908 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-09 | 8250 |
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