R & J SENIOR ADVISORS INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan R & J SENIOR ADVISORS INC. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2024 : R & J SENIOR ADVISORS INC. RETIREMENT PLAN 2024 401k financial data |
|---|
| Total income from all sources | 2024-01-01 | $102,532 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $1,369 |
| Total plan assets at end of year | 2024-01-01 | $247,868 |
| Total plan assets at beginning of year | 2024-01-01 | $146,705 |
| Value of fidelity bond covering the plan | 2024-01-01 | $15,000 |
| Other income received | 2024-01-01 | $87,532 |
| Net income (gross income less expenses) | 2024-01-01 | $101,163 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $247,868 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $146,705 |
| Assets. Value of employer securities | 2024-01-01 | $229,298 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $15,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $1,369 |
| 2023 : R & J SENIOR ADVISORS INC. RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $83,866 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $146,705 |
| Total plan assets at beginning of year | 2023-12-31 | $62,839 |
| Value of fidelity bond covering the plan | 2023-12-31 | $15,000 |
| Other income received | 2023-12-31 | $76,226 |
| Net income (gross income less expenses) | 2023-12-31 | $83,866 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $146,705 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $62,839 |
| Assets. Value of employer securities | 2023-12-31 | $138,704 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $7,640 |
| 2022 : R & J SENIOR ADVISORS INC. RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-40,165 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $62,839 |
| Total plan assets at beginning of year | 2022-12-31 | $103,004 |
| Value of fidelity bond covering the plan | 2022-12-31 | $15,000 |
| Other income received | 2022-12-31 | $-40,525 |
| Net income (gross income less expenses) | 2022-12-31 | $-40,165 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $62,839 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $103,004 |
| Assets. Value of employer securities | 2022-12-31 | $62,476 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $360 |
| 2021 : R & J SENIOR ADVISORS INC. RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $103,806 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $802 |
| Total plan assets at end of year | 2021-12-31 | $103,004 |
| Value of fidelity bond covering the plan | 2021-12-31 | $15,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $802 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $148,001 |
| Other income received | 2021-12-31 | $-44,195 |
| Net income (gross income less expenses) | 2021-12-31 | $103,004 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $103,004 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $103,000 |
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