CROCKER VENTURES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-CROCKER COMPANIES
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT INCOME SECURITY PLAN-CROCKER COMPANIES 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 203097 |
| Net assets as of the end of the plan year | 2025-07-28 | 4407057 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 3719102 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 201536 |
| Value of participant loans at end of plan year | 2025-07-28 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 0 |
| Other income to plan in this plan year | 2025-07-28 | 548362 |
| Plan net income in this plan year | 2025-07-28 | 687955 |
| Net assets as of the end of the plan year | 2025-07-28 | 4407057 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 3719102 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 18137 |
| Employer contributions to plan in this plan year | 2025-07-28 | 141154 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 14307 |
| 2024 : RETIREMENT INCOME SECURITY PLAN-CROCKER COMPANIES 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 313535 |
| Net assets as of the end of the plan year | 2024-08-20 | 3719102 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 3041098 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 250222 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 0 |
| Other income to plan in this plan year | 2024-08-20 | 571313 |
| Plan net income in this plan year | 2024-08-20 | 678004 |
| Net assets as of the end of the plan year | 2024-08-20 | 3719102 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 3041098 |
| Employer contributions to plan in this plan year | 2024-08-20 | 170004 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 11993 |
| 2022 : RETIREMENT INCOME SECURITY PLAN-CROCKER COMPANIES 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 19444 |
| Net assets as of the end of the plan year | 2022-07-26 | 3179722 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 2504119 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 168335 |
| Value of participant loans at end of plan year | 2022-07-26 | 0 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 16341 |
| Other income to plan in this plan year | 2022-07-26 | 395207 |
| Plan net income in this plan year | 2022-07-26 | 675603 |
| Net assets as of the end of the plan year | 2022-07-26 | 3179722 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 2504119 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 0 |
| Employer contributions to plan in this plan year | 2022-07-26 | 115164 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 11346 |