JG NEIL & CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-JG NEIL & CO., INC.
401k plan membership statisitcs for RETIREMENT INCOME SECURITY PLAN-JG NEIL & CO., INC.
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT INCOME SECURITY PLAN-JG NEIL & CO., INC. 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 | 3339 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 3412 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 448802 |
| Net assets as of the end of the plan year | 2025-07-28 | 2077395 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 1974639 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 218288 |
| Value of participant loans at end of plan year | 2025-07-28 | 4534 |
| 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 | 248217 |
| Plan net income in this plan year | 2025-07-28 | 102829 |
| Net assets as of the end of the plan year | 2025-07-28 | 2074056 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 1971227 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 1500 |
| Employer contributions to plan in this plan year | 2025-07-28 | 85126 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 21735 |
| 2024 : RETIREMENT INCOME SECURITY PLAN-JG NEIL & CO., INC. 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 | 3412 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 109 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 183910 |
| Net assets as of the end of the plan year | 2024-08-20 | 1974639 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 1538605 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 216107 |
| Value of participant loans at end of plan year | 2024-08-20 | 650 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 46061 |
| Other income to plan in this plan year | 2024-08-20 | 274280 |
| Plan net income in this plan year | 2024-08-20 | 432731 |
| Net assets as of the end of the plan year | 2024-08-20 | 1971227 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 1538496 |
| Employer contributions to plan in this plan year | 2024-08-20 | 80193 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 18195 |
| 2022 : RETIREMENT INCOME SECURITY PLAN-JG NEIL & CO., INC. 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 1353018 |
| 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 | 132027 |
| Net assets as of the end of the plan year | 2022-07-26 | 1405551 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 0 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 80307 |
| Value of participant loans at end of plan year | 2022-07-26 | 789 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 22668 |
| Other income to plan in this plan year | 2022-07-26 | 58075 |
| Plan net income in this plan year | 2022-07-26 | 52533 |
| Net assets as of the end of the plan year | 2022-07-26 | 1405551 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 0 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 0 |
| Employer contributions to plan in this plan year | 2022-07-26 | 23510 |
| 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 | 4598 |
