JAMES REED & ASSOCIATES INSURANCE, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES REED & ASSOCIATES INSURANCE, INC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : JAMES REED & ASSOCIATES INSURANCE, INC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-09 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-09 | 1184 |
| Net assets as of the end of the plan year | 2025-10-09 | 165984 |
| Total assets as of the beginning of the plan year | 2025-10-09 | 49671 |
| Value of plan covered by a fidelity bond | 2025-10-09 | 10000 |
| Participant contributions to plan in this plan year | 2025-10-09 | 67068 |
| Value of participant loans at end of plan year | 2025-10-09 | 0 |
| Other expenses paid from plan in this plan year | 2025-10-09 | 0 |
| Other contributions to plan in this plan year | 2025-10-09 | 0 |
| Other income to plan in this plan year | 2025-10-09 | 13489 |
| Plan net income in this plan year | 2025-10-09 | 116313 |
| Net assets as of the end of the plan year | 2025-10-09 | 165984 |
| Net assets as of the beginning of the plan year | 2025-10-09 | 49671 |
| Employer contributions to plan in this plan year | 2025-10-09 | 36940 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-09 | 1184 |
| 2024 : JAMES REED & ASSOCIATES INSURANCE, INC 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-02 | 209 |
| Net assets as of the end of the plan year | 2024-10-02 | 49671 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 0 |
| Value of plan covered by a fidelity bond | 2024-10-02 | 100000 |
| Participant contributions to plan in this plan year | 2024-10-02 | 28316 |
| Value of participant loans at end of plan year | 2024-10-02 | 0 |
| Other contributions to plan in this plan year | 2024-10-02 | 0 |
| Other income to plan in this plan year | 2024-10-02 | 3149 |
| Plan net income in this plan year | 2024-10-02 | 49671 |
| Net assets as of the end of the plan year | 2024-10-02 | 49671 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 0 |
| Employer contributions to plan in this plan year | 2024-10-02 | 18415 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-02 | 209 |
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