JAMES P. BENNETT & CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAMES P. BENNETT & CO. EMPLOYEES 401 (K) PLAN
| Measure | Date | Value |
|---|
| 2023 : JAMES P. BENNETT & CO. EMPLOYEES 401 (K) PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $595,742 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $51,813 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $45,467 |
| Total plan assets at end of year | 2023-12-31 | $3,479,833 |
| Total plan assets at beginning of year | 2023-12-31 | $2,935,904 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $252,813 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $321,152 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $543,929 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,479,833 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,935,904 |
| Assets. Value of participant loans | 2023-12-31 | $37,730 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $21,777 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $6,346 |
| 2022 : JAMES P. BENNETT & CO. EMPLOYEES 401 (K) PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-262,695 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $232,178 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $226,101 |
| Total plan assets at end of year | 2022-12-31 | $2,935,904 |
| Total plan assets at beginning of year | 2022-12-31 | $3,430,777 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $198,978 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $125 |
| Other income received | 2022-12-31 | $-478,595 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-494,873 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,935,904 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,430,777 |
| Assets. Value of participant loans | 2022-12-31 | $16,543 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $16,797 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $3,429 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,648 |
| Total expenses incurred by plan in this plan year | 2022-09-22 | 24198 |
| Net assets as of the end of the plan year | 2022-09-22 | 3430777 |
| Total assets as of the beginning of the plan year | 2022-09-22 | 2285082 |
| Value of plan covered by a fidelity bond | 2022-09-22 | 500000 |
| Participant contributions to plan in this plan year | 2022-09-22 | 193328 |
| Value of participant loans at end of plan year | 2022-09-22 | 29222 |
| Other contributions to plan in this plan year | 2022-09-22 | 679944 |
| Other income to plan in this plan year | 2022-09-22 | 273716 |
| Plan net income in this plan year | 2022-09-22 | 1145695 |
| Net assets as of the end of the plan year | 2022-09-22 | 3430777 |
| Net assets as of the beginning of the plan year | 2022-09-22 | 2285082 |
| Employer contributions to plan in this plan year | 2022-09-22 | 22905 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-22 | 2126 |
| 2023: JAMES P. BENNETT & CO. EMPLOYEES 401 (K) PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: JAMES P. BENNETT & CO. EMPLOYEES 401 (K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
