LEE MINSHULL, R.C., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RETIREMENT INCOME SECURITY PLAN-MINSHULL TRADING
401k plan membership statisitcs for RETIREMENT INCOME SECURITY PLAN-MINSHULL TRADING
| Measure | Date | Value |
|---|
| 2025 : RETIREMENT INCOME SECURITY PLAN-MINSHULL TRADING 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 | 3032 |
| Net assets as of the end of the plan year | 2025-07-28 | 477643 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 357694 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 59625 |
| Value of participant loans at end of plan year | 2025-07-28 | 6071 |
| 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 | 52446 |
| Plan net income in this plan year | 2025-07-28 | 119949 |
| Net assets as of the end of the plan year | 2025-07-28 | 477643 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 357694 |
| Value of contributions failed to transmitted timely | 2025-07-28 | 0 |
| Employer contributions to plan in this plan year | 2025-07-28 | 10910 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 3032 |
| 2024 : RETIREMENT INCOME SECURITY PLAN-MINSHULL TRADING 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 | 19563 |
| Net assets as of the end of the plan year | 2024-08-20 | 357694 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 266563 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 48555 |
| 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 | 51736 |
| Plan net income in this plan year | 2024-08-20 | 91131 |
| Net assets as of the end of the plan year | 2024-08-20 | 357694 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 266563 |
| Employer contributions to plan in this plan year | 2024-08-20 | 10403 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 3439 |
| 2022 : RETIREMENT INCOME SECURITY PLAN-MINSHULL TRADING 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 | 31083 |
| Net assets as of the end of the plan year | 2022-07-26 | 309986 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 239970 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 49786 |
| 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 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 38195 |
| Plan net income in this plan year | 2022-07-26 | 70016 |
| Net assets as of the end of the plan year | 2022-07-26 | 309986 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 239970 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 0 |
| Employer contributions to plan in this plan year | 2022-07-26 | 13118 |
| 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 | 3062 |
