KITTELL BRANAGAN AND SARGENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KITTELL BRANAGAN AND SARGENT SAFE HARBOR 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : KITTELL BRANAGAN AND SARGENT SAFE HARBOR 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-11 | 1534042 |
| Net assets as of the end of the plan year | 2025-08-11 | 13702345 |
| Total assets as of the beginning of the plan year | 2025-08-11 | 13026287 |
| Value of plan covered by a fidelity bond | 2025-08-11 | 500000 |
| Participant contributions to plan in this plan year | 2025-08-11 | 289518 |
| Other contributions to plan in this plan year | 2025-08-11 | 114138 |
| Other income to plan in this plan year | 2025-08-11 | 1437941 |
| Plan net income in this plan year | 2025-08-11 | 676058 |
| Net assets as of the end of the plan year | 2025-08-11 | 13702345 |
| Net assets as of the beginning of the plan year | 2025-08-11 | 13026287 |
| Employer contributions to plan in this plan year | 2025-08-11 | 368503 |
| Fees paid to broker by Benefit Provider | 2025-08-11 | 32807 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-11 | 140 |
| 2024 : KITTELL BRANAGAN AND SARGENT SAFE HARBOR 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-15 | 1312440 |
| Net assets as of the end of the plan year | 2024-07-15 | 13026287 |
| Total assets as of the beginning of the plan year | 2024-07-15 | 12039974 |
| Value of plan covered by a fidelity bond | 2024-07-15 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-15 | 252064 |
| Other income to plan in this plan year | 2024-07-15 | 1574507 |
| Plan net income in this plan year | 2024-07-15 | 986313 |
| Net assets as of the end of the plan year | 2024-07-15 | 13026287 |
| Net assets as of the beginning of the plan year | 2024-07-15 | 12039974 |
| Employer contributions to plan in this plan year | 2024-07-15 | 472182 |
| Fees paid to broker by Benefit Provider | 2024-07-15 | 2585 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-15 | 37560 |
| 2022 : KITTELL BRANAGAN AND SARGENT SAFE HARBOR 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-01 | 228570 |
| Net assets as of the end of the plan year | 2022-09-01 | 13363030 |
| Total assets as of the beginning of the plan year | 2022-09-01 | 11847610 |
| Value of plan covered by a fidelity bond | 2022-09-01 | 500000 |
| Participant contributions to plan in this plan year | 2022-09-01 | 224987 |
| Other expenses paid from plan in this plan year | 2022-09-01 | 0 |
| Other income to plan in this plan year | 2022-09-01 | 1281130 |
| Plan net income in this plan year | 2022-09-01 | 1515420 |
| Net assets as of the end of the plan year | 2022-09-01 | 13363030 |
| Net assets as of the beginning of the plan year | 2022-09-01 | 11847610 |
| Employer contributions to plan in this plan year | 2022-09-01 | 237873 |
| Fees paid to broker by Benefit Provider | 2022-09-01 | 31307 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-01 | 0 |
| 2010 : KITTELL BRANAGAN AND SARGENT SAFE HARBOR 401(K) PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $677,442 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $6,018 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $5,893 |
| Total plan assets at end of year | 2010-12-31 | $4,393,000 |
| Total plan assets at beginning of year | 2010-12-31 | $3,721,576 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $135,355 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $125 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $357,075 |
| Net income (gross income less expenses) | 2010-12-31 | $671,424 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,393,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,721,576 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $185,012 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2010: KITTELL BRANAGAN AND SARGENT SAFE HARBOR 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: KITTELL BRANAGAN AND SARGENT SAFE HARBOR 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
