BEALS ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BEALS ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : BEALS ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-27 | 392782 |
| Net assets as of the end of the plan year | 2025-06-27 | 1007905 |
| Total assets as of the beginning of the plan year | 2025-06-27 | 953341 |
| Value of plan covered by a fidelity bond | 2025-06-27 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-27 | 147899 |
| Other income to plan in this plan year | 2025-06-27 | 164472 |
| Plan net income in this plan year | 2025-06-27 | 54564 |
| Net assets as of the end of the plan year | 2025-06-27 | 1007905 |
| Net assets as of the beginning of the plan year | 2025-06-27 | 953341 |
| Employer contributions to plan in this plan year | 2025-06-27 | 134975 |
| Fees paid to broker by Benefit Provider | 2025-06-27 | 2208 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-27 | 13626 |
| 2024 : BEALS ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-22 | 611202 |
| Net assets as of the end of the plan year | 2024-05-22 | 953341 |
| Total assets as of the beginning of the plan year | 2024-05-22 | 1094355 |
| Value of plan covered by a fidelity bond | 2024-05-22 | 500000 |
| Participant contributions to plan in this plan year | 2024-05-22 | 144869 |
| Other contributions to plan in this plan year | 2024-05-22 | 10330 |
| Other income to plan in this plan year | 2024-05-22 | 190417 |
| Plan net income in this plan year | 2024-05-22 | -141014 |
| Net assets as of the end of the plan year | 2024-05-22 | 953341 |
| Net assets as of the beginning of the plan year | 2024-05-22 | 1094355 |
| Employer contributions to plan in this plan year | 2024-05-22 | 124572 |
| Fees paid to broker by Benefit Provider | 2024-05-22 | 4258 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-22 | 12090 |
| 2014 : BEALS ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $68,117 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $7,947 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $504,233 |
| Total plan assets at beginning of year | 2014-12-31 | $444,063 |
| Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $16,788 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $3,642 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $34,890 |
| Net income (gross income less expenses) | 2014-12-31 | $60,170 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $504,233 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $444,063 |
| Assets. Value of participant loans | 2014-12-31 | $32,920 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $16,439 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $4,305 |
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