GARRISON, LEVIN-EPSTEIN, RICHARDSON, FITZGERALD AND PIRROTTI, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GARRISON, LEVIN-EPSTEIN, CHIMES & RICHARDSON, PC SECTION 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : GARRISON, LEVIN-EPSTEIN, CHIMES & RICHARDSON, PC SECTION 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-07 | 97703 |
| Net assets as of the end of the plan year | 2025-10-07 | 4605349 |
| Total assets as of the beginning of the plan year | 2025-10-07 | 3906157 |
| Value of plan covered by a fidelity bond | 2025-10-07 | 391000 |
| Participant contributions to plan in this plan year | 2025-10-07 | 139560 |
| Value of participant loans at end of plan year | 2025-10-07 | 38263 |
| Other income to plan in this plan year | 2025-10-07 | 559949 |
| Plan net income in this plan year | 2025-10-07 | 699192 |
| Net assets as of the end of the plan year | 2025-10-07 | 4605349 |
| Net assets as of the beginning of the plan year | 2025-10-07 | 3906157 |
| Employer contributions to plan in this plan year | 2025-10-07 | 97386 |
| Fees paid to broker by Benefit Provider | 2025-10-07 | 300 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-07 | 34243 |
| 2024 : GARRISON, LEVIN-EPSTEIN, CHIMES & RICHARDSON, PC SECTION 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-25 | 1703472 |
| Net assets as of the end of the plan year | 2024-07-25 | 3906157 |
| Total assets as of the beginning of the plan year | 2024-07-25 | 4597579 |
| Value of plan covered by a fidelity bond | 2024-07-25 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-25 | 157625 |
| Value of participant loans at end of plan year | 2024-07-25 | 59861 |
| Other contributions to plan in this plan year | 2024-07-25 | 0 |
| Other income to plan in this plan year | 2024-07-25 | 679282 |
| Plan net income in this plan year | 2024-07-25 | -691422 |
| Net assets as of the end of the plan year | 2024-07-25 | 3906157 |
| Net assets as of the beginning of the plan year | 2024-07-25 | 4597579 |
| Employer contributions to plan in this plan year | 2024-07-25 | 175143 |
| Fees paid to broker by Benefit Provider | 2024-07-25 | 585 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-25 | 39116 |
| 2022 : GARRISON, LEVIN-EPSTEIN, CHIMES & RICHARDSON, PC SECTION 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-17 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-17 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-17 | 90743 |
| Net assets as of the end of the plan year | 2022-06-17 | 5208112 |
| Total assets as of the beginning of the plan year | 2022-06-17 | 4276306 |
| Value of plan covered by a fidelity bond | 2022-06-17 | 500000 |
| Participant contributions to plan in this plan year | 2022-06-17 | 152400 |
| Value of participant loans at end of plan year | 2022-06-17 | 13024 |
| Other expenses paid from plan in this plan year | 2022-06-17 | 0 |
| Other contributions to plan in this plan year | 2022-06-17 | 67404 |
| Other income to plan in this plan year | 2022-06-17 | 644003 |
| Plan net income in this plan year | 2022-06-17 | 931806 |
| Net assets as of the end of the plan year | 2022-06-17 | 5208112 |
| Net assets as of the beginning of the plan year | 2022-06-17 | 4276306 |
| Employer contributions to plan in this plan year | 2022-06-17 | 158742 |
| Fees paid to broker by Benefit Provider | 2022-06-17 | 11043 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-17 | 35412 |
| 2011 : GARRISON, LEVIN-EPSTEIN, CHIMES & RICHARDSON, PC SECTION 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $369,192 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,348 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $2,348 |
| Total plan assets at end of year | 2011-12-31 | $4,701,401 |
| Total plan assets at beginning of year | 2011-12-31 | $4,334,557 |
| Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $57,500 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $202,171 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $366,844 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,701,401 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,334,557 |
| Assets. Value of participant loans | 2011-12-31 | $25,974 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $109,521 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : GARRISON, LEVIN-EPSTEIN, CHIMES & RICHARDSON, PC SECTION 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| 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 | $552,930 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $6,785 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $6,785 |
| Total plan assets at end of year | 2010-12-31 | $4,334,557 |
| Total plan assets at beginning of year | 2010-12-31 | $3,788,412 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $68,900 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $341,562 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $546,145 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,334,557 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,788,412 |
| Assets. Value of participant loans | 2010-12-31 | $14,579 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $142,468 |
| 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 |
