INGLETT & STUBBS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INGLETT & STUBBS, LLC PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : INGLETT & STUBBS, LLC PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-01 | 946050 |
| Net assets as of the end of the plan year | 2025-10-01 | 23149860 |
| Total assets as of the beginning of the plan year | 2025-10-01 | 19861676 |
| Value of plan covered by a fidelity bond | 2025-10-01 | 1000000 |
| Participant contributions to plan in this plan year | 2025-10-01 | 484751 |
| Value of participant loans at end of plan year | 2025-10-01 | 502173 |
| Other contributions to plan in this plan year | 2025-10-01 | 126627 |
| Other income to plan in this plan year | 2025-10-01 | 2515214 |
| Plan net income in this plan year | 2025-10-01 | 3288184 |
| Net assets as of the end of the plan year | 2025-10-01 | 23149860 |
| Net assets as of the beginning of the plan year | 2025-10-01 | 19861676 |
| Employer contributions to plan in this plan year | 2025-10-01 | 1107642 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-01 | 84045 |
| 2024 : INGLETT & STUBBS, LLC PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-16 | 1799954 |
| Net assets as of the end of the plan year | 2024-08-16 | 19861676 |
| Total assets as of the beginning of the plan year | 2024-08-16 | 17710305 |
| Value of plan covered by a fidelity bond | 2024-08-16 | 1000000 |
| Participant contributions to plan in this plan year | 2024-08-16 | 397408 |
| Value of participant loans at end of plan year | 2024-08-16 | 502653 |
| Other contributions to plan in this plan year | 2024-08-16 | 1530 |
| Other income to plan in this plan year | 2024-08-16 | 2546993 |
| Plan net income in this plan year | 2024-08-16 | 2151371 |
| Net assets as of the end of the plan year | 2024-08-16 | 19861676 |
| Net assets as of the beginning of the plan year | 2024-08-16 | 17710305 |
| Employer contributions to plan in this plan year | 2024-08-16 | 1005394 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-16 | 82647 |
| 2012 : INGLETT & STUBBS, LLC PROFIT SHARING PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,837,249 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $563,215 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $562,390 |
| Total plan assets at end of year | 2012-12-31 | $9,379,926 |
| Total plan assets at beginning of year | 2012-12-31 | $8,105,892 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $461,529 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $12,234 |
| Other income received | 2012-12-31 | $858,472 |
| Net income (gross income less expenses) | 2012-12-31 | $1,274,034 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $9,379,926 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,105,892 |
| Assets. Value of participant loans | 2012-12-31 | $120,956 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $505,014 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $825 |
| 2011 : INGLETT & STUBBS, LLC PROFIT SHARING PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $942,731 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,085,479 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,084,404 |
| Total plan assets at end of year | 2011-12-31 | $8,105,892 |
| Total plan assets at beginning of year | 2011-12-31 | $8,248,640 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $482,753 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $1,075 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $13,131 |
| Other income received | 2011-12-31 | $-44,105 |
| Net income (gross income less expenses) | 2011-12-31 | $-142,748 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $8,105,892 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,248,640 |
| Assets. Value of participant loans | 2011-12-31 | $146,856 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $490,952 |
| 2010 : INGLETT & STUBBS, LLC PROFIT SHARING PLAN & TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $2,132,906 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,464,304 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,463,479 |
| Total plan assets at end of year | 2010-12-31 | $8,248,640 |
| Total plan assets at beginning of year | 2010-12-31 | $7,580,038 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $459,119 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $825 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $297,492 |
| Other income received | 2010-12-31 | $887,442 |
| Net income (gross income less expenses) | 2010-12-31 | $668,602 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $8,248,640 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,580,038 |
| Assets. Value of participant loans | 2010-12-31 | $65,062 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $488,853 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : INGLETT & STUBBS, LLC PROFIT SHARING PLAN & TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2012: INGLETT & STUBBS, LLC PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: INGLETT & STUBBS, LLC PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: INGLETT & STUBBS, LLC PROFIT SHARING PLAN & TRUST 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
