BLEAKLEY PLATT & SCHMIDT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BLEAKLEY PLATT & SCHMIDT PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : BLEAKLEY PLATT & SCHMIDT PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-09-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-12 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-12 | 5214964 |
| Net assets as of the end of the plan year | 2025-09-12 | 27277387 |
| Total assets as of the beginning of the plan year | 2025-09-12 | 27152068 |
| Value of plan covered by a fidelity bond | 2025-09-12 | 1500000 |
| Participant contributions to plan in this plan year | 2025-09-12 | 654491 |
| Value of participant loans at end of plan year | 2025-09-12 | 56992 |
| Other contributions to plan in this plan year | 2025-09-12 | 312373 |
| Other income to plan in this plan year | 2025-09-12 | 4083728 |
| Plan net income in this plan year | 2025-09-12 | 125319 |
| Net assets as of the end of the plan year | 2025-09-12 | 27277387 |
| Net assets as of the beginning of the plan year | 2025-09-12 | 27152068 |
| Employer contributions to plan in this plan year | 2025-09-12 | 289691 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-12 | 0 |
| 2024 : BLEAKLEY PLATT & SCHMIDT PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-09-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-26 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-26 | 2213218 |
| Net assets as of the end of the plan year | 2024-09-26 | 27152068 |
| Total assets as of the beginning of the plan year | 2024-09-26 | 24299583 |
| Value of plan covered by a fidelity bond | 2024-09-26 | 1500000 |
| Participant contributions to plan in this plan year | 2024-09-26 | 688393 |
| Value of participant loans at end of plan year | 2024-09-26 | 58947 |
| Other expenses paid from plan in this plan year | 2024-09-26 | 0 |
| Other contributions to plan in this plan year | 2024-09-26 | 0 |
| Other income to plan in this plan year | 2024-09-26 | 4110561 |
| Plan net income in this plan year | 2024-09-26 | 2852485 |
| Net assets as of the end of the plan year | 2024-09-26 | 27152068 |
| Net assets as of the beginning of the plan year | 2024-09-26 | 24299583 |
| Employer contributions to plan in this plan year | 2024-09-26 | 266749 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-26 | 0 |
| 2013 : BLEAKLEY PLATT & SCHMIDT PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $19,851,949 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $42,345 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $42,140 |
| Total plan assets at end of year | 2013-12-31 | $19,809,604 |
| Total plan assets at beginning of year | 2013-12-31 | $0 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $256,556 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $18,443,347 |
| Other income received | 2013-12-31 | $1,152,046 |
| Net income (gross income less expenses) | 2013-12-31 | $19,809,604 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $19,809,604 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| Assets. Value of participant loans | 2013-12-31 | $230,631 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $205 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
