BARRATT ASSET MANAGEMENT LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BARRATT ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST
401k plan membership statisitcs for BARRATT ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2024 : BARRATT ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-21 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-21 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-21 | 128939 |
| Net assets as of the end of the plan year | 2024-06-21 | 990866 |
| Total assets as of the beginning of the plan year | 2024-06-21 | 345385 |
| Value of plan covered by a fidelity bond | 2024-06-21 | 20000 |
| Participant contributions to plan in this plan year | 2024-06-21 | 366390 |
| Value of participant loans at end of plan year | 2024-06-21 | 20189 |
| Other expenses paid from plan in this plan year | 2024-06-21 | 1632 |
| Other contributions to plan in this plan year | 2024-06-21 | 99268 |
| Other income to plan in this plan year | 2024-06-21 | 115114 |
| Plan net income in this plan year | 2024-06-21 | 645481 |
| Net assets as of the end of the plan year | 2024-06-21 | 990866 |
| Net assets as of the beginning of the plan year | 2024-06-21 | 345385 |
| Value of contributions failed to transmitted timely | 2024-06-21 | 27784 |
| Employer contributions to plan in this plan year | 2024-06-21 | 193648 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-21 | 6833 |
| 2022 : BARRATT ASSET MANAGEMENT LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-04-01 | 0 |
| Total liabilities as of the end of the plan year | 2022-04-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-01 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-01 | 51184 |
| Net assets as of the end of the plan year | 2022-04-01 | 265027 |
| Total assets as of the beginning of the plan year | 2022-04-01 | 95108 |
| Value of plan covered by a fidelity bond | 2022-04-01 | 20000 |
| Participant contributions to plan in this plan year | 2022-04-01 | 66769 |
| Other expenses paid from plan in this plan year | 2022-04-01 | 0 |
| Other contributions to plan in this plan year | 2022-04-01 | 136765 |
| Other income to plan in this plan year | 2022-04-01 | 17569 |
| Plan net income in this plan year | 2022-04-01 | 169919 |
| Net assets as of the end of the plan year | 2022-04-01 | 265027 |
| Net assets as of the beginning of the plan year | 2022-04-01 | 95108 |
| Value of contributions failed to transmitted timely | 2022-04-01 | 4913 |
| Employer contributions to plan in this plan year | 2022-04-01 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-01 | 2767 |
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