ATKINSON & CULLEN, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ATKINSON FERGUSON, LLC GCF BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2025 : ATKINSON FERGUSON, LLC GCF BENEFIT PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-04-29 | 4014 |
| Total liabilities as of the beginning of the plan year | 2025-04-29 | 3026 |
| Total expenses incurred by plan in this plan year | 2025-04-29 | 80203 |
| Net assets as of the end of the plan year | 2025-04-29 | 6053 |
| Total assets as of the beginning of the plan year | 2025-04-29 | 4296 |
| Value of plan covered by a fidelity bond | 2025-04-29 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-29 | 40221 |
| Other expenses paid from plan in this plan year | 2025-04-29 | 0 |
| Other contributions to plan in this plan year | 2025-04-29 | 0 |
| Other income to plan in this plan year | 2025-04-29 | 529 |
| Plan net income in this plan year | 2025-04-29 | 769 |
| Net assets as of the end of the plan year | 2025-04-29 | 2039 |
| Net assets as of the beginning of the plan year | 2025-04-29 | 1270 |
| Employer contributions to plan in this plan year | 2025-04-29 | 40222 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-29 | 4211 |
| 2024 : ATKINSON FERGUSON, LLC GCF BENEFIT PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-04-26 | 3026 |
| Total liabilities as of the beginning of the plan year | 2024-04-26 | 2738 |
| Total expenses incurred by plan in this plan year | 2024-04-26 | 37774 |
| Net assets as of the end of the plan year | 2024-04-26 | 4296 |
| Total assets as of the beginning of the plan year | 2024-04-26 | 3737 |
| Value of plan covered by a fidelity bond | 2024-04-26 | 500000 |
| Participant contributions to plan in this plan year | 2024-04-26 | 18925 |
| Other expenses paid from plan in this plan year | 2024-04-26 | 0 |
| Other contributions to plan in this plan year | 2024-04-26 | 0 |
| Other income to plan in this plan year | 2024-04-26 | 196 |
| Plan net income in this plan year | 2024-04-26 | 271 |
| Net assets as of the end of the plan year | 2024-04-26 | 1270 |
| Net assets as of the beginning of the plan year | 2024-04-26 | 999 |
| Employer contributions to plan in this plan year | 2024-04-26 | 18924 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-26 | 2366 |
| 2022 : ATKINSON FERGUSON, LLC GCF BENEFIT PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-10-31 | 1249 |
| Total liabilities as of the beginning of the plan year | 2022-10-31 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-31 | 33416 |
| Net assets as of the end of the plan year | 2022-10-31 | 1635 |
| Total assets as of the beginning of the plan year | 2022-10-31 | 0 |
| Value of plan covered by a fidelity bond | 2022-10-31 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-31 | 16845 |
| Other expenses paid from plan in this plan year | 2022-10-31 | 0 |
| Other contributions to plan in this plan year | 2022-10-31 | 0 |
| Other income to plan in this plan year | 2022-10-31 | 112 |
| Plan net income in this plan year | 2022-10-31 | 386 |
| Net assets as of the end of the plan year | 2022-10-31 | 386 |
| Net assets as of the beginning of the plan year | 2022-10-31 | 0 |
| Employer contributions to plan in this plan year | 2022-10-31 | 16845 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-31 | 1724 |
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