RICHTER & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about RICHTER & ASSOCIATES, INC.
Submission information for form 5500 for 401k plan RICHTER & ASSOCIATES 401K PLAN
| Measure | Date | Value |
|---|
| 2025: RICHTER & ASSOCIATES 401K PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-09-02 | 113 |
| Total number of particpants at end of year | 2025-09-02 | 104 |
| Number of Participants With Account Balances | 2025-09-02 | 83 |
| 2024: RICHTER & ASSOCIATES 401K PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-10 | 96 |
| Total number of particpants at end of year | 2024-10-10 | 113 |
| Number of Participants With Account Balances | 2024-10-10 | 88 |
| 2011: RICHTER & ASSOCIATES 401K PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 14 |
| Number of participants with account balances | 2011-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: RICHTER & ASSOCIATES 401K PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 20 |
| Number of participants with account balances | 2009-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : RICHTER & ASSOCIATES 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-02 | 127979 |
| Net assets as of the end of the plan year | 2025-09-02 | 1768464 |
| Total assets as of the beginning of the plan year | 2025-09-02 | 1493525 |
| Value of plan covered by a fidelity bond | 2025-09-02 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-02 | 152501 |
| Value of participant loans at end of plan year | 2025-09-02 | 39917 |
| Other expenses paid from plan in this plan year | 2025-09-02 | 19614 |
| Other income to plan in this plan year | 2025-09-02 | 201192 |
| Plan net income in this plan year | 2025-09-02 | 274939 |
| Net assets as of the end of the plan year | 2025-09-02 | 1768464 |
| Net assets as of the beginning of the plan year | 2025-09-02 | 1493525 |
| Employer contributions to plan in this plan year | 2025-09-02 | 49225 |
| Fees paid to broker by Benefit Provider | 2025-09-02 | 818 |
| 2024 : RICHTER & ASSOCIATES 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-10 | 213044 |
| Net assets as of the end of the plan year | 2024-10-10 | 1493525 |
| Total assets as of the beginning of the plan year | 2024-10-10 | 1256719 |
| Value of plan covered by a fidelity bond | 2024-10-10 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-10 | 178082 |
| Value of participant loans at end of plan year | 2024-10-10 | 28484 |
| Other expenses paid from plan in this plan year | 2024-10-10 | 15965 |
| Other contributions to plan in this plan year | 2024-10-10 | 6714 |
| Other income to plan in this plan year | 2024-10-10 | 203646 |
| Plan net income in this plan year | 2024-10-10 | 236806 |
| Net assets as of the end of the plan year | 2024-10-10 | 1493525 |
| Net assets as of the beginning of the plan year | 2024-10-10 | 1256719 |
| Employer contributions to plan in this plan year | 2024-10-10 | 61408 |
| Fees paid to broker by Benefit Provider | 2024-10-10 | 657 |
| 2011 : RICHTER & ASSOCIATES 401K PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $11,832 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $87,171 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $86,490 |
| Total plan assets at end of year | 2011-12-31 | $156,535 |
| Total plan assets at beginning of year | 2011-12-31 | $231,874 |
| Value of fidelity bond covering the plan | 2011-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $19,882 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-8,050 |
| Net income (gross income less expenses) | 2011-12-31 | $-75,339 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $156,535 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $231,874 |
| Assets. Value of participant loans | 2011-12-31 | $2,911 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| 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 | $681 |
| 2010 : RICHTER & ASSOCIATES 401K PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $46,920 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $12,286 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $11,571 |
| Total plan assets at end of year | 2010-12-31 | $231,874 |
| Total plan assets at beginning of year | 2010-12-31 | $197,240 |
| Value of fidelity bond covering the plan | 2010-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $21,544 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $25,376 |
| Net income (gross income less expenses) | 2010-12-31 | $34,634 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $231,874 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $197,240 |
| Assets. Value of participant loans | 2010-12-31 | $15,509 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| 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 | $715 |
