GEORGE BAGLEY AND COMPANY LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN
401k plan membership statisitcs for GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-22 | 45948 |
| Net assets as of the end of the plan year | 2025-07-22 | 6976123 |
| Total assets as of the beginning of the plan year | 2025-07-22 | 6069385 |
| Value of plan covered by a fidelity bond | 2025-07-22 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-22 | 76274 |
| Other expenses paid from plan in this plan year | 2025-07-22 | 30948 |
| Other income to plan in this plan year | 2025-07-22 | 653607 |
| Plan net income in this plan year | 2025-07-22 | 906738 |
| Net assets as of the end of the plan year | 2025-07-22 | 6976123 |
| Net assets as of the beginning of the plan year | 2025-07-22 | 6069385 |
| Employer contributions to plan in this plan year | 2025-07-22 | 222805 |
| 2024 : GEORGE BAGLEY AND COMPANY LLC RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-02 | 23134 |
| Net assets as of the end of the plan year | 2024-08-02 | 6069385 |
| Total assets as of the beginning of the plan year | 2024-08-02 | 4936167 |
| Value of plan covered by a fidelity bond | 2024-08-02 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-02 | 82470 |
| Other expenses paid from plan in this plan year | 2024-08-02 | 23134 |
| Other income to plan in this plan year | 2024-08-02 | 876849 |
| Plan net income in this plan year | 2024-08-02 | 1133218 |
| Net assets as of the end of the plan year | 2024-08-02 | 6069385 |
| Net assets as of the beginning of the plan year | 2024-08-02 | 4936167 |
| Employer contributions to plan in this plan year | 2024-08-02 | 197033 |
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