STROUD, WILLINK & HOWARD, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STROUD, WILLINK & HOWARD, LLC RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : STROUD, WILLINK & HOWARD, LLC RETIREMENT PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-28 | 680808 |
| Net assets as of the end of the plan year | 2025-07-28 | 11898534 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 10851394 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 264928 |
| Other income to plan in this plan year | 2025-07-28 | 1389650 |
| Plan net income in this plan year | 2025-07-28 | 1047140 |
| Net assets as of the end of the plan year | 2025-07-28 | 11898534 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 10851394 |
| Employer contributions to plan in this plan year | 2025-07-28 | 73370 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 21674 |
| 2024 : STROUD, WILLINK & HOWARD, LLC RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-11 | 469473 |
| Net assets as of the end of the plan year | 2024-10-11 | 10851394 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 9615165 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-11 | 60942 |
| Other contributions to plan in this plan year | 2024-10-11 | 65687 |
| Other income to plan in this plan year | 2024-10-11 | 1528228 |
| Plan net income in this plan year | 2024-10-11 | 1236229 |
| Net assets as of the end of the plan year | 2024-10-11 | 10851394 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 9615165 |
| Employer contributions to plan in this plan year | 2024-10-11 | 50845 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 18793 |
| 2022 : STROUD, WILLINK & HOWARD, LLC RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-12 | 1703877 |
| Net assets as of the end of the plan year | 2022-10-12 | 11590294 |
| Total assets as of the beginning of the plan year | 2022-10-12 | 11453377 |
| Value of plan covered by a fidelity bond | 2022-10-12 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-12 | 259253 |
| Other income to plan in this plan year | 2022-10-12 | 1523930 |
| Plan net income in this plan year | 2022-10-12 | 136917 |
| Net assets as of the end of the plan year | 2022-10-12 | 11590294 |
| Net assets as of the beginning of the plan year | 2022-10-12 | 11453377 |
| Employer contributions to plan in this plan year | 2022-10-12 | 57611 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-12 | 25502 |
| 2010 : STROUD, WILLINK & HOWARD, LLC RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $964,250 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $133,611 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $132,628 |
| Total plan assets at end of year | 2010-12-31 | $5,658,471 |
| Total plan assets at beginning of year | 2010-12-31 | $4,827,832 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $179,965 |
| Other income received | 2010-12-31 | $586,577 |
| Net income (gross income less expenses) | 2010-12-31 | $830,639 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $5,658,471 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,827,832 |
| Assets. Value of participant loans | 2010-12-31 | $5,967 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $197,708 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $983 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : STROUD, WILLINK & HOWARD, LLC RETIREMENT PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
