LEMON HILL CAPITAL GROUP LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEMON HILL CAPITAL GROUP LLC RETIREMENT TRUST
| Measure | Date | Value |
|---|
| 2025 : LEMON HILL CAPITAL GROUP LLC RETIREMENT TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-30 | 934 |
| Net assets as of the end of the plan year | 2025-06-30 | 5848852 |
| Total assets as of the beginning of the plan year | 2025-06-30 | 4412746 |
| Value of plan covered by a fidelity bond | 2025-06-30 | 0 |
| Participant contributions to plan in this plan year | 2025-06-30 | 42157 |
| Value of participant loans at end of plan year | 2025-06-30 | 27060 |
| Other contributions to plan in this plan year | 2025-06-30 | 0 |
| Other income to plan in this plan year | 2025-06-30 | 1258505 |
| Plan net income in this plan year | 2025-06-30 | 1436106 |
| Net assets as of the end of the plan year | 2025-06-30 | 5848852 |
| Net assets as of the beginning of the plan year | 2025-06-30 | 4412746 |
| Employer contributions to plan in this plan year | 2025-06-30 | 136378 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-30 | 934 |
| 2024 : LEMON HILL CAPITAL GROUP LLC RETIREMENT TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-08 | 784 |
| Net assets as of the end of the plan year | 2024-07-08 | 4412746 |
| Total assets as of the beginning of the plan year | 2024-07-08 | 3011819 |
| Value of plan covered by a fidelity bond | 2024-07-08 | 0 |
| Participant contributions to plan in this plan year | 2024-07-08 | 117049 |
| Value of participant loans at end of plan year | 2024-07-08 | 33280 |
| Other contributions to plan in this plan year | 2024-07-08 | 0 |
| Other income to plan in this plan year | 2024-07-08 | 1125439 |
| Plan net income in this plan year | 2024-07-08 | 1400927 |
| Net assets as of the end of the plan year | 2024-07-08 | 4412746 |
| Net assets as of the beginning of the plan year | 2024-07-08 | 3011819 |
| Employer contributions to plan in this plan year | 2024-07-08 | 159223 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-08 | 784 |
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