HAMPTON & ROYCE LC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMENDED SELF EMPLOYED RETIREMENT PLAN OF HAMPTON & ROYCE LC
| Measure | Date | Value |
|---|
| 2025 : AMENDED SELF EMPLOYED RETIREMENT PLAN OF HAMPTON & ROYCE LC 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-03-11 | 1282721 |
| Net assets as of the end of the plan year | 2025-03-11 | 5446437 |
| Total assets as of the beginning of the plan year | 2025-03-11 | 5905805 |
| Value of plan covered by a fidelity bond | 2025-03-11 | 500000 |
| Other income to plan in this plan year | 2025-03-11 | 649133 |
| Plan net income in this plan year | 2025-03-11 | -459368 |
| Net assets as of the end of the plan year | 2025-03-11 | 5446437 |
| Net assets as of the beginning of the plan year | 2025-03-11 | 5905805 |
| Employer contributions to plan in this plan year | 2025-03-11 | 174220 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-11 | 17328 |
| 2024 : AMENDED SELF EMPLOYED RETIREMENT PLAN OF HAMPTON & ROYCE LC 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-03-12 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-03-12 | 9476 |
| Total expenses incurred by plan in this plan year | 2024-03-12 | 6351658 |
| Net assets as of the end of the plan year | 2024-03-12 | 5905805 |
| Total assets as of the beginning of the plan year | 2024-03-12 | 10268314 |
| Value of plan covered by a fidelity bond | 2024-03-12 | 500000 |
| Value of participant loans at end of plan year | 2024-03-12 | 0 |
| Other income to plan in this plan year | 2024-03-12 | 1819273 |
| Plan net income in this plan year | 2024-03-12 | -4353033 |
| Net assets as of the end of the plan year | 2024-03-12 | 5905805 |
| Net assets as of the beginning of the plan year | 2024-03-12 | 10258838 |
| Employer contributions to plan in this plan year | 2024-03-12 | 179352 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-03-12 | 12543 |
| 2022 : AMENDED SELF EMPLOYED RETIREMENT PLAN OF HAMPTON & ROYCE LC 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-04-05 | 11309 |
| Total liabilities as of the beginning of the plan year | 2022-04-05 | 10388 |
| Total expenses incurred by plan in this plan year | 2022-04-05 | 584705 |
| Net assets as of the end of the plan year | 2022-04-05 | 13136798 |
| Total assets as of the beginning of the plan year | 2022-04-05 | 11242874 |
| Value of plan covered by a fidelity bond | 2022-04-05 | 500000 |
| Value of participant loans at end of plan year | 2022-04-05 | 58380 |
| Other income to plan in this plan year | 2022-04-05 | 2308708 |
| Plan net income in this plan year | 2022-04-05 | 1893003 |
| Net assets as of the end of the plan year | 2022-04-05 | 13125489 |
| Net assets as of the beginning of the plan year | 2022-04-05 | 11232486 |
| Employer contributions to plan in this plan year | 2022-04-05 | 169000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-04-05 | 42629 |
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