STERNE KESSLER GOLDSTEIN & FOX P.L.L.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STERNE KESSLER GOLDSTEIN & FOX P.L.L.C. CASH BALANCE PLAN
| Measure | Date | Value |
|---|
| 2025 : STERNE KESSLER GOLDSTEIN & FOX P.L.L.C. CASH BALANCE PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-15 | 857426 |
| Net assets as of the end of the plan year | 2025-09-15 | 12604061 |
| Total assets as of the beginning of the plan year | 2025-09-15 | 10268675 |
| Value of plan covered by a fidelity bond | 2025-09-15 | 1000000 |
| Other income to plan in this plan year | 2025-09-15 | 733912 |
| Plan net income in this plan year | 2025-09-15 | 2335386 |
| Net assets as of the end of the plan year | 2025-09-15 | 12604061 |
| Net assets as of the beginning of the plan year | 2025-09-15 | 10268675 |
| Employer contributions to plan in this plan year | 2025-09-15 | 2458900 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-15 | 31982 |
| 2024 : STERNE KESSLER GOLDSTEIN & FOX P.L.L.C. CASH BALANCE PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-11 | 14810 |
| Net assets as of the end of the plan year | 2024-10-11 | 10268675 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 7066779 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 1000000 |
| Other income to plan in this plan year | 2024-10-11 | 772206 |
| Plan net income in this plan year | 2024-10-11 | 3201896 |
| Net assets as of the end of the plan year | 2024-10-11 | 10268675 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 7066779 |
| Employer contributions to plan in this plan year | 2024-10-11 | 2444500 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 14810 |
| 2022 : STERNE KESSLER GOLDSTEIN & FOX P.L.L.C. CASH BALANCE PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-17 | 10440 |
| Net assets as of the end of the plan year | 2022-06-17 | 5788797 |
| Total assets as of the beginning of the plan year | 2022-06-17 | 3568987 |
| Value of plan covered by a fidelity bond | 2022-06-17 | 1000000 |
| Other income to plan in this plan year | 2022-06-17 | 332950 |
| Plan net income in this plan year | 2022-06-17 | 2219810 |
| Net assets as of the end of the plan year | 2022-06-17 | 5788797 |
| Net assets as of the beginning of the plan year | 2022-06-17 | 3568987 |
| Employer contributions to plan in this plan year | 2022-06-17 | 1897300 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-17 | 10440 |
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