HENDERSON SHAPIRO INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HENDERSON SHAPIRO INC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : HENDERSON SHAPIRO INC 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-30 | 644800 |
| Net assets as of the end of the plan year | 2025-07-30 | 6039065 |
| Total assets as of the beginning of the plan year | 2025-07-30 | 5710694 |
| Value of plan covered by a fidelity bond | 2025-07-30 | 1000000 |
| Participant contributions to plan in this plan year | 2025-07-30 | 130159 |
| Other income to plan in this plan year | 2025-07-30 | 792699 |
| Plan net income in this plan year | 2025-07-30 | 328371 |
| Net assets as of the end of the plan year | 2025-07-30 | 6039065 |
| Net assets as of the beginning of the plan year | 2025-07-30 | 5710694 |
| Employer contributions to plan in this plan year | 2025-07-30 | 50313 |
| Fees paid to broker by Benefit Provider | 2025-07-30 | 17202 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-30 | 270 |
| 2024 : HENDERSON SHAPIRO INC 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-02 | 400110 |
| Net assets as of the end of the plan year | 2024-10-02 | 5710694 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 4872446 |
| Value of plan covered by a fidelity bond | 2024-10-02 | 1000000 |
| Participant contributions to plan in this plan year | 2024-10-02 | 140912 |
| Other contributions to plan in this plan year | 2024-10-02 | 0 |
| Other income to plan in this plan year | 2024-10-02 | 1003810 |
| Plan net income in this plan year | 2024-10-02 | 838248 |
| Net assets as of the end of the plan year | 2024-10-02 | 5710694 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 4872446 |
| Employer contributions to plan in this plan year | 2024-10-02 | 93636 |
| Fees paid to broker by Benefit Provider | 2024-10-02 | 15345 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-02 | 110 |
| 2022 : HENDERSON SHAPIRO INC 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-22 | 54923 |
| Net assets as of the end of the plan year | 2022-07-22 | 6806098 |
| Total assets as of the beginning of the plan year | 2022-07-22 | 5697701 |
| Value of plan covered by a fidelity bond | 2022-07-22 | 1000000 |
| Participant contributions to plan in this plan year | 2022-07-22 | 112159 |
| Other contributions to plan in this plan year | 2022-07-22 | 0 |
| Other income to plan in this plan year | 2022-07-22 | 1003012 |
| Plan net income in this plan year | 2022-07-22 | 1108397 |
| Net assets as of the end of the plan year | 2022-07-22 | 6806098 |
| Net assets as of the beginning of the plan year | 2022-07-22 | 5697701 |
| Employer contributions to plan in this plan year | 2022-07-22 | 48149 |
| Fees paid to broker by Benefit Provider | 2022-07-22 | 19181 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-22 | 110 |
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