CRITTON, LUTTIER & COLEMAN, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BURMAN CRITTON & LUTTIER 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : BURMAN CRITTON & LUTTIER 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-17 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-17 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-17 | 364786 |
| Net assets as of the end of the plan year | 2025-07-17 | 7791603 |
| Total assets as of the beginning of the plan year | 2025-07-17 | 6947598 |
| Value of plan covered by a fidelity bond | 2025-07-17 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-17 | 158591 |
| Value of participant loans at end of plan year | 2025-07-17 | 12253 |
| Other expenses paid from plan in this plan year | 2025-07-17 | 0 |
| Other contributions to plan in this plan year | 2025-07-17 | 0 |
| Other income to plan in this plan year | 2025-07-17 | 918572 |
| Plan net income in this plan year | 2025-07-17 | 844005 |
| Net assets as of the end of the plan year | 2025-07-17 | 7791603 |
| Net assets as of the beginning of the plan year | 2025-07-17 | 6947598 |
| Employer contributions to plan in this plan year | 2025-07-17 | 131628 |
| Fees paid to broker by Benefit Provider | 2025-07-17 | 9363 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-17 | 9363 |
| 2024 : BURMAN CRITTON & LUTTIER 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-03-17 | 0 |
| Total liabilities as of the end of the plan year | 2024-03-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-03-17 | 0 |
| Total expenses incurred by plan in this plan year | 2024-03-17 | 9149 |
| Net assets as of the end of the plan year | 2024-03-17 | 6947598 |
| Total assets as of the beginning of the plan year | 2024-03-17 | 5665217 |
| Value of plan covered by a fidelity bond | 2024-03-17 | 500000 |
| Participant contributions to plan in this plan year | 2024-03-17 | 167926 |
| Value of participant loans at end of plan year | 2024-03-17 | 20078 |
| Other expenses paid from plan in this plan year | 2024-03-17 | 0 |
| Other contributions to plan in this plan year | 2024-03-17 | 0 |
| Other income to plan in this plan year | 2024-03-17 | 992838 |
| Plan net income in this plan year | 2024-03-17 | 1282381 |
| Net assets as of the end of the plan year | 2024-03-17 | 6947598 |
| Net assets as of the beginning of the plan year | 2024-03-17 | 5665217 |
| Employer contributions to plan in this plan year | 2024-03-17 | 130766 |
| Fees paid to broker by Benefit Provider | 2024-03-17 | 7548 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-03-17 | 7548 |
| 2022 : BURMAN CRITTON & LUTTIER 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-03-21 | 0 |
| Total expenses incurred by plan in this plan year | 2022-03-21 | 2010267 |
| Net assets as of the end of the plan year | 2022-03-21 | 6623952 |
| Total assets as of the beginning of the plan year | 2022-03-21 | 7544708 |
| Value of plan covered by a fidelity bond | 2022-03-21 | 500000 |
| Participant contributions to plan in this plan year | 2022-03-21 | 156373 |
| Value of participant loans at end of plan year | 2022-03-21 | 41713 |
| Other expenses paid from plan in this plan year | 2022-03-21 | 0 |
| Other income to plan in this plan year | 2022-03-21 | 819065 |
| Plan net income in this plan year | 2022-03-21 | -920756 |
| Net assets as of the end of the plan year | 2022-03-21 | 6623952 |
| Net assets as of the beginning of the plan year | 2022-03-21 | 7544708 |
| Employer contributions to plan in this plan year | 2022-03-21 | 114073 |
| Fees paid to broker by Benefit Provider | 2022-03-21 | 195 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-03-21 | 0 |