LOWE, MOBLEY & LOWE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOWE MOBLEY & LOWE PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : LOWE MOBLEY & LOWE PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-09 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-09 | 83920 |
| Net assets as of the end of the plan year | 2025-06-09 | 3701517 |
| Total assets as of the beginning of the plan year | 2025-06-09 | 3582969 |
| Value of plan covered by a fidelity bond | 2025-06-09 | 300000 |
| Participant contributions to plan in this plan year | 2025-06-09 | 0 |
| Other expenses paid from plan in this plan year | 2025-06-09 | 6102 |
| Other contributions to plan in this plan year | 2025-06-09 | 0 |
| Other income to plan in this plan year | 2025-06-09 | 202468 |
| Plan net income in this plan year | 2025-06-09 | 118548 |
| Net assets as of the end of the plan year | 2025-06-09 | 3701517 |
| Net assets as of the beginning of the plan year | 2025-06-09 | 3582969 |
| Employer contributions to plan in this plan year | 2025-06-09 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-09 | 479 |
| 2024 : LOWE MOBLEY & LOWE PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-09 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-09 | 44564 |
| Net assets as of the end of the plan year | 2024-07-09 | 3582969 |
| Total assets as of the beginning of the plan year | 2024-07-09 | 3232290 |
| Value of plan covered by a fidelity bond | 2024-07-09 | 400000 |
| Participant contributions to plan in this plan year | 2024-07-09 | 0 |
| Other expenses paid from plan in this plan year | 2024-07-09 | 115 |
| Other contributions to plan in this plan year | 2024-07-09 | 0 |
| Other income to plan in this plan year | 2024-07-09 | 176726 |
| Plan net income in this plan year | 2024-07-09 | 350679 |
| Net assets as of the end of the plan year | 2024-07-09 | 3582969 |
| Net assets as of the beginning of the plan year | 2024-07-09 | 3232290 |
| Employer contributions to plan in this plan year | 2024-07-09 | 218517 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-09 | 3828 |
| 2022 : LOWE MOBLEY & LOWE PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-09 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-09 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-09 | 76604 |
| Net assets as of the end of the plan year | 2022-06-09 | 3233187 |
| Total assets as of the beginning of the plan year | 2022-06-09 | 3153651 |
| Value of plan covered by a fidelity bond | 2022-06-09 | 300000 |
| Participant contributions to plan in this plan year | 2022-06-09 | 0 |
| Other expenses paid from plan in this plan year | 2022-06-09 | 190 |
| Other contributions to plan in this plan year | 2022-06-09 | 0 |
| Other income to plan in this plan year | 2022-06-09 | 156140 |
| Plan net income in this plan year | 2022-06-09 | 79536 |
| Net assets as of the end of the plan year | 2022-06-09 | 3233187 |
| Net assets as of the beginning of the plan year | 2022-06-09 | 3153651 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-09 | 4265 |
| 2009 : LOWE MOBLEY & LOWE PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
