JRM FINANCIAL ASSOCIATES LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JRM FINANCIAL ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025 : JRM FINANCIAL ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-05 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-05 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-05 | 435 |
| Net assets as of the end of the plan year | 2025-06-05 | 137709 |
| Total assets as of the beginning of the plan year | 2025-06-05 | 87156 |
| Value of plan covered by a fidelity bond | 2025-06-05 | 20000 |
| Participant contributions to plan in this plan year | 2025-06-05 | 12588 |
| Value of participant loans at end of plan year | 2025-06-05 | 7391 |
| Other expenses paid from plan in this plan year | 2025-06-05 | 0 |
| Other contributions to plan in this plan year | 2025-06-05 | 0 |
| Other income to plan in this plan year | 2025-06-05 | 19250 |
| Plan net income in this plan year | 2025-06-05 | 50553 |
| Net assets as of the end of the plan year | 2025-06-05 | 137709 |
| Net assets as of the beginning of the plan year | 2025-06-05 | 87156 |
| Employer contributions to plan in this plan year | 2025-06-05 | 19150 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-05 | 435 |
| 2024 : JRM FINANCIAL ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-04-04 | 0 |
| Total liabilities as of the end of the plan year | 2024-04-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-04-04 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-04 | 260 |
| Net assets as of the end of the plan year | 2024-04-04 | 87156 |
| Total assets as of the beginning of the plan year | 2024-04-04 | 56051 |
| Value of plan covered by a fidelity bond | 2024-04-04 | 20000 |
| Participant contributions to plan in this plan year | 2024-04-04 | 16602 |
| Value of participant loans at end of plan year | 2024-04-04 | 10175 |
| Other expenses paid from plan in this plan year | 2024-04-04 | 0 |
| Other contributions to plan in this plan year | 2024-04-04 | 0 |
| Other income to plan in this plan year | 2024-04-04 | 14763 |
| Plan net income in this plan year | 2024-04-04 | 31105 |
| Net assets as of the end of the plan year | 2024-04-04 | 87156 |
| Net assets as of the beginning of the plan year | 2024-04-04 | 56051 |
| Employer contributions to plan in this plan year | 2024-04-04 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-04 | 260 |
| 2022 : JRM FINANCIAL ASSOCIATES LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-18 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-18 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-18 | 173 |
| Net assets as of the end of the plan year | 2022-07-18 | 60706 |
| Total assets as of the beginning of the plan year | 2022-07-18 | 40397 |
| Participant contributions to plan in this plan year | 2022-07-18 | 4250 |
| Other expenses paid from plan in this plan year | 2022-07-18 | 0 |
| Other contributions to plan in this plan year | 2022-07-18 | 10877 |
| Other income to plan in this plan year | 2022-07-18 | 5355 |
| Plan net income in this plan year | 2022-07-18 | 20309 |
| Net assets as of the end of the plan year | 2022-07-18 | 60706 |
| Net assets as of the beginning of the plan year | 2022-07-18 | 40397 |
| Employer contributions to plan in this plan year | 2022-07-18 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-18 | 173 |
