STEVENS & ASSOCIATES COST REDU has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STEVENS ASSOCIATES COST REDU 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025 : STEVENS ASSOCIATES COST REDU 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-25 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-25 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-25 | 26391 |
| Net assets as of the end of the plan year | 2025-06-25 | 1242795 |
| Total assets as of the beginning of the plan year | 2025-06-25 | 1037996 |
| Participant contributions to plan in this plan year | 2025-06-25 | 51551 |
| Other expenses paid from plan in this plan year | 2025-06-25 | 0 |
| Other contributions to plan in this plan year | 2025-06-25 | 0 |
| Other income to plan in this plan year | 2025-06-25 | 164205 |
| Plan net income in this plan year | 2025-06-25 | 204799 |
| Net assets as of the end of the plan year | 2025-06-25 | 1242795 |
| Net assets as of the beginning of the plan year | 2025-06-25 | 1037996 |
| Employer contributions to plan in this plan year | 2025-06-25 | 15434 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-25 | 3626 |
| 2024 : STEVENS ASSOCIATES COST REDU 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-26 | 2386 |
| Net assets as of the end of the plan year | 2024-07-26 | 1037996 |
| Total assets as of the beginning of the plan year | 2024-07-26 | 812035 |
| Participant contributions to plan in this plan year | 2024-07-26 | 48104 |
| Other expenses paid from plan in this plan year | 2024-07-26 | 0 |
| Other contributions to plan in this plan year | 2024-07-26 | 0 |
| Other income to plan in this plan year | 2024-07-26 | 161811 |
| Plan net income in this plan year | 2024-07-26 | 225961 |
| Net assets as of the end of the plan year | 2024-07-26 | 1037996 |
| Net assets as of the beginning of the plan year | 2024-07-26 | 812035 |
| Employer contributions to plan in this plan year | 2024-07-26 | 18432 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-26 | 2386 |
| 2022 : STEVENS ASSOCIATES COST REDU 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-05-09 | 0 |
| Total liabilities as of the end of the plan year | 2022-05-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-05-09 | 0 |
| Total expenses incurred by plan in this plan year | 2022-05-09 | 1372 |
| Net assets as of the end of the plan year | 2022-05-09 | 937387 |
| Total assets as of the beginning of the plan year | 2022-05-09 | 739813 |
| Participant contributions to plan in this plan year | 2022-05-09 | 35129 |
| Other expenses paid from plan in this plan year | 2022-05-09 | 0 |
| Other contributions to plan in this plan year | 2022-05-09 | 599 |
| Other income to plan in this plan year | 2022-05-09 | 157396 |
| Plan net income in this plan year | 2022-05-09 | 197574 |
| Net assets as of the end of the plan year | 2022-05-09 | 937387 |
| Net assets as of the beginning of the plan year | 2022-05-09 | 739813 |
| Employer contributions to plan in this plan year | 2022-05-09 | 5822 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-09 | 1372 |
| 2010 : STEVENS ASSOCIATES COST REDU 401 K PROFIT SHARING PLAN TRUST 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $-570,177 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $25,997 |
| Total plan assets at beginning of year | 2010-12-31 | $596,174 |
| Value of fidelity bond covering the plan | 2010-12-31 | $0 |
| Total contributions received or receivable from participants | 2010-12-31 | $26,748 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $-596,925 |
| Net income (gross income less expenses) | 2010-12-31 | $-570,177 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $25,997 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $596,174 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
