STEPHEN ELDRIDGE & COMPANY, INC. has sponsored the creation of one or more 401k plans.
Additional information about STEPHEN ELDRIDGE & COMPANY, INC.
Submission information for form 5500 for 401k plan STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2025 : STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-29 | 272521 |
| Net assets as of the end of the plan year | 2025-05-29 | 8408306 |
| Total assets as of the beginning of the plan year | 2025-05-29 | 7131029 |
| Value of plan covered by a fidelity bond | 2025-05-29 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-29 | 310967 |
| Other income to plan in this plan year | 2025-05-29 | 1101273 |
| Plan net income in this plan year | 2025-05-29 | 1277277 |
| Net assets as of the end of the plan year | 2025-05-29 | 8408306 |
| Net assets as of the beginning of the plan year | 2025-05-29 | 7131029 |
| Employer contributions to plan in this plan year | 2025-05-29 | 137558 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-29 | 666 |
| 2024 : STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-10 | 220892 |
| Net assets as of the end of the plan year | 2024-10-10 | 7131029 |
| Total assets as of the beginning of the plan year | 2024-10-10 | 6023905 |
| Value of plan covered by a fidelity bond | 2024-10-10 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-10 | 269651 |
| Other income to plan in this plan year | 2024-10-10 | 939493 |
| Plan net income in this plan year | 2024-10-10 | 1107124 |
| Net assets as of the end of the plan year | 2024-10-10 | 7131029 |
| Net assets as of the beginning of the plan year | 2024-10-10 | 6023905 |
| Employer contributions to plan in this plan year | 2024-10-10 | 118872 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-10 | 209 |
| 2022 : STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-11 | 1096610 |
| Net assets as of the end of the plan year | 2022-10-11 | 6921241 |
| Total assets as of the beginning of the plan year | 2022-10-11 | 6920191 |
| Value of plan covered by a fidelity bond | 2022-10-11 | 500000 |
| Participant contributions to plan in this plan year | 2022-10-11 | 230454 |
| Value of participant loans at end of plan year | 2022-10-11 | 2603 |
| Other income to plan in this plan year | 2022-10-11 | 760311 |
| Plan net income in this plan year | 2022-10-11 | 1050 |
| Net assets as of the end of the plan year | 2022-10-11 | 6921241 |
| Net assets as of the beginning of the plan year | 2022-10-11 | 6920191 |
| Employer contributions to plan in this plan year | 2022-10-11 | 106895 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-11 | 78 |
| 2010 : STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
|---|
| 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 | $444,021 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $8,033 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $8,033 |
| Total plan assets at end of year | 2010-12-31 | $2,549,949 |
| Total plan assets at beginning of year | 2010-12-31 | $2,113,961 |
| Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $164,319 |
| Other income received | 2010-12-31 | $239,217 |
| Net income (gross income less expenses) | 2010-12-31 | $435,988 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,549,949 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,113,961 |
| Assets. Value of participant loans | 2010-12-31 | $101,584 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $40,485 |
| 2010: STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: STEPHEN ELDRIDGE & COMPANY, INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
