MICHELL ENTERPRISES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHELL ENTERPRISES, LLC 401(K) AND PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : MICHELL ENTERPRISES, LLC 401(K) AND PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-23 | 208609 |
| Net assets as of the end of the plan year | 2025-07-23 | 1859097 |
| Total assets as of the beginning of the plan year | 2025-07-23 | 1164636 |
| Value of plan covered by a fidelity bond | 2025-07-23 | 116465 |
| Participant contributions to plan in this plan year | 2025-07-23 | 491794 |
| Value of participant loans at end of plan year | 2025-07-23 | 78095 |
| Other income to plan in this plan year | 2025-07-23 | 180359 |
| Plan net income in this plan year | 2025-07-23 | 694461 |
| Net assets as of the end of the plan year | 2025-07-23 | 1859097 |
| Net assets as of the beginning of the plan year | 2025-07-23 | 1164636 |
| Employer contributions to plan in this plan year | 2025-07-23 | 230917 |
| Fees paid to broker by Benefit Provider | 2025-07-23 | 751 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-23 | 14110 |
| 2024 : MICHELL ENTERPRISES, LLC 401(K) AND PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-06-04 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-04 | 63529 |
| Net assets as of the end of the plan year | 2024-06-04 | 1164636 |
| Total assets as of the beginning of the plan year | 2024-06-04 | 398873 |
| Value of plan covered by a fidelity bond | 2024-06-04 | 100000 |
| Participant contributions to plan in this plan year | 2024-06-04 | 433647 |
| Value of participant loans at end of plan year | 2024-06-04 | 32196 |
| Other contributions to plan in this plan year | 2024-06-04 | 76788 |
| Other income to plan in this plan year | 2024-06-04 | 124796 |
| Plan net income in this plan year | 2024-06-04 | 765763 |
| Net assets as of the end of the plan year | 2024-06-04 | 1164636 |
| Net assets as of the beginning of the plan year | 2024-06-04 | 398873 |
| Employer contributions to plan in this plan year | 2024-06-04 | 194061 |
| Fees paid to broker by Benefit Provider | 2024-06-04 | 622 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-04 | 6968 |
| 2022 : MICHELL ENTERPRISES, LLC 401(K) AND PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $402,801 |
| Total of all expenses incurred | 2022-12-31 | $3,928 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,634 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $406,528 |
| Value of total assets at end of year | 2022-12-31 | $398,873 |
| Value of total assets at beginning of year | 2022-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,294 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $281,158 |
| Participant contributions at end of year | 2022-12-31 | $6,458 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Participant contributions at end of year | 2022-12-31 | $0 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $398,873 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $398,873 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $2,294 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $367,853 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $21,473 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-3,727 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $125,370 |
| Employer contributions (assets) at end of year | 2022-12-31 | $3,089 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,634 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | R. A. HALL & CO., LLC |
| Accountancy firm EIN | 2022-12-31 | 042578039 |
| Total income from all sources (including contributions) | 2022-01-01 | $402,801 |
| Total of all expenses incurred | 2022-01-01 | $3,928 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $1,634 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $406,528 |
| Value of total assets at end of year | 2022-01-01 | $398,873 |
| Value of total assets at beginning of year | 2022-01-01 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $2,294 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $281,158 |
| Participant contributions at end of year | 2022-01-01 | $6,458 |
| Participant contributions at beginning of year | 2022-01-01 | $0 |
| Participant contributions at end of year | 2022-01-01 | $0 |
| Participant contributions at beginning of year | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $398,873 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $398,873 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $2,294 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $367,853 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $21,473 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-3,727 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $125,370 |
| Employer contributions (assets) at end of year | 2022-01-01 | $3,089 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $1,634 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | R. A. HALL & CO., LLC |
| Accountancy firm EIN | 2022-01-01 | 042578039 |
