SCHENCK, PRICE, SMITH & KING, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCHENCK, PRICE, SMITH & KING, LLP ASSOCIATES/COUNSEL PROFIT SHARING RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : SCHENCK, PRICE, SMITH & KING, LLP ASSOCIATES/COUNSEL PROFIT SHARING RETIREMENT PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-31 | 4130768 |
| Total liabilities as of the end of the plan year | 2025-07-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-31 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-31 | 2109979 |
| Net assets as of the end of the plan year | 2025-07-31 | 12942711 |
| Total assets as of the beginning of the plan year | 2025-07-31 | 8978824 |
| Value of plan covered by a fidelity bond | 2025-07-31 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-31 | 437212 |
| Value of participant loans at end of plan year | 2025-07-31 | 65049 |
| Other expenses paid from plan in this plan year | 2025-07-31 | 0 |
| Other contributions to plan in this plan year | 2025-07-31 | 0 |
| Other income to plan in this plan year | 2025-07-31 | 1451673 |
| Plan net income in this plan year | 2025-07-31 | -166881 |
| Net assets as of the end of the plan year | 2025-07-31 | 12942711 |
| Net assets as of the beginning of the plan year | 2025-07-31 | 8978824 |
| Employer contributions to plan in this plan year | 2025-07-31 | 54213 |
| Fees paid to broker by Benefit Provider | 2025-07-31 | 4909 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-31 | 26445 |
| 2024 : SCHENCK, PRICE, SMITH & KING, LLP ASSOCIATES/COUNSEL PROFIT SHARING RETIREMENT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-11 | -39678 |
| Total liabilities as of the end of the plan year | 2024-10-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-11 | 1227631 |
| Net assets as of the end of the plan year | 2024-10-11 | 8978824 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 8341647 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-11 | 382110 |
| Value of participant loans at end of plan year | 2024-10-11 | 66404 |
| Other expenses paid from plan in this plan year | 2024-10-11 | 0 |
| Other contributions to plan in this plan year | 2024-10-11 | 0 |
| Other income to plan in this plan year | 2024-10-11 | 1468571 |
| Plan net income in this plan year | 2024-10-11 | 676855 |
| Net assets as of the end of the plan year | 2024-10-11 | 8978824 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 8341647 |
| Employer contributions to plan in this plan year | 2024-10-11 | 53805 |
| Fees paid to broker by Benefit Provider | 2024-10-11 | 3900 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 19636 |
| 2022 : SCHENCK, PRICE, SMITH & KING, LLP ASSOCIATES/COUNSEL PROFIT SHARING RETIREMENT PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-01 | -632389 |
| Total liabilities as of the end of the plan year | 2022-06-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-01 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-01 | 376713 |
| Net assets as of the end of the plan year | 2022-06-01 | 10520817 |
| Total assets as of the beginning of the plan year | 2022-06-01 | 9931674 |
| Value of plan covered by a fidelity bond | 2022-06-01 | 500000 |
| Participant contributions to plan in this plan year | 2022-06-01 | 334720 |
| Value of participant loans at end of plan year | 2022-06-01 | 59425 |
| Other expenses paid from plan in this plan year | 2022-06-01 | 0 |
| Other contributions to plan in this plan year | 2022-06-01 | 8653 |
| Other income to plan in this plan year | 2022-06-01 | 1206699 |
| Plan net income in this plan year | 2022-06-01 | 1221532 |
| Net assets as of the end of the plan year | 2022-06-01 | 10520817 |
| Net assets as of the beginning of the plan year | 2022-06-01 | 9931674 |
| Employer contributions to plan in this plan year | 2022-06-01 | 48173 |
| Fees paid to broker by Benefit Provider | 2022-06-01 | 4504 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-01 | 24418 |
| 2012 : SCHENCK, PRICE, SMITH & KING, LLP ASSOCIATES/COUNSEL PROFIT SHARING RETIREMENT PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $2,362,977 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $472,387 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $23,252 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $14,230 |
| Total plan assets at end of year | 2012-12-31 | $2,812,112 |
| Total plan assets at beginning of year | 2012-12-31 | $0 |
| Total contributions received or receivable from participants | 2012-12-31 | $249,025 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $162,723 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $449,135 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,812,112 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
| Assets. Value of participant loans | 2012-12-31 | $23,876 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $60,639 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $9,022 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
