POWELL, ZERO AND MUNDY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan POWELL, POWELL AND POWELL, 401(K) RET. PLAN
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 004 | 2023-01-01 | JAMES J. POWELL, III, ESQ. | 2024-10-15 | JAMES J. POWELL, III, ESQ. | 2024-10-15 |
| 004 | 2022-01-01 | JAMES J. POWELL, III, ESQ. | 2023-10-16 | JAMES J. POWELL, III, ESQ. | 2023-10-16 |
| 004 | 2021-01-01 | JAMES J. POWELL, III, ESQ. | 2022-11-10 | JAMES J. POWELL, III, ESQ. | 2022-11-10 |
| 004 | 2020-01-01 | JAMES J. POWELL, III, ESQ. | 2021-10-15 | JAMES J. POWELL, III, ESQ. | 2021-10-15 |
| 004 | 2019-01-01 | JAMES J. POWELL, III, ESQ. | 2020-10-13 | JAMES J. POWELL, III, ESQ. | 2020-10-13 |
| 004 | 2018-01-01 | JAMES J. POWELL, III, ESQ. | 2019-10-12 | JAMES J. POWELL, III, ESQ. | 2019-10-12 |
| 004 | 2018-01-01 | JAMES J. POWELL, III, ESQ. | 2020-01-04 | JAMES J. POWELL, III, ESQ. | 2020-01-04 |
| 004 | 2017-01-01 | JAMES J. POWELL, III, ESQ. | 2018-10-09 | JAMES J. POWELL, III, ESQ. | 2018-10-09 |
| 004 | 2017-01-01 | JAMES J. POWELL, III, ESQ. | 2020-01-04 | JAMES J. POWELL, III, ESQ. | 2020-01-04 |
| 004 | 2016-01-01 | JAMES J. POWELL, III, ESQ. | 2017-10-13 | JAMES J. POWELL, III, ESQ. | 2017-10-13 |
| 004 | 2015-01-01 | JAMES J. POWELL, III, ESQ. | 2016-10-17 | JAMES J. POWELL, III, ESQ. | 2016-10-17 |
| 004 | 2014-01-01 | JAMES J. POWELL, III, ESQ. | 2015-10-13 | JAMES J. POWELL, III, ESQ. | 2015-10-13 |
| 004 | 2013-01-01 | JAMES POWELL | | | |
| 004 | 2012-01-01 | JAMES POWELL | | | |
| 004 | 2011-01-01 | JAMES POWELL | | | |
| 004 | 2009-01-01 | JAMES POWELL | | | |
| Measure | Date | Value |
|---|
| 2025 : POWELL, POWELL AND POWELL, 401(K) RET. PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-12 | 733506 |
| Net assets as of the end of the plan year | 2025-10-12 | 6836288 |
| Total assets as of the beginning of the plan year | 2025-10-12 | 6418980 |
| Value of plan covered by a fidelity bond | 2025-10-12 | 500000 |
| Value of participant loans at end of plan year | 2025-10-12 | 12797 |
| Other income to plan in this plan year | 2025-10-12 | 1137428 |
| Plan net income in this plan year | 2025-10-12 | 417308 |
| Net assets as of the end of the plan year | 2025-10-12 | 6836288 |
| Net assets as of the beginning of the plan year | 2025-10-12 | 6418980 |
| Employer contributions to plan in this plan year | 2025-10-12 | 13386 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-12 | 17890 |
| 2024 : POWELL, POWELL AND POWELL, 401(K) RET. PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-15 | 141202 |
| Net assets as of the end of the plan year | 2024-10-15 | 6418980 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 6023745 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 500000 |
| Value of participant loans at end of plan year | 2024-10-15 | 24171 |
| Other income to plan in this plan year | 2024-10-15 | 524041 |
| Plan net income in this plan year | 2024-10-15 | 395235 |
| Net assets as of the end of the plan year | 2024-10-15 | 6418980 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 6023745 |
| Employer contributions to plan in this plan year | 2024-10-15 | 12396 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 12509 |
| 2022 : POWELL, POWELL AND POWELL, 401(K) RET. PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-11-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-11-10 | 709 |
| Total expenses incurred by plan in this plan year | 2022-11-10 | 151722 |
| Net assets as of the end of the plan year | 2022-11-10 | 6898082 |
| Total assets as of the beginning of the plan year | 2022-11-10 | 6003640 |
| Value of plan covered by a fidelity bond | 2022-11-10 | 500000 |
| Participant contributions to plan in this plan year | 2022-11-10 | 900 |
| Value of participant loans at end of plan year | 2022-11-10 | 25720 |
| Other income to plan in this plan year | 2022-11-10 | 1025573 |
| Plan net income in this plan year | 2022-11-10 | 895151 |
| Net assets as of the end of the plan year | 2022-11-10 | 6898082 |
| Net assets as of the beginning of the plan year | 2022-11-10 | 6002931 |
| Employer contributions to plan in this plan year | 2022-11-10 | 20400 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-11-10 | 12159 |
| 2013 : POWELL, POWELL AND POWELL, 401(K) RET. PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $718,399 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $260,453 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $259,431 |
| Total plan assets at end of year | 2013-12-31 | $3,768,037 |
| Total plan assets at beginning of year | 2013-12-31 | $3,310,091 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $50,967 |
| Other income received | 2013-12-31 | $606,358 |
| Net income (gross income less expenses) | 2013-12-31 | $457,946 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,768,037 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,310,091 |
| Assets. Value of participant loans | 2013-12-31 | $49,121 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $61,074 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,022 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : POWELL, POWELL AND POWELL, 401(K) RET. PLAN 2012 401k financial data |
|---|
| 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 | $326,718 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $142,186 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $140,314 |
| Total plan assets at end of year | 2012-12-31 | $3,310,091 |
| Total plan assets at beginning of year | 2012-12-31 | $3,125,559 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $30,428 |
| Other income received | 2012-12-31 | $198,191 |
| Net income (gross income less expenses) | 2012-12-31 | $184,532 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,310,091 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,125,559 |
| Assets. Value of participant loans | 2012-12-31 | $96,377 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $98,099 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,872 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : POWELL, POWELL AND POWELL, 401(K) RET. PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $171,138 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,554 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $69 |
| Total plan assets at end of year | 2011-12-31 | $3,125,559 |
| Total plan assets at beginning of year | 2011-12-31 | $2,956,975 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $31,554 |
| Other income received | 2011-12-31 | $44,600 |
| Net income (gross income less expenses) | 2011-12-31 | $168,584 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,125,559 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,956,975 |
| Assets. Value of participant loans | 2011-12-31 | $93,533 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $94,984 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,485 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : POWELL, POWELL AND POWELL, 401(K) RET. PLAN 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $257,186 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $37,392 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $35,149 |
| Total plan assets at end of year | 2010-12-31 | $2,956,975 |
| Total plan assets at beginning of year | 2010-12-31 | $2,737,181 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $43,286 |
| Other income received | 2010-12-31 | $148,068 |
| Net income (gross income less expenses) | 2010-12-31 | $219,794 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,956,975 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,737,181 |
| Assets. Value of participant loans | 2010-12-31 | $71,838 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $65,832 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,243 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2013: POWELL, POWELL AND POWELL, 401(K) RET. PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: POWELL, POWELL AND POWELL, 401(K) RET. PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: POWELL, POWELL AND POWELL, 401(K) RET. PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: POWELL, POWELL AND POWELL, 401(K) RET. PLAN 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 |
