BECK INSURANCE AGENCY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RONALD G. BECK PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : RONALD G. BECK PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-10-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-14 | 58235 |
| Net assets as of the end of the plan year | 2025-10-14 | 1745740 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 1615789 |
| Value of plan covered by a fidelity bond | 2025-10-14 | 250000 |
| Participant contributions to plan in this plan year | 2025-10-14 | 0 |
| Other contributions to plan in this plan year | 2025-10-14 | 0 |
| Other income to plan in this plan year | 2025-10-14 | 139437 |
| Plan net income in this plan year | 2025-10-14 | 129951 |
| Net assets as of the end of the plan year | 2025-10-14 | 1745740 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 1615789 |
| Employer contributions to plan in this plan year | 2025-10-14 | 48749 |
| Fees paid to broker by Benefit Provider | 2025-10-14 | 1384 |
| 2024 : RONALD G. BECK PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-15 | 112723 |
| Net assets as of the end of the plan year | 2024-10-15 | 1615789 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 1590822 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 250000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 0 |
| Other contributions to plan in this plan year | 2024-10-15 | 0 |
| Other income to plan in this plan year | 2024-10-15 | 89624 |
| Plan net income in this plan year | 2024-10-15 | 24967 |
| Net assets as of the end of the plan year | 2024-10-15 | 1615789 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 1590822 |
| Employer contributions to plan in this plan year | 2024-10-15 | 48066 |
| Fees paid to broker by Benefit Provider | 2024-10-15 | 2114 |
| 2010 : RONALD G. BECK PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $136 |
| Total income from all sources | 2010-12-31 | $110,499 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,869 |
| Total plan assets at end of year | 2010-12-31 | $915,399 |
| Total plan assets at beginning of year | 2010-12-31 | $806,905 |
| Other income received | 2010-12-31 | $65,723 |
| Net income (gross income less expenses) | 2010-12-31 | $108,630 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $915,399 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $806,769 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $44,776 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,869 |
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