PORTER-SPEARS & BUNDY INSURANCE AGENCY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PORTER-SPEARS & BUNDY INSURANCE AGENCY, INC., 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : PORTER-SPEARS & BUNDY INSURANCE AGENCY, INC., 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-03-24 | 18195 |
| Net assets as of the end of the plan year | 2025-03-24 | 2406018 |
| Total assets as of the beginning of the plan year | 2025-03-24 | 1907646 |
| Value of plan covered by a fidelity bond | 2025-03-24 | 225000 |
| Participant contributions to plan in this plan year | 2025-03-24 | 40837 |
| Other income to plan in this plan year | 2025-03-24 | 438719 |
| Plan net income in this plan year | 2025-03-24 | 498372 |
| Net assets as of the end of the plan year | 2025-03-24 | 2406018 |
| Net assets as of the beginning of the plan year | 2025-03-24 | 1907646 |
| Employer contributions to plan in this plan year | 2025-03-24 | 37011 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-24 | 17634 |
| 2011 : PORTER-SPEARS & BUNDY INSURANCE AGENCY, INC., 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-09-30 | $27,835 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $28,057 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $28,057 |
| Total plan assets at end of year | 2011-09-30 | $767,381 |
| Total plan assets at beginning of year | 2011-09-30 | $767,603 |
| Value of fidelity bond covering the plan | 2011-09-30 | $80,000 |
| Total contributions received or receivable from participants | 2011-09-30 | $3,345 |
| Other income received | 2011-09-30 | $2,477 |
| Net income (gross income less expenses) | 2011-09-30 | $-222 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $767,381 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $767,603 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $22,013 |
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