WELLS MARBLE & HURST, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WELLS MARBLE & HURST PLLC 401(K) SALARY SAVINGS PL
| Measure | Date | Value |
|---|
| 2025 : WELLS MARBLE & HURST PLLC 401(K) SALARY SAVINGS PL 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-02 | -70042 |
| Total expenses incurred by plan in this plan year | 2025-10-02 | 410225 |
| Net assets as of the end of the plan year | 2025-10-02 | 14546271 |
| Total assets as of the beginning of the plan year | 2025-10-02 | 12985835 |
| Value of plan covered by a fidelity bond | 2025-10-02 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-02 | 343522 |
| Other income to plan in this plan year | 2025-10-02 | 1338736 |
| Plan net income in this plan year | 2025-10-02 | 1630478 |
| Net assets as of the end of the plan year | 2025-10-02 | 14546271 |
| Net assets as of the beginning of the plan year | 2025-10-02 | 12985835 |
| Employer contributions to plan in this plan year | 2025-10-02 | 358445 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-02 | 105272 |
| 2024 : WELLS MARBLE & HURST PLLC 401(K) SALARY SAVINGS PL 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-10 | 258362 |
| Net assets as of the end of the plan year | 2024-10-10 | 12985835 |
| Total assets as of the beginning of the plan year | 2024-10-10 | 11137994 |
| Value of plan covered by a fidelity bond | 2024-10-10 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-10 | 310449 |
| Other income to plan in this plan year | 2024-10-10 | 1469672 |
| Plan net income in this plan year | 2024-10-10 | 1847841 |
| Net assets as of the end of the plan year | 2024-10-10 | 12985835 |
| Net assets as of the beginning of the plan year | 2024-10-10 | 11137994 |
| Employer contributions to plan in this plan year | 2024-10-10 | 326082 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-10 | 79538 |
| 2010 : WELLS MARBLE & HURST PLLC 401(K) SALARY SAVINGS PL 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,056,824 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $268,190 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $267,130 |
| Total plan assets at end of year | 2010-12-31 | $6,809,203 |
| Total plan assets at beginning of year | 2010-12-31 | $6,020,569 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $193,023 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $2,525 |
| Other income received | 2010-12-31 | $547,222 |
| Net income (gross income less expenses) | 2010-12-31 | $788,634 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6,809,203 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,020,569 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $314,054 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,060 |
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