SIMPSON, GLICK, & BURFORD, PLLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P
| Measure | Date | Value |
|---|
| 2025 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-15 | 99825 |
| Net assets as of the end of the plan year | 2025-10-15 | 3516118 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 3165020 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 319000 |
| Participant contributions to plan in this plan year | 2025-10-15 | 205675 |
| Value of participant loans at end of plan year | 2025-10-15 | 52494 |
| Other contributions to plan in this plan year | 2025-10-15 | 23656 |
| Other income to plan in this plan year | 2025-10-15 | 156909 |
| Plan net income in this plan year | 2025-10-15 | 351098 |
| Net assets as of the end of the plan year | 2025-10-15 | 3516118 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 3165020 |
| Employer contributions to plan in this plan year | 2025-10-15 | 64683 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 13713 |
| 2023 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $638,842 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $199,155 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $182,736 |
| Total plan assets at end of year | 2023-12-31 | $3,165,020 |
| Total plan assets at beginning of year | 2023-12-31 | $2,725,333 |
| Value of fidelity bond covering the plan | 2023-12-31 | $319,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $157,137 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $2,533 |
| Other income received | 2023-12-31 | $424,830 |
| Net income (gross income less expenses) | 2023-12-31 | $439,687 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,165,020 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,725,333 |
| Assets. Value of participant loans | 2023-12-31 | $21,361 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $548,366 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $56,875 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $13,886 |
| 2022 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-225,502 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $566,839 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $541,697 |
| Total plan assets at end of year | 2022-12-31 | $2,725,333 |
| Total plan assets at beginning of year | 2022-12-31 | $3,517,674 |
| Value of fidelity bond covering the plan | 2022-12-31 | $319,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $159,850 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $2,382 |
| Other income received | 2022-12-31 | $-436,460 |
| Net income (gross income less expenses) | 2022-12-31 | $-792,341 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,725,333 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,517,674 |
| Assets. Value of participant loans | 2022-12-31 | $37,876 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $412,661 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $51,108 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $22,760 |
| 2021 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $452,310 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $124,209 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $84,905 |
| Total plan assets at end of year | 2021-12-31 | $3,517,674 |
| Total plan assets at beginning of year | 2021-12-31 | $3,189,573 |
| Value of fidelity bond covering the plan | 2021-12-31 | $319,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $125,874 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $8,614 |
| Other income received | 2021-12-31 | $271,139 |
| Net income (gross income less expenses) | 2021-12-31 | $328,101 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,517,674 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,189,573 |
| Assets. Value of participant loans | 2021-12-31 | $48,244 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $333,903 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $55,297 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $30,690 |
| 2020 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $452,104 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $60,607 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $33,987 |
| Total plan assets at end of year | 2020-12-31 | $3,189,573 |
| Total plan assets at beginning of year | 2020-12-31 | $2,798,076 |
| Value of fidelity bond covering the plan | 2020-12-31 | $280,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $117,511 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $1,696 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $60,969 |
| Other income received | 2020-12-31 | $273,624 |
| Net income (gross income less expenses) | 2020-12-31 | $391,497 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $3,189,573 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,798,076 |
| Assets. Value of participant loans | 2020-12-31 | $15,765 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $333,903 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $24,924 |
| 2019 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $583,284 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $18,974 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $10,106 |
| Total plan assets at end of year | 2019-12-31 | $2,798,076 |
| Total plan assets at beginning of year | 2019-12-31 | $2,233,766 |
| Value of fidelity bond covering the plan | 2019-12-31 | $230,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $90,849 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $1,255 |
| Other income received | 2019-12-31 | $395,623 |
| Net income (gross income less expenses) | 2019-12-31 | $564,310 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,798,076 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,233,766 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $96,812 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $7,613 |
| 2018 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-49,836 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $10,589 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $4,330 |
| Total plan assets at end of year | 2018-12-31 | $2,233,766 |
| Total plan assets at beginning of year | 2018-12-31 | $2,294,191 |
| Value of fidelity bond covering the plan | 2018-12-31 | $230,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $93,779 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $2,121 |
| Other income received | 2018-12-31 | $-143,615 |
| Net income (gross income less expenses) | 2018-12-31 | $-60,425 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,233,766 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,294,191 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $4,138 |
| 2017 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $460,237 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $27,250 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $21,527 |
| Total plan assets at end of year | 2017-12-31 | $2,294,191 |
| Total plan assets at beginning of year | 2017-12-31 | $1,861,204 |
| Value of fidelity bond covering the plan | 2017-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $90,296 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $2,145 |
| Other income received | 2017-12-31 | $273,736 |
| Net income (gross income less expenses) | 2017-12-31 | $432,987 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,294,191 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,861,204 |
| Assets. Value of participant loans | 2017-12-31 | $42,247 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $263,767 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $96,205 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,578 |
| 2016 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $230,169 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $23,112 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $20,120 |
| Total plan assets at end of year | 2016-12-31 | $1,861,204 |
| Total plan assets at beginning of year | 2016-12-31 | $1,654,147 |
| Value of fidelity bond covering the plan | 2016-12-31 | $162,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $102,906 |
| Other income received | 2016-12-31 | $80,392 |
| Net income (gross income less expenses) | 2016-12-31 | $207,057 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,861,204 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,654,147 |
| Assets. Value of participant loans | 2016-12-31 | $45,134 |
| Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $263,767 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $46,871 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,992 |
| 2015 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $91,692 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $57,498 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $53,885 |
| Total plan assets at end of year | 2015-12-31 | $1,654,147 |
| Total plan assets at beginning of year | 2015-12-31 | $1,619,953 |
| Value of fidelity bond covering the plan | 2015-12-31 | $162,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $65,970 |
| Other income received | 2015-12-31 | $-21,151 |
| Net income (gross income less expenses) | 2015-12-31 | $34,194 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,654,147 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,619,953 |
| Assets. Value of participant loans | 2015-12-31 | $26,741 |
| Assets. Value of real-estate (other than employer real property) | 2015-12-31 | $218,200 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $46,873 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,613 |
| 2014 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $208,688 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $6,241 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,964 |
| Total plan assets at end of year | 2014-12-31 | $1,619,953 |
| Total plan assets at beginning of year | 2014-12-31 | $1,417,506 |
| Value of fidelity bond covering the plan | 2014-12-31 | $142,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $64,905 |
| Other income received | 2014-12-31 | $72,518 |
| Net income (gross income less expenses) | 2014-12-31 | $202,447 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,619,953 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,417,506 |
| Assets. Value of participant loans | 2014-12-31 | $17,982 |
| Assets. Value of real-estate (other than employer real property) | 2014-12-31 | $149,500 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $71,265 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $4,277 |
| 2013 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $386,080 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $72,313 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $68,468 |
| Total plan assets at end of year | 2013-12-31 | $1,417,506 |
| Total plan assets at beginning of year | 2013-12-31 | $1,103,739 |
| Value of fidelity bond covering the plan | 2013-12-31 | $142,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $82,220 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $102,098 |
| Other income received | 2013-12-31 | $189,142 |
| Net income (gross income less expenses) | 2013-12-31 | $313,767 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,417,506 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,103,739 |
| Assets. Value of participant loans | 2013-12-31 | $15,285 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $12,620 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,845 |
| 2012 : SIMPSON, GLICK & BURFORD, PLLC 401(K) RETIREMENT P 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $418,057 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $3,030 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $575 |
| Total plan assets at end of year | 2012-12-31 | $1,103,739 |
| Total plan assets at beginning of year | 2012-12-31 | $688,712 |
| Value of fidelity bond covering the plan | 2012-12-31 | $69,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $86,739 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $212,312 |
| Other income received | 2012-12-31 | $79,350 |
| Net income (gross income less expenses) | 2012-12-31 | $415,027 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,103,739 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $688,712 |
| Assets. Value of participant loans | 2012-12-31 | $19,439 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $39,656 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,455 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |