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GILBERT & GREIF, P.A. 401k Plan overview

Plan NameGILBERT & GREIF, P.A.
Plan identification number 001

GILBERT & GREIF, P.A. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GILBERT & GREIF, P.A. has sponsored the creation of one or more 401k plans.

Company Name:GILBERT & GREIF, P.A.
Employer identification number (EIN):010460428
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GILBERT & GREIF, P.A.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GAIL SAWYER2024-07-31 CHARLES E. GILBERT, III2024-07-31
0012022-01-01GAIL SAWYER2023-06-21 CHARLES E. GILBERT, III2023-06-21
0012021-01-01GAIL E. SAWYER2022-06-16 CHARLES E. GILBERT, III2022-06-16
0012020-01-01GAIL SAWYER2021-06-23 CHARLES GILBERT, III2021-06-23
0012019-01-01GAIL E. SAWYER2020-07-24 CHARLES E. GILBERT, III2020-07-24
0012018-01-01GAIL E. SAWYER2019-07-08 CHARLES E. GILBERT, III2019-07-08
0012017-01-01GAIL E. SAWYER2018-07-25 CHARLES E. GILBERT, III2018-07-25
0012016-01-01GAIL E. SAWYER2017-06-14 CHARLES E. GILBERT, III2017-06-14
0012015-01-01CHARLES GILBERT III GAIL E. SAWYER2016-07-07
0012014-01-01GAIL SAWYER CHARLES GILBERT III2016-11-30
0012013-01-01RACHELLE MAIETTA CHARLES E GILBERT2014-07-23
0012012-01-01RACHELLE C MAIETTA CHARLES E GILBERT, III2013-07-09
0012011-01-01RACHELLE MAIETTA
0012010-01-01RACHELLE C. MAIETTA
0012009-01-01RACHELLE C. MAIETTA

Plan Statistics for GILBERT & GREIF, P.A.

401k plan membership statisitcs for GILBERT & GREIF, P.A.

Measure Date Value
2015: GILBERT & GREIF, P.A. 2015 401k membership
Total participants, beginning-of-year2015-01-0119
Total number of active participants reported on line 7a of the Form 55002015-01-0116
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0117
Number of participants with account balances2015-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GILBERT & GREIF, P.A. 2014 401k membership
Total participants, beginning-of-year2014-01-0119
Total number of active participants reported on line 7a of the Form 55002014-01-0114
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0115
Number of participants with account balances2014-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GILBERT & GREIF, P.A. 2013 401k membership
Total participants, beginning-of-year2013-01-0110
Total number of active participants reported on line 7a of the Form 55002013-01-0110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0113
Number of participants with account balances2013-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: GILBERT & GREIF, P.A. 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0110
Number of participants with account balances2012-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GILBERT & GREIF, P.A. 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: GILBERT & GREIF, P.A. 2010 401k membership
Total participants, beginning-of-year2010-01-019
Total number of active participants reported on line 7a of the Form 55002010-01-0111
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0111
Number of participants with account balances2010-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: GILBERT & GREIF, P.A. 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GILBERT & GREIF, P.A.

Measure Date Value
2015 : GILBERT & GREIF, P.A. 2015 401k financial data
Total income from all sources2015-12-31$94,612
Expenses. Total of all expenses incurred2015-12-31$7,332
Benefits paid (including direct rollovers)2015-12-31$5,877
Total plan assets at end of year2015-12-31$1,446,986
Total plan assets at beginning of year2015-12-31$1,359,706
Value of fidelity bond covering the plan2015-12-31$150,000
Total contributions received or receivable from participants2015-12-31$68,765
Expenses. Other expenses not covered elsewhere2015-12-31$106
Other income received2015-12-31$-170
Net income (gross income less expenses)2015-12-31$87,280
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,446,986
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,359,706
Assets. Value of participant loans2015-12-31$12,769
Total contributions received or receivable from employer(s)2015-12-31$26,017
Value of certain deemed distributions of participant loans2015-12-31$1,349
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : GILBERT & GREIF, P.A. 2014 401k financial data
Total income from all sources2014-12-31$125,046
Expenses. Total of all expenses incurred2014-12-31$2,867
Benefits paid (including direct rollovers)2014-12-31$322
Total plan assets at end of year2014-12-31$1,359,706
Total plan assets at beginning of year2014-12-31$1,237,527
Value of fidelity bond covering the plan2014-12-31$150,000
Total contributions received or receivable from participants2014-12-31$21,255
Expenses. Other expenses not covered elsewhere2014-12-31$3
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$92,761
Net income (gross income less expenses)2014-12-31$122,179
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,359,706
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,237,527
Assets. Value of participant loans2014-12-31$21,378
Total contributions received or receivable from employer(s)2014-12-31$11,030
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$2,542
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$11,030
Amount contributed by the employer to the plan for this plan year2014-12-31$11,030
2013 : GILBERT & GREIF, P.A. 2013 401k financial data
Total income from all sources2013-12-31$284,421
Expenses. Total of all expenses incurred2013-12-31$31,844
Benefits paid (including direct rollovers)2013-12-31$27,837
Total plan assets at end of year2013-12-31$1,237,527
Total plan assets at beginning of year2013-12-31$984,950
Total contributions received or receivable from participants2013-12-31$66,863
Expenses. Other expenses not covered elsewhere2013-12-31$89
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$195,059
Net income (gross income less expenses)2013-12-31$252,577
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,237,527
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$984,950
Assets. Value of participant loans2013-12-31$38,520
Total contributions received or receivable from employer(s)2013-12-31$22,499
Value of certain deemed distributions of participant loans2013-12-31$3,918
Value of corrective distributions2013-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : GILBERT & GREIF, P.A. 2012 401k financial data
Total income from all sources2012-12-31$164,805
Expenses. Total of all expenses incurred2012-12-31$73
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$984,950
Total plan assets at beginning of year2012-12-31$820,218
Value of fidelity bond covering the plan2012-12-31$10,000
Total contributions received or receivable from participants2012-12-31$49,006
Expenses. Other expenses not covered elsewhere2012-12-31$73
Contributions received from other sources (not participants or employers)2012-12-31$1,613
Other income received2012-12-31$92,849
Net income (gross income less expenses)2012-12-31$164,732
Net plan assets at end of year (total assets less liabilities)2012-12-31$984,950
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$820,218
Assets. Value of participant loans2012-12-31$37,939
Total contributions received or receivable from employer(s)2012-12-31$21,337
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
2011 : GILBERT & GREIF, P.A. 2011 401k financial data
Total income from all sources2011-12-31$91,828
Expenses. Total of all expenses incurred2011-12-31$3,341
Benefits paid (including direct rollovers)2011-12-31$3,285
Total plan assets at end of year2011-12-31$820,218
Total plan assets at beginning of year2011-12-31$731,730
Value of fidelity bond covering the plan2011-12-31$10,000
Total contributions received or receivable from participants2011-12-31$54,923
Expenses. Other expenses not covered elsewhere2011-12-31$56
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$3,646
Net income (gross income less expenses)2011-12-31$88,487
Net plan assets at end of year (total assets less liabilities)2011-12-31$820,218
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$731,730
Assets. Value of participant loans2011-12-31$17,243
Total contributions received or receivable from employer(s)2011-12-31$33,259
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : GILBERT & GREIF, P.A. 2010 401k financial data
Total income from all sources2010-12-31$108,981
Expenses. Total of all expenses incurred2010-12-31$51
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$731,730
Total plan assets at beginning of year2010-12-31$622,799
Value of fidelity bond covering the plan2010-12-31$10,000
Total contributions received or receivable from participants2010-12-31$21,149
Expenses. Other expenses not covered elsewhere2010-12-31$51
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$80,806
Net income (gross income less expenses)2010-12-31$108,930
Net plan assets at end of year (total assets less liabilities)2010-12-31$731,730
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$622,799
Assets. Value of participant loans2010-12-31$36,344
Total contributions received or receivable from employer(s)2010-12-31$7,026
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
2009 : GILBERT & GREIF, P.A. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for GILBERT & GREIF, P.A.

2015: GILBERT & GREIF, P.A. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GILBERT & GREIF, P.A. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GILBERT & GREIF, P.A. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GILBERT & GREIF, P.A. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GILBERT & GREIF, P.A. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GILBERT & GREIF, P.A. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GILBERT & GREIF, P.A. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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