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THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 401k Plan overview

Plan NameTHE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN
Plan identification number 001

THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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

GEORGETOWN GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:GEORGETOWN GROUP, INC.
Employer identification number (EIN):132961281
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Additional information about GEORGETOWN GROUP, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1978-11-21
Company Identification Number: 522884
Legal Registered Office Address: CITRIN COOPERMAN ADVISORS, LLC
50 ROCKEFELLER PLAZA, 4TH FLOOR
NEW YORK
United States of America (USA)
10022

More information about GEORGETOWN GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARSHALL ROSE
0012016-01-01
0012015-01-01MARSHALL ROSE
0012014-01-01MARSHALL ROSE
0012013-01-01MARSHALL ROSE
0012012-01-01MARSHALL ROSE
0012011-01-01MARSHALL ROSE
0012009-01-01MARSHALL ROSE

Plan Statistics for THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN

401k plan membership statisitcs for THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN

Measure Date Value
2023: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-014
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-014
Number of participants with account balances2023-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Number of participants with account balances2022-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014
Number of participants with account balances2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-014
Number of participants with account balances2019-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-014
Number of participants with account balances2018-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-014
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-014
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-014
Number of participants with account balances2014-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
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 participants2012-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-012
Number of participants with account balances2012-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
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 participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
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 participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN

Measure Date Value
2023 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2023 401k financial data
Total income from all sources2023-12-31$39,667
Expenses. Total of all expenses incurred2023-12-31$100,000
Benefits paid (including direct rollovers)2023-12-31$100,000
Total plan assets at end of year2023-12-31$758,963
Total plan assets at beginning of year2023-12-31$819,296
Value of fidelity bond covering the plan2023-12-31$5,000,000
Assets. Value of loans (other than to participants)2023-12-31$235,248
Other income received2023-12-31$39,667
Net income (gross income less expenses)2023-12-31$-60,333
Net plan assets at end of year (total assets less liabilities)2023-12-31$758,963
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$819,296
2022 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2022 401k financial data
Total income from all sources2022-12-31$34,209
Expenses. Total of all expenses incurred2022-12-31$50,100
Benefits paid (including direct rollovers)2022-12-31$50,000
Total plan assets at end of year2022-12-31$819,296
Total plan assets at beginning of year2022-12-31$835,187
Value of fidelity bond covering the plan2022-12-31$5,000,000
Assets. Value of loans (other than to participants)2022-12-31$244,296
Other income received2022-12-31$34,209
Net income (gross income less expenses)2022-12-31$-15,891
Net plan assets at end of year (total assets less liabilities)2022-12-31$819,296
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$835,187
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$100
2021 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2021 401k financial data
Total income from all sources2021-12-31$-251,868
Expenses. Total of all expenses incurred2021-12-31$800,100
Benefits paid (including direct rollovers)2021-12-31$800,000
Total plan assets at end of year2021-12-31$835,187
Total plan assets at beginning of year2021-12-31$1,887,155
Value of fidelity bond covering the plan2021-12-31$5,000,000
Total contributions received or receivable from participants2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$-251,868
Net income (gross income less expenses)2021-12-31$-1,051,968
Net plan assets at end of year (total assets less liabilities)2021-12-31$835,187
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,887,155
Assets. Value of real-estate (other than employer real property)2021-12-31$278,933
Total contributions received or receivable from employer(s)2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
2020 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2020 401k financial data
Total income from all sources2020-12-31$15,931,951
Expenses. Total of all expenses incurred2020-12-31$37,293,617
Benefits paid (including direct rollovers)2020-12-31$37,247,077
Total plan assets at end of year2020-12-31$1,887,155
Total plan assets at beginning of year2020-12-31$23,248,821
Value of fidelity bond covering the plan2020-12-31$5,000,000
Other income received2020-12-31$15,814,951
Net income (gross income less expenses)2020-12-31$-21,361,666
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,887,155
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$23,248,821
Assets. Value of real-estate (other than employer real property)2020-12-31$293,986
Total contributions received or receivable from employer(s)2020-12-31$117,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$46,540
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$117,000
Amount contributed by the employer to the plan for this plan year2020-12-31$117,000
2019 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources2019-12-31$4,345,878
Expenses. Total of all expenses incurred2019-12-31$1,343,978
Benefits paid (including direct rollovers)2019-12-31$1,305,100
Total plan assets at end of year2019-12-31$23,248,821
Total plan assets at beginning of year2019-12-31$20,246,921
Value of fidelity bond covering the plan2019-12-31$5,000,000
Other income received2019-12-31$4,229,878
Net income (gross income less expenses)2019-12-31$3,001,900
Net plan assets at end of year (total assets less liabilities)2019-12-31$23,248,821
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$20,246,921
Assets. Value of real-estate (other than employer real property)2019-12-31$308,549
Total contributions received or receivable from employer(s)2019-12-31$116,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$38,878
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$116,000
Amount contributed by the employer to the plan for this plan year2019-12-31$116,000
2018 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2018 401k financial data
Total income from all sources2018-12-31$1,608,170
Expenses. Total of all expenses incurred2018-12-31$940,640
Benefits paid (including direct rollovers)2018-12-31$932,100
Total plan assets at end of year2018-12-31$20,246,921
Total plan assets at beginning of year2018-12-31$19,579,391
Value of fidelity bond covering the plan2018-12-31$5,000,000
Other income received2018-12-31$1,493,170
Net income (gross income less expenses)2018-12-31$667,530
Net plan assets at end of year (total assets less liabilities)2018-12-31$20,246,921
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$19,579,391
Assets. Value of assets in partnership/joint-venture interests2018-12-31$693,188
Assets. Value of real-estate (other than employer real property)2018-12-31$345,173
Total contributions received or receivable from employer(s)2018-12-31$115,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$8,540
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$115,000
Amount contributed by the employer to the plan for this plan year2018-12-31$115,000
2017 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,475,812
Expenses. Total of all expenses incurred2017-12-31$1,223,100
Benefits paid (including direct rollovers)2017-12-31$1,223,100
Total plan assets at end of year2017-12-31$19,579,391
Total plan assets at beginning of year2017-12-31$19,326,679
Value of fidelity bond covering the plan2017-12-31$5,000,000
Other income received2017-12-31$1,361,812
Net income (gross income less expenses)2017-12-31$252,712
Net plan assets at end of year (total assets less liabilities)2017-12-31$19,579,391
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$19,326,679
Assets. Value of real-estate (other than employer real property)2017-12-31$360,464
Total contributions received or receivable from employer(s)2017-12-31$114,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$114,000
Amount contributed by the employer to the plan for this plan year2017-12-31$114,000
2016 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,593,208
Expenses. Total of all expenses incurred2016-12-31$520,562
Benefits paid (including direct rollovers)2016-12-31$520,267
Total plan assets at end of year2016-12-31$19,326,679
Total plan assets at beginning of year2016-12-31$18,254,033
Value of fidelity bond covering the plan2016-12-31$5,000,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$1,480,208
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$1,072,646
Net plan assets at end of year (total assets less liabilities)2016-12-31$19,326,679
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$18,254,033
Assets. Value of assets in partnership/joint-venture interests2016-12-31$1,231,131
Assets. Value of real-estate (other than employer real property)2016-12-31$376,765
Total contributions received or receivable from employer(s)2016-12-31$113,000
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$295
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$113,000
Amount contributed by the employer to the plan for this plan year2016-12-31$113,000
2015 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$1,986,189
Expenses. Total of all expenses incurred2015-12-31$471,777
Benefits paid (including direct rollovers)2015-12-31$471,392
Total plan assets at end of year2015-12-31$18,254,033
Total plan assets at beginning of year2015-12-31$16,739,621
Value of fidelity bond covering the plan2015-12-31$5,000,000
Other income received2015-12-31$1,873,189
Net income (gross income less expenses)2015-12-31$1,514,412
Net plan assets at end of year (total assets less liabilities)2015-12-31$18,254,033
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$16,739,621
Assets. Value of assets in partnership/joint-venture interests2015-12-31$1,201,184
Assets. Value of real-estate (other than employer real property)2015-12-31$400,591
Total contributions received or receivable from employer(s)2015-12-31$113,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$385
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$113,000
Amount contributed by the employer to the plan for this plan year2015-12-31$113,000
2014 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$2,620,029
Expenses. Total of all expenses incurred2014-12-31$402,579
Benefits paid (including direct rollovers)2014-12-31$402,254
Total plan assets at end of year2014-12-31$16,739,621
Total plan assets at beginning of year2014-12-31$14,522,171
Value of fidelity bond covering the plan2014-12-31$5,000,000
Other income received2014-12-31$2,506,529
Net income (gross income less expenses)2014-12-31$2,217,450
Net plan assets at end of year (total assets less liabilities)2014-12-31$16,739,621
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$14,522,171
Assets. Value of assets in partnership/joint-venture interests2014-12-31$984,748
Assets. Value of real-estate (other than employer real property)2014-12-31$662,269
Total contributions received or receivable from employer(s)2014-12-31$113,500
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$325
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$113,500
Amount contributed by the employer to the plan for this plan year2014-12-31$113,500
2013 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,552,095
Expenses. Total of all expenses incurred2013-12-31$363,886
Benefits paid (including direct rollovers)2013-12-31$363,611
Total plan assets at end of year2013-12-31$14,522,171
Total plan assets at beginning of year2013-12-31$13,333,962
Value of fidelity bond covering the plan2013-12-31$5,000,000
Other income received2013-12-31$1,480,695
Net income (gross income less expenses)2013-12-31$1,188,209
Net plan assets at end of year (total assets less liabilities)2013-12-31$14,522,171
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$13,333,962
Assets. Value of assets in partnership/joint-venture interests2013-12-31$3,086,737
Assets. Value of real-estate (other than employer real property)2013-12-31$680,930
Total contributions received or receivable from employer(s)2013-12-31$71,400
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$275
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$71,400
Amount contributed by the employer to the plan for this plan year2013-12-31$71,400
2012 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$2,164,280
Expenses. Total of all expenses incurred2012-12-31$306,575
Benefits paid (including direct rollovers)2012-12-31$306,374
Total plan assets at end of year2012-12-31$13,333,962
Total plan assets at beginning of year2012-12-31$11,476,257
Value of fidelity bond covering the plan2012-12-31$5,000,000
Other income received2012-12-31$2,064,280
Net income (gross income less expenses)2012-12-31$1,857,705
Net plan assets at end of year (total assets less liabilities)2012-12-31$13,333,962
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$11,476,257
Assets. Value of assets in partnership/joint-venture interests2012-12-31$2,996,713
Assets. Value of real-estate (other than employer real property)2012-12-31$701,946
Total contributions received or receivable from employer(s)2012-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$201
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$100,000
Amount contributed by the employer to the plan for this plan year2012-12-31$100,000
2011 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$475,146
Expenses. Total of all expenses incurred2011-12-31$295,554
Benefits paid (including direct rollovers)2011-12-31$295,354
Total plan assets at end of year2011-12-31$11,476,257
Total plan assets at beginning of year2011-12-31$11,296,665
Value of fidelity bond covering the plan2011-12-31$5,000,000
Other income received2011-12-31$380,641
Net income (gross income less expenses)2011-12-31$179,592
Net plan assets at end of year (total assets less liabilities)2011-12-31$11,476,257
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$11,296,665
Assets. Value of assets in partnership/joint-venture interests2011-12-31$2,829,264
Assets. Value of real-estate (other than employer real property)2011-12-31$836,099
Total contributions received or receivable from employer(s)2011-12-31$94,505
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$200
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$94,505
Amount contributed by the employer to the plan for this plan year2011-12-31$94,505
2010 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$1,636,575
Expenses. Total of all expenses incurred2010-12-31$254,106
Benefits paid (including direct rollovers)2010-12-31$254,056
Total plan assets at end of year2010-12-31$11,296,665
Total plan assets at beginning of year2010-12-31$9,914,196
Value of fidelity bond covering the plan2010-12-31$5,000,000
Other income received2010-12-31$1,539,120
Net income (gross income less expenses)2010-12-31$1,382,469
Net plan assets at end of year (total assets less liabilities)2010-12-31$11,296,665
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$9,914,196
Assets. Value of assets in partnership/joint-venture interests2010-12-31$3,478,627
Assets. Value of real-estate (other than employer real property)2010-12-31$854,555
Total contributions received or receivable from employer(s)2010-12-31$97,455
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$97,455
Amount contributed by the employer to the plan for this plan year2010-12-31$97,455
2009 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 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$97,455
Amount contributed by the employer to the plan for this plan year2009-12-31$97,455

Form 5500 Responses for THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN

2023: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 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: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 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: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 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: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 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: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 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
2009: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 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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