Plan Name | THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | MARSHALL ROSE | |||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | MARSHALL ROSE | |||
001 | 2014-01-01 | MARSHALL ROSE | |||
001 | 2013-01-01 | MARSHALL ROSE | |||
001 | 2012-01-01 | MARSHALL ROSE | |||
001 | 2011-01-01 | MARSHALL ROSE | |||
001 | 2009-01-01 | MARSHALL ROSE |
Measure | Date | Value |
---|---|---|
2023: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
Total of all active and inactive participants | 2023-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 4 |
Number of participants with account balances | 2023-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 4 |
Number of participants with account balances | 2022-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 4 |
Number of participants with account balances | 2021-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 4 |
Number of participants with account balances | 2020-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 4 |
Number of participants with account balances | 2019-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 4 |
Number of participants with account balances | 2018-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 4 |
Number of participants with account balances | 2017-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 4 |
Number of participants with account balances | 2016-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 4 |
Number of participants with account balances | 2015-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 4 |
Number of participants with account balances | 2014-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 2 |
Number of participants with account balances | 2012-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 2 |
Number of participants with account balances | 2011-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 2 |
Number of participants with account balances | 2009-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2023 401k financial data | ||
Total income from all sources | 2023-12-31 | $39,667 |
Expenses. Total of all expenses incurred | 2023-12-31 | $100,000 |
Benefits paid (including direct rollovers) | 2023-12-31 | $100,000 |
Total plan assets at end of year | 2023-12-31 | $758,963 |
Total plan assets at beginning of year | 2023-12-31 | $819,296 |
Value of fidelity bond covering the plan | 2023-12-31 | $5,000,000 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $235,248 |
Other income received | 2023-12-31 | $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 sources | 2022-12-31 | $34,209 |
Expenses. Total of all expenses incurred | 2022-12-31 | $50,100 |
Benefits paid (including direct rollovers) | 2022-12-31 | $50,000 |
Total plan assets at end of year | 2022-12-31 | $819,296 |
Total plan assets at beginning of year | 2022-12-31 | $835,187 |
Value of fidelity bond covering the plan | 2022-12-31 | $5,000,000 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $244,296 |
Other income received | 2022-12-31 | $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 sources | 2021-12-31 | $-251,868 |
Expenses. Total of all expenses incurred | 2021-12-31 | $800,100 |
Benefits paid (including direct rollovers) | 2021-12-31 | $800,000 |
Total plan assets at end of year | 2021-12-31 | $835,187 |
Total plan assets at beginning of year | 2021-12-31 | $1,887,155 |
Value of fidelity bond covering the plan | 2021-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $-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 securities | 2021-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
2020 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2020 401k financial data | ||
Total income from all sources | 2020-12-31 | $15,931,951 |
Expenses. Total of all expenses incurred | 2020-12-31 | $37,293,617 |
Benefits paid (including direct rollovers) | 2020-12-31 | $37,247,077 |
Total plan assets at end of year | 2020-12-31 | $1,887,155 |
Total plan assets at beginning of year | 2020-12-31 | $23,248,821 |
Value of fidelity bond covering the plan | 2020-12-31 | $5,000,000 |
Other income received | 2020-12-31 | $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 securities | 2020-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $117,000 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $117,000 |
2019 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $4,345,878 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,343,978 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,305,100 |
Total plan assets at end of year | 2019-12-31 | $23,248,821 |
Total plan assets at beginning of year | 2019-12-31 | $20,246,921 |
Value of fidelity bond covering the plan | 2019-12-31 | $5,000,000 |
Other income received | 2019-12-31 | $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 securities | 2019-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $116,000 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $116,000 |
2018 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $1,608,170 |
Expenses. Total of all expenses incurred | 2018-12-31 | $940,640 |
Benefits paid (including direct rollovers) | 2018-12-31 | $932,100 |
Total plan assets at end of year | 2018-12-31 | $20,246,921 |
Total plan assets at beginning of year | 2018-12-31 | $19,579,391 |
Value of fidelity bond covering the plan | 2018-12-31 | $5,000,000 |
Other income received | 2018-12-31 | $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 interests | 2018-12-31 | $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 securities | 2018-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $115,000 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $115,000 |
2017 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2017 401k financial data | ||
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $1,475,812 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,223,100 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,223,100 |
Total plan assets at end of year | 2017-12-31 | $19,579,391 |
Total plan assets at beginning of year | 2017-12-31 | $19,326,679 |
Value of fidelity bond covering the plan | 2017-12-31 | $5,000,000 |
Other income received | 2017-12-31 | $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 securities | 2017-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $114,000 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $114,000 |
2016 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
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 | $1,593,208 |
Expenses. Total of all expenses incurred | 2016-12-31 | $520,562 |
Benefits paid (including direct rollovers) | 2016-12-31 | $520,267 |
Total plan assets at end of year | 2016-12-31 | $19,326,679 |
Total plan assets at beginning of year | 2016-12-31 | $18,254,033 |
Value of fidelity bond covering the plan | 2016-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $1,480,208 |
Noncash contributions received | 2016-12-31 | $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 interests | 2016-12-31 | $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 loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $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 securities | 2016-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $113,000 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $113,000 |
2015 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2015 401k financial data | ||
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $1,986,189 |
Expenses. Total of all expenses incurred | 2015-12-31 | $471,777 |
Benefits paid (including direct rollovers) | 2015-12-31 | $471,392 |
Total plan assets at end of year | 2015-12-31 | $18,254,033 |
Total plan assets at beginning of year | 2015-12-31 | $16,739,621 |
Value of fidelity bond covering the plan | 2015-12-31 | $5,000,000 |
Other income received | 2015-12-31 | $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 interests | 2015-12-31 | $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 securities | 2015-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $113,000 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $113,000 |
2014 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2014 401k financial data | ||
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $2,620,029 |
Expenses. Total of all expenses incurred | 2014-12-31 | $402,579 |
Benefits paid (including direct rollovers) | 2014-12-31 | $402,254 |
Total plan assets at end of year | 2014-12-31 | $16,739,621 |
Total plan assets at beginning of year | 2014-12-31 | $14,522,171 |
Value of fidelity bond covering the plan | 2014-12-31 | $5,000,000 |
Other income received | 2014-12-31 | $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 interests | 2014-12-31 | $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 securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $113,500 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $113,500 |
2013 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,552,095 |
Expenses. Total of all expenses incurred | 2013-12-31 | $363,886 |
Benefits paid (including direct rollovers) | 2013-12-31 | $363,611 |
Total plan assets at end of year | 2013-12-31 | $14,522,171 |
Total plan assets at beginning of year | 2013-12-31 | $13,333,962 |
Value of fidelity bond covering the plan | 2013-12-31 | $5,000,000 |
Other income received | 2013-12-31 | $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 interests | 2013-12-31 | $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 securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $71,400 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $71,400 |
2012 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $2,164,280 |
Expenses. Total of all expenses incurred | 2012-12-31 | $306,575 |
Benefits paid (including direct rollovers) | 2012-12-31 | $306,374 |
Total plan assets at end of year | 2012-12-31 | $13,333,962 |
Total plan assets at beginning of year | 2012-12-31 | $11,476,257 |
Value of fidelity bond covering the plan | 2012-12-31 | $5,000,000 |
Other income received | 2012-12-31 | $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 interests | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $100,000 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $100,000 |
2011 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2011 401k financial data | ||
Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $475,146 |
Expenses. Total of all expenses incurred | 2011-12-31 | $295,554 |
Benefits paid (including direct rollovers) | 2011-12-31 | $295,354 |
Total plan assets at end of year | 2011-12-31 | $11,476,257 |
Total plan assets at beginning of year | 2011-12-31 | $11,296,665 |
Value of fidelity bond covering the plan | 2011-12-31 | $5,000,000 |
Other income received | 2011-12-31 | $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 interests | 2011-12-31 | $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 securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $94,505 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $94,505 |
2010 : THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2010 401k financial data | ||
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $1,636,575 |
Expenses. Total of all expenses incurred | 2010-12-31 | $254,106 |
Benefits paid (including direct rollovers) | 2010-12-31 | $254,056 |
Total plan assets at end of year | 2010-12-31 | $11,296,665 |
Total plan assets at beginning of year | 2010-12-31 | $9,914,196 |
Value of fidelity bond covering the plan | 2010-12-31 | $5,000,000 |
Other income received | 2010-12-31 | $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 interests | 2010-12-31 | $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 securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $97,455 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $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 securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $97,455 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $97,455 |
2023: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE GEORGETOWN GROUP, INC. MONEY PURCHASE PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |