Plan Name | GORDON E. CONWELL ASSOCS., INC. SAFE HARBOR 401K PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | GORDON E. CONWELL ASSOCIATES, INC. |
Employer identification number (EIN): | 231705552 |
NAIC Classification: | 523900 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | GORDON E. CONWELL JR. | 2023-07-17 | ||
001 | 2021-01-01 | GORDON E. CONWELL JR. | 2022-07-22 | ||
001 | 2020-01-01 | GORDON E. CONWELL JR. | 2021-07-29 | ||
001 | 2019-01-01 | GORDON E. CONWELL JR. | 2020-09-08 | ||
001 | 2018-01-01 | GORDON E. CONWELL JR. | 2019-10-03 | ||
001 | 2017-01-01 | GORDON E. CONWELL JR. | 2018-10-04 | ||
001 | 2016-01-01 | GORDON E. CONWELL JR. | 2017-10-02 | ||
001 | 2015-01-01 | GORDON E. CONWELL JR. | 2016-09-08 | ||
001 | 2014-01-01 | GORDON E. CONWELL JR. | 2015-10-14 | ||
001 | 2013-01-01 | GORDON E. CONWELL JR. | 2014-08-28 | ||
001 | 2012-01-01 | GORDON E. CONWELL JR. | 2013-09-05 | ||
001 | 2011-01-01 | GORDON E. CONWELL JR. | 2012-07-25 | ||
001 | 2009-01-01 | GORDON E. CONWELL JR. |
Measure | Date | Value |
---|---|---|
2009: GORDON E. CONWELL ASSOCS., INC. SAFE HARBOR 401K PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
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 | 1 |
Total of all active and inactive participants | 2009-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 5 |
Number of participants with account balances | 2009-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2010 : GORDON E. CONWELL ASSOCS., INC. SAFE HARBOR 401K PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $54,698 |
Expenses. Total of all expenses incurred | 2010-12-31 | $3,182 |
Benefits paid (including direct rollovers) | 2010-12-31 | $789 |
Total plan assets at end of year | 2010-12-31 | $440,070 |
Total plan assets at beginning of year | 2010-12-31 | $388,554 |
Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
Total contributions received or receivable from participants | 2010-12-31 | $18,600 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $2,393 |
Other income received | 2010-12-31 | $30,965 |
Net income (gross income less expenses) | 2010-12-31 | $51,516 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $440,070 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $388,554 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $5,133 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009: GORDON E. CONWELL ASSOCS., INC. SAFE HARBOR 401K 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 |