401k Plan data: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN plan

JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 401k Plan overview

Plan Name	JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN
Plan identification number	001

JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

LAW OFFICES OF JOHN J. GALLAGHER, PC has sponsored the creation of one or more 401k plans.

Company Name: LAW OFFICES OF JOHN J. GALLAGHER, PC

Employer identification number (EIN): 232159046

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN

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 HELENE SCHRAMM HELENE SCHRAMM 2018-08-16
001 2016-01-01 HELENE SCHRAMM
001 2015-01-01 HELENE SCHRAMM
001 2014-01-01 HELENE SCHRAMM
001 2013-01-01 HELENE SCHRAMM
001 2012-01-01 JOHN GALLAGHER
001 2011-01-01 JOHN GALLAGHER
001 2010-01-01 JOHN GALLAGHER
001 2009-01-01 JOHN GALLAGHER 2010-07-08
001 2009-01-01 JOHN GALLAGHER
001 2009-01-01 JOHN GALLAGHER 2010-06-28

Plan Statistics for JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN

401k plan membership statisitcs for JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN

Measure Date Value
2017: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
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 6
Total of all active and inactive participants 2017-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 12
Number of participants with account balances 2017-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 15
Number of other retired or separated participants entitled to future benefits 2016-01-01 5
Total of all active and inactive participants 2016-01-01 20
Total participants 2016-01-01 20
Number of participants with account balances 2016-01-01 19
2015: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
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 6
Total of all active and inactive participants 2015-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 19
Number of participants with account balances 2015-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
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 4
Total of all active and inactive participants 2014-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 18
Number of participants with account balances 2014-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 17
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 4
Total of all active and inactive participants 2013-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 21
Number of participants with account balances 2013-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
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 2
Total of all active and inactive participants 2012-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 17
Number of participants with account balances 2012-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
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 2
Total of all active and inactive participants 2011-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 21
Number of participants with account balances 2011-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 19
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 20
Number of participants with account balances 2010-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
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 2
Total of all active and inactive participants 2009-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 20
Number of participants with account balances 2009-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
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	6
Total of all active and inactive participants	2017-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	12
Number of participants with account balances	2017-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	15
Number of other retired or separated participants entitled to future benefits	2016-01-01	5
Total of all active and inactive participants	2016-01-01	20
Total participants	2016-01-01	20
Number of participants with account balances	2016-01-01	19
2015: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
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	6
Total of all active and inactive participants	2015-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	19
Number of participants with account balances	2015-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
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	4
Total of all active and inactive participants	2014-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	18
Number of participants with account balances	2014-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	17
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	4
Total of all active and inactive participants	2013-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	21
Number of participants with account balances	2013-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
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	2
Total of all active and inactive participants	2012-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	17
Number of participants with account balances	2012-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
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	2
Total of all active and inactive participants	2011-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	21
Number of participants with account balances	2011-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	19
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	20
Number of participants with account balances	2010-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
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	2
Total of all active and inactive participants	2009-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	20
Number of participants with account balances	2009-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN

Measure	Date	Value
2017 : JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$721,517
Expenses. Total of all expenses incurred	2017-12-31	$127,667
Benefits paid (including direct rollovers)	2017-12-31	$127,308
Total plan assets at end of year	2017-12-31	$4,455,252
Total plan assets at beginning of year	2017-12-31	$3,861,402
Value of fidelity bond covering the plan	2017-12-31	$200,000
Total contributions received or receivable from participants	2017-12-31	$26,490
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$671,311
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$593,850
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,455,252
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,861,402
Assets. Value of participant loans	2017-12-31	$90,375
Total contributions received or receivable from employer(s)	2017-12-31	$23,716
Value of certain deemed distributions of participant loans	2017-12-31	$109
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$250
2016 : JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) 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	$309,646
Expenses. Total of all expenses incurred	2016-12-31	$126,501
Benefits paid (including direct rollovers)	2016-12-31	$95,223
Total plan assets at end of year	2016-12-31	$3,861,402
Total plan assets at beginning of year	2016-12-31	$3,678,257
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$28,356
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	$249,661
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$183,145
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,861,402
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,678,257
Assets. Value of participant loans	2016-12-31	$83,345
Total contributions received or receivable from employer(s)	2016-12-31	$31,629
Value of certain deemed distributions of participant loans	2016-12-31	$30,728
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$550
2015 : JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
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	$48,137
Expenses. Total of all expenses incurred	2015-12-31	$348,224
Benefits paid (including direct rollovers)	2015-12-31	$347,799
Total plan assets at end of year	2015-12-31	$3,678,257
Total plan assets at beginning of year	2015-12-31	$3,978,344
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$63,529
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-54,114
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-300,087
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,678,257
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,978,344
Assets. Value of participant loans	2015-12-31	$50,672
Total contributions received or receivable from employer(s)	2015-12-31	$38,722
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$425
2014 : JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
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	$300,015
Expenses. Total of all expenses incurred	2014-12-31	$2,710
Benefits paid (including direct rollovers)	2014-12-31	$1,585
Total plan assets at end of year	2014-12-31	$3,978,344
Total plan assets at beginning of year	2014-12-31	$3,681,039
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$71,361
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$191,987
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$297,305
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,978,344
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,681,039
Assets. Value of participant loans	2014-12-31	$96,972
Total contributions received or receivable from employer(s)	2014-12-31	$36,667
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,125
2013 : JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$839,548
Expenses. Total of all expenses incurred	2013-12-31	$31,673
Benefits paid (including direct rollovers)	2013-12-31	$29,623
Total plan assets at end of year	2013-12-31	$3,681,039
Total plan assets at beginning of year	2013-12-31	$2,873,164
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$88,234
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$711,587
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$807,875
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,681,039
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,873,164
Assets. Value of participant loans	2013-12-31	$63,464
Total contributions received or receivable from employer(s)	2013-12-31	$39,727
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$2,050
2012 : JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$498,987
Expenses. Total of all expenses incurred	2012-12-31	$156,205
Benefits paid (including direct rollovers)	2012-12-31	$154,830
Total plan assets at end of year	2012-12-31	$2,873,164
Total plan assets at beginning of year	2012-12-31	$2,530,382
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$77,516
Other income received	2012-12-31	$381,852
Net income (gross income less expenses)	2012-12-31	$342,782
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,873,164
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,530,382
Assets. Value of participant loans	2012-12-31	$41,909
Total contributions received or receivable from employer(s)	2012-12-31	$39,619
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,375
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$180,983
Expenses. Total of all expenses incurred	2011-12-31	$7,415
Benefits paid (including direct rollovers)	2011-12-31	$7,229
Total plan assets at end of year	2011-12-31	$2,530,382
Total plan assets at beginning of year	2011-12-31	$2,356,814
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$99,264
Other income received	2011-12-31	$3,981
Net income (gross income less expenses)	2011-12-31	$173,568
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,530,382
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,356,814
Assets. Value of participant loans	2011-12-31	$55,928
Total contributions received or receivable from employer(s)	2011-12-31	$77,738
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$186
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$405,952
Expenses. Total of all expenses incurred	2010-12-31	$44,091
Benefits paid (including direct rollovers)	2010-12-31	$14,175
Total plan assets at end of year	2010-12-31	$2,356,814
Total plan assets at beginning of year	2010-12-31	$1,994,953
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$85,774
Other income received	2010-12-31	$309,874
Net income (gross income less expenses)	2010-12-31	$361,861
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,356,814
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,994,953
Assets. Value of participant loans	2010-12-31	$28,587
Total contributions received or receivable from employer(s)	2010-12-31	$10,304
Value of certain deemed distributions of participant loans	2010-12-31	$29,016
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) 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

Form 5500 Responses for JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN

2017: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) 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: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) 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: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) 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: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) 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: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) 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
2010: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) 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

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Company Name:	LAW OFFICES OF JOHN J. GALLAGHER, PC
Employer identification number (EIN):	232159046
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	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	HELENE SCHRAMM	HELENE SCHRAMM	2018-08-16
001	2016-01-01	HELENE SCHRAMM
001	2015-01-01	HELENE SCHRAMM
001	2014-01-01	HELENE SCHRAMM
001	2013-01-01	HELENE SCHRAMM
001	2012-01-01	JOHN GALLAGHER
001	2011-01-01	JOHN GALLAGHER
001	2010-01-01	JOHN GALLAGHER
001	2009-01-01		JOHN GALLAGHER	2010-07-08
001	2009-01-01	JOHN GALLAGHER
001	2009-01-01		JOHN GALLAGHER	2010-06-28