401k Plan data: JOHN GERLACH & COMPANY LLP EMPLOYEES' PROFIT SHARING PLAN plan

JOHN GERLACH & COMPANY LLP EMPLOYEES' PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOHN GERLACH & COMPANY LLP EMPLOYEES' PROFIT SHARING PLAN
Plan identification number	002

JOHN GERLACH & COMPANY LLP EMPLOYEES' PROFIT SHARING 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
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

JOHN GERLACH & COMPANY, LLP has sponsored the creation of one or more 401k plans.

Company Name: JOHN GERLACH & COMPANY, LLP

Employer identification number (EIN): 314419361

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about JOHN GERLACH & COMPANY, LLP

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2002-03-18

Company Identification Number: 1306844

Legal Registered Office Address: 37 W BROAD STREET
STE 530
COLUMBUS
United States of America (USA)
43215

More information about JOHN GERLACH & COMPANY, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN GERLACH & COMPANY LLP EMPLOYEES' PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-04-01 DAVID R. WHEATLEY 2024-09-19
002 2022-04-01 DAVID R. WHEATLEY 2023-10-18
002 2021-04-01 DAVID R. WHEATLEY 2022-11-21
002 2020-04-01 DAVID R. WHEATLEY 2022-01-03
002 2019-04-01 DAVID R. WHEATLEY 2021-01-06
002 2018-04-01 DAVID R. WHEATLEY 2020-01-08
002 2017-04-01 DAVID R. WHEATLEY 2019-01-11
002 2016-04-01 DAVID R. WHEATLEY 2018-01-05
002 2015-04-01 DAVID R. WHEATLEY 2017-01-12
002 2014-04-01 DAVID R. WHEATLEY 2016-01-11
002 2013-04-01 DAVID R. WHEATLEY 2015-01-02
002 2012-04-01 DAVID R. WHEATLEY 2014-01-03
002 2011-04-01 DAVID R. WHEATLEY 2012-12-13
002 2010-04-01 DAVID R. WHEATLEY 2011-10-07 DAVID R. WHEATLEY 2011-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-04-01	DAVID R. WHEATLEY	2024-09-19
002	2022-04-01	DAVID R. WHEATLEY	2023-10-18
002	2021-04-01	DAVID R. WHEATLEY	2022-11-21
002	2020-04-01	DAVID R. WHEATLEY	2022-01-03
002	2019-04-01	DAVID R. WHEATLEY	2021-01-06
002	2018-04-01	DAVID R. WHEATLEY	2020-01-08
002	2017-04-01	DAVID R. WHEATLEY	2019-01-11
002	2016-04-01	DAVID R. WHEATLEY	2018-01-05
002	2015-04-01	DAVID R. WHEATLEY	2017-01-12
002	2014-04-01	DAVID R. WHEATLEY	2016-01-11
002	2013-04-01	DAVID R. WHEATLEY	2015-01-02
002	2012-04-01	DAVID R. WHEATLEY	2014-01-03
002	2011-04-01	DAVID R. WHEATLEY	2012-12-13
002	2010-04-01	DAVID R. WHEATLEY	2011-10-07	DAVID R. WHEATLEY	2011-10-07

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Company Name:	JOHN GERLACH & COMPANY, LLP
Employer identification number (EIN):	314419361
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2002-03-18
Company Identification Number:	1306844
Legal Registered Office Address:	37 W BROAD STREET STE 530 COLUMBUS United States of America (USA) 43215