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GALLAGHER SHARP 401(K) PLAN 401k Plan overview

Plan NameGALLAGHER SHARP 401(K) PLAN
Plan identification number 002

GALLAGHER SHARP 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

GALLAGHER SHARP has sponsored the creation of one or more 401k plans.

Company Name:GALLAGHER SHARP
Employer identification number (EIN):340735199
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GALLAGHER SHARP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-09-01ROBERT D. MORAN, JR. TIMOTHY T. BRICK2018-06-14
0022016-09-01ROBERT D. MORAN, JR. TIMOTHY T. BRICK2018-06-14
0022015-09-01ROBERT D. MORAN, JR. TIMOTHY T. BRICK2017-06-15
0022014-09-01ROBERT D. MORAN, JR. TIM BRICK2016-06-14
0022013-09-01ANNA WOLOSZYN
0022012-09-01ANNA WOLOSZYN
0022011-09-01ANNA WOLOSZYN ANNA WOLOSZY2013-06-13
0022009-09-01ANNA WOLOSZYN

Plan Statistics for GALLAGHER SHARP 401(K) PLAN

401k plan membership statisitcs for GALLAGHER SHARP 401(K) PLAN

Measure Date Value
2023: GALLAGHER SHARP 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01158
Total number of active participants reported on line 7a of the Form 55002023-01-0176
Number of retired or separated participants receiving benefits2023-01-0118
Number of other retired or separated participants entitled to future benefits2023-01-0170
Total of all active and inactive participants2023-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01164
Number of participants with account balances2023-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0119
2022: GALLAGHER SHARP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01143
Total number of active participants reported on line 7a of the Form 55002022-01-0186
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0163
Total of all active and inactive participants2022-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01156
Number of participants with account balances2022-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: GALLAGHER SHARP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01144
Total number of active participants reported on line 7a of the Form 55002021-01-0195
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0141
Total of all active and inactive participants2021-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01143
Number of participants with account balances2021-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: GALLAGHER SHARP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01148
Total number of active participants reported on line 7a of the Form 55002020-01-01101
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01143
Number of participants with account balances2020-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: GALLAGHER SHARP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01152
Total number of active participants reported on line 7a of the Form 55002019-01-01104
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-0133
Total of all active and inactive participants2019-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01145
Number of participants with account balances2019-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: GALLAGHER SHARP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01135
Total number of active participants reported on line 7a of the Form 55002018-01-01109
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01147
Number of participants with account balances2018-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: GALLAGHER SHARP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01129
Total number of active participants reported on line 7a of the Form 55002017-09-01110
Number of retired or separated participants receiving benefits2017-09-016
Number of other retired or separated participants entitled to future benefits2017-09-0117
Total of all active and inactive participants2017-09-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-01133
Number of participants with account balances2017-09-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2016: GALLAGHER SHARP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01126
Total number of active participants reported on line 7a of the Form 55002016-09-01105
Number of retired or separated participants receiving benefits2016-09-016
Number of other retired or separated participants entitled to future benefits2016-09-0116
Total of all active and inactive participants2016-09-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-01127
Number of participants with account balances2016-09-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-015
2015: GALLAGHER SHARP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01120
Total number of active participants reported on line 7a of the Form 55002015-09-01106
Number of retired or separated participants receiving benefits2015-09-013
Number of other retired or separated participants entitled to future benefits2015-09-0117
Total of all active and inactive participants2015-09-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01126
Number of participants with account balances2015-09-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-012
2014: GALLAGHER SHARP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01111
Total number of active participants reported on line 7a of the Form 55002014-09-01104
Number of retired or separated participants receiving benefits2014-09-012
Number of other retired or separated participants entitled to future benefits2014-09-0114
Total of all active and inactive participants2014-09-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-010
Total participants2014-09-01120
Number of participants with account balances2014-09-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-010
2013: GALLAGHER SHARP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01115
Total number of active participants reported on line 7a of the Form 55002013-09-0195
Number of retired or separated participants receiving benefits2013-09-012
Number of other retired or separated participants entitled to future benefits2013-09-0114
Total of all active and inactive participants2013-09-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-01111
Number of participants with account balances2013-09-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-012
2012: GALLAGHER SHARP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01122
Total number of active participants reported on line 7a of the Form 55002012-09-0198
Number of retired or separated participants receiving benefits2012-09-012
Number of other retired or separated participants entitled to future benefits2012-09-0115
Total of all active and inactive participants2012-09-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-01115
Number of participants with account balances2012-09-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010
2011: GALLAGHER SHARP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01121
Total number of active participants reported on line 7a of the Form 55002011-09-01112
Number of retired or separated participants receiving benefits2011-09-011
Number of other retired or separated participants entitled to future benefits2011-09-019
Total of all active and inactive participants2011-09-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-01122
Number of participants with account balances2011-09-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
2009: GALLAGHER SHARP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01131
Total number of active participants reported on line 7a of the Form 55002009-09-01121
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-017
Total of all active and inactive participants2009-09-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01128
Number of participants with account balances2009-09-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-012

Financial Data on GALLAGHER SHARP 401(K) PLAN

Measure Date Value
2023 : GALLAGHER SHARP 401(K) PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,793,382
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$4,407,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,322,227
Expenses. Certain deemed distributions of participant loans2023-12-31$0
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,224,118
Value of total assets at end of year2023-12-31$32,594,940
Value of total assets at beginning of year2023-12-31$31,209,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$85,472
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$247,516
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$700,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$700,291
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$761,431
Participant contributions at end of year2023-12-31$136,413
Participant contributions at beginning of year2023-12-31$118,270
Participant contributions at end of year2023-12-31$15,365
Participant contributions at beginning of year2023-12-31$13,012
Assets. Other investments not covered elsewhere at end of year2023-12-31$444,209
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$783,454
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$32,312
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$68,699
Administrative expenses (other) incurred2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$1,385,683
Value of net assets at end of year (total assets less liabilities)2023-12-31$32,594,940
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$31,209,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$59,852
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$20,331,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$18,362,445
Value of interest in pooled separate accounts at end of year2023-12-31$4,231,911
Value of interest in pooled separate accounts at beginning of year2023-12-31$3,730,764
Interest on participant loans2023-12-31$7,198
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$240,318
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$7,004,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$7,750,226
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,660,570
Net investment gain/loss from pooled separate accounts2023-12-31$892,188
Net investment gain or loss from common/collective trusts2023-12-31$0
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$430,375
Employer contributions (assets) at end of year2023-12-31$430,375
Employer contributions (assets) at beginning of year2023-12-31$451,086
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,322,227
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MALONEY + NOVOTNY LLC
Accountancy firm EIN2023-12-31340677006
2022 : GALLAGHER SHARP 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,742,858
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$878,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$783,650
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,200,155
Value of total assets at end of year2022-12-31$31,209,257
Value of total assets at beginning of year2022-12-31$35,830,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$94,575
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$267,657
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$761,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$761,448
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$710,323
Participant contributions at end of year2022-12-31$118,270
Participant contributions at beginning of year2022-12-31$167,355
Participant contributions at end of year2022-12-31$13,012
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$783,454
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$886,344
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$20,538
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$-102,890
Administrative expenses (other) incurred2022-12-31$15,555
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-4,621,083
Value of net assets at end of year (total assets less liabilities)2022-12-31$31,209,257
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$35,830,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$77,832
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,362,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$26,884,238
Value of interest in pooled separate accounts at end of year2022-12-31$3,730,764
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$5,053
Interest earned on other investments2022-12-31$262,604
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,750,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,458,782
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,053,135
Net investment gain/loss from pooled separate accounts2022-12-31$-816,093
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$469,294
Employer contributions (assets) at end of year2022-12-31$451,086
Employer contributions (assets) at beginning of year2022-12-31$433,621
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$783,650
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$1,188
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MALONEY + NOVOTNY LLC
Accountancy firm EIN2022-12-31340677006
2021 : GALLAGHER SHARP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,595,724
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,785,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,684,425
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,278,445
Value of total assets at end of year2021-12-31$35,830,340
Value of total assets at beginning of year2021-12-31$32,020,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$101,435
Total interest from all sources2021-12-31$262,615
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,128,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,128,990
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$682,292
Participant contributions at end of year2021-12-31$167,355
Participant contributions at beginning of year2021-12-31$191,354
Participant contributions at beginning of year2021-12-31$14,288
Assets. Other investments not covered elsewhere at end of year2021-12-31$886,344
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,155,299
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$162,532
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$167,630
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,809,864
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,830,340
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$32,020,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$99,707
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$26,884,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,112,258
Interest on participant loans2021-12-31$6,255
Interest earned on other investments2021-12-31$256,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,458,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,068,968
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,775,645
Net investment gain/loss from pooled separate accounts2021-12-31$982,399
Net investment gain or loss from common/collective trusts2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$433,621
Employer contributions (assets) at end of year2021-12-31$433,621
Employer contributions (assets) at beginning of year2021-12-31$478,309
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,684,425
Contract administrator fees2021-12-31$1,728
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MARCUM LLP
Accountancy firm EIN2021-12-31111986323
2020 : GALLAGHER SHARP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$625
Total income from all sources (including contributions)2020-12-31$5,479,870
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,945,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,856,509
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,136,732
Value of total assets at end of year2020-12-31$32,020,476
Value of total assets at beginning of year2020-12-31$30,486,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$88,446
Total interest from all sources2020-12-31$267,451
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$975,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$975,838
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$614,600
Participant contributions at end of year2020-12-31$191,354
Participant contributions at beginning of year2020-12-31$92,998
Participant contributions at end of year2020-12-31$14,288
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,155,299
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,503,943
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$66,770
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$625
Other income not declared elsewhere2020-12-31$166,370
Administrative expenses (other) incurred2020-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,534,168
Value of net assets at end of year (total assets less liabilities)2020-12-31$32,020,476
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,486,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$86,086
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,112,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,937,668
Interest on participant loans2020-12-31$6,282
Interest earned on other investments2020-12-31$261,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,068,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,543,730
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,383,432
Net investment gain/loss from pooled separate accounts2020-12-31$550,047
Net investment gain or loss from common/collective trusts2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$455,362
Employer contributions (assets) at end of year2020-12-31$478,309
Employer contributions (assets) at beginning of year2020-12-31$408,594
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,856,509
Contract administrator fees2020-12-31$2,285
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MARCUM LLP
Accountancy firm EIN2020-12-31111986323
2019 : GALLAGHER SHARP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$625
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,397,468
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,719,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,611,081
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,221,359
Value of total assets at end of year2019-12-31$30,486,933
Value of total assets at beginning of year2019-12-31$27,807,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$107,936
Total interest from all sources2019-12-31$297,446
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$870,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$870,621
Administrative expenses professional fees incurred2019-12-31$12,300
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$597,905
Participant contributions at end of year2019-12-31$92,998
Participant contributions at beginning of year2019-12-31$142,973
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,503,943
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,310,305
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$210,021
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$625
Other income not declared elsewhere2019-12-31$273,642
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,678,451
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,486,308
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,807,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$93,088
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,937,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,192,014
Interest on participant loans2019-12-31$4,699
Interest earned on other investments2019-12-31$292,747
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,543,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$7,734,389
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,929,778
Net investment gain/loss from pooled separate accounts2019-12-31$804,622
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$413,433
Employer contributions (assets) at end of year2019-12-31$408,594
Employer contributions (assets) at beginning of year2019-12-31$428,176
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,611,081
Contract administrator fees2019-12-31$2,548
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MARCUM LLP
Accountancy firm EIN2019-12-31111986323
2018 : GALLAGHER SHARP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$570,948
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,922,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,834,360
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,389,284
Value of total assets at end of year2018-12-31$27,807,857
Value of total assets at beginning of year2018-12-31$29,159,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$88,113
Total interest from all sources2018-12-31$281,969
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,010,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,010,705
Administrative expenses professional fees incurred2018-12-31$2,297
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$594,857
Participant contributions at end of year2018-12-31$142,973
Participant contributions at beginning of year2018-12-31$221,969
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,310,305
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,455,921
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$366,251
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$-1,996
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,351,525
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,807,857
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,159,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$89,580
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,192,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,521,442
Interest on participant loans2018-12-31$7,137
Interest earned on other investments2018-12-31$274,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$7,734,389
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,323,057
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,967,875
Net investment gain/loss from pooled separate accounts2018-12-31$-141,139
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$428,176
Employer contributions (assets) at end of year2018-12-31$428,176
Employer contributions (assets) at beginning of year2018-12-31$636,993
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,834,360
Contract administrator fees2018-12-31$-3,764
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SKODA MINOTTI
Accountancy firm EIN2018-12-31341945206
2017 : GALLAGHER SHARP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,868,667
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$207,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$177,843
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$386,318
Value of total assets at end of year2017-12-31$29,159,382
Value of total assets at beginning of year2017-12-31$27,497,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$29,409
Total interest from all sources2017-12-31$84,116
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$704,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$704,163
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$158,781
Participant contributions at end of year2017-12-31$221,969
Participant contributions at beginning of year2017-12-31$197,329
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,455,921
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,404,560
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$70,812
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$151,364
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,661,415
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,159,382
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,497,967
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$28,799
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,521,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,140,933
Interest on participant loans2017-12-31$2,718
Interest earned on other investments2017-12-31$81,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,323,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,274,877
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$292,849
Net investment gain/loss from pooled separate accounts2017-12-31$249,857
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$156,725
Employer contributions (assets) at end of year2017-12-31$636,993
Employer contributions (assets) at beginning of year2017-12-31$480,268
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$177,843
Contract administrator fees2017-12-31$610
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Unrealized appreciation/depreciation of other (non real estate) assets2017-08-31$-13,340
Total unrealized appreciation/depreciation of assets2017-08-31$-13,340
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$3,779,579
Total loss/gain on sale of assets2017-08-31$-37
Total of all expenses incurred2017-08-31$950,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$878,465
Expenses. Certain deemed distributions of participant loans2017-08-31$0
Value of total corrective distributions2017-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$1,079,061
Value of total assets at end of year2017-08-31$27,497,967
Value of total assets at beginning of year2017-08-31$24,668,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$72,096
Total interest from all sources2017-08-31$224,710
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$544,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$544,721
Administrative expenses professional fees incurred2017-08-31$10,853
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$1,000,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$589,892
Participant contributions at end of year2017-08-31$197,329
Participant contributions at beginning of year2017-08-31$162,293
Participant contributions at beginning of year2017-08-31$40,287
Assets. Other investments not covered elsewhere at end of year2017-08-31$2,404,560
Assets. Other investments not covered elsewhere at beginning of year2017-08-31$2,416,365
Income. Received or receivable in cash from other sources (including rollovers)2017-08-31$8,901
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-08-31$0
Other income not declared elsewhere2017-08-31$297,485
Administrative expenses (other) incurred2017-08-31$1,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$2,829,018
Value of net assets at end of year (total assets less liabilities)2017-08-31$27,497,967
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$24,668,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Investment advisory and management fees2017-08-31$57,043
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$18,140,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$15,990,219
Value of interest in pooled separate accounts at end of year2017-08-31$0
Value of interest in pooled separate accounts at beginning of year2017-08-31$0
Interest on participant loans2017-08-31$6,555
Interest earned on other investments2017-08-31$218,155
Value of interest in common/collective trusts at end of year2017-08-31$0
Value of interest in common/collective trusts at beginning of year2017-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-08-31$6,274,877
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-08-31$5,662,260
Expenses. Payments to insurance carriers foe the provision of benefits2017-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$1,630,761
Net investment gain/loss from pooled separate accounts2017-08-31$16,218
Net investment gain or loss from common/collective trusts2017-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Assets. Invements in employer securities at end of year2017-08-31$0
Assets. Invements in employer securities at beginning of year2017-08-31$0
Contributions received in cash from employer2017-08-31$480,268
Employer contributions (assets) at end of year2017-08-31$480,268
Employer contributions (assets) at beginning of year2017-08-31$397,525
Income. Dividends from common stock2017-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$878,465
Contract administrator fees2017-08-31$2,450
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Aggregate proceeds on sale of assets2017-08-31$1,911
Aggregate carrying amount (costs) on sale of assets2017-08-31$1,948
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31SKODA MINOTTI
Accountancy firm EIN2017-08-31341945206
2016 : GALLAGHER SHARP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$2,832,717
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$976,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$975,092
Expenses. Certain deemed distributions of participant loans2016-08-31$0
Value of total corrective distributions2016-08-31$122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$1,398,504
Value of total assets at end of year2016-08-31$24,668,949
Value of total assets at beginning of year2016-08-31$22,812,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$1,475
Total interest from all sources2016-08-31$181,891
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$0
Administrative expenses professional fees incurred2016-08-31$0
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$1,000,000
If this is an individual account plan, was there a blackout period2016-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$558,589
Participant contributions at end of year2016-08-31$162,293
Participant contributions at beginning of year2016-08-31$124,134
Participant contributions at end of year2016-08-31$40,287
Assets. Other investments not covered elsewhere at end of year2016-08-31$2,416,365
Assets. Other investments not covered elsewhere at beginning of year2016-08-31$2,252,431
Income. Received or receivable in cash from other sources (including rollovers)2016-08-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-08-31$0
Other income not declared elsewhere2016-08-31$182,313
Administrative expenses (other) incurred2016-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$1,856,028
Value of net assets at end of year (total assets less liabilities)2016-08-31$24,668,949
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$22,812,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Investment advisory and management fees2016-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$15,990,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$0
Value of interest in pooled separate accounts at end of year2016-08-31$0
Value of interest in pooled separate accounts at beginning of year2016-08-31$15,552,303
Interest on participant loans2016-08-31$3,913
Interest earned on other investments2016-08-31$177,978
Value of interest in common/collective trusts at end of year2016-08-31$0
Value of interest in common/collective trusts at beginning of year2016-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-08-31$5,662,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-08-31$4,884,053
Expenses. Payments to insurance carriers foe the provision of benefits2016-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$0
Net investment gain/loss from pooled separate accounts2016-08-31$1,070,009
Net investment gain or loss from common/collective trusts2016-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Assets. Invements in employer securities at end of year2016-08-31$0
Assets. Invements in employer securities at beginning of year2016-08-31$0
Contributions received in cash from employer2016-08-31$839,915
Employer contributions (assets) at end of year2016-08-31$397,525
Income. Dividends from common stock2016-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$975,092
Contract administrator fees2016-08-31$1,475
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31SKODA MINOTTI & CO.
Accountancy firm EIN2016-08-31341945206
2015 : GALLAGHER SHARP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$1,358,460
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$1,104,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$1,097,965
Expenses. Certain deemed distributions of participant loans2015-08-31$0
Value of total corrective distributions2015-08-31$2,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$1,329,093
Value of total assets at end of year2015-08-31$22,812,921
Value of total assets at beginning of year2015-08-31$22,558,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$3,540
Total interest from all sources2015-08-31$171,749
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$0
Administrative expenses professional fees incurred2015-08-31$0
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$1,000,000
If this is an individual account plan, was there a blackout period2015-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$577,127
Participant contributions at end of year2015-08-31$124,134
Participant contributions at beginning of year2015-08-31$122,415
Assets. Other investments not covered elsewhere at end of year2015-08-31$2,252,431
Assets. Other investments not covered elsewhere at beginning of year2015-08-31$2,115,982
Income. Received or receivable in cash from other sources (including rollovers)2015-08-31$340,381
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-08-31$0
Other income not declared elsewhere2015-08-31$-37,464
Administrative expenses (other) incurred2015-08-31$2,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$254,256
Value of net assets at end of year (total assets less liabilities)2015-08-31$22,812,921
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$22,558,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Investment advisory and management fees2015-08-31$0
Value of interest in pooled separate accounts at end of year2015-08-31$15,552,303
Value of interest in pooled separate accounts at beginning of year2015-08-31$15,471,417
Interest on participant loans2015-08-31$4,527
Interest earned on other investments2015-08-31$167,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-08-31$4,884,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-08-31$4,848,851
Expenses. Payments to insurance carriers foe the provision of benefits2015-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$0
Net investment gain/loss from pooled separate accounts2015-08-31$-104,918
Net investment gain or loss from common/collective trusts2015-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31Yes
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$411,585
Income. Dividends from common stock2015-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$1,097,965
Contract administrator fees2015-08-31$1,390
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31BDO USA, LLP
Accountancy firm EIN2015-08-31135381590
2014 : GALLAGHER SHARP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$3,791,394
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$701,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$700,593
Expenses. Certain deemed distributions of participant loans2014-08-31$0
Value of total corrective distributions2014-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$867,610
Value of total assets at end of year2014-08-31$22,558,665
Value of total assets at beginning of year2014-08-31$19,469,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$1,290
Total interest from all sources2014-08-31$151,438
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$0
Administrative expenses professional fees incurred2014-08-31$0
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$1,000,000
If this is an individual account plan, was there a blackout period2014-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$465,057
Participant contributions at end of year2014-08-31$122,415
Participant contributions at beginning of year2014-08-31$156,281
Assets. Other investments not covered elsewhere at end of year2014-08-31$2,115,982
Assets. Other investments not covered elsewhere at beginning of year2014-08-31$1,795,095
Income. Received or receivable in cash from other sources (including rollovers)2014-08-31$29,659
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-08-31$0
Other income not declared elsewhere2014-08-31$320,887
Administrative expenses (other) incurred2014-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$3,089,511
Value of net assets at end of year (total assets less liabilities)2014-08-31$22,558,665
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$19,469,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Investment advisory and management fees2014-08-31$0
Value of interest in pooled separate accounts at end of year2014-08-31$15,471,417
Value of interest in pooled separate accounts at beginning of year2014-08-31$12,823,056
Interest on participant loans2014-08-31$4,659
Interest earned on other investments2014-08-31$146,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-08-31$4,848,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-08-31$4,694,722
Expenses. Payments to insurance carriers foe the provision of benefits2014-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$0
Net investment gain/loss from pooled separate accounts2014-08-31$2,451,459
Net investment gain or loss from common/collective trusts2014-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31Yes
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Assets. Invements in employer securities at end of year2014-08-31$0
Assets. Invements in employer securities at beginning of year2014-08-31$0
Contributions received in cash from employer2014-08-31$372,894
Income. Dividends from common stock2014-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$700,593
Contract administrator fees2014-08-31$1,290
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31BDO USA LLP
Accountancy firm EIN2014-08-31135381590
2013 : GALLAGHER SHARP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$3,193,659
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$1,592,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$1,588,007
Expenses. Certain deemed distributions of participant loans2013-08-31$0
Value of total corrective distributions2013-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$894,749
Value of total assets at end of year2013-08-31$19,469,154
Value of total assets at beginning of year2013-08-31$17,868,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$4,790
Total interest from all sources2013-08-31$164,302
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$0
Administrative expenses professional fees incurred2013-08-31$0
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$1,000,000
If this is an individual account plan, was there a blackout period2013-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$474,851
Participant contributions at end of year2013-08-31$156,281
Participant contributions at beginning of year2013-08-31$269,753
Assets. Other investments not covered elsewhere at end of year2013-08-31$1,795,095
Assets. Other investments not covered elsewhere at beginning of year2013-08-31$1,573,776
Income. Received or receivable in cash from other sources (including rollovers)2013-08-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-08-31$0
Other income not declared elsewhere2013-08-31$221,319
Administrative expenses (other) incurred2013-08-31$3,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$1,600,862
Value of net assets at end of year (total assets less liabilities)2013-08-31$19,469,154
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$17,868,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Investment advisory and management fees2013-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$0
Value of interest in pooled separate accounts at end of year2013-08-31$12,823,056
Value of interest in pooled separate accounts at beginning of year2013-08-31$11,839,849
Interest on participant loans2013-08-31$6,908
Interest earned on other investments2013-08-31$157,394
Value of interest in common/collective trusts at end of year2013-08-31$0
Value of interest in common/collective trusts at beginning of year2013-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-08-31$4,694,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-08-31$4,184,914
Expenses. Payments to insurance carriers foe the provision of benefits2013-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$0
Net investment gain/loss from pooled separate accounts2013-08-31$1,913,289
Net investment gain or loss from common/collective trusts2013-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Assets. Invements in employer securities at end of year2013-08-31$0
Assets. Invements in employer securities at beginning of year2013-08-31$0
Contributions received in cash from employer2013-08-31$419,898
Income. Dividends from common stock2013-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$1,588,007
Contract administrator fees2013-08-31$1,590
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31SS&G
Accountancy firm EIN2013-08-31341945695
2012 : GALLAGHER SHARP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$2,426,192
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$603,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$603,125
Expenses. Certain deemed distributions of participant loans2012-08-31$0
Value of total corrective distributions2012-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$965,643
Value of total assets at end of year2012-08-31$17,868,292
Value of total assets at beginning of year2012-08-31$16,045,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$-5
Total interest from all sources2012-08-31$170,565
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-08-31$0
Administrative expenses professional fees incurred2012-08-31$0
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$1,000,000
If this is an individual account plan, was there a blackout period2012-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$488,992
Participant contributions at end of year2012-08-31$269,753
Participant contributions at beginning of year2012-08-31$216,036
Assets. Other investments not covered elsewhere at end of year2012-08-31$1,573,776
Assets. Other investments not covered elsewhere at beginning of year2012-08-31$1,501,340
Income. Received or receivable in cash from other sources (including rollovers)2012-08-31$44,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-08-31$0
Other income not declared elsewhere2012-08-31$156,147
Administrative expenses (other) incurred2012-08-31$-1,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$1,823,072
Value of net assets at end of year (total assets less liabilities)2012-08-31$17,868,292
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$16,045,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Investment advisory and management fees2012-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$0
Value of interest in pooled separate accounts at end of year2012-08-31$11,839,849
Value of interest in pooled separate accounts at beginning of year2012-08-31$10,770,445
Interest on participant loans2012-08-31$8,997
Interest earned on other investments2012-08-31$161,568
Value of interest in common/collective trusts at end of year2012-08-31$0
Value of interest in common/collective trusts at beginning of year2012-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-08-31$4,184,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-08-31$3,557,399
Expenses. Payments to insurance carriers foe the provision of benefits2012-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$0
Net investment gain/loss from pooled separate accounts2012-08-31$1,133,837
Net investment gain or loss from common/collective trusts2012-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Assets. Invements in employer securities at end of year2012-08-31$0
Assets. Invements in employer securities at beginning of year2012-08-31$0
Contributions received in cash from employer2012-08-31$432,651
Income. Dividends from common stock2012-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$603,125
Contract administrator fees2012-08-31$1,690
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31SS&G
Accountancy firm EIN2012-08-31341945695
2011 : GALLAGHER SHARP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$2,548,476
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$272,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$263,400
Expenses. Certain deemed distributions of participant loans2011-08-31$0
Value of total corrective distributions2011-08-31$868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$983,957
Value of total assets at end of year2011-08-31$16,045,220
Value of total assets at beginning of year2011-08-31$13,769,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$8,390
Total interest from all sources2011-08-31$164,557
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-08-31$0
Administrative expenses professional fees incurred2011-08-31$0
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$504,639
Participant contributions at end of year2011-08-31$216,036
Participant contributions at beginning of year2011-08-31$160,316
Assets. Other investments not covered elsewhere at end of year2011-08-31$1,501,340
Assets. Other investments not covered elsewhere at beginning of year2011-08-31$1,339,414
Income. Received or receivable in cash from other sources (including rollovers)2011-08-31$12,394
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-08-31$0
Other income not declared elsewhere2011-08-31$161,926
Administrative expenses (other) incurred2011-08-31$3,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$2,275,818
Value of net assets at end of year (total assets less liabilities)2011-08-31$16,045,220
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$13,769,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Investment advisory and management fees2011-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$0
Value of interest in pooled separate accounts at end of year2011-08-31$10,770,445
Value of interest in pooled separate accounts at beginning of year2011-08-31$9,142,840
Interest on participant loans2011-08-31$8,287
Interest earned on other investments2011-08-31$156,270
Value of interest in common/collective trusts at end of year2011-08-31$0
Value of interest in common/collective trusts at beginning of year2011-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-08-31$3,557,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-08-31$3,126,832
Expenses. Payments to insurance carriers foe the provision of benefits2011-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$0
Net investment gain/loss from pooled separate accounts2011-08-31$1,238,036
Net investment gain or loss from common/collective trusts2011-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31Yes
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Assets. Invements in employer securities at end of year2011-08-31$0
Assets. Invements in employer securities at beginning of year2011-08-31$0
Contributions received in cash from employer2011-08-31$466,924
Income. Dividends from common stock2011-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$263,400
Contract administrator fees2011-08-31$4,850
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31SS&G, INC.
Accountancy firm EIN2011-08-31341945695
2010 : GALLAGHER SHARP 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for GALLAGHER SHARP 401(K) PLAN

2023: GALLAGHER SHARP 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
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 – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: GALLAGHER SHARP 401(K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GALLAGHER SHARP 401(K) 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GALLAGHER SHARP 401(K) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GALLAGHER SHARP 401(K) 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GALLAGHER SHARP 401(K) 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GALLAGHER SHARP 401(K) PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: GALLAGHER SHARP 401(K) PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: GALLAGHER SHARP 401(K) PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: GALLAGHER SHARP 401(K) PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: GALLAGHER SHARP 401(K) PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: GALLAGHER SHARP 401(K) PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: GALLAGHER SHARP 401(K) PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2009: GALLAGHER SHARP 401(K) PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780382-01
Policy instance 1
Insurance contract or identification number780382-01
Number of Individuals Covered164
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780382-01
Policy instance 1
Insurance contract or identification number780382-01
Number of Individuals Covered71
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51898
Policy instance 1
Insurance contract or identification numberFL 51898
Number of Individuals Covered143
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51898
Policy instance 1
Insurance contract or identification numberFL 51898
Number of Individuals Covered143
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51898
Policy instance 1
Insurance contract or identification numberFL 51898
Number of Individuals Covered145
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51898
Policy instance 1
Insurance contract or identification numberFL 51898
Number of Individuals Covered147
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberFL 51898
Policy instance 1
Insurance contract or identification numberFL 51898
Number of Individuals Covered133
Insurance policy start date2017-09-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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