THE GEORGE EVANS CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE GEORGE EVANS CORPORATION 401(K) PLAN
Measure | Date | Value |
---|
2023 : THE GEORGE EVANS CORPORATION 401(K) PLAN 2023 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2023-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-09-30 | $0 |
Total income from all sources (including contributions) | 2023-09-30 | $708,032 |
Total loss/gain on sale of assets | 2023-09-30 | $0 |
Total of all expenses incurred | 2023-09-30 | $130,468 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-09-30 | $117,534 |
Value of total corrective distributions | 2023-09-30 | $7,403 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-09-30 | $488,460 |
Value of total assets at end of year | 2023-09-30 | $2,563,426 |
Value of total assets at beginning of year | 2023-09-30 | $1,985,862 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-09-30 | $5,531 |
Total interest from all sources | 2023-09-30 | $4,690 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-09-30 | No |
Was this plan covered by a fidelity bond | 2023-09-30 | Yes |
Value of fidelity bond cover | 2023-09-30 | $200,000 |
If this is an individual account plan, was there a blackout period | 2023-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-09-30 | No |
Contributions received from participants | 2023-09-30 | $248,694 |
Participant contributions at end of year | 2023-09-30 | $51,231 |
Participant contributions at beginning of year | 2023-09-30 | $58,490 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-09-30 | $130,453 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-09-30 | No |
Value of net income/loss | 2023-09-30 | $577,564 |
Value of net assets at end of year (total assets less liabilities) | 2023-09-30 | $2,563,426 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-09-30 | $1,985,862 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-09-30 | No |
Value of interest in pooled separate accounts at end of year | 2023-09-30 | $2,102,262 |
Value of interest in pooled separate accounts at beginning of year | 2023-09-30 | $1,578,655 |
Interest on participant loans | 2023-09-30 | $2,660 |
Interest earned on other investments | 2023-09-30 | $2,030 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-09-30 | $409,933 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-09-30 | $344,290 |
Net investment gain/loss from pooled separate accounts | 2023-09-30 | $214,882 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-09-30 | No |
Contributions received in cash from employer | 2023-09-30 | $109,313 |
Employer contributions (assets) at end of year | 2023-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2023-09-30 | $4,427 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-09-30 | $117,534 |
Contract administrator fees | 2023-09-30 | $5,531 |
Did the plan have assets held for investment | 2023-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2023-09-30 | Unqualified |
Accountancy firm name | 2023-09-30 | BT & CO., P.A. |
Accountancy firm EIN | 2023-09-30 | 481066439 |
2022 : THE GEORGE EVANS CORPORATION 401(K) PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $0 |
Total income from all sources (including contributions) | 2022-09-30 | $-50,163 |
Total loss/gain on sale of assets | 2022-09-30 | $0 |
Total of all expenses incurred | 2022-09-30 | $131,631 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-09-30 | $127,050 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-09-30 | $367,341 |
Value of total assets at end of year | 2022-09-30 | $1,981,435 |
Value of total assets at beginning of year | 2022-09-30 | $2,163,229 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-09-30 | $4,581 |
Total interest from all sources | 2022-09-30 | $3,481 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-09-30 | No |
Was this plan covered by a fidelity bond | 2022-09-30 | Yes |
Value of fidelity bond cover | 2022-09-30 | $200,000 |
If this is an individual account plan, was there a blackout period | 2022-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-09-30 | No |
Contributions received from participants | 2022-09-30 | $268,027 |
Participant contributions at end of year | 2022-09-30 | $58,490 |
Participant contributions at beginning of year | 2022-09-30 | $44,758 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
Value of net income/loss | 2022-09-30 | $-181,794 |
Value of net assets at end of year (total assets less liabilities) | 2022-09-30 | $1,981,435 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-09-30 | $2,163,229 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-09-30 | No |
Value of interest in pooled separate accounts at end of year | 2022-09-30 | $1,578,655 |
Value of interest in pooled separate accounts at beginning of year | 2022-09-30 | $1,753,625 |
Interest on participant loans | 2022-09-30 | $1,500 |
Interest earned on other investments | 2022-09-30 | $1,981 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-09-30 | $344,290 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-09-30 | $357,353 |
Net investment gain/loss from pooled separate accounts | 2022-09-30 | $-420,985 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-09-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-09-30 | No |
Contributions received in cash from employer | 2022-09-30 | $99,314 |
Employer contributions (assets) at end of year | 2022-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2022-09-30 | $7,493 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-09-30 | $127,050 |
Contract administrator fees | 2022-09-30 | $4,581 |
Did the plan have assets held for investment | 2022-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-09-30 | Disclaimer |
Accountancy firm name | 2022-09-30 | RSM US LLP |
Accountancy firm EIN | 2022-09-30 | 420714325 |
2021 : THE GEORGE EVANS CORPORATION 401(K) PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $0 |
Total income from all sources (including contributions) | 2021-09-30 | $1,240,889 |
Total loss/gain on sale of assets | 2021-09-30 | $0 |
Total of all expenses incurred | 2021-09-30 | $343,220 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-09-30 | $339,825 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-09-30 | $908,265 |
Value of total assets at end of year | 2021-09-30 | $2,155,736 |
Value of total assets at beginning of year | 2021-09-30 | $1,258,067 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-09-30 | $3,395 |
Total interest from all sources | 2021-09-30 | $3,588 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-09-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-09-30 | No |
Was this plan covered by a fidelity bond | 2021-09-30 | Yes |
Value of fidelity bond cover | 2021-09-30 | $200,000 |
If this is an individual account plan, was there a blackout period | 2021-09-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-09-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-09-30 | No |
Contributions received from participants | 2021-09-30 | $234,947 |
Participant contributions at end of year | 2021-09-30 | $44,758 |
Participant contributions at beginning of year | 2021-09-30 | $42,511 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-09-30 | $571,586 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
Value of net income/loss | 2021-09-30 | $897,669 |
Value of net assets at end of year (total assets less liabilities) | 2021-09-30 | $2,155,736 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-09-30 | $1,258,067 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-09-30 | No |
Value of interest in pooled separate accounts at end of year | 2021-09-30 | $1,753,625 |
Value of interest in pooled separate accounts at beginning of year | 2021-09-30 | $940,273 |
Interest on participant loans | 2021-09-30 | $1,649 |
Interest earned on other investments | 2021-09-30 | $1,939 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-09-30 | $357,353 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-09-30 | $275,283 |
Net investment gain/loss from pooled separate accounts | 2021-09-30 | $329,036 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-09-30 | No |
Contributions received in cash from employer | 2021-09-30 | $101,732 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-09-30 | $339,825 |
Contract administrator fees | 2021-09-30 | $3,395 |
Did the plan have assets held for investment | 2021-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-09-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-09-30 | Unqualified |
Accountancy firm name | 2021-09-30 | RSM US LLP |
Accountancy firm EIN | 2021-09-30 | 420714325 |