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GEORGE ASSOCIATES INC PROFIT SHARING PLAN 401k Plan overview

Plan NameGEORGE ASSOCIATES INC PROFIT SHARING PLAN
Plan identification number 002

GEORGE ASSOCIATES INC PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

GEORGE ASSOCIATES INC has sponsored the creation of one or more 401k plans.

Company Name:GEORGE ASSOCIATES INC
Employer identification number (EIN):520883316
NAIC Classification:454390
NAIC Description:Other Direct Selling Establishments

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE ASSOCIATES INC PROFIT SHARING 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
0022017-01-01SALLY MCLAUGHLIN MIKE MOSES2018-07-26
0022016-01-01SALLY MCLAUGHLIN MIKE MOSES2017-09-05
0022015-01-01SALLY MCLAUGHLIN MIKE MOSES2016-08-17
0022014-01-01SALLY MCLAUGHLIN MIKE MOSES2015-07-23
0022013-01-01SALLY MCLAUGHLIN MIKE MOSES2014-08-05
0022012-01-01SALLY MCLAUGHLIN MIKE MOSES2014-01-30
0022011-01-01SALLY MCLAUGHLIN MIKE MOSES2012-08-29
0022010-01-01SALLY MCLAUGHLIN MIKE MOSES2011-09-08
0022009-01-01SALLY MCLAUGHLIN MIKE MOSES2010-10-13

Plan Statistics for GEORGE ASSOCIATES INC PROFIT SHARING PLAN

401k plan membership statisitcs for GEORGE ASSOCIATES INC PROFIT SHARING PLAN

Measure Date Value
2023: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-015
Total number of active participants reported on line 7a of the Form 55002023-01-015
Total of all active and inactive participants2023-01-015
Total participants2023-01-015
Number of participants with account balances2023-01-015
2022: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-015
Total of all active and inactive participants2022-01-015
Total participants2022-01-015
Number of participants with account balances2022-01-015
2021: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-015
Total of all active and inactive participants2021-01-015
Total participants2021-01-015
Number of participants with account balances2021-01-015
2020: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-014
Total of all active and inactive participants2020-01-014
Total participants2020-01-014
Number of participants with account balances2020-01-014
2019: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-014
Total of all active and inactive participants2019-01-014
Total participants2019-01-014
Number of participants with account balances2019-01-014
2018: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Total of all active and inactive participants2018-01-014
Total participants2018-01-014
2017: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-014
Total of all active and inactive participants2017-01-014
Total participants2017-01-014
2016: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Total of all active and inactive participants2016-01-015
Total participants2016-01-015
2015: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Total of all active and inactive participants2015-01-015
Total participants2015-01-015
2014: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
2013: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Total of all active and inactive participants2013-01-015
Total participants2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
2011: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
2010: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-015
Total of all active and inactive participants2010-01-015
Total participants2010-01-015
2009: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Total of all active and inactive participants2009-01-015
Total participants2009-01-015

Financial Data on GEORGE ASSOCIATES INC PROFIT SHARING PLAN

Measure Date Value
2023 : GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$1,732,579
Expenses. Total of all expenses incurred2023-12-31$352,229
Benefits paid (including direct rollovers)2023-12-31$329,778
Total plan assets at end of year2023-12-31$10,545,322
Total plan assets at beginning of year2023-12-31$9,164,972
Value of fidelity bond covering the plan2023-12-31$400,000
Other income received2023-12-31$1,615,378
Net income (gross income less expenses)2023-12-31$1,380,350
Net plan assets at end of year (total assets less liabilities)2023-12-31$10,545,322
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$9,164,972
Total contributions received or receivable from employer(s)2023-12-31$117,201
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$22,451
2022 : GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-1,773,012
Expenses. Total of all expenses incurred2022-12-31$397,033
Benefits paid (including direct rollovers)2022-12-31$397,033
Total plan assets at end of year2022-12-31$9,164,972
Total plan assets at beginning of year2022-12-31$11,335,017
Value of fidelity bond covering the plan2022-12-31$400,000
Other income received2022-12-31$-1,885,154
Net income (gross income less expenses)2022-12-31$-2,170,045
Net plan assets at end of year (total assets less liabilities)2022-12-31$9,164,972
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$11,335,017
Total contributions received or receivable from employer(s)2022-12-31$112,142
2021 : GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$1,892,263
Expenses. Total of all expenses incurred2021-12-31$357,210
Benefits paid (including direct rollovers)2021-12-31$357,210
Total plan assets at end of year2021-12-31$11,335,017
Total plan assets at beginning of year2021-12-31$9,799,964
Value of fidelity bond covering the plan2021-12-31$400,000
Other income received2021-12-31$1,798,580
Net income (gross income less expenses)2021-12-31$1,535,053
Net plan assets at end of year (total assets less liabilities)2021-12-31$11,335,017
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$9,799,964
Total contributions received or receivable from employer(s)2021-12-31$93,683
2020 : GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$1,551,405
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$9,799,964
Total plan assets at beginning of year2020-12-31$8,248,559
Value of fidelity bond covering the plan2020-12-31$400,000
Other income received2020-12-31$1,507,722
Net income (gross income less expenses)2020-12-31$1,551,405
Net plan assets at end of year (total assets less liabilities)2020-12-31$9,799,964
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,248,559
Total contributions received or receivable from employer(s)2020-12-31$43,683
2019 : GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$1,701,949
Expenses. Total of all expenses incurred2019-12-31$364,131
Benefits paid (including direct rollovers)2019-12-31$360,626
Total plan assets at end of year2019-12-31$8,248,559
Total plan assets at beginning of year2019-12-31$6,910,741
Value of fidelity bond covering the plan2019-12-31$400,000
Expenses. Other expenses not covered elsewhere2019-12-31$3,505
Other income received2019-12-31$1,599,344
Net income (gross income less expenses)2019-12-31$1,337,818
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,248,559
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,910,741
Total contributions received or receivable from employer(s)2019-12-31$102,605
2018 : GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-200,838
Expenses. Total of all expenses incurred2018-12-31$119,721
Benefits paid (including direct rollovers)2018-12-31$119,689
Total plan assets at end of year2018-12-31$6,910,741
Total plan assets at beginning of year2018-12-31$7,231,300
Value of fidelity bond covering the plan2018-12-31$400,000
Other income received2018-12-31$-290,882
Net income (gross income less expenses)2018-12-31$-320,559
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,910,741
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,231,300
Total contributions received or receivable from employer(s)2018-12-31$90,044
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$32
2017 : GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$1,294,882
Expenses. Total of all expenses incurred2017-12-31$145,041
Benefits paid (including direct rollovers)2017-12-31$145,041
Total plan assets at end of year2017-12-31$7,231,300
Total plan assets at beginning of year2017-12-31$6,081,459
Value of fidelity bond covering the plan2017-12-31$400,000
Other income received2017-12-31$1,207,376
Net income (gross income less expenses)2017-12-31$1,149,841
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,231,300
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,081,459
Total contributions received or receivable from employer(s)2017-12-31$87,506
2016 : GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$480,722
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$6,081,459
Total plan assets at beginning of year2016-12-31$5,600,737
Value of fidelity bond covering the plan2016-12-31$400,000
Other income received2016-12-31$386,919
Net income (gross income less expenses)2016-12-31$480,722
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,081,459
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,600,737
Total contributions received or receivable from employer(s)2016-12-31$93,803
2015 : GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$187,210
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$5,600,737
Total plan assets at beginning of year2015-12-31$5,413,527
Value of fidelity bond covering the plan2015-12-31$400,000
Contributions received from other sources (not participants or employers)2015-12-31$91,749
Net income (gross income less expenses)2015-12-31$187,210
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,600,737
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,413,527
Total contributions received or receivable from employer(s)2015-12-31$95,461
2014 : GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$436,536
Expenses. Total of all expenses incurred2014-12-31$702
Total plan assets at end of year2014-12-31$5,413,527
Total plan assets at beginning of year2014-12-31$4,977,693
Value of fidelity bond covering the plan2014-12-31$400,000
Other income received2014-12-31$338,649
Net income (gross income less expenses)2014-12-31$435,834
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,413,527
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,977,693
Total contributions received or receivable from employer(s)2014-12-31$97,887
Value of corrective distributions2014-12-31$702
2013 : GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$985,141
Expenses. Total of all expenses incurred2013-12-31$1,799
Total plan assets at end of year2013-12-31$4,977,693
Total plan assets at beginning of year2013-12-31$3,994,351
Value of fidelity bond covering the plan2013-12-31$400,000
Other income received2013-12-31$916,489
Net income (gross income less expenses)2013-12-31$983,342
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,977,693
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,994,351
Total contributions received or receivable from employer(s)2013-12-31$68,652
Value of corrective distributions2013-12-31$1,799
2012 : GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$168,786
Total plan assets at end of year2012-12-31$3,994,351
Total plan assets at beginning of year2012-12-31$3,409,971
Value of fidelity bond covering the plan2012-12-31$400,000
Other income received2012-12-31$76,182
Net income (gross income less expenses)2012-12-31$168,786
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,994,351
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,409,971
Total contributions received or receivable from employer(s)2012-12-31$92,604
2011 : GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$153,181
Total plan assets at end of year2011-12-31$3,409,971
Total plan assets at beginning of year2011-12-31$3,332,547
Other income received2011-12-31$68,966
Net income (gross income less expenses)2011-12-31$153,181
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,409,971
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,332,547
Total contributions received or receivable from employer(s)2011-12-31$84,215
2010 : GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$401,126
Total plan assets at end of year2010-12-31$3,332,547
Total plan assets at beginning of year2010-12-31$2,931,421
Other income received2010-12-31$317,963
Net income (gross income less expenses)2010-12-31$401,126
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,332,547
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,931,421
Total contributions received or receivable from employer(s)2010-12-31$83,163

Form 5500 Responses for GEORGE ASSOCIATES INC PROFIT SHARING PLAN

2023: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
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 – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: GEORGE ASSOCIATES INC PROFIT SHARING 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GEORGE ASSOCIATES INC PROFIT SHARING 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GEORGE ASSOCIATES INC PROFIT SHARING 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GEORGE ASSOCIATES INC PROFIT SHARING 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GEORGE ASSOCIATES INC PROFIT SHARING 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GEORGE ASSOCIATES INC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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