GLOVER & DAVIS PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU
401k plan membership statisitcs for GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU
Measure | Date | Value |
---|
2020: GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 20 |
Number of participants with account balances | 2020-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 18 |
Number of participants with account balances | 2019-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
Total of all active and inactive participants | 2018-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 20 |
Number of participants with account balances | 2018-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 20 |
Number of participants with account balances | 2017-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 20 |
Number of participants with account balances | 2016-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 19 |
Number of participants with account balances | 2015-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 22 |
Number of participants with account balances | 2014-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 21 |
Number of participants with account balances | 2013-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 21 |
Number of participants with account balances | 2012-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 21 |
Number of participants with account balances | 2011-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 21 |
Number of participants with account balances | 2010-01-01 | 21 |
2009: GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
Total of all active and inactive participants | 2009-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 22 |
Number of participants with account balances | 2009-01-01 | 22 |
Measure | Date | Value |
---|
2020 : GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2020 401k financial data |
---|
Total income from all sources | 2020-12-31 | $770,927 |
Expenses. Total of all expenses incurred | 2020-12-31 | $67,979 |
Benefits paid (including direct rollovers) | 2020-12-31 | $3,433 |
Total plan assets at end of year | 2020-12-31 | $13,801,172 |
Total plan assets at beginning of year | 2020-12-31 | $13,098,224 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,400,000 |
Total contributions received or receivable from participants | 2020-12-31 | $62,059 |
Other income received | 2020-12-31 | $649,854 |
Net income (gross income less expenses) | 2020-12-31 | $702,948 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $13,801,172 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,098,224 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $59,014 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $64,546 |
2019 : GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2019 401k financial data |
---|
Total income from all sources | 2019-12-31 | $2,383,734 |
Expenses. Total of all expenses incurred | 2019-12-31 | $79,137 |
Benefits paid (including direct rollovers) | 2019-12-31 | $12,289 |
Total plan assets at end of year | 2019-12-31 | $13,098,224 |
Total plan assets at beginning of year | 2019-12-31 | $10,793,627 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,400,000 |
Total contributions received or receivable from participants | 2019-12-31 | $57,880 |
Other income received | 2019-12-31 | $2,271,035 |
Net income (gross income less expenses) | 2019-12-31 | $2,304,597 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $13,098,224 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $10,793,627 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $54,819 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $66,848 |
2018 : GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2018 401k financial data |
---|
Total income from all sources | 2018-12-31 | $-461,065 |
Expenses. Total of all expenses incurred | 2018-12-31 | $88,783 |
Benefits paid (including direct rollovers) | 2018-12-31 | $25,383 |
Total plan assets at end of year | 2018-12-31 | $10,793,627 |
Total plan assets at beginning of year | 2018-12-31 | $11,343,475 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,400,000 |
Total contributions received or receivable from participants | 2018-12-31 | $54,970 |
Other income received | 2018-12-31 | $-564,128 |
Net income (gross income less expenses) | 2018-12-31 | $-549,848 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $10,793,627 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $11,343,475 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $48,093 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $63,400 |
2017 : GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $1,409,019 |
Expenses. Total of all expenses incurred | 2017-12-31 | $69,015 |
Benefits paid (including direct rollovers) | 2017-12-31 | $25,547 |
Total plan assets at end of year | 2017-12-31 | $11,343,475 |
Total plan assets at beginning of year | 2017-12-31 | $10,003,471 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,200,000 |
Total contributions received or receivable from participants | 2017-12-31 | $60,965 |
Other income received | 2017-12-31 | $1,291,286 |
Net income (gross income less expenses) | 2017-12-31 | $1,340,004 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $11,343,475 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $10,003,471 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $56,768 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $43,468 |
2016 : GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $1,102,940 |
Expenses. Total of all expenses incurred | 2016-12-31 | $74,161 |
Benefits paid (including direct rollovers) | 2016-12-31 | $43,190 |
Total plan assets at end of year | 2016-12-31 | $10,003,471 |
Total plan assets at beginning of year | 2016-12-31 | $8,974,692 |
Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $54,935 |
Other income received | 2016-12-31 | $990,901 |
Net income (gross income less expenses) | 2016-12-31 | $1,028,779 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $10,003,471 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,974,692 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $57,104 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $30,971 |
2015 : GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $83,281 |
Expenses. Total of all expenses incurred | 2015-12-31 | $47,696 |
Benefits paid (including direct rollovers) | 2015-12-31 | $19,474 |
Total plan assets at end of year | 2015-12-31 | $8,974,692 |
Total plan assets at beginning of year | 2015-12-31 | $8,939,107 |
Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $58,975 |
Other income received | 2015-12-31 | $-30,702 |
Net income (gross income less expenses) | 2015-12-31 | $35,585 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $8,974,692 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,939,107 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $55,008 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $28,222 |
2014 : GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $878,383 |
Expenses. Total of all expenses incurred | 2014-12-31 | $26,997 |
Total plan assets at end of year | 2014-12-31 | $8,939,107 |
Total plan assets at beginning of year | 2014-12-31 | $8,087,721 |
Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $56,648 |
Other income received | 2014-12-31 | $763,039 |
Net income (gross income less expenses) | 2014-12-31 | $851,386 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $8,939,107 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,087,721 |
Assets. Value of participant loans | 2014-12-31 | $128 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $58,696 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $26,997 |
2013 : GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $1,383,179 |
Expenses. Total of all expenses incurred | 2013-12-31 | $167,235 |
Benefits paid (including direct rollovers) | 2013-12-31 | $138,628 |
Total plan assets at end of year | 2013-12-31 | $8,087,721 |
Total plan assets at beginning of year | 2013-12-31 | $6,871,777 |
Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $48,286 |
Other income received | 2013-12-31 | $1,277,288 |
Net income (gross income less expenses) | 2013-12-31 | $1,215,944 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $8,087,721 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,871,777 |
Assets. Value of participant loans | 2013-12-31 | $4,328 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $57,605 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $28,607 |
2012 : GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $649,418 |
Expenses. Total of all expenses incurred | 2012-12-31 | $23,702 |
Total plan assets at end of year | 2012-12-31 | $6,871,777 |
Total plan assets at beginning of year | 2012-12-31 | $6,246,061 |
Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $66,921 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $23,702 |
Other income received | 2012-12-31 | $515,870 |
Net income (gross income less expenses) | 2012-12-31 | $625,716 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $6,871,777 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,246,061 |
Assets. Value of participant loans | 2012-12-31 | $8,499 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $66,627 |
2011 : GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $-109,978 |
Expenses. Total of all expenses incurred | 2011-12-31 | $19,564 |
Total plan assets at end of year | 2011-12-31 | $6,246,061 |
Total plan assets at beginning of year | 2011-12-31 | $6,375,603 |
Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $35,137 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $19,564 |
Other income received | 2011-12-31 | $-204,717 |
Net income (gross income less expenses) | 2011-12-31 | $-129,542 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,246,061 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,375,603 |
Assets. Value of participant loans | 2011-12-31 | $13,901 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $59,602 |
2010 : GLOVER & DAVIS PA 401(K) PROFIT SHARING PLAN & TRU 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $487,004 |
Expenses. Total of all expenses incurred | 2010-12-31 | $28,248 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,567 |
Total plan assets at end of year | 2010-12-31 | $6,375,603 |
Total plan assets at beginning of year | 2010-12-31 | $5,916,847 |
Value of fidelity bond covering the plan | 2010-12-31 | $625,000 |
Total contributions received or receivable from participants | 2010-12-31 | $53,664 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $26,681 |
Other income received | 2010-12-31 | $374,110 |
Net income (gross income less expenses) | 2010-12-31 | $458,756 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6,375,603 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,916,847 |
Assets. Value of participant loans | 2010-12-31 | $9,199 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $59,230 |