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JOHN F. GERLACH 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN F. GERLACH 401(K) PROFIT SHARING PLAN
Plan identification number 001

JOHN F. GERLACH 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JOHN F. GERLACH has sponsored the creation of one or more 401k plans.

Company Name:JOHN F. GERLACH
Employer identification number (EIN):592632750
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN F. GERLACH 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01JOHN GERLACH JOHN GERLACH2016-10-16
0012014-01-01JOHN GERLACH JOHN GERLACH2015-10-14

Plan Statistics for JOHN F. GERLACH 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN F. GERLACH 401(K) PROFIT SHARING PLAN

Measure Date Value
2015: JOHN F. GERLACH 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOHN F. GERLACH 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on JOHN F. GERLACH 401(K) PROFIT SHARING PLAN

Measure Date Value
2015 : JOHN F. GERLACH 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$55,758
Expenses. Total of all expenses incurred2015-12-31$144,340
Benefits paid (including direct rollovers)2015-12-31$144,340
Total plan assets at end of year2015-12-31$430,224
Total plan assets at beginning of year2015-12-31$518,806
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$55,758
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-88,582
Net plan assets at end of year (total assets less liabilities)2015-12-31$430,224
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$518,806
Assets. Value of participant loans2015-12-31$35,000
Assets. Value of assets in partnership/joint-venture interests2015-12-31$362,455
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : JOHN F. GERLACH 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$39,390
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$518,806
Total plan assets at beginning of year2014-12-31$479,416
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$18,872
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$39,390
Net plan assets at end of year (total assets less liabilities)2014-12-31$518,806
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$479,416
Assets. Value of assets in partnership/joint-venture interests2014-12-31$451,039
Total contributions received or receivable from employer(s)2014-12-31$20,518
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0

Form 5500 Responses for JOHN F. GERLACH 401(K) PROFIT SHARING PLAN

2015: JOHN F. GERLACH 401(K) 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: JOHN F. GERLACH 401(K) 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

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