Logo

THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameTHE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST
Plan identification number 001

THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 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.

401k Sponsoring company profile

GEORGESON ANGARAN CHARTERED PSP has sponsored the creation of one or more 401k plans.

Company Name:GEORGESON ANGARAN CHARTERED PSP
Employer identification number (EIN):611553623
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01JACK ANGARAN JACK ANGARAN2018-07-15
0012016-01-01JUSTIN PFREHM JUSTIN PFREHM2017-06-15
0012015-01-01JUSTIN PFREHM
0012014-01-01JUSTIN PFREHM
0012013-01-01JUSTIN PFREHM
0012012-01-01JUSTIN PFREHM
0012011-01-01JUSTIN PFREHM
0012009-01-01JUSTIN PFREHM

Plan Statistics for THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST

Measure Date Value
2019: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-019
Total number of active participants reported on line 7a of the Form 55002019-01-010
Total of all active and inactive participants2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
2018: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-018
Total number of active participants reported on line 7a of the Form 55002018-01-019
Total of all active and inactive participants2018-01-019
Total participants2018-01-019
Number of participants with account balances2018-01-019
2017: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-011
Total of all active and inactive participants2017-01-019
Total participants2017-01-019
Number of participants with account balances2017-01-018
2016: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-018
Total of all active and inactive participants2016-01-018
Total participants2016-01-018
Number of participants with account balances2016-01-018
2015: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-018
Total of all active and inactive participants2015-01-018
Total participants2015-01-018
Number of participants with account balances2015-01-018
2014: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-019
Total number of active participants reported on line 7a of the Form 55002014-01-018
Total of all active and inactive participants2014-01-018
Total participants2014-01-018
Number of participants with account balances2014-01-019
2013: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-018
Total of all active and inactive participants2013-01-018
Total participants2013-01-018
Number of participants with account balances2013-01-019
2012: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-018
Total of all active and inactive participants2012-01-018
Total participants2012-01-018
Number of participants with account balances2012-01-018
2011: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-011
Total of all active and inactive participants2011-01-017
Total participants2011-01-017
Number of participants with account balances2011-01-017
2009: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-019
Total of all active and inactive participants2009-01-019
Total participants2009-01-019
Number of participants with account balances2009-01-019

Financial Data on THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST

Measure Date Value
2019 : THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources2019-12-31$17,843
Expenses. Total of all expenses incurred2019-12-31$1,383,061
Benefits paid (including direct rollovers)2019-12-31$1,381,263
Total plan assets at beginning of year2019-12-31$1,365,218
Value of fidelity bond covering the plan2019-12-31$400,000
Other income received2019-12-31$17,843
Net income (gross income less expenses)2019-12-31$-1,365,218
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,365,218
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,798
2018 : THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources2018-12-31$35,369
Expenses. Total of all expenses incurred2018-12-31$632,117
Benefits paid (including direct rollovers)2018-12-31$624,545
Total plan assets at end of year2018-12-31$1,365,218
Total plan assets at beginning of year2018-12-31$1,961,966
Value of fidelity bond covering the plan2018-12-31$400,000
Total contributions received or receivable from participants2018-12-31$52,438
Other income received2018-12-31$-71,856
Net income (gross income less expenses)2018-12-31$-596,748
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,365,218
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,961,966
Total contributions received or receivable from employer(s)2018-12-31$54,787
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$7,572
2017 : THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources2017-12-31$385,516
Expenses. Total of all expenses incurred2017-12-31$432,430
Benefits paid (including direct rollovers)2017-12-31$423,903
Total plan assets at end of year2017-12-31$1,961,966
Total plan assets at beginning of year2017-12-31$2,008,880
Value of fidelity bond covering the plan2017-12-31$400,000
Total contributions received or receivable from participants2017-12-31$59,539
Other income received2017-12-31$267,218
Net income (gross income less expenses)2017-12-31$-46,914
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,961,966
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,008,880
Total contributions received or receivable from employer(s)2017-12-31$58,759
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$8,527
2016 : THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources2016-12-31$282,330
Expenses. Total of all expenses incurred2016-12-31$7,129
Total plan assets at end of year2016-12-31$2,008,880
Total plan assets at beginning of year2016-12-31$1,733,679
Value of fidelity bond covering the plan2016-12-31$400,000
Total contributions received or receivable from participants2016-12-31$74,645
Other income received2016-12-31$144,999
Net income (gross income less expenses)2016-12-31$275,201
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,008,880
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,733,679
Total contributions received or receivable from employer(s)2016-12-31$62,686
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,129
2015 : THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$114,154
Expenses. Total of all expenses incurred2015-12-31$83,969
Benefits paid (including direct rollovers)2015-12-31$76,529
Total plan assets at end of year2015-12-31$1,733,679
Total plan assets at beginning of year2015-12-31$1,703,494
Value of fidelity bond covering the plan2015-12-31$400,000
Total contributions received or receivable from participants2015-12-31$71,036
Other income received2015-12-31$-20,856
Net income (gross income less expenses)2015-12-31$30,185
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,733,679
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,703,494
Total contributions received or receivable from employer(s)2015-12-31$63,974
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$7,440
2014 : THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$215,184
Expenses. Total of all expenses incurred2014-12-31$24,308
Benefits paid (including direct rollovers)2014-12-31$17,335
Total plan assets at end of year2014-12-31$1,703,494
Total plan assets at beginning of year2014-12-31$1,512,618
Value of fidelity bond covering the plan2014-12-31$400,000
Total contributions received or receivable from participants2014-12-31$67,235
Other income received2014-12-31$85,488
Net income (gross income less expenses)2014-12-31$190,876
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,703,494
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,512,618
Total contributions received or receivable from employer(s)2014-12-31$62,461
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,973
2013 : THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$320,534
Expenses. Total of all expenses incurred2013-12-31$5,119
Total plan assets at end of year2013-12-31$1,512,618
Total plan assets at beginning of year2013-12-31$1,197,203
Value of fidelity bond covering the plan2013-12-31$400,000
Total contributions received or receivable from participants2013-12-31$66,116
Other income received2013-12-31$191,408
Net income (gross income less expenses)2013-12-31$315,415
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,512,618
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,197,203
Total contributions received or receivable from employer(s)2013-12-31$63,010
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,119
2012 : THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$250,339
Expenses. Total of all expenses incurred2012-12-31$12,557
Benefits paid (including direct rollovers)2012-12-31$10,107
Total plan assets at end of year2012-12-31$1,197,203
Total plan assets at beginning of year2012-12-31$959,421
Value of fidelity bond covering the plan2012-12-31$400,000
Total contributions received or receivable from participants2012-12-31$64,632
Other income received2012-12-31$125,856
Net income (gross income less expenses)2012-12-31$237,782
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,197,203
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$959,421
Total contributions received or receivable from employer(s)2012-12-31$59,851
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$2,450
2011 : THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$114,196
Expenses. Total of all expenses incurred2011-12-31$109,089
Benefits paid (including direct rollovers)2011-12-31$107,372
Total plan assets at end of year2011-12-31$959,421
Total plan assets at beginning of year2011-12-31$954,314
Value of fidelity bond covering the plan2011-12-31$400,000
Total contributions received or receivable from participants2011-12-31$65,525
Other income received2011-12-31$-13,599
Net income (gross income less expenses)2011-12-31$5,107
Net plan assets at end of year (total assets less liabilities)2011-12-31$959,421
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$954,314
Total contributions received or receivable from employer(s)2011-12-31$62,270
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,717
2010 : THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$223,966
Expenses. Total of all expenses incurred2010-12-31$72,361
Benefits paid (including direct rollovers)2010-12-31$72,211
Total plan assets at end of year2010-12-31$954,314
Total plan assets at beginning of year2010-12-31$802,709
Value of fidelity bond covering the plan2010-12-31$400,000
Total contributions received or receivable from participants2010-12-31$74,074
Other income received2010-12-31$84,059
Net income (gross income less expenses)2010-12-31$151,605
Net plan assets at end of year (total assets less liabilities)2010-12-31$954,314
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$802,709
Total contributions received or receivable from employer(s)2010-12-31$65,833
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$150

Form 5500 Responses for THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST

2019: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1