GEORGESON ANGARAN CHARTERED PSP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 |
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2019: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 0 |
Number of participants with account balances | 2019-01-01 | 0 |
2018: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 9 |
Total of all active and inactive participants | 2018-01-01 | 9 |
Total participants | 2018-01-01 | 9 |
Number of participants with account balances | 2018-01-01 | 9 |
2017: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 9 |
Total participants | 2017-01-01 | 9 |
Number of participants with account balances | 2017-01-01 | 8 |
2016: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 8 |
Total of all active and inactive participants | 2016-01-01 | 8 |
Total participants | 2016-01-01 | 8 |
Number of participants with account balances | 2016-01-01 | 8 |
2015: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
Total of all active and inactive participants | 2015-01-01 | 8 |
Total participants | 2015-01-01 | 8 |
Number of participants with account balances | 2015-01-01 | 8 |
2014: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
Total of all active and inactive participants | 2014-01-01 | 8 |
Total participants | 2014-01-01 | 8 |
Number of participants with account balances | 2014-01-01 | 9 |
2013: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
Total of all active and inactive participants | 2013-01-01 | 8 |
Total participants | 2013-01-01 | 8 |
Number of participants with account balances | 2013-01-01 | 9 |
2012: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
Total of all active and inactive participants | 2012-01-01 | 8 |
Total participants | 2012-01-01 | 8 |
Number of participants with account balances | 2012-01-01 | 8 |
2011: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 7 |
Total participants | 2011-01-01 | 7 |
Number of participants with account balances | 2011-01-01 | 7 |
2009: THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
Total of all active and inactive participants | 2009-01-01 | 9 |
Total participants | 2009-01-01 | 9 |
Number of participants with account balances | 2009-01-01 | 9 |
Measure | Date | Value |
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2019 : THE GEORGESON ANGARAN,CHARTERED PROFIT SHARING PLAN AND TRUST 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $17,843 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,383,061 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,381,263 |
Total plan assets at beginning of year | 2019-12-31 | $1,365,218 |
Value of fidelity bond covering the plan | 2019-12-31 | $400,000 |
Other income received | 2019-12-31 | $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 |
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Total income from all sources | 2018-12-31 | $35,369 |
Expenses. Total of all expenses incurred | 2018-12-31 | $632,117 |
Benefits paid (including direct rollovers) | 2018-12-31 | $624,545 |
Total plan assets at end of year | 2018-12-31 | $1,365,218 |
Total plan assets at beginning of year | 2018-12-31 | $1,961,966 |
Value of fidelity bond covering the plan | 2018-12-31 | $400,000 |
Total contributions received or receivable from participants | 2018-12-31 | $52,438 |
Other income received | 2018-12-31 | $-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 |
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Total income from all sources | 2017-12-31 | $385,516 |
Expenses. Total of all expenses incurred | 2017-12-31 | $432,430 |
Benefits paid (including direct rollovers) | 2017-12-31 | $423,903 |
Total plan assets at end of year | 2017-12-31 | $1,961,966 |
Total plan assets at beginning of year | 2017-12-31 | $2,008,880 |
Value of fidelity bond covering the plan | 2017-12-31 | $400,000 |
Total contributions received or receivable from participants | 2017-12-31 | $59,539 |
Other income received | 2017-12-31 | $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 |
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Total income from all sources | 2016-12-31 | $282,330 |
Expenses. Total of all expenses incurred | 2016-12-31 | $7,129 |
Total plan assets at end of year | 2016-12-31 | $2,008,880 |
Total plan assets at beginning of year | 2016-12-31 | $1,733,679 |
Value of fidelity bond covering the plan | 2016-12-31 | $400,000 |
Total contributions received or receivable from participants | 2016-12-31 | $74,645 |
Other income received | 2016-12-31 | $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 |
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Total income from all sources | 2015-12-31 | $114,154 |
Expenses. Total of all expenses incurred | 2015-12-31 | $83,969 |
Benefits paid (including direct rollovers) | 2015-12-31 | $76,529 |
Total plan assets at end of year | 2015-12-31 | $1,733,679 |
Total plan assets at beginning of year | 2015-12-31 | $1,703,494 |
Value of fidelity bond covering the plan | 2015-12-31 | $400,000 |
Total contributions received or receivable from participants | 2015-12-31 | $71,036 |
Other income received | 2015-12-31 | $-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 |
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Total income from all sources | 2014-12-31 | $215,184 |
Expenses. Total of all expenses incurred | 2014-12-31 | $24,308 |
Benefits paid (including direct rollovers) | 2014-12-31 | $17,335 |
Total plan assets at end of year | 2014-12-31 | $1,703,494 |
Total plan assets at beginning of year | 2014-12-31 | $1,512,618 |
Value of fidelity bond covering the plan | 2014-12-31 | $400,000 |
Total contributions received or receivable from participants | 2014-12-31 | $67,235 |
Other income received | 2014-12-31 | $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 |
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Total income from all sources | 2013-12-31 | $320,534 |
Expenses. Total of all expenses incurred | 2013-12-31 | $5,119 |
Total plan assets at end of year | 2013-12-31 | $1,512,618 |
Total plan assets at beginning of year | 2013-12-31 | $1,197,203 |
Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
Total contributions received or receivable from participants | 2013-12-31 | $66,116 |
Other income received | 2013-12-31 | $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 |
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Total income from all sources | 2012-12-31 | $250,339 |
Expenses. Total of all expenses incurred | 2012-12-31 | $12,557 |
Benefits paid (including direct rollovers) | 2012-12-31 | $10,107 |
Total plan assets at end of year | 2012-12-31 | $1,197,203 |
Total plan assets at beginning of year | 2012-12-31 | $959,421 |
Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
Total contributions received or receivable from participants | 2012-12-31 | $64,632 |
Other income received | 2012-12-31 | $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 |
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Total income from all sources | 2011-12-31 | $114,196 |
Expenses. Total of all expenses incurred | 2011-12-31 | $109,089 |
Benefits paid (including direct rollovers) | 2011-12-31 | $107,372 |
Total plan assets at end of year | 2011-12-31 | $959,421 |
Total plan assets at beginning of year | 2011-12-31 | $954,314 |
Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
Total contributions received or receivable from participants | 2011-12-31 | $65,525 |
Other income received | 2011-12-31 | $-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 |
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Total income from all sources | 2010-12-31 | $223,966 |
Expenses. Total of all expenses incurred | 2010-12-31 | $72,361 |
Benefits paid (including direct rollovers) | 2010-12-31 | $72,211 |
Total plan assets at end of year | 2010-12-31 | $954,314 |
Total plan assets at beginning of year | 2010-12-31 | $802,709 |
Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
Total contributions received or receivable from participants | 2010-12-31 | $74,074 |
Other income received | 2010-12-31 | $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 |