G&A OUTSOURCING, INC. DBA G&A PARTNERS has sponsored the creation of one or more 401k plans.
Additional information about G&A OUTSOURCING, INC. DBA G&A PARTNERS
Submission information for form 5500 for 401k plan G & A PARTNERS, INC. MULTIPLE EMPLOYER 401(K) PLAN
401k plan membership statisitcs for G & A PARTNERS, INC. MULTIPLE EMPLOYER 401(K) PLAN
Measure | Date | Value |
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2023 : G & A PARTNERS, INC. MULTIPLE EMPLOYER 401(K) PLAN 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total transfer of assets to this plan | 2023-12-31 | $108,846,192 |
Total transfer of assets from this plan | 2023-12-31 | $103,986,724 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $339,174,063 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $105,035,165 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $98,282,840 |
Value of total corrective distributions | 2023-12-31 | $847,697 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $199,823,056 |
Value of total assets at end of year | 2023-12-31 | $1,063,273,350 |
Value of total assets at beginning of year | 2023-12-31 | $824,274,984 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $5,904,628 |
Total interest from all sources | 2023-12-31 | $771,425 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $25,255,592 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $25,255,592 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $122,930,997 |
Participant contributions at end of year | 2023-12-31 | $16,400,180 |
Participant contributions at beginning of year | 2023-12-31 | $14,116,730 |
Participant contributions at end of year | 2023-12-31 | $3,572,566 |
Participant contributions at beginning of year | 2023-12-31 | $5,059,378 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $20,651,307 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $163,451 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $208,262 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $234,138,898 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $1,063,273,350 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $824,274,984 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $1,038,454,007 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $800,179,007 |
Interest on participant loans | 2023-12-31 | $771,425 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $300,250 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $595,005 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $113,322,322 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $1,668 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $56,240,752 |
Employer contributions (assets) at end of year | 2023-12-31 | $4,382,896 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $4,116,602 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $98,282,840 |
Contract administrator fees | 2023-12-31 | $4,470,779 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | DOEREN MAYHEW ASSURANCE |
Accountancy firm EIN | 2023-12-31 | 382492570 |
2022 : G & A PARTNERS, INC. MULTIPLE EMPLOYER 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $138,924,995 |
Total transfer of assets from this plan | 2022-12-31 | $48,523,144 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $51,024,722 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $72,408,314 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $67,550,464 |
Value of total corrective distributions | 2022-12-31 | $920,697 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $158,454,481 |
Value of total assets at end of year | 2022-12-31 | $824,274,984 |
Value of total assets at beginning of year | 2022-12-31 | $755,256,725 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,937,153 |
Total interest from all sources | 2022-12-31 | $536,089 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $17,078,454 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $17,078,454 |
Administrative expenses professional fees incurred | 2022-12-31 | $32,200 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $100,817,102 |
Participant contributions at end of year | 2022-12-31 | $14,116,730 |
Participant contributions at beginning of year | 2022-12-31 | $12,326,903 |
Participant contributions at end of year | 2022-12-31 | $5,059,378 |
Participant contributions at beginning of year | 2022-12-31 | $4,174,687 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $13,731,588 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $208,262 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $179,347 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-21,383,592 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $824,274,984 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $755,256,725 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $957,756 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $800,179,007 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $669,015,794 |
Interest on participant loans | 2022-12-31 | $536,089 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $595,005 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $65,262 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $66,327,577 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $66,327,577 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-125,044,302 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $43,905,791 |
Employer contributions (assets) at end of year | 2022-12-31 | $4,116,602 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $3,167,155 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $67,550,464 |
Contract administrator fees | 2022-12-31 | $2,947,197 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | DOEREN MAYHEW |
Accountancy firm EIN | 2022-12-31 | 364745545 |
2021 : G & A PARTNERS, INC. MULTIPLE EMPLOYER 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $142,738,640 |
Total transfer of assets from this plan | 2021-12-31 | $29,097,364 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $202,636,649 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $73,176,267 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $68,748,034 |
Value of total corrective distributions | 2021-12-31 | $593,299 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $120,660,545 |
Value of total assets at end of year | 2021-12-31 | $755,256,725 |
Value of total assets at beginning of year | 2021-12-31 | $512,155,067 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,834,934 |
Total interest from all sources | 2021-12-31 | $487,817 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $17,233,815 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $17,233,815 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $77,183,770 |
Participant contributions at end of year | 2021-12-31 | $12,326,903 |
Participant contributions at beginning of year | 2021-12-31 | $10,310,135 |
Participant contributions at end of year | 2021-12-31 | $4,174,687 |
Participant contributions at beginning of year | 2021-12-31 | $2,721,030 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $11,929,306 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $179,347 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $135,883 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $129,460,382 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $755,256,725 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $512,155,067 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $745,972 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $669,015,794 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $448,882,455 |
Interest on participant loans | 2021-12-31 | $487,189 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $65,262 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $77,375 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $66,327,577 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $47,503,709 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $47,503,709 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $628 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $64,253,617 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $855 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $31,547,469 |
Employer contributions (assets) at end of year | 2021-12-31 | $3,167,155 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $2,524,480 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $68,748,034 |
Contract administrator fees | 2021-12-31 | $3,088,962 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | DOEREN MAYHEW |
Accountancy firm EIN | 2021-12-31 | 364745545 |
2020 : G & A PARTNERS, INC. MULTIPLE EMPLOYER 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $64,807,534 |
Total transfer of assets from this plan | 2020-12-31 | $21,785,931 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $154,684,276 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $50,653,800 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $47,198,190 |
Value of total corrective distributions | 2020-12-31 | $720,917 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $87,265,972 |
Value of total assets at end of year | 2020-12-31 | $512,155,067 |
Value of total assets at beginning of year | 2020-12-31 | $365,102,988 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,734,693 |
Total interest from all sources | 2020-12-31 | $442,514 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $9,726,167 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $9,726,167 |
Administrative expenses professional fees incurred | 2020-12-31 | $5,115 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $55,460,757 |
Participant contributions at end of year | 2020-12-31 | $10,310,135 |
Participant contributions at beginning of year | 2020-12-31 | $7,697,631 |
Participant contributions at end of year | 2020-12-31 | $2,721,030 |
Participant contributions at beginning of year | 2020-12-31 | $1,509,999 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $8,673,901 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $135,883 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $140,614 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $104,030,476 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $512,155,067 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $365,102,988 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $455,615 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $448,882,455 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $319,742,687 |
Interest on participant loans | 2020-12-31 | $442,514 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $77,375 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $76,557 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $47,503,709 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $33,951,200 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $33,951,200 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $57,248,312 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,311 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $23,131,314 |
Employer contributions (assets) at end of year | 2020-12-31 | $2,524,480 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,984,300 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $47,198,190 |
Contract administrator fees | 2020-12-31 | $2,273,963 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | Yes |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | ABIP, P.C. |
Accountancy firm EIN | 2020-12-31 | 760689865 |
2019 : G & A PARTNERS, INC. MULTIPLE EMPLOYER 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $90,056,312 |
Total transfer of assets to this plan | 2019-12-31 | $90,056,312 |
Total transfer of assets from this plan | 2019-12-31 | $33,597,993 |
Total transfer of assets from this plan | 2019-12-31 | $33,597,993 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $127,460,434 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $33,584,606 |
Total of all expenses incurred | 2019-12-31 | $33,584,606 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $31,292,639 |
Value of total corrective distributions | 2019-12-31 | $230,182 |
Value of total corrective distributions | 2019-12-31 | $230,182 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $75,367,224 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $75,367,224 |
Value of total assets at end of year | 2019-12-31 | $365,102,988 |
Value of total assets at end of year | 2019-12-31 | $365,102,988 |
Value of total assets at beginning of year | 2019-12-31 | $214,768,841 |
Value of total assets at beginning of year | 2019-12-31 | $214,768,841 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,061,785 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,061,785 |
Total interest from all sources | 2019-12-31 | $352,665 |
Total interest from all sources | 2019-12-31 | $352,665 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $7,454,205 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $7,454,205 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $7,454,205 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $7,454,205 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $41,748,002 |
Contributions received from participants | 2019-12-31 | $41,748,002 |
Participant contributions at end of year | 2019-12-31 | $7,697,631 |
Participant contributions at end of year | 2019-12-31 | $7,697,631 |
Participant contributions at beginning of year | 2019-12-31 | $5,895,307 |
Participant contributions at beginning of year | 2019-12-31 | $5,895,307 |
Participant contributions at end of year | 2019-12-31 | $1,509,999 |
Participant contributions at end of year | 2019-12-31 | $1,509,999 |
Participant contributions at beginning of year | 2019-12-31 | $799,219 |
Participant contributions at beginning of year | 2019-12-31 | $799,219 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $11,179,504 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $11,179,504 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $140,614 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $140,614 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $74,018 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $74,018 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $93,875,828 |
Value of net income/loss | 2019-12-31 | $93,875,828 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $365,102,988 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $365,102,988 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $214,768,841 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $214,768,841 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $331,694 |
Investment advisory and management fees | 2019-12-31 | $331,694 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $319,742,687 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $319,742,687 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $184,234,437 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $184,234,437 |
Interest on participant loans | 2019-12-31 | $352,665 |
Interest on participant loans | 2019-12-31 | $352,665 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $76,557 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $76,557 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $12,124 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $12,124 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $33,951,200 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $33,951,200 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $22,707,606 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $22,707,606 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $22,707,606 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $22,707,606 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $44,285,942 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $44,285,942 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $398 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $22,439,718 |
Contributions received in cash from employer | 2019-12-31 | $22,439,718 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,984,300 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,984,300 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,046,130 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,046,130 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $31,292,639 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $31,292,639 |
Contract administrator fees | 2019-12-31 | $1,730,091 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | ABIP, P.C. |
Accountancy firm name | 2019-12-31 | ABIP, P.C. |
Accountancy firm EIN | 2019-12-31 | 760689865 |
Accountancy firm EIN | 2019-12-31 | 760689865 |
2018 : G & A PARTNERS, INC. MULTIPLE EMPLOYER 401(K) PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $51,997,017 |
Total transfer of assets from this plan | 2018-12-31 | $9,830,995 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $33,216,196 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $18,753,938 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $16,959,824 |
Value of total corrective distributions | 2018-12-31 | $323,620 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $43,583,487 |
Value of total assets at end of year | 2018-12-31 | $214,768,841 |
Value of total assets at beginning of year | 2018-12-31 | $158,140,561 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,470,494 |
Total interest from all sources | 2018-12-31 | $236,549 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $5,375,526 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $5,375,526 |
Administrative expenses professional fees incurred | 2018-12-31 | $6,454 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $25,718,759 |
Participant contributions at end of year | 2018-12-31 | $5,895,307 |
Participant contributions at beginning of year | 2018-12-31 | $4,350,263 |
Participant contributions at end of year | 2018-12-31 | $799,219 |
Participant contributions at beginning of year | 2018-12-31 | $545,827 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $5,443,194 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $74,018 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $53,566 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $14,462,258 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $214,768,841 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $158,140,561 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $239,153 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $184,234,437 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $137,726,430 |
Interest on participant loans | 2018-12-31 | $236,549 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $12,124 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $11,980 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $22,707,606 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $14,713,604 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $14,713,604 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-15,979,599 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $233 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $12,421,534 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,046,130 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $738,891 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $16,959,824 |
Contract administrator fees | 2018-12-31 | $1,224,887 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | ABIP, P.C. |
Accountancy firm EIN | 2018-12-31 | 760689865 |
2017 : G & A PARTNERS, INC. MULTIPLE EMPLOYER 401(K) PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $17,817,299 |
Total transfer of assets from this plan | 2017-12-31 | $14,891,060 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $46,793,922 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $13,187,734 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $11,843,007 |
Value of total corrective distributions | 2017-12-31 | $161,851 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $27,962,038 |
Value of total assets at end of year | 2017-12-31 | $158,140,561 |
Value of total assets at beginning of year | 2017-12-31 | $121,608,134 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,182,876 |
Total interest from all sources | 2017-12-31 | $170,754 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $3,336,338 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $3,336,338 |
Administrative expenses professional fees incurred | 2017-12-31 | $10,000 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $16,962,146 |
Participant contributions at end of year | 2017-12-31 | $4,350,263 |
Participant contributions at beginning of year | 2017-12-31 | $3,298,004 |
Participant contributions at end of year | 2017-12-31 | $545,827 |
Participant contributions at beginning of year | 2017-12-31 | $412,763 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,968,609 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $53,566 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $40,576 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $33,606,188 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $158,140,561 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $121,608,134 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $181,409 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $137,726,430 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $104,976,636 |
Interest on participant loans | 2017-12-31 | $170,754 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $11,980 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $11,875 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $14,713,604 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $12,451,408 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $12,451,408 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $15,324,792 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $8,031,283 |
Employer contributions (assets) at end of year | 2017-12-31 | $738,891 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $416,872 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $11,843,007 |
Contract administrator fees | 2017-12-31 | $991,467 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | ABIP, P.C. |
Accountancy firm EIN | 2017-12-31 | 760689865 |
2016 : G & A PARTNERS, INC. MULTIPLE EMPLOYER 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $18,938,001 |
Total transfer of assets from this plan | 2016-12-31 | $10,228,788 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $31,369,872 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $11,593,604 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $10,507,977 |
Value of total corrective distributions | 2016-12-31 | $162,609 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $23,158,569 |
Value of total assets at end of year | 2016-12-31 | $121,608,134 |
Value of total assets at beginning of year | 2016-12-31 | $93,122,653 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $923,018 |
Total interest from all sources | 2016-12-31 | $119,002 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,286,134 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $2,286,134 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $13,828,166 |
Participant contributions at end of year | 2016-12-31 | $3,298,004 |
Participant contributions at beginning of year | 2016-12-31 | $2,706,950 |
Participant contributions at end of year | 2016-12-31 | $412,763 |
Participant contributions at beginning of year | 2016-12-31 | $321,129 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $3,002,197 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $40,576 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $18,523 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $19,776,268 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $121,608,134 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $93,122,653 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $153,976 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $104,976,636 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $78,825,303 |
Interest on participant loans | 2016-12-31 | $119,002 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $11,875 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $30,213 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $12,451,408 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $10,832,796 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $10,832,796 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $5,806,167 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $6,328,206 |
Employer contributions (assets) at end of year | 2016-12-31 | $416,872 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $387,739 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $10,507,977 |
Contract administrator fees | 2016-12-31 | $769,042 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | ABIP, P.C. |
Accountancy firm EIN | 2016-12-31 | 760689865 |
2015 : G & A PARTNERS, INC. MULTIPLE EMPLOYER 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $13,912,220 |
Total transfer of assets from this plan | 2015-12-31 | $20,365,113 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $20,355,984 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $12,320,485 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $11,523,652 |
Value of total corrective distributions | 2015-12-31 | $86,705 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $21,572,754 |
Value of total assets at end of year | 2015-12-31 | $93,122,653 |
Value of total assets at beginning of year | 2015-12-31 | $91,540,047 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $710,128 |
Total interest from all sources | 2015-12-31 | $111,424 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,199,031 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $2,199,031 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $11,964,742 |
Participant contributions at end of year | 2015-12-31 | $2,706,950 |
Participant contributions at beginning of year | 2015-12-31 | $2,690,383 |
Participant contributions at end of year | 2015-12-31 | $321,129 |
Participant contributions at beginning of year | 2015-12-31 | $193,258 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $3,386,419 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $18,523 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $20,464 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $8,035,499 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $93,122,653 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $91,540,047 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $138,828 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $89,688,312 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $87,352,740 |
Interest on participant loans | 2015-12-31 | $111,424 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,527,225 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $6,221,593 |
Employer contributions (assets) at end of year | 2015-12-31 | $387,739 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,283,202 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $11,523,652 |
Contract administrator fees | 2015-12-31 | $571,300 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | GOLDSTEIN, ZUGMAN,WEINSTEIN & POOLE |
Accountancy firm EIN | 2015-12-31 | 200453834 |
2014 : G & A PARTNERS, INC. MULTIPLE EMPLOYER 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $17,128,580 |
Total transfer of assets from this plan | 2014-12-31 | $9,969,102 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $25,511,091 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $7,955,659 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $7,280,802 |
Value of total corrective distributions | 2014-12-31 | $68,676 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $20,254,621 |
Value of total assets at end of year | 2014-12-31 | $91,540,047 |
Value of total assets at beginning of year | 2014-12-31 | $66,825,137 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $606,181 |
Total interest from all sources | 2014-12-31 | $111,287 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,987,905 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,987,905 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $10,597,156 |
Participant contributions at end of year | 2014-12-31 | $2,690,383 |
Participant contributions at beginning of year | 2014-12-31 | $2,318,673 |
Participant contributions at end of year | 2014-12-31 | $193,258 |
Participant contributions at beginning of year | 2014-12-31 | $136,527 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $2,730,268 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $20,464 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $12,338 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $17,555,432 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $91,540,047 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $66,825,137 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $124,295 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $87,352,740 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $63,911,738 |
Interest on participant loans | 2014-12-31 | $111,287 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $3,157,278 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $6,927,197 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,283,202 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $445,861 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $7,280,802 |
Contract administrator fees | 2014-12-31 | $481,886 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | GOLDSTEIN, ZUGMAN,WEINSTEIN & POOLE |
Accountancy firm EIN | 2014-12-31 | 200453834 |
2013 : G & A PARTNERS, INC. MULTIPLE EMPLOYER 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $12,447,084 |
Total transfer of assets from this plan | 2013-12-31 | $2,480,470 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $20,276,819 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $4,817,202 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,267,370 |
Value of total corrective distributions | 2013-12-31 | $95,270 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $12,973,664 |
Value of total assets at end of year | 2013-12-31 | $66,825,137 |
Value of total assets at beginning of year | 2013-12-31 | $41,398,906 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $454,562 |
Total interest from all sources | 2013-12-31 | $95,066 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,636,583 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,636,583 |
Administrative expenses professional fees incurred | 2013-12-31 | $5,826 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $265,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $7,319,940 |
Participant contributions at end of year | 2013-12-31 | $2,318,673 |
Participant contributions at beginning of year | 2013-12-31 | $2,162,505 |
Participant contributions at end of year | 2013-12-31 | $136,527 |
Participant contributions at beginning of year | 2013-12-31 | $225,023 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,209,827 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $12,338 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $23,859 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $15,459,617 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $66,825,137 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $41,398,906 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $81,211 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $63,911,738 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $38,396,107 |
Interest on participant loans | 2013-12-31 | $95,066 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $5,571,506 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $4,443,897 |
Employer contributions (assets) at end of year | 2013-12-31 | $445,861 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $591,412 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,267,370 |
Contract administrator fees | 2013-12-31 | $367,525 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | GOLDSTEIN, ZUGMAN,WEINSTEIN & POOLE |
Accountancy firm EIN | 2013-12-31 | 200453834 |
2012 : G & A PARTNERS, INC. MULTIPLE EMPLOYER 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $1,938,555 |
Total transfer of assets from this plan | 2012-12-31 | $8,686,842 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $149,803 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $16,455 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $16,266 |
Value of total corrective distributions | 2012-12-31 | $48,845 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $91,391 |
Value of total assets at end of year | 2012-12-31 | $536,482 |
Value of total assets at beginning of year | 2012-12-31 | $403,134 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $189 |
Total interest from all sources | 2012-12-31 | $545 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $15,533 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $15,533 |
Administrative expenses professional fees incurred | 2012-12-31 | $9,800 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $50,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $91,391 |
Participant contributions at end of year | 2012-12-31 | $13,000 |
Participant contributions at beginning of year | 2012-12-31 | $11,422 |
Participant contributions at end of year | 2012-12-31 | $225,023 |
Participant contributions at beginning of year | 2012-12-31 | $157,954 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,678,353 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $23,859 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $22,472 |
Administrative expenses (other) incurred | 2012-12-31 | $189 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $133,348 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $536,482 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $403,134 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $52,330 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $510,600 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $383,053 |
Interest on participant loans | 2012-12-31 | $544 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $12,882 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $8,659 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $8,659 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $42,334 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $3,397,697 |
Employer contributions (assets) at end of year | 2012-12-31 | $591,412 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $630,101 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $16,266 |
Contract administrator fees | 2012-12-31 | $305,268 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BLACKBURN MAY & ASSOCIATES |
Accountancy firm EIN | 2012-12-31 | 752851778 |
2011 : G & A PARTNERS, INC. MULTIPLE EMPLOYER 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $2,957,926 |
Total transfer of assets from this plan | 2011-12-31 | $2,254,340 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $111,652 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $130,629 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $130,229 |
Value of total corrective distributions | 2011-12-31 | $79,030 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $124,813 |
Value of total assets at end of year | 2011-12-31 | $403,134 |
Value of total assets at beginning of year | 2011-12-31 | $422,111 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $400 |
Total interest from all sources | 2011-12-31 | $765 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $9,137 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $9,137 |
Administrative expenses professional fees incurred | 2011-12-31 | $11,500 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $50,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $96,615 |
Participant contributions at end of year | 2011-12-31 | $11,422 |
Participant contributions at beginning of year | 2011-12-31 | $1,908 |
Participant contributions at end of year | 2011-12-31 | $157,954 |
Participant contributions at beginning of year | 2011-12-31 | $160,362 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $5,219 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $22,472 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $10,324 |
Administrative expenses (other) incurred | 2011-12-31 | $400 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-18,977 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $403,134 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $422,111 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $46,026 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $383,053 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $410,422 |
Interest on participant loans | 2011-12-31 | $764 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $8,659 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $9,781 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $9,781 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-23,063 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $22,979 |
Employer contributions (assets) at end of year | 2011-12-31 | $630,101 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $245,452 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $130,229 |
Contract administrator fees | 2011-12-31 | $259,759 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BLACKBURN MAY & ASSOCIATES |
Accountancy firm EIN | 2011-12-31 | 752851778 |
2010 : G & A PARTNERS, INC. MULTIPLE EMPLOYER 401(K) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $6,007,677 |
Total transfer of assets from this plan | 2010-12-31 | $7,930,813 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $9,974,135 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,843,368 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,556,786 |
Value of total corrective distributions | 2010-12-31 | $48,574 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $7,018,291 |
Value of total assets at end of year | 2010-12-31 | $34,567,778 |
Value of total assets at beginning of year | 2010-12-31 | $29,360,147 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $238,008 |
Total interest from all sources | 2010-12-31 | $47,060 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $573,146 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $573,146 |
Administrative expenses professional fees incurred | 2010-12-31 | $9,000 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $265,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $4,568,809 |
Participant contributions at end of year | 2010-12-31 | $1,572,111 |
Participant contributions at beginning of year | 2010-12-31 | $1,227,855 |
Participant contributions at end of year | 2010-12-31 | $160,362 |
Participant contributions at beginning of year | 2010-12-31 | $141,229 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $474,222 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $10,324 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $14,988 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $7,130,767 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $34,567,778 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $29,360,147 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $36,999 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $32,579,529 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $27,843,854 |
Interest on participant loans | 2010-12-31 | $47,060 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $2,335,638 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,975,260 |
Employer contributions (assets) at end of year | 2010-12-31 | $245,452 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $132,221 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,556,786 |
Contract administrator fees | 2010-12-31 | $192,009 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | GOLDSTEIN, ZUGMAN, WEINSTEIN & POOL |
Accountancy firm EIN | 2010-12-31 | 200453834 |
2009 : G & A PARTNERS, INC. MULTIPLE EMPLOYER 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |