GAIL ROBERTS RE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GAIL ROBERTS PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: GAIL ROBERTS PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 2 |
| Total of all active and inactive participants | 2023-01-01 | 2 |
| Total participants | 2023-01-01 | 2 |
| Number of participants with account balances | 2023-01-01 | 2 |
| 2022: GAIL ROBERTS PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
| Total of all active and inactive participants | 2022-01-01 | 2 |
| Total participants | 2022-01-01 | 2 |
| Number of participants with account balances | 2022-01-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: GAIL ROBERTS PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 2 |
| Total participants | 2021-01-01 | 2 |
| Number of participants with account balances | 2021-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2023 : GAIL ROBERTS PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $535,512 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $3,197,124 |
| Total plan assets at beginning of year | 2023-12-31 | $2,661,612 |
| Value of fidelity bond covering the plan | 2023-12-31 | $350,000 |
| Other income received | 2023-12-31 | $467,186 |
| Net income (gross income less expenses) | 2023-12-31 | $535,512 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,197,124 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,661,612 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $68,326 |
| 2022 : GAIL ROBERTS PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-396,303 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $2,661,612 |
| Total plan assets at beginning of year | 2022-12-31 | $3,057,915 |
| Value of fidelity bond covering the plan | 2022-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-459,398 |
| Net income (gross income less expenses) | 2022-12-31 | $-396,303 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,661,612 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,057,915 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $63,095 |
| 2021 : GAIL ROBERTS PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $475,855 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $3,057,915 |
| Total plan assets at beginning of year | 2021-12-31 | $2,582,060 |
| Value of fidelity bond covering the plan | 2021-12-31 | $350,000 |
| Other income received | 2021-12-31 | $416,010 |
| Net income (gross income less expenses) | 2021-12-31 | $475,855 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,057,915 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,582,060 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $59,845 |
| 2023: GAIL ROBERTS PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: GAIL ROBERTS PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: GAIL ROBERTS PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
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