ROBERT GOLD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT GOLD RETIREMENT PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2023: ROBERT GOLD RETIREMENT PLAN AND TRUST 2023 401k membership |
|---|
| Market value of plan assets | 2023-05-31 | 779,227 |
| Acturial value of plan assets | 2023-05-31 | 779,227 |
| Funding target for retired participants and beneficiaries receiving payment | 2023-05-31 | 0 |
| Number of terminated vested participants | 2023-05-31 | 0 |
| Fundng target for terminated vested participants | 2023-05-31 | 0 |
| Active participant vested funding target | 2023-05-31 | 811,877 |
| Number of active participants | 2023-05-31 | 6 |
| Total funding liabilities for active participants | 2023-05-31 | 811,877 |
| Total participant count | 2023-05-31 | 6 |
| Total funding target for all participants | 2023-05-31 | 811,877 |
| Balance at beginning of prior year after applicable adjustments | 2023-05-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2023-05-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2023-05-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2023-05-31 | 0 |
| Amount remaining of carryover balance | 2023-05-31 | 0 |
| Amount remaining of prefunding balance | 2023-05-31 | 0 |
| Present value of excess contributions | 2023-05-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2023-05-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2023-05-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2023-05-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2023-05-31 | 0 |
| Balance of carryovers at beginning of current year | 2023-05-31 | 0 |
| Balance of prefunding at beginning of current year | 2023-05-31 | 0 |
| Total employer contributions | 2023-05-31 | 285,103 |
| Total employee contributions | 2023-05-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2023-05-31 | 285,103 |
| Unpaid minimum required contributions for all prior years | 2023-05-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2023-05-31 | 0 |
| Minimum required contributions for current year target normal cost | 2023-05-31 | 280,370 |
| Net shortfall amortization installment of oustanding balance | 2023-05-31 | 0 |
| Waiver amortization installment | 2023-05-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2023-05-31 | 280,370 |
| Additional cash requirement | 2023-05-31 | 280,370 |
| Contributions allocatedtoward minimum required contributions for current year | 2023-05-31 | 285,103 |
| Unpaid minimum required contributions for current year | 2023-05-31 | 0 |
| Unpaid minimum required contributions for all years | 2023-05-31 | 0 |
| 2022: ROBERT GOLD RETIREMENT PLAN AND TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-06-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 6 |
| Number of retired or separated participants receiving benefits | 2022-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-06-01 | 0 |
| Total of all active and inactive participants | 2022-06-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-06-01 | 0 |
| Total participants | 2022-06-01 | 6 |
| Number of participants with account balances | 2022-06-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-06-01 | 0 |
| Market value of plan assets | 2022-05-31 | 507,516 |
| Acturial value of plan assets | 2022-05-31 | 507,516 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-05-31 | 0 |
| Number of terminated vested participants | 2022-05-31 | 0 |
| Fundng target for terminated vested participants | 2022-05-31 | 0 |
| Active participant vested funding target | 2022-05-31 | 516,425 |
| Number of active participants | 2022-05-31 | 6 |
| Total funding liabilities for active participants | 2022-05-31 | 516,425 |
| Total participant count | 2022-05-31 | 6 |
| Total funding target for all participants | 2022-05-31 | 516,425 |
| Balance at beginning of prior year after applicable adjustments | 2022-05-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-05-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-05-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-05-31 | 0 |
| Amount remaining of carryover balance | 2022-05-31 | 0 |
| Amount remaining of prefunding balance | 2022-05-31 | 0 |
| Present value of excess contributions | 2022-05-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-05-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-05-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-05-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-05-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-05-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-05-31 | 0 |
| Total employer contributions | 2022-05-31 | 0 |
| Total employee contributions | 2022-05-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-05-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2022-05-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-05-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-05-31 | 0 |
| Net shortfall amortization installment of oustanding balance | 2022-05-31 | 0 |
| Waiver amortization installment | 2022-05-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-05-31 | 0 |
| Additional cash requirement | 2022-05-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-05-31 | 0 |
| Unpaid minimum required contributions for current year | 2022-05-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-05-31 | 0 |
| 2021: ROBERT GOLD RETIREMENT PLAN AND TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-06-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 6 |
| Number of retired or separated participants receiving benefits | 2021-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-06-01 | 0 |
| Total of all active and inactive participants | 2021-06-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-06-01 | 0 |
| Total participants | 2021-06-01 | 6 |
| Number of participants with account balances | 2021-06-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-06-01 | 0 |
| Market value of plan assets | 2021-05-31 | 587,647 |
| Acturial value of plan assets | 2021-05-31 | 587,647 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-05-31 | 0 |
| Number of terminated vested participants | 2021-05-31 | 0 |
| Fundng target for terminated vested participants | 2021-05-31 | 0 |
| Active participant vested funding target | 2021-05-31 | 607,155 |
| Number of active participants | 2021-05-31 | 6 |
| Total funding liabilities for active participants | 2021-05-31 | 607,155 |
| Total participant count | 2021-05-31 | 6 |
| Total funding target for all participants | 2021-05-31 | 607,155 |
| Balance at beginning of prior year after applicable adjustments | 2021-05-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-05-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-05-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-05-31 | 0 |
| Amount remaining of carryover balance | 2021-05-31 | 0 |
| Amount remaining of prefunding balance | 2021-05-31 | 0 |
| Present value of excess contributions | 2021-05-31 | 4,786 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-05-31 | 4,786 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-05-31 | 4,786 |
| Reductions in caryover balances due to elections or deemed elections | 2021-05-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-05-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-05-31 | 0 |
| Balance of prefunding at beginning of current year | 2021-05-31 | 4,786 |
| Total employer contributions | 2021-05-31 | 289,295 |
| Total employee contributions | 2021-05-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-05-31 | 289,295 |
| Unpaid minimum required contributions for all prior years | 2021-05-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-05-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-05-31 | 284,493 |
| Net shortfall amortization installment of oustanding balance | 2021-05-31 | 0 |
| Waiver amortization installment | 2021-05-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-05-31 | 284,493 |
| Additional cash requirement | 2021-05-31 | 284,493 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-05-31 | 289,295 |
| Unpaid minimum required contributions for current year | 2021-05-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-05-31 | 0 |
| 2020: ROBERT GOLD RETIREMENT PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 6 |
| Number of retired or separated participants receiving benefits | 2020-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-06-01 | 0 |
| Total of all active and inactive participants | 2020-06-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-06-01 | 0 |
| Total participants | 2020-06-01 | 6 |
| Number of participants with account balances | 2020-06-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-06-01 | 0 |
| Market value of plan assets | 2020-05-31 | 288,592 |
| Acturial value of plan assets | 2020-05-31 | 288,592 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-05-31 | 0 |
| Number of terminated vested participants | 2020-05-31 | 0 |
| Fundng target for terminated vested participants | 2020-05-31 | 0 |
| Active participant vested funding target | 2020-05-31 | 300,488 |
| Number of active participants | 2020-05-31 | 6 |
| Total funding liabilities for active participants | 2020-05-31 | 300,488 |
| Total participant count | 2020-05-31 | 6 |
| Total funding target for all participants | 2020-05-31 | 300,488 |
| Balance at beginning of prior year after applicable adjustments | 2020-05-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-05-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-05-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-05-31 | 0 |
| Amount remaining of carryover balance | 2020-05-31 | 0 |
| Amount remaining of prefunding balance | 2020-05-31 | 0 |
| Present value of excess contributions | 2020-05-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-05-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-05-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-05-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-05-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-05-31 | 0 |
| Balance of prefunding at beginning of current year | 2020-05-31 | 0 |
| Total employer contributions | 2020-05-31 | 288,291 |
| Total employee contributions | 2020-05-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-05-31 | 288,291 |
| Unpaid minimum required contributions for all prior years | 2020-05-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-05-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-05-31 | 283,505 |
| Net shortfall amortization installment of oustanding balance | 2020-05-31 | 0 |
| Waiver amortization installment | 2020-05-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-05-31 | 283,505 |
| Additional cash requirement | 2020-05-31 | 283,505 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-05-31 | 288,291 |
| Unpaid minimum required contributions for current year | 2020-05-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-05-31 | 0 |
| 2019: ROBERT GOLD RETIREMENT PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 6 |
| Number of retired or separated participants receiving benefits | 2019-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-06-01 | 0 |
| Total of all active and inactive participants | 2019-06-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-06-01 | 0 |
| Total participants | 2019-06-01 | 6 |
| Number of participants with account balances | 2019-06-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-06-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : ROBERT GOLD RETIREMENT PLAN AND TRUST 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-05-31 | $0 |
| Total plan liabilities at end of year | 2023-05-31 | $0 |
| Total plan liabilities at beginning of year | 2023-05-31 | $0 |
| Total income from all sources | 2023-05-31 | $271,711 |
| Expenses. Total of all expenses incurred | 2023-05-31 | $0 |
| Benefits paid (including direct rollovers) | 2023-05-31 | $0 |
| Total plan assets at end of year | 2023-05-31 | $779,227 |
| Total plan assets at beginning of year | 2023-05-31 | $507,516 |
| Total contributions received or receivable from participants | 2023-05-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-05-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-05-31 | $0 |
| Other income received | 2023-05-31 | $-13,392 |
| Noncash contributions received | 2023-05-31 | $0 |
| Net income (gross income less expenses) | 2023-05-31 | $271,711 |
| Net plan assets at end of year (total assets less liabilities) | 2023-05-31 | $779,227 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-05-31 | $507,516 |
| Total contributions received or receivable from employer(s) | 2023-05-31 | $285,103 |
| Value of certain deemed distributions of participant loans | 2023-05-31 | $0 |
| Value of corrective distributions | 2023-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-05-31 | $0 |
| 2022 : ROBERT GOLD RETIREMENT PLAN AND TRUST 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-05-31 | $0 |
| Total plan liabilities at end of year | 2022-05-31 | $0 |
| Total plan liabilities at beginning of year | 2022-05-31 | $0 |
| Total income from all sources | 2022-05-31 | $-80,131 |
| Expenses. Total of all expenses incurred | 2022-05-31 | $0 |
| Benefits paid (including direct rollovers) | 2022-05-31 | $0 |
| Total plan assets at end of year | 2022-05-31 | $507,516 |
| Total plan assets at beginning of year | 2022-05-31 | $587,647 |
| Total contributions received or receivable from participants | 2022-05-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-05-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-05-31 | $0 |
| Other income received | 2022-05-31 | $-80,131 |
| Noncash contributions received | 2022-05-31 | $0 |
| Net income (gross income less expenses) | 2022-05-31 | $-80,131 |
| Net plan assets at end of year (total assets less liabilities) | 2022-05-31 | $507,516 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-05-31 | $587,647 |
| Total contributions received or receivable from employer(s) | 2022-05-31 | $0 |
| Value of certain deemed distributions of participant loans | 2022-05-31 | $0 |
| Value of corrective distributions | 2022-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-05-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-05-31 | $0 |
| 2021 : ROBERT GOLD RETIREMENT PLAN AND TRUST 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-05-31 | $0 |
| Total plan liabilities at end of year | 2021-05-31 | $0 |
| Total plan liabilities at beginning of year | 2021-05-31 | $0 |
| Total income from all sources | 2021-05-31 | $299,356 |
| Expenses. Total of all expenses incurred | 2021-05-31 | $0 |
| Benefits paid (including direct rollovers) | 2021-05-31 | $0 |
| Total plan assets at end of year | 2021-05-31 | $587,647 |
| Total plan assets at beginning of year | 2021-05-31 | $288,291 |
| Total contributions received or receivable from participants | 2021-05-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-05-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-05-31 | $0 |
| Other income received | 2021-05-31 | $10,061 |
| Noncash contributions received | 2021-05-31 | $0 |
| Net income (gross income less expenses) | 2021-05-31 | $299,356 |
| Net plan assets at end of year (total assets less liabilities) | 2021-05-31 | $587,647 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-05-31 | $288,291 |
| Total contributions received or receivable from employer(s) | 2021-05-31 | $289,295 |
| Value of certain deemed distributions of participant loans | 2021-05-31 | $0 |
| Value of corrective distributions | 2021-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-05-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-05-31 | $0 |
| 2020 : ROBERT GOLD RETIREMENT PLAN AND TRUST 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-05-31 | $0 |
| Total plan liabilities at end of year | 2020-05-31 | $0 |
| Total plan liabilities at beginning of year | 2020-05-31 | $0 |
| Total income from all sources | 2020-05-31 | $288,291 |
| Expenses. Total of all expenses incurred | 2020-05-31 | $0 |
| Benefits paid (including direct rollovers) | 2020-05-31 | $0 |
| Total plan assets at end of year | 2020-05-31 | $288,291 |
| Total plan assets at beginning of year | 2020-05-31 | $0 |
| Total contributions received or receivable from participants | 2020-05-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-05-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-05-31 | $0 |
| Other income received | 2020-05-31 | $0 |
| Noncash contributions received | 2020-05-31 | $0 |
| Net income (gross income less expenses) | 2020-05-31 | $288,291 |
| Net plan assets at end of year (total assets less liabilities) | 2020-05-31 | $288,291 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-05-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-05-31 | $288,291 |
| Value of certain deemed distributions of participant loans | 2020-05-31 | $0 |
| Value of corrective distributions | 2020-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-05-31 | $0 |
