GILBERT & STEWART CERTIFIED PUBLIC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GILBERT & STEWART CPA'S SIMPLE 401(K)
| Measure | Date | Value |
|---|
| 2011: GILBERT & STEWART CPA'S SIMPLE 401(K) 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 14 |
| Total of all active and inactive participants | 2011-01-01 | 14 |
| Total participants | 2011-01-01 | 14 |
| Number of participants with account balances | 2011-01-01 | 14 |
| 2009: GILBERT & STEWART CPA'S SIMPLE 401(K) 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 14 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 17 |
| Total participants | 2009-01-01 | 17 |
| Number of participants with account balances | 2009-01-01 | 17 |
| Measure | Date | Value |
|---|
| 2011 : GILBERT & STEWART CPA'S SIMPLE 401(K) 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-464 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $30,534 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $30,534 |
| Total plan assets at end of year | 2011-12-31 | $485,973 |
| Total plan assets at beginning of year | 2011-12-31 | $516,971 |
| Total contributions received or receivable from participants | 2011-12-31 | $15,692 |
| Other income received | 2011-12-31 | $-26,795 |
| Net income (gross income less expenses) | 2011-12-31 | $-30,998 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $485,973 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $516,971 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $10,639 |
| 2010 : GILBERT & STEWART CPA'S SIMPLE 401(K) 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $71,772 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $4,338 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $4,338 |
| Total plan assets at end of year | 2010-12-31 | $516,971 |
| Total plan assets at beginning of year | 2010-12-31 | $449,537 |
| Total contributions received or receivable from participants | 2010-12-31 | $17,107 |
| Other income received | 2010-12-31 | $41,654 |
| Net income (gross income less expenses) | 2010-12-31 | $67,434 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $516,971 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $449,537 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $13,011 |
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