GAIL ROBERTS 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 |
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2020: GAIL ROBERTS PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
Total of all active and inactive participants | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 1 |
Number of participants with account balances | 2020-01-01 | 1 |
2019: GAIL ROBERTS PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 1 |
Total participants | 2019-01-01 | 1 |
Number of participants with account balances | 2019-01-01 | 1 |
2018: GAIL ROBERTS PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 1 |
Number of participants with account balances | 2018-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: GAIL ROBERTS PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 1 |
Number of participants with account balances | 2017-01-01 | 1 |
2016: GAIL ROBERTS PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 2 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: GAIL ROBERTS PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 2 |
Total participants | 2015-01-01 | 2 |
Number of participants with account balances | 2015-01-01 | 2 |
2014: GAIL ROBERTS PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
Total of all active and inactive participants | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 2 |
Number of participants with account balances | 2014-01-01 | 2 |
Measure | Date | Value |
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2020 : GAIL ROBERTS PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $343,901 |
Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $2,582,060 |
Total plan assets at beginning of year | 2020-12-31 | $2,238,159 |
Value of fidelity bond covering the plan | 2020-12-31 | $300,000 |
Other income received | 2020-12-31 | $286,901 |
Net income (gross income less expenses) | 2020-12-31 | $343,901 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,582,060 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,238,159 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $57,000 |
2019 : GAIL ROBERTS PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $426,079 |
Expenses. Total of all expenses incurred | 2019-12-31 | $14,867 |
Total plan assets at end of year | 2019-12-31 | $2,238,159 |
Total plan assets at beginning of year | 2019-12-31 | $1,826,947 |
Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
Other income received | 2019-12-31 | $370,079 |
Net income (gross income less expenses) | 2019-12-31 | $411,212 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,238,159 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,826,947 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $56,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $14,867 |
2018 : GAIL ROBERTS PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-112,261 |
Expenses. Total of all expenses incurred | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $1,826,947 |
Total plan assets at beginning of year | 2018-12-31 | $1,939,208 |
Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
Other income received | 2018-12-31 | $-167,918 |
Net income (gross income less expenses) | 2018-12-31 | $-112,261 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,826,947 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,939,208 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $55,657 |
2017 : GAIL ROBERTS PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $308,114 |
Expenses. Total of all expenses incurred | 2017-12-31 | $7,870 |
Benefits paid (including direct rollovers) | 2017-12-31 | $7,870 |
Total plan assets at end of year | 2017-12-31 | $1,939,208 |
Total plan assets at beginning of year | 2017-12-31 | $1,638,964 |
Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
Other income received | 2017-12-31 | $254,114 |
Net income (gross income less expenses) | 2017-12-31 | $300,244 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,939,208 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,638,964 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $54,000 |
2016 : GAIL ROBERTS PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $175,237 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $1,638,964 |
Total plan assets at beginning of year | 2016-12-31 | $1,463,727 |
Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
Other income received | 2016-12-31 | $120,192 |
Net income (gross income less expenses) | 2016-12-31 | $175,237 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,638,964 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,463,727 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $55,045 |
2015 : GAIL ROBERTS PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $17,013 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $1,463,727 |
Total plan assets at beginning of year | 2015-12-31 | $1,446,714 |
Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
Other income received | 2015-12-31 | $-37,892 |
Net income (gross income less expenses) | 2015-12-31 | $17,013 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,463,727 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,446,714 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $54,905 |
2014 : GAIL ROBERTS PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $118,075 |
Total plan assets at end of year | 2014-12-31 | $1,446,714 |
Total plan assets at beginning of year | 2014-12-31 | $1,328,639 |
Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
Other income received | 2014-12-31 | $64,423 |
Net income (gross income less expenses) | 2014-12-31 | $118,075 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,446,714 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,328,639 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $53,652 |
2020: GAIL ROBERTS PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: GAIL ROBERTS PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: GAIL ROBERTS PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: GAIL ROBERTS PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: GAIL ROBERTS PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: GAIL ROBERTS PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: GAIL ROBERTS PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |