GIBGOT, WILLENBACHER & CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GIBGOT, WILLENBACHER & CO. 401K PLAN
401k plan membership statisitcs for GIBGOT, WILLENBACHER & CO. 401K PLAN
| Measure | Date | Value |
|---|
| 2025: GIBGOT, WILLENBACHER & CO. 401K PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-03 | 11 |
| Total number of particpants at end of year | 2025-07-03 | 13 |
| Number of Participants With Account Balances | 2025-07-03 | 13 |
| 2024: GIBGOT, WILLENBACHER & CO. 401K PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-06-03 | 13 |
| Total number of particpants at end of year | 2024-06-03 | 13 |
| Number of Participants With Account Balances | 2024-06-03 | 13 |
| 2022: GIBGOT, WILLENBACHER & CO. 401K PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-06-06 | 13 |
| Total number of particpants at end of year | 2022-06-06 | 13 |
| Number of Participants With Account Balances | 2022-06-06 | 13 |
| 2012: GIBGOT, WILLENBACHER & CO. 401K PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 13 |
| Number of participants with account balances | 2012-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: GIBGOT, WILLENBACHER & CO. 401K PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 13 |
| Number of participants with account balances | 2011-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: GIBGOT, WILLENBACHER & CO. 401K PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 12 |
| Number of participants with account balances | 2009-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : GIBGOT, WILLENBACHER & CO. 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-03 | 1908289 |
| Net assets as of the end of the plan year | 2025-07-03 | 15910330 |
| Total assets as of the beginning of the plan year | 2025-07-03 | 14722075 |
| Value of plan covered by a fidelity bond | 2025-07-03 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-03 | 225430 |
| Other income to plan in this plan year | 2025-07-03 | 2678939 |
| Plan net income in this plan year | 2025-07-03 | 1188255 |
| Net assets as of the end of the plan year | 2025-07-03 | 15910330 |
| Net assets as of the beginning of the plan year | 2025-07-03 | 14722075 |
| Employer contributions to plan in this plan year | 2025-07-03 | 192175 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-03 | 73666 |
| 2024 : GIBGOT, WILLENBACHER & CO. 401K PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-06-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-03 | 72840 |
| Net assets as of the end of the plan year | 2024-06-03 | 14722075 |
| Total assets as of the beginning of the plan year | 2024-06-03 | 11759616 |
| Value of plan covered by a fidelity bond | 2024-06-03 | 500000 |
| Participant contributions to plan in this plan year | 2024-06-03 | 217820 |
| Other income to plan in this plan year | 2024-06-03 | 2647197 |
| Plan net income in this plan year | 2024-06-03 | 2962459 |
| Net assets as of the end of the plan year | 2024-06-03 | 14722075 |
| Net assets as of the beginning of the plan year | 2024-06-03 | 11759616 |
| Employer contributions to plan in this plan year | 2024-06-03 | 170282 |
| Fees paid to broker by Benefit Provider | 2024-06-03 | 77860 |
| 2022 : GIBGOT, WILLENBACHER & CO. 401K PLAN 2022 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2022-06-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-06 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-06 | 351772 |
| Net assets as of the end of the plan year | 2022-06-06 | 14601370 |
| Total assets as of the beginning of the plan year | 2022-06-06 | 12331659 |
| Value of plan covered by a fidelity bond | 2022-06-06 | 500000 |
| Participant contributions to plan in this plan year | 2022-06-06 | 220570 |
| Other income to plan in this plan year | 2022-06-06 | 2219739 |
| Plan net income in this plan year | 2022-06-06 | 2269711 |
| Net assets as of the end of the plan year | 2022-06-06 | 14601370 |
| Net assets as of the beginning of the plan year | 2022-06-06 | 12331659 |
| Employer contributions to plan in this plan year | 2022-06-06 | 181174 |
| Fees paid to broker by Benefit Provider | 2022-06-06 | 61397 |
| 2012 : GIBGOT, WILLENBACHER & CO. 401K PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $699,546 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $3,462,686 |
| Total plan assets at beginning of year | 2012-12-31 | $2,763,140 |
| Total contributions received or receivable from participants | 2012-12-31 | $193,090 |
| Other income received | 2012-12-31 | $371,299 |
| Net income (gross income less expenses) | 2012-12-31 | $699,546 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,462,686 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,763,140 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $135,157 |
| 2011 : GIBGOT, WILLENBACHER & CO. 401K PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $277,102 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $2,763,140 |
| Total plan assets at beginning of year | 2011-12-31 | $2,486,038 |
| Total contributions received or receivable from participants | 2011-12-31 | $184,780 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $20,502 |
| Other income received | 2011-12-31 | $-54,601 |
| Net income (gross income less expenses) | 2011-12-31 | $277,102 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,763,140 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,486,038 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $126,421 |
| 2010 : GIBGOT, WILLENBACHER & CO. 401K PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $542,319 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $2,486,038 |
| Total plan assets at beginning of year | 2010-12-31 | $1,943,719 |
| Total contributions received or receivable from participants | 2010-12-31 | $164,894 |
| Other income received | 2010-12-31 | $253,097 |
| Net income (gross income less expenses) | 2010-12-31 | $542,319 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,486,038 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,943,719 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $124,328 |
| 2009 : GIBGOT, WILLENBACHER & CO. 401K PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2012: GIBGOT, WILLENBACHER & CO. 401K PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: GIBGOT, WILLENBACHER & CO. 401K PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: GIBGOT, WILLENBACHER & CO. 401K PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
