401k Plan data: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN plan

GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN
Plan identification number	001

GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GERRITY, BAKER, WILLIAMS INC. has sponsored the creation of one or more 401k plans.

Company Name: GERRITY, BAKER, WILLIAMS INC.

Employer identification number (EIN): 222417284

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 KIM HOPKINS
001 2016-01-01 KIM HOPKINS
001 2015-01-01 KIM HOPKINS GLENN TIPPY 2016-04-25
001 2014-01-01 KIM HOPKINS GLENN TIPPY 2015-04-24
001 2013-01-01 KIM HOPKINS GLENN TIPPY 2014-07-25
001 2012-01-01 KIM HOPKINS GLENN TIPPY 2013-05-15
001 2011-01-01 KIM HOPKINS GLENN TIPPY 2012-05-15
001 2010-01-01 KIM HOPKINS GLENN TIPPY 2011-08-09
001 2009-01-01 KIM HOPKINS GLENN TIPPY 2010-04-27

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	KIM HOPKINS
001	2016-01-01	KIM HOPKINS
001	2015-01-01	KIM HOPKINS	GLENN TIPPY	2016-04-25
001	2014-01-01	KIM HOPKINS	GLENN TIPPY	2015-04-24
001	2013-01-01	KIM HOPKINS	GLENN TIPPY	2014-07-25
001	2012-01-01	KIM HOPKINS	GLENN TIPPY	2013-05-15
001	2011-01-01	KIM HOPKINS	GLENN TIPPY	2012-05-15
001	2010-01-01	KIM HOPKINS	GLENN TIPPY	2011-08-09
001	2009-01-01	KIM HOPKINS	GLENN TIPPY	2010-04-27

Plan Statistics for GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2017: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
2016: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 10
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 12
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 10
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 11
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 13
Number of participants with account balances 2010-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
2016: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	10
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	12
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	10
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	11
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	13
Number of participants with account balances	2010-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN

Measure	Date	Value
2017 : GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-10-04	$0
Total plan liabilities at end of year	2017-10-04	$0
Total plan liabilities at beginning of year	2017-10-04	$0
Total income from all sources	2017-10-04	$9
Expenses. Total of all expenses incurred	2017-10-04	$2,975
Benefits paid (including direct rollovers)	2017-10-04	$0
Total plan assets at end of year	2017-10-04	$0
Total plan assets at beginning of year	2017-10-04	$2,966
Value of fidelity bond covering the plan	2017-10-04	$250,000
Total contributions received or receivable from participants	2017-10-04	$0
Expenses. Other expenses not covered elsewhere	2017-10-04	$0
Contributions received from other sources (not participants or employers)	2017-10-04	$0
Other income received	2017-10-04	$9
Noncash contributions received	2017-10-04	$0
Net income (gross income less expenses)	2017-10-04	$-2,966
Net plan assets at end of year (total assets less liabilities)	2017-10-04	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-10-04	$2,966
Total contributions received or receivable from employer(s)	2017-10-04	$0
Value of certain deemed distributions of participant loans	2017-10-04	$0
Value of corrective distributions	2017-10-04	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-10-04	$2,975
2016 : GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$92,000
Expenses. Total of all expenses incurred	2016-12-31	$1,024,342
Benefits paid (including direct rollovers)	2016-12-31	$1,022,822
Total plan assets at end of year	2016-12-31	$2,966
Total plan assets at beginning of year	2016-12-31	$935,308
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$37,778
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$40,105
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-932,342
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,966
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$935,308
Total contributions received or receivable from employer(s)	2016-12-31	$14,117
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,520
2015 : GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$88,598
Expenses. Total of all expenses incurred	2015-12-31	$48,949
Benefits paid (including direct rollovers)	2015-12-31	$48,949
Total plan assets at end of year	2015-12-31	$935,308
Total plan assets at beginning of year	2015-12-31	$895,659
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$63,900
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$884
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$39,649
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$935,308
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$895,659
Assets. Value of participant loans	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$23,814
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
2014 : GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$127,483
Expenses. Total of all expenses incurred	2014-12-31	$20,575
Benefits paid (including direct rollovers)	2014-12-31	$20,500
Total plan assets at end of year	2014-12-31	$895,659
Total plan assets at beginning of year	2014-12-31	$788,751
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$59,357
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$45,520
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$106,908
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$895,659
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$788,751
Assets. Value of participant loans	2014-12-31	$19
Total contributions received or receivable from employer(s)	2014-12-31	$22,606
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$75
2013 : GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$194,763
Expenses. Total of all expenses incurred	2013-12-31	$101,745
Benefits paid (including direct rollovers)	2013-12-31	$101,695
Total plan assets at end of year	2013-12-31	$788,751
Total plan assets at beginning of year	2013-12-31	$695,733
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$64,137
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$105,967
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$93,018
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$788,751
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$695,733
Assets. Value of participant loans	2013-12-31	$4,284
Total contributions received or receivable from employer(s)	2013-12-31	$24,659
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$50
2012 : GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$145,154
Expenses. Total of all expenses incurred	2012-12-31	$25,902
Benefits paid (including direct rollovers)	2012-12-31	$25,877
Total plan assets at end of year	2012-12-31	$695,733
Total plan assets at beginning of year	2012-12-31	$576,481
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$59,024
Other income received	2012-12-31	$62,897
Net income (gross income less expenses)	2012-12-31	$119,252
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$695,733
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$576,481
Assets. Value of participant loans	2012-12-31	$8,399
Total contributions received or receivable from employer(s)	2012-12-31	$23,233
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$53,951
Expenses. Total of all expenses incurred	2011-12-31	$105,051
Benefits paid (including direct rollovers)	2011-12-31	$105,022
Total plan assets at end of year	2011-12-31	$576,481
Total plan assets at beginning of year	2011-12-31	$627,581
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$47,466
Other income received	2011-12-31	$-14,978
Net income (gross income less expenses)	2011-12-31	$-51,100
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$576,481
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$627,581
Assets. Value of participant loans	2011-12-31	$13,849
Total contributions received or receivable from employer(s)	2011-12-31	$21,463
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$29
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$132,718
Expenses. Total of all expenses incurred	2010-12-31	$29,642
Benefits paid (including direct rollovers)	2010-12-31	$29,517
Total plan assets at end of year	2010-12-31	$627,581
Total plan assets at beginning of year	2010-12-31	$524,505
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$50,597
Other income received	2010-12-31	$59,534
Net income (gross income less expenses)	2010-12-31	$103,076
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$627,581
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$524,505
Assets. Value of participant loans	2010-12-31	$18,754
Total contributions received or receivable from employer(s)	2010-12-31	$22,587
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT 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

Form 5500 Responses for GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN

2017: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
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	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
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: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
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: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
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
2013: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: GERRITY, BAKER, WILLIAMS, INC. 401(K) RETIREMENT 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GERRITY, BAKER, WILLIAMS INC.
Employer identification number (EIN):	222417284
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages