GITTERMAN WEALTH MANAGEMENT LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN
Measure | Date | Value |
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2023: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 5 |
Total of all active and inactive participants | 2023-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 23 |
Number of participants with account balances | 2023-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 19 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 6 |
Total of all active and inactive participants | 2022-01-01 | 25 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 25 |
Number of participants with account balances | 2022-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 8 |
Total of all active and inactive participants | 2021-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 24 |
Number of participants with account balances | 2021-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 24 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 5 |
Total of all active and inactive participants | 2020-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
Total participants | 2020-01-01 | 30 |
Number of participants with account balances | 2020-01-01 | 29 |
2019: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 24 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4 |
Total of all active and inactive participants | 2019-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 28 |
Number of participants with account balances | 2019-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 28 |
Number of participants with account balances | 2018-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 23 |
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 | 4 |
Total of all active and inactive participants | 2017-01-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 27 |
Number of participants with account balances | 2017-01-01 | 27 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 25 |
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 | 7 |
Total of all active and inactive participants | 2016-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 32 |
Number of participants with account balances | 2016-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 27 |
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 | 4 |
Total of all active and inactive participants | 2015-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 31 |
Number of participants with account balances | 2015-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 25 |
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 | 4 |
Total of all active and inactive participants | 2014-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 29 |
Number of participants with account balances | 2014-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 17 |
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 | 7 |
Total of all active and inactive participants | 2013-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 24 |
Number of participants with account balances | 2013-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 16 |
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 | 7 |
Total of all active and inactive participants | 2012-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 23 |
Number of participants with account balances | 2012-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 21 |
Number of participants with account balances | 2011-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 19 |
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 | 0 |
Total of all active and inactive participants | 2010-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 19 |
Number of participants with account balances | 2010-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
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2023 : GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $618,315 |
Expenses. Total of all expenses incurred | 2023-12-31 | $164,486 |
Benefits paid (including direct rollovers) | 2023-12-31 | $157,133 |
Total plan assets at end of year | 2023-12-31 | $2,484,335 |
Total plan assets at beginning of year | 2023-12-31 | $2,030,506 |
Value of fidelity bond covering the plan | 2023-12-31 | $150,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $228,265 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $15,000 |
Other income received | 2023-12-31 | $290,267 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $453,829 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,484,335 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,030,506 |
Assets. Value of participant loans | 2023-12-31 | $26,157 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $84,783 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $7,353 |
2022 : GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $189,005 |
Expenses. Total of all expenses incurred | 2022-12-31 | $580,564 |
Benefits paid (including direct rollovers) | 2022-12-31 | $575,995 |
Total plan assets at end of year | 2022-12-31 | $2,030,506 |
Total plan assets at beginning of year | 2022-12-31 | $2,422,065 |
Value of fidelity bond covering the plan | 2022-12-31 | $150,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $200,213 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $250,797 |
Other income received | 2022-12-31 | $-340,982 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-391,559 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,030,506 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,422,065 |
Assets. Value of participant loans | 2022-12-31 | $25,301 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $78,977 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $-2,858 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $7,427 |
2021 : GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $619,215 |
Expenses. Total of all expenses incurred | 2021-12-31 | $165,491 |
Benefits paid (including direct rollovers) | 2021-12-31 | $155,402 |
Total plan assets at end of year | 2021-12-31 | $2,422,065 |
Total plan assets at beginning of year | 2021-12-31 | $1,968,341 |
Value of fidelity bond covering the plan | 2021-12-31 | $150,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $207,900 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $65,000 |
Other income received | 2021-12-31 | $265,902 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $453,724 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,422,065 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,968,341 |
Assets. Value of participant loans | 2021-12-31 | $29,830 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $80,413 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $2,858 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $7,231 |
2020 : GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $634,435 |
Expenses. Total of all expenses incurred | 2020-12-31 | $474,646 |
Benefits paid (including direct rollovers) | 2020-12-31 | $456,281 |
Total plan assets at end of year | 2020-12-31 | $1,968,341 |
Total plan assets at beginning of year | 2020-12-31 | $1,808,552 |
Value of fidelity bond covering the plan | 2020-12-31 | $150,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $229,719 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $145,000 |
Other income received | 2020-12-31 | $173,778 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $159,789 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,968,341 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,808,552 |
Assets. Value of participant loans | 2020-12-31 | $48,670 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $85,938 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $12,799 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $5,566 |
2019 : GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $547,589 |
Expenses. Total of all expenses incurred | 2019-12-31 | $20,592 |
Benefits paid (including direct rollovers) | 2019-12-31 | $15,780 |
Total plan assets at end of year | 2019-12-31 | $1,808,552 |
Total plan assets at beginning of year | 2019-12-31 | $1,281,555 |
Value of fidelity bond covering the plan | 2019-12-31 | $150,000 |
Total contributions received or receivable from participants | 2019-12-31 | $184,722 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $281,381 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $526,997 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,808,552 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,281,555 |
Assets. Value of participant loans | 2019-12-31 | $88,033 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $81,486 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $4,812 |
2018 : GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $138,276 |
Expenses. Total of all expenses incurred | 2018-12-31 | $296,100 |
Benefits paid (including direct rollovers) | 2018-12-31 | $291,395 |
Total plan assets at end of year | 2018-12-31 | $1,281,555 |
Total plan assets at beginning of year | 2018-12-31 | $1,439,379 |
Value of fidelity bond covering the plan | 2018-12-31 | $150,000 |
Total contributions received or receivable from participants | 2018-12-31 | $146,529 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $11,793 |
Other income received | 2018-12-31 | $-91,362 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-157,824 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,281,555 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,439,379 |
Assets. Value of participant loans | 2018-12-31 | $101,461 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $71,316 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $4,705 |
2017 : GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $362,550 |
Expenses. Total of all expenses incurred | 2017-12-31 | $118,335 |
Benefits paid (including direct rollovers) | 2017-12-31 | $115,760 |
Total plan assets at end of year | 2017-12-31 | $1,439,379 |
Total plan assets at beginning of year | 2017-12-31 | $1,195,164 |
Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
Total contributions received or receivable from participants | 2017-12-31 | $120,382 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $2,575 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $5,581 |
Other income received | 2017-12-31 | $169,240 |
Net income (gross income less expenses) | 2017-12-31 | $244,215 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,439,379 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,195,164 |
Assets. Value of participant loans | 2017-12-31 | $110,471 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $67,347 |
2016 : GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $338,794 |
Expenses. Total of all expenses incurred | 2016-12-31 | $275,822 |
Benefits paid (including direct rollovers) | 2016-12-31 | $272,676 |
Total plan assets at end of year | 2016-12-31 | $1,195,164 |
Total plan assets at beginning of year | 2016-12-31 | $1,132,192 |
Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
Total contributions received or receivable from participants | 2016-12-31 | $119,790 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $3,146 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $41,803 |
Other income received | 2016-12-31 | $101,926 |
Net income (gross income less expenses) | 2016-12-31 | $62,972 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,195,164 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,132,192 |
Assets. Value of participant loans | 2016-12-31 | $72,460 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $75,275 |
2015 : GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $250,022 |
Expenses. Total of all expenses incurred | 2015-12-31 | $27,394 |
Benefits paid (including direct rollovers) | 2015-12-31 | $24,204 |
Total plan assets at end of year | 2015-12-31 | $1,132,192 |
Total plan assets at beginning of year | 2015-12-31 | $909,564 |
Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
Total contributions received or receivable from participants | 2015-12-31 | $169,900 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $3,190 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $13,016 |
Other income received | 2015-12-31 | $-27,265 |
Net income (gross income less expenses) | 2015-12-31 | $222,628 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,132,192 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $909,564 |
Assets. Value of participant loans | 2015-12-31 | $35,746 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $94,371 |
2014 : GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $314,146 |
Expenses. Total of all expenses incurred | 2014-12-31 | $379,628 |
Benefits paid (including direct rollovers) | 2014-12-31 | $377,916 |
Total plan assets at end of year | 2014-12-31 | $909,564 |
Total plan assets at beginning of year | 2014-12-31 | $975,046 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Total contributions received or receivable from participants | 2014-12-31 | $130,417 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $1,712 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $136,432 |
Other income received | 2014-12-31 | $47,297 |
Net income (gross income less expenses) | 2014-12-31 | $-65,482 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $909,564 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $975,046 |
Assets. Value of participant loans | 2014-12-31 | $22,557 |
2013 : GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $340,060 |
Expenses. Total of all expenses incurred | 2013-12-31 | $434,143 |
Benefits paid (including direct rollovers) | 2013-12-31 | $431,633 |
Total plan assets at end of year | 2013-12-31 | $975,046 |
Total plan assets at beginning of year | 2013-12-31 | $1,069,129 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
Total contributions received or receivable from participants | 2013-12-31 | $129,033 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $2,510 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $111,014 |
Other income received | 2013-12-31 | $100,013 |
Net income (gross income less expenses) | 2013-12-31 | $-94,083 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $975,046 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,069,129 |
Assets. Value of participant loans | 2013-12-31 | $29,197 |
2012 : GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $165,303 |
Expenses. Total of all expenses incurred | 2012-12-31 | $8,924 |
Benefits paid (including direct rollovers) | 2012-12-31 | $6,042 |
Total plan assets at end of year | 2012-12-31 | $1,069,129 |
Total plan assets at beginning of year | 2012-12-31 | $912,750 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $51,950 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $2,882 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $3,364 |
Other income received | 2012-12-31 | $109,989 |
Net income (gross income less expenses) | 2012-12-31 | $156,379 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,069,129 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $912,750 |
Assets. Value of participant loans | 2012-12-31 | $84,445 |
2011 : GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $64,590 |
Expenses. Total of all expenses incurred | 2011-12-31 | $62,799 |
Benefits paid (including direct rollovers) | 2011-12-31 | $60,000 |
Total plan assets at end of year | 2011-12-31 | $912,750 |
Total plan assets at beginning of year | 2011-12-31 | $910,959 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Total contributions received or receivable from participants | 2011-12-31 | $58,411 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $2,799 |
Other income received | 2011-12-31 | $6,179 |
Net income (gross income less expenses) | 2011-12-31 | $1,791 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $912,750 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $910,959 |
Assets. Value of participant loans | 2011-12-31 | $76,388 |
2010 : GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $938,033 |
Expenses. Total of all expenses incurred | 2010-12-31 | $27,074 |
Benefits paid (including direct rollovers) | 2010-12-31 | $26,754 |
Total plan assets at end of year | 2010-12-31 | $910,959 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $33,397 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $320 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $821,462 |
Other income received | 2010-12-31 | $83,174 |
Net income (gross income less expenses) | 2010-12-31 | $910,959 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $910,959 |
Assets. Value of participant loans | 2010-12-31 | $29,289 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
2023: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: GITTERMAN WEALTH MANAGEMENT LLC 401(K) 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: GITTERMAN WEALTH MANAGEMENT LLC 401(K) 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: GITTERMAN WEALTH MANAGEMENT LLC 401(K) 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: GITTERMAN WEALTH MANAGEMENT LLC 401(K) 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: GITTERMAN WEALTH MANAGEMENT LLC 401(K) 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: GITTERMAN WEALTH MANAGEMENT LLC 401(K) 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: GITTERMAN WEALTH MANAGEMENT LLC 401(K) 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 |
2013: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2013 form 5500 responses |
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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: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2012 form 5500 responses |
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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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2011 form 5500 responses |
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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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | First time form 5500 has been submitted | Yes |
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 is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |