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GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 401k Plan overview

Plan NameGITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN
Plan identification number 001

GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Plan covering Self-Employed individuals.
  • 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

GITTERMAN WEALTH MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name:GITTERMAN WEALTH MANAGEMENT LLC
Employer identification number (EIN):272129116
NAIC Classification:523900

Additional information about GITTERMAN WEALTH MANAGEMENT LLC

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0400328729

More information about GITTERMAN WEALTH MANAGEMENT LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01GARY DAVIS
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JEFFREY GITTERMAN JEFFREY GITTERMAN2013-09-23
0012011-01-01JEFFREY GITTERMAN JEFFREY GITTERMAN2012-10-15
0012010-01-01JEFFREY GITTERMAN JEFFREY GITTERMAN2011-10-17

Plan Statistics for GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN

401k plan membership statisitcs for GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN

Measure Date Value
2023: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0125
Total number of active participants reported on line 7a of the Form 55002023-01-0118
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-015
Total of all active and inactive participants2023-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0123
Number of participants with account balances2023-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0124
Total number of active participants reported on line 7a of the Form 55002022-01-0119
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-016
Total of all active and inactive participants2022-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0125
Number of participants with account balances2022-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0130
Total number of active participants reported on line 7a of the Form 55002021-01-0116
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0124
Number of participants with account balances2021-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0128
Total number of active participants reported on line 7a of the Form 55002020-01-0124
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0130
Number of participants with account balances2020-01-0129
2019: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0128
Total number of active participants reported on line 7a of the Form 55002019-01-0124
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0128
Number of participants with account balances2019-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0127
Total number of active participants reported on line 7a of the Form 55002018-01-0126
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0128
Number of participants with account balances2018-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0132
Total number of active participants reported on line 7a of the Form 55002017-01-0123
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0127
Number of participants with account balances2017-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0132
Total number of active participants reported on line 7a of the Form 55002016-01-0125
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0132
Number of participants with account balances2016-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0129
Total number of active participants reported on line 7a of the Form 55002015-01-0127
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0131
Number of participants with account balances2015-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0124
Total number of active participants reported on line 7a of the Form 55002014-01-0125
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0129
Number of participants with account balances2014-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0123
Total number of active participants reported on line 7a of the Form 55002013-01-0117
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0124
Number of participants with account balances2013-01-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0121
Total number of active participants reported on line 7a of the Form 55002012-01-0116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0123
Number of participants with account balances2012-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0119
Total number of active participants reported on line 7a of the Form 55002011-01-0119
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0121
Number of participants with account balances2011-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-010
Total number of active participants reported on line 7a of the Form 55002010-01-0119
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0119
Number of participants with account balances2010-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN

Measure Date Value
2023 : GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$618,315
Expenses. Total of all expenses incurred2023-12-31$164,486
Benefits paid (including direct rollovers)2023-12-31$157,133
Total plan assets at end of year2023-12-31$2,484,335
Total plan assets at beginning of year2023-12-31$2,030,506
Value of fidelity bond covering the plan2023-12-31$150,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$228,265
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$15,000
Other income received2023-12-31$290,267
Noncash contributions received2023-12-31$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 loans2023-12-31$26,157
Assets. Value of assets in partnership/joint-venture interests2023-12-31$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 2510.3-1022023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$84,783
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$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
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$189,005
Expenses. Total of all expenses incurred2022-12-31$580,564
Benefits paid (including direct rollovers)2022-12-31$575,995
Total plan assets at end of year2022-12-31$2,030,506
Total plan assets at beginning of year2022-12-31$2,422,065
Value of fidelity bond covering the plan2022-12-31$150,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$200,213
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$250,797
Other income received2022-12-31$-340,982
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-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 loans2022-12-31$25,301
Assets. Value of assets in partnership/joint-venture interests2022-12-31$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 2510.3-1022022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$78,977
Value of certain deemed distributions of participant loans2022-12-31$-2,858
Value of corrective distributions2022-12-31$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
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$619,215
Expenses. Total of all expenses incurred2021-12-31$165,491
Benefits paid (including direct rollovers)2021-12-31$155,402
Total plan assets at end of year2021-12-31$2,422,065
Total plan assets at beginning of year2021-12-31$1,968,341
Value of fidelity bond covering the plan2021-12-31$150,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$207,900
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$65,000
Other income received2021-12-31$265,902
Noncash contributions received2021-12-31$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 loans2021-12-31$29,830
Assets. Value of assets in partnership/joint-venture interests2021-12-31$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 2510.3-1022021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$80,413
Value of certain deemed distributions of participant loans2021-12-31$2,858
Value of corrective distributions2021-12-31$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
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$634,435
Expenses. Total of all expenses incurred2020-12-31$474,646
Benefits paid (including direct rollovers)2020-12-31$456,281
Total plan assets at end of year2020-12-31$1,968,341
Total plan assets at beginning of year2020-12-31$1,808,552
Value of fidelity bond covering the plan2020-12-31$150,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$229,719
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$145,000
Other income received2020-12-31$173,778
Noncash contributions received2020-12-31$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 loans2020-12-31$48,670
Assets. Value of assets in partnership/joint-venture interests2020-12-31$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 2510.3-1022020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$85,938
Value of certain deemed distributions of participant loans2020-12-31$12,799
Value of corrective distributions2020-12-31$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
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$547,589
Expenses. Total of all expenses incurred2019-12-31$20,592
Benefits paid (including direct rollovers)2019-12-31$15,780
Total plan assets at end of year2019-12-31$1,808,552
Total plan assets at beginning of year2019-12-31$1,281,555
Value of fidelity bond covering the plan2019-12-31$150,000
Total contributions received or receivable from participants2019-12-31$184,722
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$281,381
Noncash contributions received2019-12-31$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 loans2019-12-31$88,033
Total contributions received or receivable from employer(s)2019-12-31$81,486
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$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
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$138,276
Expenses. Total of all expenses incurred2018-12-31$296,100
Benefits paid (including direct rollovers)2018-12-31$291,395
Total plan assets at end of year2018-12-31$1,281,555
Total plan assets at beginning of year2018-12-31$1,439,379
Value of fidelity bond covering the plan2018-12-31$150,000
Total contributions received or receivable from participants2018-12-31$146,529
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$11,793
Other income received2018-12-31$-91,362
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-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 loans2018-12-31$101,461
Total contributions received or receivable from employer(s)2018-12-31$71,316
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$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
Total income from all sources2017-12-31$362,550
Expenses. Total of all expenses incurred2017-12-31$118,335
Benefits paid (including direct rollovers)2017-12-31$115,760
Total plan assets at end of year2017-12-31$1,439,379
Total plan assets at beginning of year2017-12-31$1,195,164
Value of fidelity bond covering the plan2017-12-31$150,000
Total contributions received or receivable from participants2017-12-31$120,382
Expenses. Other expenses not covered elsewhere2017-12-31$2,575
Contributions received from other sources (not participants or employers)2017-12-31$5,581
Other income received2017-12-31$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 loans2017-12-31$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
Total income from all sources2016-12-31$338,794
Expenses. Total of all expenses incurred2016-12-31$275,822
Benefits paid (including direct rollovers)2016-12-31$272,676
Total plan assets at end of year2016-12-31$1,195,164
Total plan assets at beginning of year2016-12-31$1,132,192
Value of fidelity bond covering the plan2016-12-31$150,000
Total contributions received or receivable from participants2016-12-31$119,790
Expenses. Other expenses not covered elsewhere2016-12-31$3,146
Contributions received from other sources (not participants or employers)2016-12-31$41,803
Other income received2016-12-31$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 loans2016-12-31$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
Total income from all sources2015-12-31$250,022
Expenses. Total of all expenses incurred2015-12-31$27,394
Benefits paid (including direct rollovers)2015-12-31$24,204
Total plan assets at end of year2015-12-31$1,132,192
Total plan assets at beginning of year2015-12-31$909,564
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$169,900
Expenses. Other expenses not covered elsewhere2015-12-31$3,190
Contributions received from other sources (not participants or employers)2015-12-31$13,016
Other income received2015-12-31$-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 loans2015-12-31$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
Total income from all sources2014-12-31$314,146
Expenses. Total of all expenses incurred2014-12-31$379,628
Benefits paid (including direct rollovers)2014-12-31$377,916
Total plan assets at end of year2014-12-31$909,564
Total plan assets at beginning of year2014-12-31$975,046
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$130,417
Expenses. Other expenses not covered elsewhere2014-12-31$1,712
Contributions received from other sources (not participants or employers)2014-12-31$136,432
Other income received2014-12-31$47,297
Net income (gross income less expenses)2014-12-31$-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 loans2014-12-31$22,557
2013 : GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$340,060
Expenses. Total of all expenses incurred2013-12-31$434,143
Benefits paid (including direct rollovers)2013-12-31$431,633
Total plan assets at end of year2013-12-31$975,046
Total plan assets at beginning of year2013-12-31$1,069,129
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$129,033
Expenses. Other expenses not covered elsewhere2013-12-31$2,510
Contributions received from other sources (not participants or employers)2013-12-31$111,014
Other income received2013-12-31$100,013
Net income (gross income less expenses)2013-12-31$-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 loans2013-12-31$29,197
2012 : GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$165,303
Expenses. Total of all expenses incurred2012-12-31$8,924
Benefits paid (including direct rollovers)2012-12-31$6,042
Total plan assets at end of year2012-12-31$1,069,129
Total plan assets at beginning of year2012-12-31$912,750
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$51,950
Expenses. Other expenses not covered elsewhere2012-12-31$2,882
Contributions received from other sources (not participants or employers)2012-12-31$3,364
Other income received2012-12-31$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 loans2012-12-31$84,445
2011 : GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$64,590
Expenses. Total of all expenses incurred2011-12-31$62,799
Benefits paid (including direct rollovers)2011-12-31$60,000
Total plan assets at end of year2011-12-31$912,750
Total plan assets at beginning of year2011-12-31$910,959
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$58,411
Expenses. Other expenses not covered elsewhere2011-12-31$2,799
Other income received2011-12-31$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 loans2011-12-31$76,388
2010 : GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$938,033
Expenses. Total of all expenses incurred2010-12-31$27,074
Benefits paid (including direct rollovers)2010-12-31$26,754
Total plan assets at end of year2010-12-31$910,959
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$33,397
Expenses. Other expenses not covered elsewhere2010-12-31$320
Contributions received from other sources (not participants or employers)2010-12-31$821,462
Other income received2010-12-31$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 loans2010-12-31$29,289
Total contributions received or receivable from employer(s)2010-12-31$0

Form 5500 Responses for GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN

2023: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GITTERMAN WEALTH MANAGEMENT LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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