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CHARLES E. GILLMAN COMPANY EMPLOYEES' PROFIT SHARI 401k Plan overview

Plan NameCHARLES E. GILLMAN COMPANY EMPLOYEES' PROFIT SHARI
Plan identification number 001

CHARLES E. GILLMAN COMPANY EMPLOYEES' PROFIT SHARI Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

CHARLES E. GILLMAN COMPANY has sponsored the creation of one or more 401k plans.

Company Name:CHARLES E. GILLMAN COMPANY
Employer identification number (EIN):362382462
NAIC Classification:336990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES E. GILLMAN COMPANY EMPLOYEES' PROFIT SHARI

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01ALAN GILLMAN2017-07-07
0012015-01-01ALAN GILLMAN2016-07-08
0012014-01-01ALAN GILLMAN2015-09-03
0012013-01-01ALAN GILLMAN
0012012-01-01ALAN GILLMAN
0012011-01-01ALAN GILLMAN

Plan Statistics for CHARLES E. GILLMAN COMPANY EMPLOYEES' PROFIT SHARI

401k plan membership statisitcs for CHARLES E. GILLMAN COMPANY EMPLOYEES' PROFIT SHARI

Measure Date Value
2013: CHARLES E. GILLMAN COMPANY EMPLOYEES' PROFIT SHARI 2013 401k membership
Total participants, beginning-of-year2013-01-0148
Total number of active participants reported on line 7a of the Form 55002013-01-0145
Number of retired or separated participants receiving benefits2013-01-0111
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0158
Total participants2013-01-0158
Number of participants with account balances2013-01-0147
2012: CHARLES E. GILLMAN COMPANY EMPLOYEES' PROFIT SHARI 2012 401k membership
Total participants, beginning-of-year2012-01-0159
Total number of active participants reported on line 7a of the Form 55002012-01-0148
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0150
Total participants2012-01-0150
Number of participants with account balances2012-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: CHARLES E. GILLMAN COMPANY EMPLOYEES' PROFIT SHARI 2011 401k membership
Total participants, beginning-of-year2011-01-0191
Total number of active participants reported on line 7a of the Form 55002011-01-0148
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-0159
Total participants2011-01-0159
Number of participants with account balances2011-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118

Financial Data on CHARLES E. GILLMAN COMPANY EMPLOYEES' PROFIT SHARI

Measure Date Value
2013 : CHARLES E. GILLMAN COMPANY EMPLOYEES' PROFIT SHARI 2013 401k financial data
Total plan liabilities at end of year2013-12-31$2,530
Total plan liabilities at beginning of year2013-12-31$2,530
Total income from all sources2013-12-31$233,398
Expenses. Total of all expenses incurred2013-12-31$162,276
Benefits paid (including direct rollovers)2013-12-31$142,342
Total plan assets at end of year2013-12-31$1,991,667
Total plan assets at beginning of year2013-12-31$1,920,545
Value of fidelity bond covering the plan2013-12-31$300,000
Other income received2013-12-31$233,398
Net income (gross income less expenses)2013-12-31$71,122
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,989,137
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,918,015
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$19,934
2012 : CHARLES E. GILLMAN COMPANY EMPLOYEES' PROFIT SHARI 2012 401k financial data
Total plan liabilities at end of year2012-12-31$2,530
Total plan liabilities at beginning of year2012-12-31$699
Total income from all sources2012-12-31$185,768
Expenses. Total of all expenses incurred2012-12-31$178,792
Benefits paid (including direct rollovers)2012-12-31$156,746
Total plan assets at end of year2012-12-31$1,920,545
Total plan assets at beginning of year2012-12-31$1,911,738
Value of fidelity bond covering the plan2012-12-31$300,000
Other income received2012-12-31$185,768
Net income (gross income less expenses)2012-12-31$6,976
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,918,015
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,911,039
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$22,046
2011 : CHARLES E. GILLMAN COMPANY EMPLOYEES' PROFIT SHARI 2011 401k financial data
Total plan liabilities at end of year2011-12-31$699
Total plan liabilities at beginning of year2011-12-31$1,022
Total income from all sources2011-12-31$-18,138
Expenses. Total of all expenses incurred2011-12-31$184,167
Benefits paid (including direct rollovers)2011-12-31$161,260
Total plan assets at end of year2011-12-31$1,911,738
Total plan assets at beginning of year2011-12-31$2,114,366
Value of fidelity bond covering the plan2011-12-31$300,000
Other income received2011-12-31$-28,138
Net income (gross income less expenses)2011-12-31$-202,305
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,911,039
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,113,344
Total contributions received or receivable from employer(s)2011-12-31$10,000
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$22,907
2010 : CHARLES E. GILLMAN COMPANY EMPLOYEES' PROFIT SHARI 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$9,264
Total unrealized appreciation/depreciation of assets2010-12-31$9,264
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,022
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,119
Total income from all sources (including contributions)2010-12-31$319,396
Total loss/gain on sale of assets2010-12-31$2,985
Total of all expenses incurred2010-12-31$227,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$207,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$89,779
Value of total assets at end of year2010-12-31$2,114,366
Value of total assets at beginning of year2010-12-31$2,022,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20,083
Total interest from all sources2010-12-31$11,382
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$35,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$35,320
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$20,083
Liabilities. Value of operating payables at end of year2010-12-31$1,022
Liabilities. Value of operating payables at beginning of year2010-12-31$1,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$91,898
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,113,344
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,021,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,750,552
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,657,794
Interest earned on other investments2010-12-31$11,382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$274,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$264,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$170,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$89,779
Employer contributions (assets) at end of year2010-12-31$89,779
Employer contributions (assets) at beginning of year2010-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$207,415
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$2,985
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LEAF, DAHL AND COMPANY, LTD.
Accountancy firm EIN2010-12-31362742663

Form 5500 Responses for CHARLES E. GILLMAN COMPANY EMPLOYEES' PROFIT SHARI

2013: CHARLES E. GILLMAN COMPANY EMPLOYEES' PROFIT SHARI 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHARLES E. GILLMAN COMPANY EMPLOYEES' PROFIT SHARI 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHARLES E. GILLMAN COMPANY EMPLOYEES' PROFIT SHARI 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number005997879, ETC.
Policy instance 1
Insurance contract or identification number005997879, ETC.
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker namePEARRE DAVID A II
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number005997879, ETC.
Policy instance 1
Insurance contract or identification number005997879, ETC.
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number005997879, ETC.
Policy instance 1
Insurance contract or identification number005997879, ETC.
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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