GIENKO & ASSOCIATES, INC. D/B/A/ STRATEGIC REIMBURSEMENT, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GIENKO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for GIENKO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2015: GIENKO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
| 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 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 0 |
| Number of participants with account balances | 2015-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: GIENKO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 20 |
| 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 | 7 |
| Total of all active and inactive participants | 2014-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 27 |
| Number of participants with account balances | 2014-01-01 | 25 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: GIENKO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 21 |
| 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 | 5 |
| Total of all active and inactive participants | 2013-01-01 | 26 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 26 |
| Number of participants with account balances | 2013-01-01 | 24 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: GIENKO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 23 |
| 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 | 30 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 30 |
| Number of participants with account balances | 2012-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: GIENKO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 26 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 27 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 27 |
| Number of participants with account balances | 2011-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: GIENKO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 27 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 28 |
| Number of participants with account balances | 2009-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2015 : GIENKO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-05-31 | $0 |
| Total plan liabilities at end of year | 2015-05-31 | $0 |
| Total plan liabilities at beginning of year | 2015-05-31 | $0 |
| Total income from all sources | 2015-05-31 | $1,419 |
| Expenses. Total of all expenses incurred | 2015-05-31 | $4,059,130 |
| Benefits paid (including direct rollovers) | 2015-05-31 | $4,059,130 |
| Total plan assets at end of year | 2015-05-31 | $0 |
| Total plan assets at beginning of year | 2015-05-31 | $4,057,711 |
| Value of fidelity bond covering the plan | 2015-05-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-05-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-05-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-05-31 | $0 |
| Other income received | 2015-05-31 | $1,419 |
| Noncash contributions received | 2015-05-31 | $0 |
| Net income (gross income less expenses) | 2015-05-31 | $-4,057,711 |
| Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $4,057,711 |
| Total contributions received or receivable from employer(s) | 2015-05-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-05-31 | $0 |
| Value of corrective distributions | 2015-05-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-05-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-05-31 | $0 |
| 2014 : GIENKO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $-214,987 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $11,727,302 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $11,727,302 |
| Total plan assets at end of year | 2014-12-31 | $4,057,711 |
| Total plan assets at beginning of year | 2014-12-31 | $16,000,000 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $-214,987 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $-11,942,289 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,057,711 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $16,000,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : GIENKO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $2,026,506 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $4,776,508 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $4,776,508 |
| Total plan assets at end of year | 2013-12-31 | $16,000,000 |
| Total plan assets at beginning of year | 2013-12-31 | $18,750,002 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $2,026,506 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $-2,750,002 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $16,000,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $18,750,002 |
| Assets. Value of employer securities | 2013-12-31 | $16,000,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : GIENKO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $-579,995 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $18,750,002 |
| Total plan assets at beginning of year | 2012-12-31 | $19,329,997 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $-579,995 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $-579,995 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $18,750,002 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $19,329,997 |
| Assets. Value of employer securities | 2012-12-31 | $18,750,002 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : GIENKO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $279,998 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $19,329,997 |
| Total plan assets at beginning of year | 2011-12-31 | $19,049,999 |
| Value of fidelity bond covering the plan | 2011-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $279,998 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $279,998 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $19,329,997 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $19,049,999 |
| Assets. Value of employer securities | 2011-12-31 | $19,329,997 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : GIENKO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $0 |
| Total plan assets at beginning of year | 2010-12-31 | $17,160,003 |
| Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $0 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $17,160,003 |
| Assets. Value of employer securities | 2010-12-31 | $19,049,999 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| 2009 : GIENKO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2015: GIENKO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | Yes |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 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: GIENKO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: GIENKO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: GIENKO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: GIENKO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: GIENKO & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
