GILBERT, METZGER & MADIGAN, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN
401k plan membership statisitcs for GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN
Measure | Date | Value |
---|
2023: GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2023 401k membership |
---|
Total participants, beginning-of-year | 2023-01-01 | 11 |
Total of all active and inactive participants | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 0 |
Number of participants with account balances | 2023-01-01 | 0 |
2022: GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
Total of all active and inactive participants | 2022-01-01 | 11 |
Total participants | 2022-01-01 | 11 |
Number of participants with account balances | 2022-01-01 | 11 |
2021: GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 10 |
Total participants | 2021-01-01 | 10 |
Number of participants with account balances | 2021-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 9 |
Total of all active and inactive participants | 2020-01-01 | 9 |
Total participants | 2020-01-01 | 9 |
Number of participants with account balances | 2020-01-01 | 9 |
2019: GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 10 |
Total participants | 2019-01-01 | 10 |
Number of participants with account balances | 2019-01-01 | 10 |
2018: GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
Total of all active and inactive participants | 2018-01-01 | 11 |
Total participants | 2018-01-01 | 11 |
Number of participants with account balances | 2018-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 11 |
Total participants | 2017-01-01 | 11 |
Number of participants with account balances | 2017-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 11 |
Total of all active and inactive participants | 2016-01-01 | 11 |
Total participants | 2016-01-01 | 11 |
Number of participants with account balances | 2016-01-01 | 11 |
2015: GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 10 |
Total of all active and inactive participants | 2015-01-01 | 10 |
Total participants | 2015-01-01 | 10 |
Number of participants with account balances | 2015-01-01 | 10 |
2014: GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 10 |
Total of all active and inactive participants | 2014-01-01 | 10 |
Total participants | 2014-01-01 | 10 |
Number of participants with account balances | 2014-01-01 | 10 |
2013: GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 11 |
Total participants | 2013-01-01 | 11 |
Number of participants with account balances | 2013-01-01 | 11 |
2012: GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 11 |
Total participants | 2012-01-01 | 11 |
Number of participants with account balances | 2012-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
Total of all active and inactive participants | 2011-01-01 | 11 |
Total participants | 2011-01-01 | 11 |
Number of participants with account balances | 2011-01-01 | 11 |
2009: GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
Total of all active and inactive participants | 2009-01-01 | 10 |
Total participants | 2009-01-01 | 10 |
Number of participants with account balances | 2009-01-01 | 10 |
Measure | Date | Value |
---|
2023 : GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2023 401k financial data |
---|
Total income from all sources | 2023-07-25 | $136,889 |
Expenses. Total of all expenses incurred | 2023-07-25 | $4,529,907 |
Benefits paid (including direct rollovers) | 2023-07-25 | $4,522,381 |
Total plan assets at end of year | 2023-07-25 | $0 |
Total plan assets at beginning of year | 2023-07-25 | $4,393,018 |
Value of fidelity bond covering the plan | 2023-07-25 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2023-07-25 | $7,526 |
Other income received | 2023-07-25 | $136,889 |
Net income (gross income less expenses) | 2023-07-25 | $-4,393,018 |
Net plan assets at end of year (total assets less liabilities) | 2023-07-25 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-07-25 | $4,393,018 |
2022 : GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2022 401k financial data |
---|
Total income from all sources | 2022-12-31 | $-518,797 |
Expenses. Total of all expenses incurred | 2022-12-31 | $11,445 |
Total plan assets at end of year | 2022-12-31 | $4,393,018 |
Total plan assets at beginning of year | 2022-12-31 | $4,923,260 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $11,445 |
Other income received | 2022-12-31 | $-676,396 |
Net income (gross income less expenses) | 2022-12-31 | $-530,242 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,393,018 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,923,260 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $157,599 |
2021 : GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2021 401k financial data |
---|
Total income from all sources | 2021-12-31 | $675,261 |
Expenses. Total of all expenses incurred | 2021-12-31 | $11,931 |
Total plan assets at end of year | 2021-12-31 | $4,923,260 |
Total plan assets at beginning of year | 2021-12-31 | $4,259,930 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $11,931 |
Other income received | 2021-12-31 | $590,976 |
Net income (gross income less expenses) | 2021-12-31 | $663,330 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,923,260 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,259,930 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $84,285 |
2020 : GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2020 401k financial data |
---|
Total income from all sources | 2020-12-31 | $605,114 |
Expenses. Total of all expenses incurred | 2020-12-31 | $14,562 |
Benefits paid (including direct rollovers) | 2020-12-31 | $5,800 |
Total plan assets at end of year | 2020-12-31 | $4,259,930 |
Total plan assets at beginning of year | 2020-12-31 | $3,669,378 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $8,762 |
Other income received | 2020-12-31 | $515,167 |
Net income (gross income less expenses) | 2020-12-31 | $590,552 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,259,930 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,669,378 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $89,947 |
2019 : GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2019 401k financial data |
---|
Total income from all sources | 2019-12-31 | $763,849 |
Expenses. Total of all expenses incurred | 2019-12-31 | $18,584 |
Benefits paid (including direct rollovers) | 2019-12-31 | $10,584 |
Total plan assets at end of year | 2019-12-31 | $3,669,378 |
Total plan assets at beginning of year | 2019-12-31 | $2,924,113 |
Value of fidelity bond covering the plan | 2019-12-31 | $400,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $8,000 |
Other income received | 2019-12-31 | $680,415 |
Net income (gross income less expenses) | 2019-12-31 | $745,265 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,669,378 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,924,113 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $83,434 |
2018 : GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2018 401k financial data |
---|
Total income from all sources | 2018-12-31 | $-99,694 |
Expenses. Total of all expenses incurred | 2018-12-31 | $7,734 |
Total plan assets at end of year | 2018-12-31 | $2,924,113 |
Total plan assets at beginning of year | 2018-12-31 | $3,031,541 |
Value of fidelity bond covering the plan | 2018-12-31 | $400,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $7,734 |
Other income received | 2018-12-31 | $-174,051 |
Net income (gross income less expenses) | 2018-12-31 | $-107,428 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,924,113 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,031,541 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $74,357 |
2017 : GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2017 401k financial data |
---|
Total income from all sources | 2017-12-31 | $494,609 |
Expenses. Total of all expenses incurred | 2017-12-31 | $351,320 |
Benefits paid (including direct rollovers) | 2017-12-31 | $344,396 |
Total plan assets at end of year | 2017-12-31 | $3,031,541 |
Total plan assets at beginning of year | 2017-12-31 | $2,888,252 |
Value of fidelity bond covering the plan | 2017-12-31 | $350,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $6,924 |
Other income received | 2017-12-31 | $406,421 |
Net income (gross income less expenses) | 2017-12-31 | $143,289 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,031,541 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,888,252 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $88,188 |
2016 : GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2016 401k financial data |
---|
Total income from all sources | 2016-12-31 | $316,246 |
Expenses. Total of all expenses incurred | 2016-12-31 | $6,548 |
Total plan assets at end of year | 2016-12-31 | $2,888,252 |
Total plan assets at beginning of year | 2016-12-31 | $2,578,554 |
Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $6,548 |
Other income received | 2016-12-31 | $223,788 |
Net income (gross income less expenses) | 2016-12-31 | $309,698 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,888,252 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,578,554 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $92,458 |
2015 : GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2015 401k financial data |
---|
Total income from all sources | 2015-12-31 | $80,331 |
Expenses. Total of all expenses incurred | 2015-12-31 | $6,095 |
Total plan assets at end of year | 2015-12-31 | $2,578,554 |
Total plan assets at beginning of year | 2015-12-31 | $2,504,318 |
Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $6,095 |
Other income received | 2015-12-31 | $-16,290 |
Net income (gross income less expenses) | 2015-12-31 | $74,236 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,578,554 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,504,318 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $96,621 |
2014 : GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2014 401k financial data |
---|
Total income from all sources | 2014-12-31 | $339,319 |
Expenses. Total of all expenses incurred | 2014-12-31 | $694,215 |
Benefits paid (including direct rollovers) | 2014-12-31 | $687,941 |
Total plan assets at end of year | 2014-12-31 | $2,504,318 |
Total plan assets at beginning of year | 2014-12-31 | $2,859,214 |
Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $6,274 |
Other income received | 2014-12-31 | $243,038 |
Net income (gross income less expenses) | 2014-12-31 | $-354,896 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,504,318 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,859,214 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $96,281 |
2013 : GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2013 401k financial data |
---|
Total income from all sources | 2013-12-31 | $493,324 |
Expenses. Total of all expenses incurred | 2013-12-31 | $6,954 |
Total plan assets at end of year | 2013-12-31 | $2,859,214 |
Total plan assets at beginning of year | 2013-12-31 | $2,372,844 |
Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $6,954 |
Other income received | 2013-12-31 | $393,108 |
Net income (gross income less expenses) | 2013-12-31 | $486,370 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,859,214 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,372,844 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $100,216 |
2012 : GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2012 401k financial data |
---|
Total income from all sources | 2012-12-31 | $421,525 |
Expenses. Total of all expenses incurred | 2012-12-31 | $707,813 |
Benefits paid (including direct rollovers) | 2012-12-31 | $701,884 |
Total plan assets at end of year | 2012-12-31 | $2,372,844 |
Total plan assets at beginning of year | 2012-12-31 | $2,659,132 |
Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $5,929 |
Other income received | 2012-12-31 | $332,157 |
Net income (gross income less expenses) | 2012-12-31 | $-286,288 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,372,844 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,659,132 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $89,368 |
2011 : GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $120,171 |
Expenses. Total of all expenses incurred | 2011-12-31 | $75,649 |
Benefits paid (including direct rollovers) | 2011-12-31 | $59,242 |
Total plan assets at end of year | 2011-12-31 | $2,659,132 |
Total plan assets at beginning of year | 2011-12-31 | $2,614,610 |
Value of fidelity bond covering the plan | 2011-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $16,407 |
Other income received | 2011-12-31 | $27,116 |
Net income (gross income less expenses) | 2011-12-31 | $44,522 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,659,132 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,614,610 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $93,055 |
2010 : GILBERT, METZGER & MADIGAN LLP PROFIT SHARING PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $416,571 |
Expenses. Total of all expenses incurred | 2010-12-31 | $14,680 |
Total plan assets at end of year | 2010-12-31 | $2,614,610 |
Total plan assets at beginning of year | 2010-12-31 | $2,212,719 |
Value of fidelity bond covering the plan | 2010-12-31 | $300,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $14,680 |
Other income received | 2010-12-31 | $331,860 |
Net income (gross income less expenses) | 2010-12-31 | $401,891 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,614,610 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,212,719 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $84,711 |