CALHOUN COUNTY GUARDIAN has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2021: GUARDIAN 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 33 |
| Number of retired or separated participants receiving benefits | 2021-10-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 1 |
| Total of all active and inactive participants | 2021-10-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-10-01 | 0 |
| Total participants | 2021-10-01 | 35 |
| Number of participants with account balances | 2021-10-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-10-01 | 0 |
| 2020: GUARDIAN 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 32 |
| Number of retired or separated participants receiving benefits | 2020-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 1 |
| Total of all active and inactive participants | 2020-10-01 | 33 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 0 |
| Total participants | 2020-10-01 | 33 |
| Number of participants with account balances | 2020-10-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 0 |
| 2019: GUARDIAN 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-10-01 | 31 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 32 |
| Number of retired or separated participants receiving benefits | 2019-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 0 |
| Total of all active and inactive participants | 2019-10-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 0 |
| Total participants | 2019-10-01 | 32 |
| Number of participants with account balances | 2019-10-01 | 23 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 0 |
| 2018: GUARDIAN 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 31 |
| Number of retired or separated participants receiving benefits | 2018-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 0 |
| Total of all active and inactive participants | 2018-10-01 | 31 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 0 |
| Total participants | 2018-10-01 | 31 |
| Number of participants with account balances | 2018-10-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 0 |
| 2017: GUARDIAN 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 27 |
| Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 1 |
| Total of all active and inactive participants | 2017-10-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
| Total participants | 2017-10-01 | 28 |
| Number of participants with account balances | 2017-10-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 0 |
| 2016: GUARDIAN 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 24 |
| Number of retired or separated participants receiving benefits | 2016-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 1 |
| Total of all active and inactive participants | 2016-10-01 | 25 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
| Total participants | 2016-10-01 | 25 |
| Number of participants with account balances | 2016-10-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 0 |
| 2015: GUARDIAN 401(K) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 26 |
| Number of retired or separated participants receiving benefits | 2015-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 2 |
| Total of all active and inactive participants | 2015-10-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 0 |
| Total participants | 2015-10-01 | 28 |
| Number of participants with account balances | 2015-10-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 0 |
| Total participants, beginning-of-year | 2015-05-01 | 30 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 27 |
| Number of retired or separated participants receiving benefits | 2015-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-05-01 | 1 |
| Total of all active and inactive participants | 2015-05-01 | 28 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-05-01 | 0 |
| Total participants | 2015-05-01 | 28 |
| Number of participants with account balances | 2015-05-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-05-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : GUARDIAN 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-09-30 | $3,730 |
| Expenses. Total of all expenses incurred | 2022-09-30 | $20,691 |
| Benefits paid (including direct rollovers) | 2022-09-30 | $13,989 |
| Total plan assets at end of year | 2022-09-30 | $493,125 |
| Total plan assets at beginning of year | 2022-09-30 | $510,086 |
| Value of fidelity bond covering the plan | 2022-09-30 | $100,000 |
| Total contributions received or receivable from participants | 2022-09-30 | $97,998 |
| Contributions received from other sources (not participants or employers) | 2022-09-30 | $4,171 |
| Other income received | 2022-09-30 | $-116,953 |
| Net income (gross income less expenses) | 2022-09-30 | $-16,961 |
| Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $493,125 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $510,086 |
| Total contributions received or receivable from employer(s) | 2022-09-30 | $18,514 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-09-30 | $6,702 |
| 2021 : GUARDIAN 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-09-30 | $164,447 |
| Expenses. Total of all expenses incurred | 2021-09-30 | $5,669 |
| Total plan assets at end of year | 2021-09-30 | $510,086 |
| Total plan assets at beginning of year | 2021-09-30 | $351,308 |
| Value of fidelity bond covering the plan | 2021-09-30 | $100,000 |
| Total contributions received or receivable from participants | 2021-09-30 | $64,200 |
| Other income received | 2021-09-30 | $82,925 |
| Net income (gross income less expenses) | 2021-09-30 | $158,778 |
| Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $510,086 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $351,308 |
| Total contributions received or receivable from employer(s) | 2021-09-30 | $17,322 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-09-30 | $5,669 |
| 2020 : GUARDIAN 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-09-30 | $105,622 |
| Expenses. Total of all expenses incurred | 2020-09-30 | $4,714 |
| Benefits paid (including direct rollovers) | 2020-09-30 | $928 |
| Total plan assets at end of year | 2020-09-30 | $351,308 |
| Total plan assets at beginning of year | 2020-09-30 | $250,400 |
| Value of fidelity bond covering the plan | 2020-09-30 | $100,000 |
| Total contributions received or receivable from participants | 2020-09-30 | $48,873 |
| Other income received | 2020-09-30 | $43,114 |
| Net income (gross income less expenses) | 2020-09-30 | $100,908 |
| Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $351,308 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $250,400 |
| Total contributions received or receivable from employer(s) | 2020-09-30 | $13,635 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $3,786 |
| 2019 : GUARDIAN 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-09-30 | $54,511 |
| Expenses. Total of all expenses incurred | 2019-09-30 | $4,630 |
| Benefits paid (including direct rollovers) | 2019-09-30 | $1,742 |
| Total plan assets at end of year | 2019-09-30 | $250,400 |
| Total plan assets at beginning of year | 2019-09-30 | $200,519 |
| Value of fidelity bond covering the plan | 2019-09-30 | $100,000 |
| Total contributions received or receivable from participants | 2019-09-30 | $39,395 |
| Other income received | 2019-09-30 | $9,039 |
| Net income (gross income less expenses) | 2019-09-30 | $49,881 |
| Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $250,400 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $200,519 |
| Total contributions received or receivable from employer(s) | 2019-09-30 | $6,077 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-30 | $2,888 |
| 2017 : GUARDIAN 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-09-30 | $57,908 |
| Expenses. Total of all expenses incurred | 2017-09-30 | $44,416 |
| Benefits paid (including direct rollovers) | 2017-09-30 | $42,987 |
| Total plan assets at end of year | 2017-09-30 | $125,997 |
| Total plan assets at beginning of year | 2017-09-30 | $112,505 |
| Value of fidelity bond covering the plan | 2017-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2017-09-30 | $46,086 |
| Contributions received from other sources (not participants or employers) | 2017-09-30 | $0 |
| Other income received | 2017-09-30 | $11,822 |
| Net income (gross income less expenses) | 2017-09-30 | $13,492 |
| Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $125,997 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $112,505 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-09-30 | $1,429 |
| 2016 : GUARDIAN 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-09-30 | $88,979 |
| Expenses. Total of all expenses incurred | 2016-09-30 | $837 |
| Total plan assets at end of year | 2016-09-30 | $112,505 |
| Total plan assets at beginning of year | 2016-09-30 | $24,363 |
| Value of fidelity bond covering the plan | 2016-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2016-09-30 | $82,155 |
| Contributions received from other sources (not participants or employers) | 2016-09-30 | $0 |
| Other income received | 2016-09-30 | $6,824 |
| Net income (gross income less expenses) | 2016-09-30 | $88,142 |
| Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $112,505 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $24,363 |
| Total contributions received or receivable from employer(s) | 2016-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-09-30 | $837 |
| 2015 : GUARDIAN 401(K) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-09-30 | $24,395 |
| Expenses. Total of all expenses incurred | 2015-09-30 | $32 |
| Total plan assets at end of year | 2015-09-30 | $24,363 |
| Total plan assets at beginning of year | 2015-09-30 | $0 |
| Value of fidelity bond covering the plan | 2015-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2015-09-30 | $12,650 |
| Contributions received from other sources (not participants or employers) | 2015-09-30 | $12,735 |
| Other income received | 2015-09-30 | $-990 |
| Net income (gross income less expenses) | 2015-09-30 | $24,363 |
| Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $24,363 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $0 |
| Total contributions received or receivable from employer(s) | 2015-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $32 |
| 2021: GUARDIAN 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-10-01 | Type of plan entity | Single employer plan |
| 2021-10-01 | Submission has been amended | No |
| 2021-10-01 | This submission is the final filing | No |
| 2021-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-10-01 | Plan is a collectively bargained plan | No |
| 2021-10-01 | Plan funding arrangement – Trust | Yes |
| 2021-10-01 | Plan benefit arrangement - Trust | Yes |
| 2020: GUARDIAN 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-10-01 | Type of plan entity | Single employer plan |
| 2020-10-01 | Submission has been amended | No |
| 2020-10-01 | This submission is the final filing | No |
| 2020-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-10-01 | Plan is a collectively bargained plan | No |
| 2020-10-01 | Plan funding arrangement – Trust | Yes |
| 2020-10-01 | Plan benefit arrangement - Trust | Yes |
| 2019: GUARDIAN 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-10-01 | Type of plan entity | Single employer plan |
| 2019-10-01 | Submission has been amended | No |
| 2019-10-01 | This submission is the final filing | No |
| 2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-10-01 | Plan is a collectively bargained plan | No |
| 2019-10-01 | Plan funding arrangement – Trust | Yes |
| 2019-10-01 | Plan benefit arrangement - Trust | Yes |
| 2018: GUARDIAN 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | Submission has been amended | No |
| 2018-10-01 | This submission is the final filing | No |
| 2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-10-01 | Plan is a collectively bargained plan | No |
| 2018-10-01 | Plan funding arrangement – Trust | Yes |
| 2018-10-01 | Plan benefit arrangement - Trust | Yes |
| 2017: GUARDIAN 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Submission has been amended | No |
| 2017-10-01 | This submission is the final filing | No |
| 2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-10-01 | Plan is a collectively bargained plan | No |
| 2017-10-01 | Plan funding arrangement – Trust | Yes |
| 2017-10-01 | Plan benefit arrangement - Trust | Yes |
| 2016: GUARDIAN 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | Submission has been amended | No |
| 2016-10-01 | This submission is the final filing | No |
| 2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-10-01 | Plan is a collectively bargained plan | No |
| 2016-10-01 | Plan funding arrangement – Trust | Yes |
| 2016-10-01 | Plan benefit arrangement - Trust | Yes |
| 2015: GUARDIAN 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | Submission has been amended | No |
| 2015-10-01 | This submission is the final filing | No |
| 2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-10-01 | Plan is a collectively bargained plan | No |
| 2015-10-01 | Plan funding arrangement – Trust | Yes |
| 2015-10-01 | Plan benefit arrangement - Trust | Yes |
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | First time form 5500 has been submitted | Yes |
| 2015-05-01 | Submission has been amended | No |
| 2015-05-01 | This submission is the final filing | No |
| 2015-05-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-05-01 | Plan is a collectively bargained plan | No |
| 2015-05-01 | Plan funding arrangement – Trust | Yes |
| 2015-05-01 | Plan benefit arrangement - Trust | Yes |
