401k Plan data: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC plan

BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 401k Plan overview

Plan Name	BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC
Plan identification number	001

BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

GILBERT R. SANDGREN & ASSOCIATES, SC has sponsored the creation of one or more 401k plans.

Company Name: GILBERT R. SANDGREN & ASSOCIATES, SC

Employer identification number (EIN): 391870228

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 GILBERT R. SANDGREN
001 2017-01-01 GILBERT R. SANDGREN
001 2016-01-01 GILBERT R. SANDGREN
001 2015-01-01 GILBERT R. SANDGREN
001 2014-01-01 GILBERT R. SANDGREN
001 2013-01-01 GILBERT R. SANDGREN
001 2012-01-01 GILBERT R. SANDGREN
001 2011-01-01 GILBERT R. SANDGREN
001 2009-01-01 GILBERT R. SANDGREN

Plan Statistics for BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC

401k plan membership statisitcs for BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC

Measure Date Value
2019: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Total of all active and inactive participants 2015-01-01 2
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
2014: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
2013: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 2
2012: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
2011: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Total of all active and inactive participants 2011-01-01 3
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
2009: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2019: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Total of all active and inactive participants	2015-01-01	2
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
2014: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
2013: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	2
2012: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
2011: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Total of all active and inactive participants	2011-01-01	3
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
2009: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

Financial Data on BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC

Measure	Date	Value
2019 : BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2019 401k financial data
Total income from all sources	2019-12-31	$142,039
Expenses. Total of all expenses incurred	2019-12-31	$684,836
Benefits paid (including direct rollovers)	2019-12-31	$684,785
Total plan assets at end of year	2019-12-31	$0
Total plan assets at beginning of year	2019-12-31	$542,797
Expenses. Other expenses not covered elsewhere	2019-12-31	$51
Other income received	2019-12-31	$142,039
Net income (gross income less expenses)	2019-12-31	$-542,797
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$542,797
2018 : BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2018 401k financial data
Total income from all sources	2018-12-31	$-26,605
Expenses. Total of all expenses incurred	2018-12-31	$53
Total plan assets at end of year	2018-12-31	$542,797
Total plan assets at beginning of year	2018-12-31	$569,455
Expenses. Other expenses not covered elsewhere	2018-12-31	$53
Other income received	2018-12-31	$-26,605
Net income (gross income less expenses)	2018-12-31	$-26,658
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$542,797
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$569,455
2017 : BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2017 401k financial data
Total income from all sources	2017-12-31	$103,468
Expenses. Total of all expenses incurred	2017-12-31	$410
Total plan assets at end of year	2017-12-31	$569,455
Total plan assets at beginning of year	2017-12-31	$466,397
Expenses. Other expenses not covered elsewhere	2017-12-31	$185
Other income received	2017-12-31	$93,114
Net income (gross income less expenses)	2017-12-31	$103,058
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$569,455
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$466,397
Total contributions received or receivable from employer(s)	2017-12-31	$10,354
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$225
2016 : BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2016 401k financial data
Total income from all sources	2016-12-31	$60,600
Expenses. Total of all expenses incurred	2016-12-31	$48
Total plan assets at end of year	2016-12-31	$466,397
Total plan assets at beginning of year	2016-12-31	$405,845
Expenses. Other expenses not covered elsewhere	2016-12-31	$48
Other income received	2016-12-31	$51,298
Net income (gross income less expenses)	2016-12-31	$60,552
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$466,397
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$405,845
Total contributions received or receivable from employer(s)	2016-12-31	$9,302
2015 : BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2015 401k financial data
Total income from all sources	2015-12-31	$10,280
Expenses. Total of all expenses incurred	2015-12-31	$48
Total plan assets at end of year	2015-12-31	$405,845
Total plan assets at beginning of year	2015-12-31	$395,613
Expenses. Other expenses not covered elsewhere	2015-12-31	$48
Other income received	2015-12-31	$2,544
Net income (gross income less expenses)	2015-12-31	$10,232
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$405,845
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$395,613
Total contributions received or receivable from employer(s)	2015-12-31	$7,736
2014 : BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2014 401k financial data
Total income from all sources	2014-12-31	$42,955
Expenses. Total of all expenses incurred	2014-12-31	$49
Total plan assets at end of year	2014-12-31	$395,613
Total plan assets at beginning of year	2014-12-31	$352,707
Expenses. Other expenses not covered elsewhere	2014-12-31	$49
Other income received	2014-12-31	$35,008
Net income (gross income less expenses)	2014-12-31	$42,906
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$395,613
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$352,707
Total contributions received or receivable from employer(s)	2014-12-31	$7,947
2013 : BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2013 401k financial data
Total income from all sources	2013-12-31	$67,753
Expenses. Total of all expenses incurred	2013-12-31	$8,766
Benefits paid (including direct rollovers)	2013-12-31	$8,721
Total plan assets at end of year	2013-12-31	$352,707
Total plan assets at beginning of year	2013-12-31	$293,720
Expenses. Other expenses not covered elsewhere	2013-12-31	$45
Other income received	2013-12-31	$60,566
Net income (gross income less expenses)	2013-12-31	$58,987
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$352,707
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$293,720
Total contributions received or receivable from employer(s)	2013-12-31	$7,187
2012 : BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2012 401k financial data
Total income from all sources	2012-12-31	$23,418
Expenses. Total of all expenses incurred	2012-12-31	$45
Total plan assets at end of year	2012-12-31	$293,720
Total plan assets at beginning of year	2012-12-31	$270,347
Expenses. Other expenses not covered elsewhere	2012-12-31	$45
Other income received	2012-12-31	$21,454
Net income (gross income less expenses)	2012-12-31	$23,373
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$293,720
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$270,347
Total contributions received or receivable from employer(s)	2012-12-31	$1,964
2011 : BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2011 401k financial data
Total income from all sources	2011-12-31	$18,272
Expenses. Total of all expenses incurred	2011-12-31	$42
Total plan assets at end of year	2011-12-31	$270,347
Total plan assets at beginning of year	2011-12-31	$252,117
Expenses. Other expenses not covered elsewhere	2011-12-31	$42
Other income received	2011-12-31	$7,585
Net income (gross income less expenses)	2011-12-31	$18,230
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$270,347
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$252,117
Total contributions received or receivable from employer(s)	2011-12-31	$10,687
2010 : BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2010 401k financial data
Total income from all sources	2010-12-31	$48,038
Expenses. Total of all expenses incurred	2010-12-31	$35
Total plan assets at end of year	2010-12-31	$252,117
Total plan assets at beginning of year	2010-12-31	$204,114
Expenses. Other expenses not covered elsewhere	2010-12-31	$35
Other income received	2010-12-31	$31,948
Net income (gross income less expenses)	2010-12-31	$48,003
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$252,117
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$204,114
Total contributions received or receivable from employer(s)	2010-12-31	$16,090

Form 5500 Responses for BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC

2019: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BAIRD SELF DIRECTED PENSION/PROFIT SHARING PLAN AND TRUST AS ADOPTED BY GILBERT R. SANDGREN & ASSOCIATES, SC 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GILBERT R. SANDGREN & ASSOCIATES, SC
Employer identification number (EIN):	391870228
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator
001	2019-01-01
001	2018-01-01	GILBERT R. SANDGREN
001	2017-01-01	GILBERT R. SANDGREN
001	2016-01-01	GILBERT R. SANDGREN
001	2015-01-01	GILBERT R. SANDGREN
001	2014-01-01	GILBERT R. SANDGREN
001	2013-01-01	GILBERT R. SANDGREN
001	2012-01-01	GILBERT R. SANDGREN
001	2011-01-01	GILBERT R. SANDGREN
001	2009-01-01	GILBERT R. SANDGREN