GALLO VITUCCI & KLAR, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GALLO VITUCCI & KLAR, LLP 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : GALLO VITUCCI & KLAR, LLP 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-20 | 804653 |
| Net assets as of the end of the plan year | 2025-05-20 | 13440786 |
| Total assets as of the beginning of the plan year | 2025-05-20 | 9825065 |
| Value of plan covered by a fidelity bond | 2025-05-20 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-20 | 1130392 |
| Value of participant loans at end of plan year | 2025-05-20 | 101599 |
| Other contributions to plan in this plan year | 2025-05-20 | 1825323 |
| Other income to plan in this plan year | 2025-05-20 | 1303851 |
| Plan net income in this plan year | 2025-05-20 | 3615721 |
| Net assets as of the end of the plan year | 2025-05-20 | 13440786 |
| Net assets as of the beginning of the plan year | 2025-05-20 | 9825065 |
| Employer contributions to plan in this plan year | 2025-05-20 | 160808 |
| Fees paid to broker by Benefit Provider | 2025-05-20 | 55947 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-20 | 5155 |
| 2024 : GALLO VITUCCI & KLAR, LLP 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-08-08 | 600434 |
| Net assets as of the end of the plan year | 2024-08-08 | 9825065 |
| Total assets as of the beginning of the plan year | 2024-08-08 | 7955707 |
| Value of plan covered by a fidelity bond | 2024-08-08 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-08 | 860853 |
| Value of participant loans at end of plan year | 2024-08-08 | 106500 |
| Other contributions to plan in this plan year | 2024-08-08 | 145790 |
| Other income to plan in this plan year | 2024-08-08 | 1368768 |
| Plan net income in this plan year | 2024-08-08 | 1869358 |
| Net assets as of the end of the plan year | 2024-08-08 | 9825065 |
| Net assets as of the beginning of the plan year | 2024-08-08 | 7955707 |
| Employer contributions to plan in this plan year | 2024-08-08 | 94381 |
| Fees paid to broker by Benefit Provider | 2024-08-08 | 44168 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-08 | 11253 |
| 2022 : GALLO VITUCCI & KLAR, LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $45,575 |
| Total of all expenses incurred | 2022-12-31 | $295,865 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $288,827 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,520,034 |
| Value of total assets at end of year | 2022-12-31 | $7,955,707 |
| Value of total assets at beginning of year | 2022-12-31 | $8,205,997 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $7,038 |
| Total interest from all sources | 2022-12-31 | $2,971 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $683,357 |
| Participant contributions at end of year | 2022-12-31 | $80,497 |
| Participant contributions at beginning of year | 2022-12-31 | $30,159 |
| Participant contributions at end of year | 2022-12-31 | $24,919 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $731,869 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-250,290 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,955,707 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,205,997 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $7,344,379 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $7,825,063 |
| Interest on participant loans | 2022-12-31 | $2,971 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $504,412 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $350,775 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,477,430 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $104,808 |
| Employer contributions (assets) at end of year | 2022-12-31 | $1,500 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $288,827 |
| Contract administrator fees | 2022-12-31 | $7,038 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BLATT & DAUMAN LLP |
| Accountancy firm EIN | 2022-12-31 | 112778625 |
| Total income from all sources (including contributions) | 2022-01-01 | $45,575 |
| Total of all expenses incurred | 2022-01-01 | $295,865 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $288,827 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,520,034 |
| Value of total assets at end of year | 2022-01-01 | $7,955,707 |
| Value of total assets at beginning of year | 2022-01-01 | $8,205,997 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $7,038 |
| Total interest from all sources | 2022-01-01 | $2,971 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $683,357 |
| Participant contributions at end of year | 2022-01-01 | $80,497 |
| Participant contributions at beginning of year | 2022-01-01 | $30,159 |
| Participant contributions at end of year | 2022-01-01 | $24,919 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $731,869 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-250,290 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $7,955,707 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $8,205,997 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $7,344,379 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $7,825,063 |
| Interest on participant loans | 2022-01-01 | $2,971 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $504,412 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $350,775 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,477,430 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $104,808 |
| Employer contributions (assets) at end of year | 2022-01-01 | $1,500 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $288,827 |
| Contract administrator fees | 2022-01-01 | $7,038 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | BLATT & DAUMAN LLP |
| Accountancy firm EIN | 2022-01-01 | 112778625 |
| 2021 : GALLO VITUCCI & KLAR, LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $1,808,709 |
| Total of all expenses incurred | 2021-12-31 | $166,611 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $154,258 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $818,337 |
| Value of total assets at end of year | 2021-12-31 | $8,205,997 |
| Value of total assets at beginning of year | 2021-12-31 | $6,563,899 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $12,353 |
| Total interest from all sources | 2021-12-31 | $1,769 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $655,171 |
| Participant contributions at end of year | 2021-12-31 | $30,159 |
| Participant contributions at beginning of year | 2021-12-31 | $35,165 |
| Participant contributions at beginning of year | 2021-12-31 | $-49 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $49,587 |
| Other income not declared elsewhere | 2021-12-31 | $229 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,642,098 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,205,997 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,563,899 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $7,825,063 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $6,148,563 |
| Interest on participant loans | 2021-12-31 | $1,769 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $350,775 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $380,095 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $988,374 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $113,579 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $125 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $154,258 |
| Contract administrator fees | 2021-12-31 | $12,353 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | BLATT & DAUMAN LLP |
| Accountancy firm EIN | 2021-12-31 | 112778625 |
| 2020 : GALLO VITUCCI & KLAR, LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $1,354,210 |
| Total of all expenses incurred | 2020-12-31 | $798,370 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $792,520 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $647,067 |
| Value of total assets at end of year | 2020-12-31 | $6,563,899 |
| Value of total assets at beginning of year | 2020-12-31 | $6,008,059 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $5,850 |
| Total interest from all sources | 2020-12-31 | $1,821 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $509,096 |
| Participant contributions at end of year | 2020-12-31 | $35,165 |
| Participant contributions at beginning of year | 2020-12-31 | $30,103 |
| Participant contributions at end of year | 2020-12-31 | $-49 |
| Participant contributions at beginning of year | 2020-12-31 | $39,153 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $59,162 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $555,840 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,563,899 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,008,059 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,148,563 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,599,722 |
| Interest on participant loans | 2020-12-31 | $1,821 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $380,095 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $210,094 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $705,322 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $78,809 |
| Employer contributions (assets) at end of year | 2020-12-31 | $125 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $128,987 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $792,520 |
| Contract administrator fees | 2020-12-31 | $5,850 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | BLATT & DAUMAN LLP |
| Accountancy firm EIN | 2020-12-31 | 112778625 |
