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GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameGARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 002

GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

GARLICH PRINTING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:GARLICH PRINTING COMPANY
Employer identification number (EIN):430283660
NAIC Classification:323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01J. SCOTT SOKOLICH2024-05-24 J. SCOTT SOKOLICH2024-05-24
0022022-01-01J. SCOTT SOKOLICH2023-05-05 J. SCOTT SOKOLICH2023-05-05
0022021-01-01J. SCOTT SOKOLICH2022-05-24 J. SCOTT SOKOLICH2022-05-24
0022020-01-01J. SCOTT SOKOLICH2021-04-15 J. SCOTT SOKOLICH2021-04-15
0022019-01-01J. SCOTT SOKOLICH2020-06-02 J. SCOTT SOKOLICH2020-06-02
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01

Plan Statistics for GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023: GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0158
Total number of active participants reported on line 7a of the Form 55002023-01-0155
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-015
Total of all active and inactive participants2023-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0160
Number of participants with account balances2023-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-011
2022: GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0158
Total number of active participants reported on line 7a of the Form 55002022-01-0153
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-015
Total of all active and inactive participants2022-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0158
Number of participants with account balances2022-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0149
Total number of active participants reported on line 7a of the Form 55002021-01-0156
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0158
Number of participants with account balances2021-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0148
Total number of active participants reported on line 7a of the Form 55002020-01-0148
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0149
Number of participants with account balances2020-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0170
Total number of active participants reported on line 7a of the Form 55002019-01-0141
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0148
Number of participants with account balances2019-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0176
Total number of active participants reported on line 7a of the Form 55002018-01-0143
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0170
Number of participants with account balances2018-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0123
2017: GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0174
Total number of active participants reported on line 7a of the Form 55002017-01-0170
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0176
Number of participants with account balances2017-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0171
Total number of active participants reported on line 7a of the Form 55002016-01-0170
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0174
Number of participants with account balances2016-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-0171
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0171
Number of participants with account balances2015-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$6,951,039
Total plan liabilities at beginning of year2023-12-31$7,351,039
Total income from all sources2023-12-31$841,223
Expenses. Total of all expenses incurred2023-12-31$40,223
Benefits paid (including direct rollovers)2023-12-31$40,223
Total plan assets at end of year2023-12-31$2,571,000
Total plan assets at beginning of year2023-12-31$2,170,000
Value of fidelity bond covering the plan2023-12-31$1,000,000
Assets. Value of loans (other than to participants)2023-12-31$-6,951,039
Other income received2023-12-31$261,331
Net income (gross income less expenses)2023-12-31$801,000
Net plan assets at end of year (total assets less liabilities)2023-12-31$-4,380,039
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$-5,181,039
Assets. Value of employer securities2023-12-31$2,571,000
Total contributions received or receivable from employer(s)2023-12-31$579,892
2022 : GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$7,351,039
Total plan liabilities at beginning of year2022-12-31$7,751,039
Total income from all sources2022-12-31$633,521
Expenses. Total of all expenses incurred2022-12-31$3,521
Benefits paid (including direct rollovers)2022-12-31$3,521
Total plan assets at end of year2022-12-31$2,170,000
Total plan assets at beginning of year2022-12-31$1,940,000
Value of fidelity bond covering the plan2022-12-31$1,000,000
Assets. Value of loans (other than to participants)2022-12-31$-7,351,039
Other income received2022-12-31$82,730
Net income (gross income less expenses)2022-12-31$630,000
Net plan assets at end of year (total assets less liabilities)2022-12-31$-5,181,039
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$-5,811,039
Assets. Value of employer securities2022-12-31$2,170,000
Total contributions received or receivable from employer(s)2022-12-31$550,791
2021 : GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$7,751,039
Total plan liabilities at beginning of year2021-12-31$8,151,039
Total income from all sources2021-12-31$598,064
Expenses. Total of all expenses incurred2021-12-31$9,064
Benefits paid (including direct rollovers)2021-12-31$9,064
Total plan assets at end of year2021-12-31$1,940,000
Total plan assets at beginning of year2021-12-31$1,751,000
Value of fidelity bond covering the plan2021-12-31$1,000,000
Assets. Value of loans (other than to participants)2021-12-31$-7,751,039
Other income received2021-12-31$34,131
Net income (gross income less expenses)2021-12-31$589,000
Net plan assets at end of year (total assets less liabilities)2021-12-31$-5,811,039
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$-6,400,039
Assets. Value of employer securities2021-12-31$1,940,000
Total contributions received or receivable from employer(s)2021-12-31$563,933
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$8,151,039
Total plan liabilities at beginning of year2020-12-31$8,551,039
Total income from all sources2020-12-31$1,795,631
Expenses. Total of all expenses incurred2020-12-31$10,631
Benefits paid (including direct rollovers)2020-12-31$10,631
Total plan assets at end of year2020-12-31$1,751,000
Total plan assets at beginning of year2020-12-31$366,000
Value of fidelity bond covering the plan2020-12-31$1,000,000
Assets. Value of loans (other than to participants)2020-12-31$-8,151,039
Other income received2020-12-31$1,222,530
Net income (gross income less expenses)2020-12-31$1,785,000
Net plan assets at end of year (total assets less liabilities)2020-12-31$-6,400,039
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$-8,185,039
Assets. Value of employer securities2020-12-31$1,751,000
Total contributions received or receivable from employer(s)2020-12-31$573,101
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$8,551,039
Total plan liabilities at beginning of year2019-12-31$8,951,039
Total income from all sources2019-12-31$540,226
Expenses. Total of all expenses incurred2019-12-31$12,226
Benefits paid (including direct rollovers)2019-12-31$12,226
Total plan assets at end of year2019-12-31$366,000
Total plan assets at beginning of year2019-12-31$238,000
Value of fidelity bond covering the plan2019-12-31$1,000,000
Assets. Value of loans (other than to participants)2019-12-31$-8,551,039
Other income received2019-12-31$-42,069
Net income (gross income less expenses)2019-12-31$528,000
Net plan assets at end of year (total assets less liabilities)2019-12-31$-8,185,039
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$-8,713,039
Assets. Value of employer securities2019-12-31$366,000
Total contributions received or receivable from employer(s)2019-12-31$582,295
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$8,951,039
Total plan liabilities at beginning of year2018-12-31$9,351,039
Total income from all sources2018-12-31$484,314
Expenses. Total of all expenses incurred2018-12-31$314
Benefits paid (including direct rollovers)2018-12-31$314
Total plan assets at end of year2018-12-31$238,000
Total plan assets at beginning of year2018-12-31$154,000
Value of fidelity bond covering the plan2018-12-31$1,000,000
Assets. Value of loans (other than to participants)2018-12-31$-8,951,039
Other income received2018-12-31$-93,670
Net income (gross income less expenses)2018-12-31$484,000
Net plan assets at end of year (total assets less liabilities)2018-12-31$-8,713,039
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$-9,197,039
Assets. Value of employer securities2018-12-31$238,000
Total contributions received or receivable from employer(s)2018-12-31$577,984
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$9,351,039
Total plan liabilities at beginning of year2017-12-31$9,751,039
Total income from all sources2017-12-31$299,000
Expenses. Total of all expenses incurred2017-12-31$0
Total plan assets at end of year2017-12-31$154,000
Total plan assets at beginning of year2017-12-31$255,000
Value of fidelity bond covering the plan2017-12-31$1,000,000
Assets. Value of loans (other than to participants)2017-12-31$-9,351,039
Other income received2017-12-31$-162,926
Net income (gross income less expenses)2017-12-31$299,000
Net plan assets at end of year (total assets less liabilities)2017-12-31$-9,197,039
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$-9,496,039
Assets. Value of employer securities2017-12-31$154,000
Total contributions received or receivable from employer(s)2017-12-31$461,926
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$9,751,039
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$-10,746,744
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$255,000
Total plan assets at beginning of year2016-12-31$1,250,705
Value of fidelity bond covering the plan2016-12-31$1,000,000
Assets. Value of loans (other than to participants)2016-12-31$-9,751,039
Other income received2016-12-31$-11,941,998
Net income (gross income less expenses)2016-12-31$-10,746,744
Net plan assets at end of year (total assets less liabilities)2016-12-31$-9,496,039
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,250,705
Assets. Value of employer securities2016-12-31$255,000
Total contributions received or receivable from employer(s)2016-12-31$1,195,254
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,250,705
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$1,250,705
Total plan assets at beginning of year2015-12-31$0
Net income (gross income less expenses)2015-12-31$1,250,705
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,250,705
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$1,250,705
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

2023: GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GARLICH PRINTING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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