GEHRIS & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GEHRIS & ASSOCIATES, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2024 : GEHRIS & ASSOCIATES, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-12 | 12219 |
| Net assets as of the end of the plan year | 2024-06-12 | 671377 |
| Total assets as of the beginning of the plan year | 2024-06-12 | 527475 |
| Value of plan covered by a fidelity bond | 2024-06-12 | 53000 |
| Participant contributions to plan in this plan year | 2024-06-12 | 59546 |
| Value of participant loans at end of plan year | 2024-06-12 | 26811 |
| Other income to plan in this plan year | 2024-06-12 | 84714 |
| Plan net income in this plan year | 2024-06-12 | 143902 |
| Net assets as of the end of the plan year | 2024-06-12 | 671377 |
| Net assets as of the beginning of the plan year | 2024-06-12 | 527475 |
| Employer contributions to plan in this plan year | 2024-06-12 | 11861 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-12 | 1747 |
| 2019 : GEHRIS & ASSOCIATES, LLC 401(K) PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $144,705 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $6,782 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $3,490 |
| Total plan assets at end of year | 2019-12-31 | $419,604 |
| Total plan assets at beginning of year | 2019-12-31 | $281,681 |
| Value of fidelity bond covering the plan | 2019-12-31 | $35,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $58,471 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $149 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $71,219 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $137,923 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $419,604 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $281,681 |
| Assets. Value of participant loans | 2019-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $15,015 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $3,143 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : GEHRIS & ASSOCIATES, LLC 401(K) PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $46,078 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $2,845 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $580 |
| Total plan assets at end of year | 2018-12-31 | $281,681 |
| Total plan assets at beginning of year | 2018-12-31 | $238,448 |
| Value of fidelity bond covering the plan | 2018-12-31 | $35,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $54,024 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $40 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-21,307 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $43,233 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $281,681 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $238,448 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $13,361 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,225 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : GEHRIS & ASSOCIATES, LLC 401(K) PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $66,714 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $35,492 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $33,106 |
| Total plan assets at end of year | 2017-12-31 | $238,448 |
| Total plan assets at beginning of year | 2017-12-31 | $207,226 |
| Value of fidelity bond covering the plan | 2017-12-31 | $35,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $29,182 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $104 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $37,532 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $31,222 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $238,448 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $207,226 |
| Assets. Value of participant loans | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $2,282 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : GEHRIS & ASSOCIATES, LLC 401(K) PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $57,478 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,925 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $207,226 |
| Total plan assets at beginning of year | 2016-12-31 | $151,673 |
| Value of fidelity bond covering the plan | 2016-12-31 | $35,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $32,667 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $12,708 |
| Other income received | 2016-12-31 | $12,103 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $55,553 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $207,226 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $151,673 |
| Assets. Value of participant loans | 2016-12-31 | $5,558 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,925 |
| 2015 : GEHRIS & ASSOCIATES, LLC 401(K) PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $152,788 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,115 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $151,673 |
| Total plan assets at beginning of year | 2015-12-31 | $0 |
| Value of fidelity bond covering the plan | 2015-12-31 | $35,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $38,600 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $116,567 |
| Other income received | 2015-12-31 | $-2,379 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $151,673 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $151,673 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| Assets. Value of participant loans | 2015-12-31 | $13,640 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,115 |
| 2019: GEHRIS & ASSOCIATES, LLC 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: GEHRIS & ASSOCIATES, LLC 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: GEHRIS & ASSOCIATES, LLC 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: GEHRIS & ASSOCIATES, LLC 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: GEHRIS & ASSOCIATES, LLC 401(K) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
