GERSHMAN, BRICKNER & BRATTON, INC. has sponsored the creation of one or more 401k plans.
Additional information about GERSHMAN, BRICKNER & BRATTON, INC.
Submission information for form 5500 for 401k plan GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN
401k plan membership statisitcs for GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN
Measure | Date | Value |
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2022: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 8 |
Total of all active and inactive participants | 2022-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 23 |
Number of participants with account balances | 2022-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 8 |
Total of all active and inactive participants | 2021-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 20 |
Number of participants with account balances | 2021-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 9 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 7 |
Total of all active and inactive participants | 2020-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 16 |
Number of participants with account balances | 2020-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 2 |
2019: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 7 |
Total of all active and inactive participants | 2019-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 20 |
Number of participants with account balances | 2019-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 8 |
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 | 9 |
Total of all active and inactive participants | 2018-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 17 |
Number of participants with account balances | 2018-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 12 |
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 | 7 |
Total of all active and inactive participants | 2017-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 19 |
Number of participants with account balances | 2017-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 13 |
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 | 9 |
Total of all active and inactive participants | 2016-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 22 |
Number of participants with account balances | 2016-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 11 |
Total of all active and inactive participants | 2015-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 26 |
Number of participants with account balances | 2015-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 9 |
Total of all active and inactive participants | 2014-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 21 |
Number of participants with account balances | 2014-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 6 |
Total of all active and inactive participants | 2013-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 21 |
Number of participants with account balances | 2013-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 7 |
Total of all active and inactive participants | 2012-01-01 | 24 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 24 |
Number of participants with account balances | 2012-01-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 5 |
Total of all active and inactive participants | 2011-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 22 |
Number of participants with account balances | 2011-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2010: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
Total of all active and inactive participants | 2010-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 19 |
Number of participants with account balances | 2010-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 20 |
Number of participants with account balances | 2009-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2022 : GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-261,490 |
Expenses. Total of all expenses incurred | 2022-12-31 | $8,129 |
Benefits paid (including direct rollovers) | 2022-12-31 | $7,589 |
Total plan assets at end of year | 2022-12-31 | $1,632,184 |
Total plan assets at beginning of year | 2022-12-31 | $1,901,803 |
Value of fidelity bond covering the plan | 2022-12-31 | $400,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $96,288 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-444,682 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-269,619 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,632,184 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,901,803 |
Assets. Value of participant loans | 2022-12-31 | $35,058 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $86,904 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $540 |
2021 : GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $269,994 |
Expenses. Total of all expenses incurred | 2021-12-31 | $250,603 |
Benefits paid (including direct rollovers) | 2021-12-31 | $250,073 |
Total plan assets at end of year | 2021-12-31 | $1,901,803 |
Total plan assets at beginning of year | 2021-12-31 | $1,882,412 |
Value of fidelity bond covering the plan | 2021-12-31 | $400,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $60,142 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $172,167 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $19,391 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,901,803 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,882,412 |
Assets. Value of participant loans | 2021-12-31 | $30,966 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $37,685 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $530 |
2020 : GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $458,399 |
Expenses. Total of all expenses incurred | 2020-12-31 | $50,778 |
Benefits paid (including direct rollovers) | 2020-12-31 | $50,318 |
Total plan assets at end of year | 2020-12-31 | $1,882,412 |
Total plan assets at beginning of year | 2020-12-31 | $1,474,791 |
Value of fidelity bond covering the plan | 2020-12-31 | $400,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $64,940 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $377,870 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $407,621 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,882,412 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,474,791 |
Assets. Value of participant loans | 2020-12-31 | $928 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $15,589 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $460 |
2019 : GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2019 401k financial data |
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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 | $579,813 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,495,822 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,495,562 |
Total plan assets at end of year | 2019-12-31 | $1,474,791 |
Total plan assets at beginning of year | 2019-12-31 | $2,390,800 |
Value of fidelity bond covering the plan | 2019-12-31 | $400,000 |
Total contributions received or receivable from participants | 2019-12-31 | $75,640 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $69,748 |
Other income received | 2019-12-31 | $338,417 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $-916,009 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,474,791 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,390,800 |
Assets. Value of participant loans | 2019-12-31 | $6,241 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $96,008 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $-16,487 |
Value of corrective distributions | 2019-12-31 | $16,242 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $505 |
2018 : GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2018 401k financial data |
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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 | $-6,291 |
Expenses. Total of all expenses incurred | 2018-12-31 | $258,849 |
Benefits paid (including direct rollovers) | 2018-12-31 | $241,857 |
Total plan assets at end of year | 2018-12-31 | $2,390,800 |
Total plan assets at beginning of year | 2018-12-31 | $2,655,940 |
Value of fidelity bond covering the plan | 2018-12-31 | $400,000 |
Total contributions received or receivable from participants | 2018-12-31 | $75,591 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-130,957 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-265,140 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,390,800 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,655,940 |
Assets. Value of participant loans | 2018-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $49,075 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $16,597 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $395 |
2017 : GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2017 401k financial data |
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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 | $589,252 |
Expenses. Total of all expenses incurred | 2017-12-31 | $124,212 |
Benefits paid (including direct rollovers) | 2017-12-31 | $123,692 |
Total plan assets at end of year | 2017-12-31 | $2,655,940 |
Total plan assets at beginning of year | 2017-12-31 | $2,190,900 |
Value of fidelity bond covering the plan | 2017-12-31 | $400,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $98,716 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $110,661 |
Other income received | 2017-12-31 | $313,754 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $465,040 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,655,940 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,190,900 |
Assets. Value of participant loans | 2017-12-31 | $23,926 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $66,121 |
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 | $520 |
2016 : GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2016 401k financial data |
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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 | $273,150 |
Expenses. Total of all expenses incurred | 2016-12-31 | $1,756,690 |
Benefits paid (including direct rollovers) | 2016-12-31 | $1,746,694 |
Total plan assets at end of year | 2016-12-31 | $2,190,900 |
Total plan assets at beginning of year | 2016-12-31 | $3,674,440 |
Value of fidelity bond covering the plan | 2016-12-31 | $400,000 |
Total contributions received or receivable from participants | 2016-12-31 | $88,413 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $100,752 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-1,483,540 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,190,900 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,674,440 |
Assets. Value of participant loans | 2016-12-31 | $34,284 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $83,985 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $9,461 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $535 |
2015 : GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2015 401k financial data |
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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 | $152,248 |
Expenses. Total of all expenses incurred | 2015-12-31 | $234,299 |
Benefits paid (including direct rollovers) | 2015-12-31 | $230,831 |
Total plan assets at end of year | 2015-12-31 | $3,674,440 |
Total plan assets at beginning of year | 2015-12-31 | $3,756,491 |
Value of fidelity bond covering the plan | 2015-12-31 | $400,000 |
Total contributions received or receivable from participants | 2015-12-31 | $92,298 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-32,089 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-82,051 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,674,440 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,756,491 |
Assets. Value of participant loans | 2015-12-31 | $33,011 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $92,039 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $2,823 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $645 |
2014 : GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $461,848 |
Expenses. Total of all expenses incurred | 2014-12-31 | $909,106 |
Benefits paid (including direct rollovers) | 2014-12-31 | $908,586 |
Total plan assets at end of year | 2014-12-31 | $3,756,491 |
Total plan assets at beginning of year | 2014-12-31 | $4,203,749 |
Value of fidelity bond covering the plan | 2014-12-31 | $400,000 |
Total contributions received or receivable from participants | 2014-12-31 | $107,188 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $256,558 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $-447,258 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,756,491 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,203,749 |
Assets. Value of participant loans | 2014-12-31 | $6,188 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $98,102 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $520 |
2013 : GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $944,359 |
Expenses. Total of all expenses incurred | 2013-12-31 | $34,838 |
Benefits paid (including direct rollovers) | 2013-12-31 | $34,313 |
Total plan assets at end of year | 2013-12-31 | $4,203,749 |
Total plan assets at beginning of year | 2013-12-31 | $3,294,228 |
Value of fidelity bond covering the plan | 2013-12-31 | $400,000 |
Total contributions received or receivable from participants | 2013-12-31 | $125,395 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $706,701 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $909,521 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,203,749 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,294,228 |
Assets. Value of participant loans | 2013-12-31 | $13,335 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $112,263 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $525 |
2012 : GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $628,574 |
Expenses. Total of all expenses incurred | 2012-12-31 | $30,501 |
Benefits paid (including direct rollovers) | 2012-12-31 | $30,061 |
Total plan assets at end of year | 2012-12-31 | $3,294,228 |
Total plan assets at beginning of year | 2012-12-31 | $2,696,155 |
Value of fidelity bond covering the plan | 2012-12-31 | $328,000 |
Total contributions received or receivable from participants | 2012-12-31 | $132,417 |
Other income received | 2012-12-31 | $364,527 |
Net income (gross income less expenses) | 2012-12-31 | $598,073 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,294,228 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,696,155 |
Assets. Value of participant loans | 2012-12-31 | $15,840 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $131,630 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $440 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $302,724 |
Expenses. Total of all expenses incurred | 2011-12-31 | $1,812 |
Benefits paid (including direct rollovers) | 2011-12-31 | $1,272 |
Total plan assets at end of year | 2011-12-31 | $2,696,155 |
Total plan assets at beginning of year | 2011-12-31 | $2,395,243 |
Value of fidelity bond covering the plan | 2011-12-31 | $267,000 |
Total contributions received or receivable from participants | 2011-12-31 | $178,461 |
Other income received | 2011-12-31 | $-60,115 |
Net income (gross income less expenses) | 2011-12-31 | $300,912 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,696,155 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,395,243 |
Assets. Value of participant loans | 2011-12-31 | $25,455 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $184,378 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $540 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $605,947 |
Expenses. Total of all expenses incurred | 2010-12-31 | $87,220 |
Benefits paid (including direct rollovers) | 2010-12-31 | $86,945 |
Total plan assets at end of year | 2010-12-31 | $2,395,243 |
Total plan assets at beginning of year | 2010-12-31 | $1,876,516 |
Value of fidelity bond covering the plan | 2010-12-31 | $239,000 |
Total contributions received or receivable from participants | 2010-12-31 | $166,057 |
Other income received | 2010-12-31 | $267,142 |
Net income (gross income less expenses) | 2010-12-31 | $518,727 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,395,243 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,876,516 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $172,748 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $275 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2020 form 5500 responses |
---|
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 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 – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 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 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2016 form 5500 responses |
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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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2015 form 5500 responses |
---|
2015-01-01 | Type of plan entity | Single employer plan |
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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2013 form 5500 responses |
---|
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2012 form 5500 responses |
---|
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2010 form 5500 responses |
---|
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: GERSHMAN, BRICKNER & BRATTON, INC. NEW COMPARABILITY 401(K) PLAN 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |