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GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 401k Plan overview

Plan NameGALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN
Plan identification number 001

GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GALLIVAN, WHITE & BOYD P.A. has sponsored the creation of one or more 401k plans.

Company Name:GALLIVAN, WHITE & BOYD P.A.
Employer identification number (EIN):570564097
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KIMBERLY FREE
0012016-01-01KIMBERLY FREE C. WILLIAM MCGEE2017-07-31
0012015-01-01C. WILLIAM MCGEE C. WILLIAM MCGEE2016-10-10
0012014-01-01C. WILLIAM MCGEE
0012013-01-01C. WILLIAM MCGEE
0012012-01-01C. WILLIAM MCGEE C. WILLIAM MCGEE2013-10-02
0012011-01-01C. WILLIAM MCGEE C. WILLIAM MCGEE2012-10-03
0012010-01-01DAVID CONSTANTINE
0012009-01-01ED HERREN C. WILLIAM MCGEE2010-10-06

Plan Statistics for GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN

401k plan membership statisitcs for GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN

Measure Date Value
2022: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01167
Total number of active participants reported on line 7a of the Form 55002022-01-01111
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0160
Total of all active and inactive participants2022-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01174
Number of participants with account balances2022-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01180
Total number of active participants reported on line 7a of the Form 55002021-01-01111
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0153
Total of all active and inactive participants2021-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01167
Number of participants with account balances2021-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01182
Total number of active participants reported on line 7a of the Form 55002020-01-01122
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0155
Total of all active and inactive participants2020-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01180
Number of participants with account balances2020-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01175
Total number of active participants reported on line 7a of the Form 55002019-01-01129
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0150
Total of all active and inactive participants2019-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01182
Number of participants with account balances2019-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01195
Total number of active participants reported on line 7a of the Form 55002018-01-01120
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01175
Number of participants with account balances2018-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01194
Total number of active participants reported on line 7a of the Form 55002017-01-01137
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01195
Number of participants with account balances2017-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01141
Total number of active participants reported on line 7a of the Form 55002016-01-01142
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0150
Total of all active and inactive participants2016-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01194
Number of participants with account balances2016-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01140
Total number of active participants reported on line 7a of the Form 55002015-01-0194
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01141
Number of participants with account balances2015-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01138
Total number of active participants reported on line 7a of the Form 55002014-01-01101
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01140
Number of participants with account balances2014-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01115
Total number of active participants reported on line 7a of the Form 55002013-01-01107
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01138
Number of participants with account balances2013-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01139
Total number of active participants reported on line 7a of the Form 55002012-01-0186
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01115
Number of participants with account balances2012-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01135
Total number of active participants reported on line 7a of the Form 55002011-01-0182
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0156
Total of all active and inactive participants2011-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01139
Number of participants with account balances2011-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01138
Total number of active participants reported on line 7a of the Form 55002010-01-0194
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0140
Total of all active and inactive participants2010-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01135
Number of participants with account balances2010-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01133
Total number of active participants reported on line 7a of the Form 55002009-01-0199
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0138
Total of all active and inactive participants2009-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01138
Number of participants with account balances2009-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN

Measure Date Value
2022 : GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-7,191,117
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,092,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,091,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,637,515
Value of total assets at end of year2022-12-31$38,974,353
Value of total assets at beginning of year2022-12-31$47,258,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,450
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,202,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,202,874
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$988,855
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$22,038
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$641
Other income not declared elsewhere2022-12-31$962
Administrative expenses (other) incurred2022-12-31$1,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,283,758
Value of net assets at end of year (total assets less liabilities)2022-12-31$38,974,353
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$47,258,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$36,303,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$44,348,721
Value of interest in common/collective trusts at end of year2022-12-31$2,022,550
Value of interest in common/collective trusts at beginning of year2022-12-31$2,020,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,059,695
Net investment gain or loss from common/collective trusts2022-12-31$27,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$648,660
Employer contributions (assets) at end of year2022-12-31$648,660
Employer contributions (assets) at beginning of year2022-12-31$867,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,090,550
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,865,890
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,619,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,617,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,817,730
Value of total assets at end of year2021-12-31$47,258,111
Value of total assets at beginning of year2021-12-31$42,011,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,150
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,333,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,333,012
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$927,040
Participant contributions at end of year2021-12-31$22,038
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$18,598
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$555
Other income not declared elsewhere2021-12-31$427
Administrative expenses (other) incurred2021-12-31$2,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,246,194
Value of net assets at end of year (total assets less liabilities)2021-12-31$47,258,111
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$42,011,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$44,348,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$39,299,426
Value of interest in common/collective trusts at end of year2021-12-31$2,020,318
Value of interest in common/collective trusts at beginning of year2021-12-31$1,867,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,690,072
Net investment gain or loss from common/collective trusts2021-12-31$24,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$872,092
Employer contributions (assets) at end of year2021-12-31$867,034
Employer contributions (assets) at beginning of year2021-12-31$844,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,616,991
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,004,681
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,521,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,513,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,865,191
Value of total assets at end of year2020-12-31$42,011,917
Value of total assets at beginning of year2020-12-31$35,528,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,533
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,440,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,440,259
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$900,180
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$120,120
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$780
Other income not declared elsewhere2020-12-31$114
Administrative expenses (other) incurred2020-12-31$7,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,483,255
Value of net assets at end of year (total assets less liabilities)2020-12-31$42,011,917
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$35,528,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$39,299,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,356,157
Value of interest in common/collective trusts at end of year2020-12-31$1,867,600
Value of interest in common/collective trusts at beginning of year2020-12-31$1,763,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,651,620
Net investment gain or loss from common/collective trusts2020-12-31$47,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$844,891
Employer contributions (assets) at end of year2020-12-31$844,891
Employer contributions (assets) at beginning of year2020-12-31$408,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,513,113
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,897,015
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,908,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,907,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,212,392
Value of total assets at end of year2019-12-31$35,528,662
Value of total assets at beginning of year2019-12-31$30,539,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$150
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,609,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,609,022
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$803,437
Participant contributions at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$996
Administrative expenses (other) incurred2019-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,988,924
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,528,662
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$30,539,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,356,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,375,321
Value of interest in common/collective trusts at end of year2019-12-31$1,763,550
Value of interest in common/collective trusts at beginning of year2019-12-31$1,780,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,034,665
Net investment gain or loss from common/collective trusts2019-12-31$39,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$408,955
Employer contributions (assets) at end of year2019-12-31$408,955
Employer contributions (assets) at beginning of year2019-12-31$383,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,907,941
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
2018 : GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-614,701
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$772,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$772,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,224,177
Value of total assets at end of year2018-12-31$30,539,738
Value of total assets at beginning of year2018-12-31$31,926,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,473,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,473,166
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$776,272
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$29,938
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$75,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,387,198
Value of net assets at end of year (total assets less liabilities)2018-12-31$30,539,738
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$31,926,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$28,375,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$29,448,518
Value of interest in common/collective trusts at end of year2018-12-31$1,780,422
Value of interest in common/collective trusts at beginning of year2018-12-31$1,772,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,345,660
Net investment gain or loss from common/collective trusts2018-12-31$33,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$371,955
Employer contributions (assets) at end of year2018-12-31$383,995
Employer contributions (assets) at beginning of year2018-12-31$675,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$772,497
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2018-12-31560574444
2017 : GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,836,974
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$883,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$879,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,536,767
Value of total assets at end of year2017-12-31$31,926,936
Value of total assets at beginning of year2017-12-31$26,973,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,125
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,237,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,237,818
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$783,048
Participant contributions at end of year2017-12-31$29,938
Participant contributions at beginning of year2017-12-31$27,893
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$77,942
Administrative expenses (other) incurred2017-12-31$4,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,953,292
Value of net assets at end of year (total assets less liabilities)2017-12-31$31,926,936
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$26,973,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$29,448,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,906,866
Value of interest in common/collective trusts at end of year2017-12-31$1,772,704
Value of interest in common/collective trusts at beginning of year2017-12-31$1,626,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,033,275
Net investment gain or loss from common/collective trusts2017-12-31$29,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$675,777
Employer contributions (assets) at end of year2017-12-31$675,776
Employer contributions (assets) at beginning of year2017-12-31$412,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$879,557
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2017-12-31560574444
2016 : GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,160,900
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,449,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,449,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,155,971
Value of total assets at end of year2016-12-31$26,973,644
Value of total assets at beginning of year2016-12-31$25,262,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$907,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$907,243
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$672,059
Participant contributions at end of year2016-12-31$27,893
Participant contributions at beginning of year2016-12-31$65,805
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$71,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,711,489
Value of net assets at end of year (total assets less liabilities)2016-12-31$26,973,644
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,262,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$24,906,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$22,777,063
Value of interest in common/collective trusts at end of year2016-12-31$1,626,680
Value of interest in common/collective trusts at beginning of year2016-12-31$1,569,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,070,201
Net investment gain or loss from common/collective trusts2016-12-31$27,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$412,205
Employer contributions (assets) at end of year2016-12-31$412,205
Employer contributions (assets) at beginning of year2016-12-31$849,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,449,411
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2016-12-31560574444
2015 : GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,297,070
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$476,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$476,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,429,779
Value of total assets at end of year2015-12-31$25,262,155
Value of total assets at beginning of year2015-12-31$24,441,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,014,973
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,014,973
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$579,794
Participant contributions at end of year2015-12-31$65,805
Participant contributions at beginning of year2015-12-31$22,723
Other income not declared elsewhere2015-12-31$48
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$820,865
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,262,155
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,441,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$22,777,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,436,014
Value of interest in common/collective trusts at end of year2015-12-31$1,569,302
Value of interest in common/collective trusts at beginning of year2015-12-31$1,640,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,126,082
Net investment gain or loss from common/collective trusts2015-12-31$-21,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$849,985
Employer contributions (assets) at end of year2015-12-31$849,985
Employer contributions (assets) at beginning of year2015-12-31$342,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$476,205
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2015-12-31560574444
2014 : GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,658,816
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,178,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,178,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$916,039
Value of total assets at end of year2014-12-31$24,392,435
Value of total assets at beginning of year2014-12-31$22,912,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,086,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,086,384
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$573,840
Participant contributions at end of year2014-12-31$22,723
Participant contributions at beginning of year2014-12-31$106,895
Other income not declared elsewhere2014-12-31$1,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,479,959
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,392,435
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,912,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$22,436,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,639,658
Value of interest in common/collective trusts at end of year2014-12-31$1,591,499
Value of interest in common/collective trusts at beginning of year2014-12-31$1,597,229
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$628,811
Net investment gain or loss from common/collective trusts2014-12-31$26,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$342,199
Employer contributions (assets) at end of year2014-12-31$342,199
Employer contributions (assets) at beginning of year2014-12-31$568,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,178,857
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2014-12-31560574444
2013 : GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,623,713
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,790,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,790,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,153,958
Value of total assets at end of year2013-12-31$22,912,476
Value of total assets at beginning of year2013-12-31$20,079,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$714,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$714,249
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$529,997
Participant contributions at end of year2013-12-31$106,895
Participant contributions at beginning of year2013-12-31$40,346
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$55,267
Other income not declared elsewhere2013-12-31$-2,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,833,435
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,912,476
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,079,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,639,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,060,468
Value of interest in common/collective trusts at end of year2013-12-31$1,597,229
Value of interest in common/collective trusts at beginning of year2013-12-31$1,488,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,732,874
Net investment gain or loss from common/collective trusts2013-12-31$25,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$568,694
Employer contributions (assets) at end of year2013-12-31$568,694
Employer contributions (assets) at beginning of year2013-12-31$489,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,790,278
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2013-12-31560574444
2012 : GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,058,725
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$966,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$966,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$969,085
Value of total assets at end of year2012-12-31$20,079,041
Value of total assets at beginning of year2012-12-31$17,986,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$479,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$479,656
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$462,742
Participant contributions at end of year2012-12-31$40,346
Participant contributions at beginning of year2012-12-31$106,896
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$15,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,092,694
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,079,041
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$17,986,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,060,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,868,337
Value of interest in common/collective trusts at end of year2012-12-31$1,488,284
Value of interest in common/collective trusts at beginning of year2012-12-31$1,769,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,572,672
Net investment gain or loss from common/collective trusts2012-12-31$37,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$490,368
Employer contributions (assets) at end of year2012-12-31$489,943
Employer contributions (assets) at beginning of year2012-12-31$242,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$966,031
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-12-31560747981
2011 : GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$638,878
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$589,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$589,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$652,071
Value of total assets at end of year2011-12-31$17,986,347
Value of total assets at beginning of year2011-12-31$17,936,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$378,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$378,096
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$409,251
Participant contributions at end of year2011-12-31$106,896
Participant contributions at beginning of year2011-12-31$50,218
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$49,785
Value of net assets at end of year (total assets less liabilities)2011-12-31$17,986,347
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$17,936,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,868,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,633,716
Value of interest in common/collective trusts at end of year2011-12-31$1,769,070
Value of interest in common/collective trusts at beginning of year2011-12-31$1,586,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-440,252
Net investment gain or loss from common/collective trusts2011-12-31$48,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$242,044
Employer contributions (assets) at end of year2011-12-31$242,044
Employer contributions (assets) at beginning of year2011-12-31$665,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$589,093
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747981
2010 : GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,966,085
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$215,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$215,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,168,754
Value of total assets at end of year2010-12-31$17,936,562
Value of total assets at beginning of year2010-12-31$15,185,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$321,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$321,651
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$513,274
Participant contributions at end of year2010-12-31$50,218
Participant contributions at beginning of year2010-12-31$36,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,751,010
Value of net assets at end of year (total assets less liabilities)2010-12-31$17,936,562
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,185,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,633,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,946,027
Value of interest in common/collective trusts at end of year2010-12-31$1,586,828
Value of interest in common/collective trusts at beginning of year2010-12-31$1,667,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,430,878
Net investment gain or loss from common/collective trusts2010-12-31$44,802
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$655,480
Employer contributions (assets) at end of year2010-12-31$665,800
Employer contributions (assets) at beginning of year2010-12-31$535,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$215,075
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN2010-12-31560747981

Form 5500 Responses for GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN

2022: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING 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: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING 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: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING 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: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING 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: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING 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: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING 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: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING 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: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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
2014: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GALLIVAN, WHITE & BOYD, P. A. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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