GEOFFREY BODDEN & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about GEOFFREY BODDEN & ASSOCIATES, INC.
Submission information for form 5500 for 401k plan GEOFFREY BODDEN & ASSOCIATES, INC. PROFIT SHARING PLAN
401k plan membership statisitcs for GEOFFREY BODDEN & ASSOCIATES, INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2021: GEOFFREY BODDEN & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 5 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 5 |
| Number of participants with account balances | 2021-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: GEOFFREY BODDEN & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5 |
| 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 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 5 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 5 |
| Number of participants with account balances | 2020-01-01 | 5 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2021 : GEOFFREY BODDEN & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $910,899 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $29,282 |
| Total plan assets at end of year | 2021-12-31 | $3,537,570 |
| Total plan assets at beginning of year | 2021-12-31 | $2,655,953 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from 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 | $828,396 |
| Net income (gross income less expenses) | 2021-12-31 | $881,617 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,537,570 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,655,953 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $82,503 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $29,282 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : GEOFFREY BODDEN & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $431,121 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $7,310 |
| Total plan assets at end of year | 2020-12-31 | $2,655,953 |
| Total plan assets at beginning of year | 2020-12-31 | $2,232,142 |
| Value of fidelity bond covering the plan | 2020-12-31 | $900,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $5,785 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $352,384 |
| Net income (gross income less expenses) | 2020-12-31 | $423,811 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,655,953 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,232,142 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $485,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $78,737 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,525 |
| 2021: GEOFFREY BODDEN & ASSOCIATES, INC. PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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: GEOFFREY BODDEN & ASSOCIATES, INC. PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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 |
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