CAWLEY GILLESPIE & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN
401k plan membership statisitcs for CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN
Measure | Date | Value |
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2022: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 29 |
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 | 17 |
Total of all active and inactive participants | 2022-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 48 |
Number of participants with account balances | 2022-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 35 |
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 | 13 |
Total of all active and inactive participants | 2021-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 49 |
Number of participants with account balances | 2021-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 18 |
Total of all active and inactive participants | 2020-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 50 |
Number of participants with account balances | 2020-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 12 |
Total of all active and inactive participants | 2019-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 49 |
Number of participants with account balances | 2019-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 12 |
Total of all active and inactive participants | 2018-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 48 |
Number of participants with account balances | 2018-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 15 |
Total of all active and inactive participants | 2017-01-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 53 |
Number of participants with account balances | 2017-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 49 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 15 |
Total of all active and inactive participants | 2016-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 51 |
Number of participants with account balances | 2016-01-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 36 |
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 | 12 |
Total of all active and inactive participants | 2015-01-01 | 49 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 49 |
Number of participants with account balances | 2015-01-01 | 49 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 34 |
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 | 12 |
Total of all active and inactive participants | 2014-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 47 |
Number of participants with account balances | 2014-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 12 |
Total of all active and inactive participants | 2013-01-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 46 |
Number of participants with account balances | 2013-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 29 |
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 | 11 |
Total of all active and inactive participants | 2012-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 40 |
Number of participants with account balances | 2012-01-01 | 39 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 28 |
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 | 12 |
Total of all active and inactive participants | 2011-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 40 |
Number of participants with account balances | 2011-01-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 9 |
Total of all active and inactive participants | 2009-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 36 |
Number of participants with account balances | 2009-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2022 : CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-1,894,304 |
Expenses. Total of all expenses incurred | 2022-12-31 | $2,609,420 |
Benefits paid (including direct rollovers) | 2022-12-31 | $2,579,062 |
Total plan assets at end of year | 2022-12-31 | $15,793,951 |
Total plan assets at beginning of year | 2022-12-31 | $20,297,675 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $462,849 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $217,361 |
Other income received | 2022-12-31 | $-2,742,502 |
Net income (gross income less expenses) | 2022-12-31 | $-4,503,724 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $15,793,951 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $20,297,675 |
Assets. Value of participant loans | 2022-12-31 | $167,536 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $167,988 |
Value of corrective distributions | 2022-12-31 | $540 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $29,818 |
2021 : CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $3,706,772 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,868,513 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,828,365 |
Total plan assets at end of year | 2021-12-31 | $20,297,675 |
Total plan assets at beginning of year | 2021-12-31 | $18,459,416 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $441,407 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $40,148 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $39,089 |
Other income received | 2021-12-31 | $3,023,565 |
Net income (gross income less expenses) | 2021-12-31 | $1,838,259 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $20,297,675 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $18,459,416 |
Assets. Value of participant loans | 2021-12-31 | $91,338 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $202,711 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $2,979,275 |
Expenses. Total of all expenses incurred | 2020-12-31 | $243,017 |
Benefits paid (including direct rollovers) | 2020-12-31 | $233,984 |
Total plan assets at end of year | 2020-12-31 | $18,459,416 |
Total plan assets at beginning of year | 2020-12-31 | $15,723,158 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $510,168 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $9,033 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $16,684 |
Other income received | 2020-12-31 | $2,243,164 |
Net income (gross income less expenses) | 2020-12-31 | $2,736,258 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $18,459,416 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $15,723,158 |
Assets. Value of participant loans | 2020-12-31 | $125,715 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $209,259 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
2019 : CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $3,612,357 |
Expenses. Total of all expenses incurred | 2019-12-31 | $607,590 |
Benefits paid (including direct rollovers) | 2019-12-31 | $607,159 |
Total plan assets at end of year | 2019-12-31 | $15,723,158 |
Total plan assets at beginning of year | 2019-12-31 | $12,718,391 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $539,591 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $83,948 |
Other income received | 2019-12-31 | $2,791,662 |
Net income (gross income less expenses) | 2019-12-31 | $3,004,767 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $15,723,158 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,718,391 |
Assets. Value of participant loans | 2019-12-31 | $43,811 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $197,156 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $431 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $208,196 |
Expenses. Total of all expenses incurred | 2018-12-31 | $429,864 |
Benefits paid (including direct rollovers) | 2018-12-31 | $429,349 |
Total plan assets at end of year | 2018-12-31 | $12,718,391 |
Total plan assets at beginning of year | 2018-12-31 | $12,940,059 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $575,793 |
Other income received | 2018-12-31 | $-551,787 |
Net income (gross income less expenses) | 2018-12-31 | $-221,668 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $12,718,391 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,940,059 |
Assets. Value of participant loans | 2018-12-31 | $43,829 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $184,190 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $515 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $2,260,256 |
Expenses. Total of all expenses incurred | 2017-12-31 | $549,856 |
Benefits paid (including direct rollovers) | 2017-12-31 | $549,262 |
Total plan assets at end of year | 2017-12-31 | $12,940,059 |
Total plan assets at beginning of year | 2017-12-31 | $11,229,659 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $515,476 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $594 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $17,542 |
Other income received | 2017-12-31 | $1,542,514 |
Net income (gross income less expenses) | 2017-12-31 | $1,710,400 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $12,940,059 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,229,659 |
Assets. Value of participant loans | 2017-12-31 | $64,786 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $184,724 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $1,451,794 |
Expenses. Total of all expenses incurred | 2016-12-31 | $915,433 |
Benefits paid (including direct rollovers) | 2016-12-31 | $914,939 |
Total plan assets at end of year | 2016-12-31 | $11,229,659 |
Total plan assets at beginning of year | 2016-12-31 | $10,693,298 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $477,988 |
Other income received | 2016-12-31 | $786,113 |
Net income (gross income less expenses) | 2016-12-31 | $536,361 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $11,229,659 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,693,298 |
Assets. Value of participant loans | 2016-12-31 | $66,309 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $187,693 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $494 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $533,799 |
Expenses. Total of all expenses incurred | 2015-12-31 | $138,923 |
Benefits paid (including direct rollovers) | 2015-12-31 | $138,443 |
Total plan assets at end of year | 2015-12-31 | $10,693,298 |
Total plan assets at beginning of year | 2015-12-31 | $10,298,422 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $534,701 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $480 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $5,824 |
Other income received | 2015-12-31 | $-163,957 |
Net income (gross income less expenses) | 2015-12-31 | $394,876 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $10,693,298 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $10,298,422 |
Assets. Value of participant loans | 2015-12-31 | $77,874 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $157,231 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $9,000 |
Total income from all sources | 2014-12-31 | $1,384,066 |
Expenses. Total of all expenses incurred | 2014-12-31 | $806,828 |
Benefits paid (including direct rollovers) | 2014-12-31 | $806,497 |
Total plan assets at end of year | 2014-12-31 | $10,298,422 |
Total plan assets at beginning of year | 2014-12-31 | $9,712,184 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $401,368 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $331 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $6,390 |
Other income received | 2014-12-31 | $738,698 |
Net income (gross income less expenses) | 2014-12-31 | $577,238 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $10,298,422 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $9,712,184 |
Assets. Value of participant loans | 2014-12-31 | $86,892 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $237,610 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-12-31 | $23,500 |
Total income from all sources | 2013-12-31 | $2,082,302 |
Expenses. Total of all expenses incurred | 2013-12-31 | $1,539 |
Benefits paid (including direct rollovers) | 2013-12-31 | $1,239 |
Total plan assets at end of year | 2013-12-31 | $9,712,184 |
Total plan assets at beginning of year | 2013-12-31 | $7,607,921 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $385,062 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $300 |
Other income received | 2013-12-31 | $1,495,995 |
Net income (gross income less expenses) | 2013-12-31 | $2,080,763 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $9,712,184 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,607,921 |
Assets. Value of participant loans | 2013-12-31 | $95,060 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $201,245 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,322,804 |
Expenses. Total of all expenses incurred | 2012-12-31 | $257,926 |
Benefits paid (including direct rollovers) | 2012-12-31 | $257,601 |
Total plan assets at end of year | 2012-12-31 | $7,607,921 |
Total plan assets at beginning of year | 2012-12-31 | $6,543,043 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $336,406 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $325 |
Other income received | 2012-12-31 | $881,501 |
Net income (gross income less expenses) | 2012-12-31 | $1,064,878 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $7,607,921 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,543,043 |
Assets. Value of participant loans | 2012-12-31 | $61,647 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $104,897 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2011 401k financial data |
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Transfers to/from the plan | 2011-12-31 | $145,200 |
Total income from all sources | 2011-12-31 | $501,356 |
Expenses. Total of all expenses incurred | 2011-12-31 | $577,008 |
Benefits paid (including direct rollovers) | 2011-12-31 | $576,733 |
Total plan assets at end of year | 2011-12-31 | $6,543,043 |
Total plan assets at beginning of year | 2011-12-31 | $6,473,495 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $312,695 |
Other income received | 2011-12-31 | $98,088 |
Net income (gross income less expenses) | 2011-12-31 | $-75,652 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $6,543,043 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,473,495 |
Assets. Value of participant loans | 2011-12-31 | $67,869 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $90,573 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $275 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $1,220,306 |
Expenses. Total of all expenses incurred | 2010-12-31 | $131,083 |
Benefits paid (including direct rollovers) | 2010-12-31 | $128,983 |
Total plan assets at end of year | 2010-12-31 | $6,473,495 |
Total plan assets at beginning of year | 2010-12-31 | $5,384,272 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $293,632 |
Other income received | 2010-12-31 | $825,901 |
Net income (gross income less expenses) | 2010-12-31 | $1,089,223 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $6,473,495 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,384,272 |
Assets. Value of participant loans | 2010-12-31 | $68,971 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $100,773 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2021 form 5500 responses |
---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CAWLEY GILLESPIE & ASSOCIATES, INC. EMPLOYEE PROFIT SHARING PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | QK61247 |
Policy instance | 2 |
Insurance contract or identification number | QK61247 | Number of Individuals Covered | 48 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | QK61247 |
Policy instance | 1 |
Insurance contract or identification number | QK61247 | Number of Individuals Covered | 48 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | QK61247 |
Policy instance | 2 |
Insurance contract or identification number | QK61247 | Number of Individuals Covered | 49 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | QK61247 |
Policy instance | 1 |
Insurance contract or identification number | QK61247 | Number of Individuals Covered | 49 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | QK61247 |
Policy instance | 2 |
Insurance contract or identification number | QK61247 | Number of Individuals Covered | 50 | Insurance policy start date | 2020-05-01 | Insurance policy end date | 2020-12-31 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | QK61247 |
Policy instance | 1 |
Insurance contract or identification number | QK61247 | Number of Individuals Covered | 50 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | QK61247 |
Policy instance | 1 |
Insurance contract or identification number | QK61247 | Number of Individuals Covered | 49 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $26 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $26 | Insurance broker organization code? | 3 |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | QK61247 |
Policy instance | 1 |
Insurance contract or identification number | QK61247 | Number of Individuals Covered | 48 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $28 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $28 | Insurance broker organization code? | 3 |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | QK61247 |
Policy instance | 1 |
Insurance contract or identification number | QK61247 | Number of Individuals Covered | 50 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | QK61247 |
Policy instance | 1 |
Insurance contract or identification number | QK61247 | Number of Individuals Covered | 49 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $80 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $80 | Insurance broker name | NFP ADVISORY SERVICES LLC |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | QK61247 |
Policy instance | 1 |
Insurance contract or identification number | QK61247 | Number of Individuals Covered | 46 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | QK61247 |
Policy instance | 1 |
Insurance contract or identification number | QK61247 | Number of Individuals Covered | 46 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $83 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $83 | Insurance broker organization code? | 3 | Insurance broker name | FINANCIAL TELESIS, INC. |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | QK61247 |
Policy instance | 1 |
Insurance contract or identification number | QK61247 | Number of Individuals Covered | 40 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $95 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7 | Insurance broker organization code? | 3 | Insurance broker name | FINANCIAL TELESIS, INC. |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | QK61247 |
Policy instance | 1 |
Insurance contract or identification number | QK61247 | Number of Individuals Covered | 40 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $79 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 ) |
Policy contract number | QK61247 |
Policy instance | 1 |
Insurance contract or identification number | QK61247 | Number of Individuals Covered | 36 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $80 | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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