GOLLER & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Additional information about GOLLER & ASSOCIATES, INC.
| Measure | Date | Value |
|---|
| 2022: GOLLER GROUP RETIREMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 1 |
| Number of participants with account balances | 2022-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: GOLLER GROUP RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
| 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 | 1 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 1 |
| Number of participants with account balances | 2021-01-01 | 1 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : GOLLER GROUP RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-51,764 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
| Total plan assets at end of year | 2022-12-31 | $23,253 |
| Total plan assets at beginning of year | 2022-12-31 | $75,017 |
| Value of fidelity bond covering the plan | 2022-12-31 | $10,000 |
| Other income received | 2022-12-31 | $-51,764 |
| Net income (gross income less expenses) | 2022-12-31 | $-51,764 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $23,253 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $75,017 |
| Assets. Value of employer securities | 2022-12-31 | $22,752 |
| 2021 : GOLLER GROUP RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $-62,169 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $75,017 |
| Total plan assets at beginning of year | 2021-12-31 | $137,186 |
| Other income received | 2021-12-31 | $-62,169 |
| Net income (gross income less expenses) | 2021-12-31 | $-62,169 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $75,017 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $137,186 |
| Assets. Value of employer securities | 2021-12-31 | $74,516 |
| 2022: GOLLER GROUP RETIREMENT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: GOLLER GROUP RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | First time form 5500 has been submitted | Yes |
| 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 |
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