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GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 401k Plan overview

Plan NameGAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST
Plan identification number 001

GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan covering Self-Employed individuals.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

GAMMAGE & BURNHAM, PLC has sponsored the creation of one or more 401k plans.

Company Name:GAMMAGE & BURNHAM, PLC
Employer identification number (EIN):860450146
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JONATHAN BENNETT2023-10-12
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01GARY WILLIAMS JEFFREY MILLER2019-07-11
0012017-01-01GARY WILLIAMS JEFFREY MILLER2018-06-21
0012017-01-01GARY WILLIAMS JEFFREY MILLER2018-11-16
0012016-01-01GARY WILLIAMS JEFFREY MILLER2017-07-26
0012015-01-01GARY WILLIAMS JEFFREY MILLER2016-06-21
0012014-01-01GARY WILLIAMS JEFFREY MILLER2015-07-31
0012013-01-01GARY WILLIAMS JEFFREY MILLER2014-07-28
0012012-01-01GARY WILLIAMS2013-07-18 JEFFREY MILLER2013-07-18
0012011-01-01GARY WILLIAMS JEFFREY MILLER2012-07-25
0012009-01-01GARY WILLIAMS JEFFREY MILLER2010-08-18

Plan Statistics for GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST

401k plan membership statisitcs for GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST

Measure Date Value
2022: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0196
Total number of active participants reported on line 7a of the Form 55002022-01-0168
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0136
Total of all active and inactive participants2022-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01105
Number of participants with account balances2022-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0192
Total number of active participants reported on line 7a of the Form 55002021-01-0167
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0126
Total of all active and inactive participants2021-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0196
Number of participants with account balances2021-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0168
Total number of active participants reported on line 7a of the Form 55002020-01-0180
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0192
Number of participants with account balances2020-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0172
Total number of active participants reported on line 7a of the Form 55002019-01-0159
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-0176
Total participants2019-01-0176
Number of participants with account balances2019-01-0175
2018: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0166
Total number of active participants reported on line 7a of the Form 55002018-01-0163
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0172
Number of participants with account balances2018-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0155
Total number of active participants reported on line 7a of the Form 55002017-01-0161
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0165
Number of participants with account balances2017-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0158
Total number of active participants reported on line 7a of the Form 55002016-01-0152
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0155
Number of participants with account balances2016-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0155
Total number of active participants reported on line 7a of the Form 55002015-01-0152
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0158
Number of participants with account balances2015-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0157
Total number of active participants reported on line 7a of the Form 55002014-01-0148
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0155
Number of participants with account balances2014-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0159
Total number of active participants reported on line 7a of the Form 55002013-01-0150
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0157
Number of participants with account balances2013-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0161
Total number of active participants reported on line 7a of the Form 55002012-01-0151
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0159
Number of participants with account balances2012-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0161
Total number of active participants reported on line 7a of the Form 55002011-01-0157
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0161
Number of participants with account balances2011-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0170
Total number of active participants reported on line 7a of the Form 55002009-01-0158
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0167
Number of participants with account balances2009-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST

Measure Date Value
2022 : GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,220,273
Expenses. Total of all expenses incurred2022-12-31$308,418
Benefits paid (including direct rollovers)2022-12-31$300,630
Total plan assets at end of year2022-12-31$25,229,467
Total plan assets at beginning of year2022-12-31$26,758,158
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$855,994
Contributions received from other sources (not participants or employers)2022-12-31$21,298
Other income received2022-12-31$-3,226,525
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,528,691
Net plan assets at end of year (total assets less liabilities)2022-12-31$25,229,467
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$26,758,158
Assets. Value of participant loans2022-12-31$25,750
Assets. Value of real-estate (other than employer real property)2022-12-31$524,310
Total contributions received or receivable from employer(s)2022-12-31$1,128,960
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$7,788
2021 : GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$7,720,051
Expenses. Total of all expenses incurred2021-12-31$430,181
Benefits paid (including direct rollovers)2021-12-31$370,740
Total plan assets at end of year2021-12-31$26,758,158
Total plan assets at beginning of year2021-12-31$19,468,288
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$695,158
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$70,369
Other income received2021-12-31$5,985,045
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$7,289,870
Net plan assets at end of year (total assets less liabilities)2021-12-31$26,758,158
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$19,468,288
Assets. Value of participant loans2021-12-31$34,538
Assets. Value of real-estate (other than employer real property)2021-12-31$524,310
Total contributions received or receivable from employer(s)2021-12-31$969,479
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$59,441
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$-2,816,251
Expenses. Total of all expenses incurred2020-12-31$2,330,948
Benefits paid (including direct rollovers)2020-12-31$2,310,726
Total plan assets at end of year2020-12-31$19,468,288
Total plan assets at beginning of year2020-12-31$24,615,487
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$596,674
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$-3,853,032
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$-5,147,199
Net plan assets at end of year (total assets less liabilities)2020-12-31$19,468,288
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$24,615,487
Assets. Value of participant loans2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$387,256
Total contributions received or receivable from employer(s)2020-12-31$440,107
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$20,222
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$4,546,187
Expenses. Total of all expenses incurred2019-12-31$336,720
Benefits paid (including direct rollovers)2019-12-31$335,220
Total plan assets at end of year2019-12-31$24,615,487
Total plan assets at beginning of year2019-12-31$20,406,020
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$841,328
Expenses. Other expenses not covered elsewhere2019-12-31$1,500
Other income received2019-12-31$3,588,171
Net income (gross income less expenses)2019-12-31$4,209,467
Net plan assets at end of year (total assets less liabilities)2019-12-31$24,615,487
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$20,406,020
Assets. Value of participant loans2019-12-31$85,357
Assets. Value of real-estate (other than employer real property)2019-12-31$387,256
Total contributions received or receivable from employer(s)2019-12-31$116,688
2018 : GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$71,302
Expenses. Total of all expenses incurred2018-12-31$991,796
Benefits paid (including direct rollovers)2018-12-31$981,012
Total plan assets at end of year2018-12-31$20,426,268
Total plan assets at beginning of year2018-12-31$21,346,762
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$749,516
Expenses. Other expenses not covered elsewhere2018-12-31$142
Contributions received from other sources (not participants or employers)2018-12-31$1,858
Other income received2018-12-31$-786,004
Net income (gross income less expenses)2018-12-31$-920,494
Net plan assets at end of year (total assets less liabilities)2018-12-31$20,426,268
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$21,346,762
Assets. Value of participant loans2018-12-31$142,062
Assets. Value of real-estate (other than employer real property)2018-12-31$371,726
Total contributions received or receivable from employer(s)2018-12-31$105,932
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$10,642
2017 : GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$3,550,728
Expenses. Total of all expenses incurred2017-12-31$1,152,162
Benefits paid (including direct rollovers)2017-12-31$1,151,032
Total plan assets at end of year2017-12-31$21,288,575
Total plan assets at beginning of year2017-12-31$18,890,009
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$820,875
Expenses. Other expenses not covered elsewhere2017-12-31$1,130
Other income received2017-12-31$2,623,800
Net income (gross income less expenses)2017-12-31$2,398,566
Net plan assets at end of year (total assets less liabilities)2017-12-31$21,288,575
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$18,890,009
Assets. Value of participant loans2017-12-31$110,642
Assets. Value of real-estate (other than employer real property)2017-12-31$342,516
Total contributions received or receivable from employer(s)2017-12-31$106,053
2016 : GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan2016-12-31$545
Total income from all sources2016-12-31$2,022,545
Expenses. Total of all expenses incurred2016-12-31$67,288
Benefits paid (including direct rollovers)2016-12-31$67,288
Total plan assets at end of year2016-12-31$18,890,009
Total plan assets at beginning of year2016-12-31$16,934,207
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$503,077
Contributions received from other sources (not participants or employers)2016-12-31$27,473
Other income received2016-12-31$1,417,232
Net income (gross income less expenses)2016-12-31$1,955,257
Net plan assets at end of year (total assets less liabilities)2016-12-31$18,890,009
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$16,934,207
Assets. Value of participant loans2016-12-31$101,424
Assets. Value of real-estate (other than employer real property)2016-12-31$324,561
Total contributions received or receivable from employer(s)2016-12-31$74,763
2015 : GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$379,489
Expenses. Total of all expenses incurred2015-12-31$233,968
Benefits paid (including direct rollovers)2015-12-31$233,968
Total plan assets at end of year2015-12-31$16,934,207
Total plan assets at beginning of year2015-12-31$16,788,686
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$545,772
Contributions received from other sources (not participants or employers)2015-12-31$23,758
Other income received2015-12-31$-260,465
Net income (gross income less expenses)2015-12-31$145,521
Net plan assets at end of year (total assets less liabilities)2015-12-31$16,934,207
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$16,788,686
Assets. Value of participant loans2015-12-31$78,279
Assets. Value of real-estate (other than employer real property)2015-12-31$315,000
Total contributions received or receivable from employer(s)2015-12-31$70,424
2014 : GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$1,674,002
Expenses. Total of all expenses incurred2014-12-31$1,341,858
Benefits paid (including direct rollovers)2014-12-31$1,341,425
Total plan assets at end of year2014-12-31$16,788,886
Total plan assets at beginning of year2014-12-31$16,456,742
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$488,598
Expenses. Other expenses not covered elsewhere2014-12-31$433
Other income received2014-12-31$1,127,013
Net income (gross income less expenses)2014-12-31$332,144
Net plan assets at end of year (total assets less liabilities)2014-12-31$16,788,886
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$16,456,742
Assets. Value of participant loans2014-12-31$137,760
Assets. Value of real-estate (other than employer real property)2014-12-31$306,000
Total contributions received or receivable from employer(s)2014-12-31$58,391
2013 : GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$2,984,142
Expenses. Total of all expenses incurred2013-12-31$841,887
Benefits paid (including direct rollovers)2013-12-31$841,887
Total plan assets at end of year2013-12-31$16,456,742
Total plan assets at beginning of year2013-12-31$14,314,487
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$600,873
Other income received2013-12-31$2,310,714
Net income (gross income less expenses)2013-12-31$2,142,255
Net plan assets at end of year (total assets less liabilities)2013-12-31$16,456,742
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$14,314,487
Assets. Value of participant loans2013-12-31$160,430
Assets. Value of real-estate (other than employer real property)2013-12-31$244,200
Total contributions received or receivable from employer(s)2013-12-31$72,555
2012 : GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$2,090,588
Expenses. Total of all expenses incurred2012-12-31$147,753
Benefits paid (including direct rollovers)2012-12-31$147,753
Total plan assets at end of year2012-12-31$14,314,758
Total plan assets at beginning of year2012-12-31$12,371,923
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$688,838
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$982
Other income received2012-12-31$1,319,844
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$1,942,835
Net plan assets at end of year (total assets less liabilities)2012-12-31$14,314,758
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$12,371,923
Assets. Value of participant loans2012-12-31$160,464
Assets. Value of real-estate (other than employer real property)2012-12-31$210,216
Total contributions received or receivable from employer(s)2012-12-31$80,924
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$442,318
Expenses. Total of all expenses incurred2011-12-31$681,934
Benefits paid (including direct rollovers)2011-12-31$681,934
Total plan assets at end of year2011-12-31$12,371,923
Total plan assets at beginning of year2011-12-31$12,611,540
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$562,350
Contributions received from other sources (not participants or employers)2011-12-31$10,893
Other income received2011-12-31$-219,990
Net income (gross income less expenses)2011-12-31$-239,616
Net plan assets at end of year (total assets less liabilities)2011-12-31$12,371,923
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$12,611,540
Assets. Value of participant loans2011-12-31$76,686
Total contributions received or receivable from employer(s)2011-12-31$89,065
2010 : GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$1,916,776
Expenses. Total of all expenses incurred2010-12-31$52,910
Benefits paid (including direct rollovers)2010-12-31$52,910
Total plan assets at end of year2010-12-31$12,611,530
Total plan assets at beginning of year2010-12-31$10,747,664
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$576,320
Other income received2010-12-31$1,257,087
Net income (gross income less expenses)2010-12-31$1,863,866
Net plan assets at end of year (total assets less liabilities)2010-12-31$12,611,530
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$10,747,664
Assets. Value of participant loans2010-12-31$64,096
Total contributions received or receivable from employer(s)2010-12-31$83,369

Form 5500 Responses for GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST

2022: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 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: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 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: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 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: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 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: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 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: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 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: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 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: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 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: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 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: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 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: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 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: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 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
2009: GAMMAGE & BURNHAM PENSION & PROFIT-SHARING PLAN & TRUST 2009 form 5500 responses
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

Insurance Providers Used on plan

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7034994
Policy instance 1
Insurance contract or identification numberE7034994
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,532
Total amount of fees paid to insurance companyUSD $25
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1
Insurance broker organization code?3
Amount paid for insurance broker fees21
Insurance broker nameWEHRLE CONSULTING INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAMM00AZ00S1
Policy instance 1
Insurance contract or identification numberGAMM00AZ00S1
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7034994
Policy instance 2
Insurance contract or identification numberE7034994
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,457
Total amount of fees paid to insurance companyUSD $82
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,230
Amount paid for insurance broker fees23
Insurance broker organization code?3
Insurance broker nameREYNALDO R GRAJEDA
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAMM00AZ00S1
Policy instance 1
Insurance contract or identification numberGAMM00AZ00S1
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7034994
Policy instance 2
Insurance contract or identification numberE7034994
Number of Individuals Covered21
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,253
Total amount of fees paid to insurance companyUSD $130
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAMM00AZ00S1
Policy instance 1
Insurance contract or identification numberGAMM00AZ00S1
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7034994
Policy instance 2
Insurance contract or identification numberE7034994
Number of Individuals Covered25
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,911
Total amount of fees paid to insurance companyUSD $212
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $3,138
Amount paid for insurance broker fees31
Insurance broker organization code?3
Insurance broker nameREYNALDO R GRAJEDA

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