Logo

GTCR RETIREMENT PLAN 401k Plan overview

Plan NameGTCR RETIREMENT PLAN
Plan identification number 001

GTCR RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

GTCR LLC has sponsored the creation of one or more 401k plans.

Company Name:GTCR LLC
Employer identification number (EIN):900615667
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GTCR RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01MARK SPRINGER
0012024-01-01MARK SPRINGER
0012023-01-01
0012023-01-01MARK SPRINGER
0012022-01-01
0012022-01-01MARK SPRINGER
0012021-01-01
0012021-01-01MARK SPRINGER
0012020-01-01
0012019-01-01
0012017-01-01CHRISTIAN MCGRATH
0012016-01-01CHRISTIAN MCGRATH
0012015-01-01CHRISTIAN MCGRATH
0012014-01-01CHRISTIAN MCGRATH
0012013-01-01CHRISTIAN MCGRATH
0012012-01-01CHRISTIAN MCGRATH
0012011-01-01CHRISTIAN MCGRATH

Plan Statistics for GTCR RETIREMENT PLAN

401k plan membership statisitcs for GTCR RETIREMENT PLAN

Measure Date Value
2023: GTCR RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0196
Total number of active participants reported on line 7a of the Form 55002023-01-0160
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0131
Total of all active and inactive participants2023-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-0192
Number of participants with account balances2023-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: GTCR RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0190
Total number of active participants reported on line 7a of the Form 55002022-01-0162
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0196
Number of participants with account balances2022-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GTCR RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0191
Total number of active participants reported on line 7a of the Form 55002021-01-0156
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0133
Total of all active and inactive participants2021-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0190
Number of participants with account balances2021-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GTCR RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01133
Total number of active participants reported on line 7a of the Form 55002020-01-0154
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0136
Total of all active and inactive participants2020-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0191
Number of participants with account balances2020-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GTCR RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0187
Total number of active participants reported on line 7a of the Form 55002019-01-0197
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0134
Total of all active and inactive participants2019-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01133
Number of participants with account balances2019-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: GTCR RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0188
Total number of active participants reported on line 7a of the Form 55002017-01-0160
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0129
Total of all active and inactive participants2017-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0190
Number of participants with account balances2017-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GTCR RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0186
Total number of active participants reported on line 7a of the Form 55002016-01-0156
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0188
Number of participants with account balances2016-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GTCR RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0180
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 benefits2015-01-0133
Total of all active and inactive participants2015-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0186
Number of participants with account balances2015-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GTCR RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0172
Total number of active participants reported on line 7a of the Form 55002014-01-0149
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0180
Number of participants with account balances2014-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GTCR RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0170
Total number of active participants reported on line 7a of the Form 55002013-01-0141
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-0172
Number of participants with account balances2013-01-0172
2012: GTCR RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0173
Total number of active participants reported on line 7a of the Form 55002012-01-0141
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-0170
Number of participants with account balances2012-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GTCR RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0167
Total number of active participants reported on line 7a of the Form 55002011-01-0144
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0173
Number of participants with account balances2011-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on GTCR RETIREMENT PLAN

Measure Date Value
2023 : GTCR RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$7,843,093
Expenses. Total of all expenses incurred2023-12-31$171,057
Benefits paid (including direct rollovers)2023-12-31$166,309
Total plan assets at end of year2023-12-31$38,416,962
Total plan assets at beginning of year2023-12-31$30,744,926
Value of fidelity bond covering the plan2023-12-31$1,000,000
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$5,979,609
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$7,672,036
Net plan assets at end of year (total assets less liabilities)2023-12-31$38,416,962
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$30,744,926
Total contributions received or receivable from employer(s)2023-12-31$1,863,484
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$4,748
2022 : GTCR RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-3,915,229
Expenses. Total of all expenses incurred2022-12-31$390,253
Benefits paid (including direct rollovers)2022-12-31$383,831
Total plan assets at end of year2022-12-31$30,744,926
Total plan assets at beginning of year2022-12-31$35,050,408
Value of fidelity bond covering the plan2022-12-31$1,000,000
Total contributions received or receivable from participants2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-3,915,229
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-4,305,482
Net plan assets at end of year (total assets less liabilities)2022-12-31$30,744,926
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$35,050,408
Total contributions received or receivable from employer(s)2022-12-31$0
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$6,422
2021 : GTCR RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
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$6,304,092
Expenses. Total of all expenses incurred2021-12-31$704,013
Benefits paid (including direct rollovers)2021-12-31$706,396
Total plan assets at end of year2021-12-31$35,050,408
Total plan assets at beginning of year2021-12-31$29,450,329
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$4,826,121
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$5,600,079
Net plan assets at end of year (total assets less liabilities)2021-12-31$35,050,408
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$29,450,329
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$1,477,971
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$-2,383
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$1,477,971
Amount contributed by the employer to the plan for this plan year2021-12-31$1,477,971
2020 : GTCR RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$323,404
Total unrealized appreciation/depreciation of assets2020-12-31$323,404
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,901,893
Total loss/gain on sale of assets2020-12-31$94,547
Total of all expenses incurred2020-12-31$78,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$77,116
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,771,936
Value of total assets at end of year2020-12-31$29,450,329
Value of total assets at beginning of year2020-12-31$22,627,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,475
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$8,728
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$764,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$735,238
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$151,790
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$145,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$1,364,771
Amount contributed by the employer to the plan for this plan year2020-12-31$1,364,771
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$1,475
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$6,823,302
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,450,329
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,627,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,654,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,547,531
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,429,940
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,358,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,358,875
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$8,728
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,938,734
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$36
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$2,771,936
Employer contributions (assets) at end of year2020-12-31$1,364,771
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$7,500
Income. Dividends from common stock2020-12-31$21,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$77,116
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,849,753
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,575,621
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$416,505
Aggregate carrying amount (costs) on sale of assets2020-12-31$321,958
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : GTCR RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
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$4,089,249
Expenses. Total of all expenses incurred2019-12-31$1,308,454
Benefits paid (including direct rollovers)2019-12-31$1,308,454
Total plan assets at end of year2019-12-31$22,627,027
Total plan assets at beginning of year2019-12-31$19,846,232
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$0
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$4,089,249
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$2,780,795
Net plan assets at end of year (total assets less liabilities)2019-12-31$22,627,027
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$19,846,232
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$1,407,165
Amount contributed by the employer to the plan for this plan year2019-12-31$1,407,165
2018 : GTCR RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$422,878
Expenses. Total of all expenses incurred2018-12-31$136,959
Benefits paid (including direct rollovers)2018-12-31$136,959
Total plan assets at end of year2018-12-31$19,846,232
Total plan assets at beginning of year2018-12-31$19,560,313
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-975,200
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$285,919
Net plan assets at end of year (total assets less liabilities)2018-12-31$19,846,232
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$19,560,313
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-12-31$0
Total contributions received or receivable from employer(s)2018-12-31$1,398,078
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$1,398,078
Amount contributed by the employer to the plan for this plan year2018-12-31$1,398,078
2017 : GTCR RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$3,858,460
Expenses. Total of all expenses incurred2017-12-31$662,413
Benefits paid (including direct rollovers)2017-12-31$662,152
Total plan assets at end of year2017-12-31$19,560,313
Total plan assets at beginning of year2017-12-31$16,364,266
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$2,437,107
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$3,196,047
Net plan assets at end of year (total assets less liabilities)2017-12-31$19,560,313
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$16,364,266
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$1,421,353
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$261
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$1,421,353
Amount contributed by the employer to the plan for this plan year2017-12-31$1,421,353
2016 : GTCR RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$2,394,279
Expenses. Total of all expenses incurred2016-12-31$455,191
Benefits paid (including direct rollovers)2016-12-31$455,191
Total plan assets at end of year2016-12-31$16,364,266
Total plan assets at beginning of year2016-12-31$14,425,178
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$1,042,707
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$1,939,088
Net plan assets at end of year (total assets less liabilities)2016-12-31$16,364,266
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$14,425,178
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$1,351,572
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$1,351,572
Amount contributed by the employer to the plan for this plan year2016-12-31$1,351,572
2015 : GTCR RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$1,296,805
Expenses. Total of all expenses incurred2015-12-31$490,022
Benefits paid (including direct rollovers)2015-12-31$490,022
Total plan assets at end of year2015-12-31$14,425,178
Total plan assets at beginning of year2015-12-31$13,618,395
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$36,041
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$806,783
Net plan assets at end of year (total assets less liabilities)2015-12-31$14,425,178
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$13,618,395
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$1,260,764
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$1,260,764
Amount contributed by the employer to the plan for this plan year2015-12-31$1,260,764
2014 : GTCR RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,761,675
Expenses. Total of all expenses incurred2014-12-31$531,715
Benefits paid (including direct rollovers)2014-12-31$531,690
Total plan assets at end of year2014-12-31$13,618,395
Total plan assets at beginning of year2014-12-31$12,388,435
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$465,545
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$1,229,960
Net plan assets at end of year (total assets less liabilities)2014-12-31$13,618,395
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$12,388,435
Total contributions received or receivable from employer(s)2014-12-31$1,296,130
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$25
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$1,296,130
Amount contributed by the employer to the plan for this plan year2014-12-31$1,296,130
2013 : GTCR RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$2,555,817
Expenses. Total of all expenses incurred2013-12-31$443,509
Benefits paid (including direct rollovers)2013-12-31$443,486
Total plan assets at end of year2013-12-31$12,388,435
Total plan assets at beginning of year2013-12-31$10,276,127
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,479,921
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$2,112,308
Net plan assets at end of year (total assets less liabilities)2013-12-31$12,388,435
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$10,276,127
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$1,075,896
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$23
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$1,075,896
Amount contributed by the employer to the plan for this plan year2013-12-31$1,075,896
2012 : GTCR RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,804,857
Expenses. Total of all expenses incurred2012-12-31$446,745
Benefits paid (including direct rollovers)2012-12-31$446,745
Total plan assets at end of year2012-12-31$10,276,127
Total plan assets at beginning of year2012-12-31$8,918,015
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$850,641
Net income (gross income less expenses)2012-12-31$1,358,112
Net plan assets at end of year (total assets less liabilities)2012-12-31$10,276,127
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$8,918,015
Total contributions received or receivable from employer(s)2012-12-31$954,216
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$954,216
Amount contributed by the employer to the plan for this plan year2012-12-31$954,216
2011 : GTCR RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$751,815
Expenses. Total of all expenses incurred2011-12-31$446,729
Benefits paid (including direct rollovers)2011-12-31$446,704
Total plan assets at end of year2011-12-31$8,918,015
Total plan assets at beginning of year2011-12-31$8,612,929
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$-234,250
Net income (gross income less expenses)2011-12-31$305,086
Net plan assets at end of year (total assets less liabilities)2011-12-31$8,918,015
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$8,612,929
Total contributions received or receivable from employer(s)2011-12-31$986,065
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$986,065
Amount contributed by the employer to the plan for this plan year2011-12-31$986,065

Form 5500 Responses for GTCR RETIREMENT PLAN

2023: GTCR RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: GTCR RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GTCR RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GTCR RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GTCR RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: GTCR RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GTCR RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GTCR RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GTCR RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GTCR RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GTCR RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GTCR RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup