GIBSON AND FELKER, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEWIS GIBSON LLP PROFIT SHARING PLAN
Measure | Date | Value |
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2020: LEWIS GIBSON LLP PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-10-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 8 |
Number of retired or separated participants receiving benefits | 2020-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 0 |
Total of all active and inactive participants | 2020-10-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 0 |
Total participants | 2020-10-01 | 8 |
Number of participants with account balances | 2020-10-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-10-01 | 0 |
2019: LEWIS GIBSON LLP PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-10-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 7 |
Number of retired or separated participants receiving benefits | 2019-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 0 |
Total of all active and inactive participants | 2019-10-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 0 |
Total participants | 2019-10-01 | 7 |
Number of participants with account balances | 2019-10-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-10-01 | 0 |
2018: LEWIS GIBSON LLP PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-10-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 7 |
Number of retired or separated participants receiving benefits | 2018-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 0 |
Total of all active and inactive participants | 2018-10-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 0 |
Total participants | 2018-10-01 | 7 |
Number of participants with account balances | 2018-10-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-10-01 | 0 |
2017: LEWIS GIBSON LLP PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-10-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 7 |
Number of retired or separated participants receiving benefits | 2017-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 0 |
Total of all active and inactive participants | 2017-10-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 0 |
Total participants | 2017-10-01 | 7 |
Number of participants with account balances | 2017-10-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-10-01 | 1 |
2016: LEWIS GIBSON LLP PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-10-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 8 |
Number of retired or separated participants receiving benefits | 2016-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 0 |
Total of all active and inactive participants | 2016-10-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 0 |
Total participants | 2016-10-01 | 8 |
Number of participants with account balances | 2016-10-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-10-01 | 0 |
2015: LEWIS GIBSON LLP PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-10-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 7 |
Number of retired or separated participants receiving benefits | 2015-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 0 |
Total of all active and inactive participants | 2015-10-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 0 |
Total participants | 2015-10-01 | 7 |
Number of participants with account balances | 2015-10-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-10-01 | 0 |
2014: LEWIS GIBSON LLP PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-10-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 7 |
Number of retired or separated participants receiving benefits | 2014-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 0 |
Total of all active and inactive participants | 2014-10-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 0 |
Total participants | 2014-10-01 | 7 |
Number of participants with account balances | 2014-10-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-10-01 | 0 |
2013: LEWIS GIBSON LLP PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-10-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 7 |
Number of retired or separated participants receiving benefits | 2013-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 0 |
Total of all active and inactive participants | 2013-10-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 0 |
Total participants | 2013-10-01 | 7 |
Number of participants with account balances | 2013-10-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-10-01 | 0 |
2012: LEWIS GIBSON LLP PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-10-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 6 |
Number of retired or separated participants receiving benefits | 2012-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 0 |
Total of all active and inactive participants | 2012-10-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 0 |
Total participants | 2012-10-01 | 6 |
Number of participants with account balances | 2012-10-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-10-01 | 1 |
2011: LEWIS GIBSON LLP PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-10-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 7 |
Number of retired or separated participants receiving benefits | 2011-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 0 |
Total of all active and inactive participants | 2011-10-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
Total participants | 2011-10-01 | 7 |
Number of participants with account balances | 2011-10-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 1 |
2010: LEWIS GIBSON LLP PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-10-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 8 |
Number of retired or separated participants receiving benefits | 2010-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-10-01 | 0 |
Total of all active and inactive participants | 2010-10-01 | 8 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-10-01 | 0 |
Total participants | 2010-10-01 | 8 |
Number of participants with account balances | 2010-10-01 | 8 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-10-01 | 0 |
2009: LEWIS GIBSON LLP PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-10-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 7 |
Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 0 |
Total of all active and inactive participants | 2009-10-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
Total participants | 2009-10-01 | 7 |
Number of participants with account balances | 2009-10-01 | 7 |
Measure | Date | Value |
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2021 : LEWIS GIBSON LLP PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-09-30 | $476,901 |
Expenses. Total of all expenses incurred | 2021-09-30 | $23,225 |
Total plan assets at end of year | 2021-09-30 | $2,555,779 |
Total plan assets at beginning of year | 2021-09-30 | $2,102,103 |
Value of fidelity bond covering the plan | 2021-09-30 | $256,000 |
Other income received | 2021-09-30 | $428,748 |
Net income (gross income less expenses) | 2021-09-30 | $453,676 |
Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $2,555,779 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $2,102,103 |
Total contributions received or receivable from employer(s) | 2021-09-30 | $48,153 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-09-30 | $23,225 |
2020 : LEWIS GIBSON LLP PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-09-30 | $336,850 |
Expenses. Total of all expenses incurred | 2020-09-30 | $18,524 |
Total plan assets at end of year | 2020-09-30 | $2,102,103 |
Total plan assets at beginning of year | 2020-09-30 | $1,783,777 |
Value of fidelity bond covering the plan | 2020-09-30 | $211,000 |
Other income received | 2020-09-30 | $301,996 |
Net income (gross income less expenses) | 2020-09-30 | $318,326 |
Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $2,102,103 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $1,783,777 |
Total contributions received or receivable from employer(s) | 2020-09-30 | $34,854 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $18,524 |
2019 : LEWIS GIBSON LLP PROFIT SHARING PLAN 2019 401k financial data |
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Total plan liabilities at beginning of year | 2019-09-30 | $9,423 |
Total income from all sources | 2019-09-30 | $127,774 |
Expenses. Total of all expenses incurred | 2019-09-30 | $15,986 |
Total plan assets at end of year | 2019-09-30 | $1,783,777 |
Total plan assets at beginning of year | 2019-09-30 | $1,681,412 |
Value of fidelity bond covering the plan | 2019-09-30 | $179,000 |
Other income received | 2019-09-30 | $82,502 |
Net income (gross income less expenses) | 2019-09-30 | $111,788 |
Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $1,783,777 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $1,671,989 |
Total contributions received or receivable from employer(s) | 2019-09-30 | $45,272 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-30 | $15,986 |
2018 : LEWIS GIBSON LLP PROFIT SHARING PLAN 2018 401k financial data |
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Total plan liabilities at end of year | 2018-09-30 | $9,423 |
Total income from all sources | 2018-09-30 | $246,858 |
Expenses. Total of all expenses incurred | 2018-09-30 | $24,438 |
Benefits paid (including direct rollovers) | 2018-09-30 | $9,423 |
Total plan assets at end of year | 2018-09-30 | $1,681,412 |
Total plan assets at beginning of year | 2018-09-30 | $1,449,569 |
Value of fidelity bond covering the plan | 2018-09-30 | $168,000 |
Other income received | 2018-09-30 | $215,282 |
Net income (gross income less expenses) | 2018-09-30 | $222,420 |
Net plan assets at end of year (total assets less liabilities) | 2018-09-30 | $1,671,989 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-09-30 | $1,449,569 |
Total contributions received or receivable from employer(s) | 2018-09-30 | $31,576 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-09-30 | $15,015 |
2017 : LEWIS GIBSON LLP PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-09-30 | $195,675 |
Expenses. Total of all expenses incurred | 2017-09-30 | $12,470 |
Total plan assets at end of year | 2017-09-30 | $1,449,569 |
Total plan assets at beginning of year | 2017-09-30 | $1,266,364 |
Value of fidelity bond covering the plan | 2017-09-30 | $145,000 |
Other income received | 2017-09-30 | $161,207 |
Net income (gross income less expenses) | 2017-09-30 | $183,205 |
Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $1,449,569 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $1,266,364 |
Total contributions received or receivable from employer(s) | 2017-09-30 | $34,468 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-09-30 | $12,470 |
2016 : LEWIS GIBSON LLP PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-09-30 | $161,638 |
Expenses. Total of all expenses incurred | 2016-09-30 | $13,375 |
Total plan assets at end of year | 2016-09-30 | $1,266,364 |
Total plan assets at beginning of year | 2016-09-30 | $1,118,101 |
Value of fidelity bond covering the plan | 2016-09-30 | $127,000 |
Other income received | 2016-09-30 | $115,596 |
Net income (gross income less expenses) | 2016-09-30 | $148,263 |
Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $1,266,364 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $1,118,101 |
Total contributions received or receivable from employer(s) | 2016-09-30 | $46,042 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-09-30 | $13,375 |
2015 : LEWIS GIBSON LLP PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-09-30 | $88,634 |
Expenses. Total of all expenses incurred | 2015-09-30 | $11,886 |
Total plan assets at end of year | 2015-09-30 | $1,118,101 |
Total plan assets at beginning of year | 2015-09-30 | $1,041,353 |
Value of fidelity bond covering the plan | 2015-09-30 | $112,000 |
Other income received | 2015-09-30 | $41,796 |
Net income (gross income less expenses) | 2015-09-30 | $76,748 |
Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $1,118,101 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $1,041,353 |
Total contributions received or receivable from employer(s) | 2015-09-30 | $46,838 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $11,886 |
2014 : LEWIS GIBSON LLP PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-09-30 | $139,827 |
Expenses. Total of all expenses incurred | 2014-09-30 | $9,640 |
Total plan assets at end of year | 2014-09-30 | $1,041,353 |
Total plan assets at beginning of year | 2014-09-30 | $911,166 |
Value of fidelity bond covering the plan | 2014-09-30 | $105,000 |
Other income received | 2014-09-30 | $100,314 |
Net income (gross income less expenses) | 2014-09-30 | $130,187 |
Net plan assets at end of year (total assets less liabilities) | 2014-09-30 | $1,041,353 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-09-30 | $911,166 |
Total contributions received or receivable from employer(s) | 2014-09-30 | $39,513 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-09-30 | $9,640 |
2013 : LEWIS GIBSON LLP PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-09-30 | $133,233 |
Expenses. Total of all expenses incurred | 2013-09-30 | $9,057 |
Benefits paid (including direct rollovers) | 2013-09-30 | $2,035 |
Total plan assets at end of year | 2013-09-30 | $911,166 |
Total plan assets at beginning of year | 2013-09-30 | $786,990 |
Value of fidelity bond covering the plan | 2013-09-30 | $92,000 |
Other income received | 2013-09-30 | $90,926 |
Net income (gross income less expenses) | 2013-09-30 | $124,176 |
Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $911,166 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $786,990 |
Total contributions received or receivable from employer(s) | 2013-09-30 | $42,307 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-09-30 | $7,022 |
2012 : LEWIS GIBSON LLP PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-09-30 | $122,580 |
Expenses. Total of all expenses incurred | 2012-09-30 | $7,509 |
Benefits paid (including direct rollovers) | 2012-09-30 | $2,316 |
Total plan assets at end of year | 2012-09-30 | $786,990 |
Total plan assets at beginning of year | 2012-09-30 | $671,919 |
Value of fidelity bond covering the plan | 2012-09-30 | $79,000 |
Other income received | 2012-09-30 | $79,843 |
Net income (gross income less expenses) | 2012-09-30 | $115,071 |
Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $786,990 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $671,919 |
Total contributions received or receivable from employer(s) | 2012-09-30 | $42,737 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $5,193 |
2011 : LEWIS GIBSON LLP PROFIT SHARING PLAN 2011 401k financial data |
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Total income from all sources | 2011-09-30 | $51,384 |
Expenses. Total of all expenses incurred | 2011-09-30 | $4,353 |
Total plan assets at end of year | 2011-09-30 | $671,919 |
Total plan assets at beginning of year | 2011-09-30 | $624,888 |
Value of fidelity bond covering the plan | 2011-09-30 | $68,000 |
Other income received | 2011-09-30 | $2,973 |
Net income (gross income less expenses) | 2011-09-30 | $47,031 |
Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $671,919 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $624,888 |
Total contributions received or receivable from employer(s) | 2011-09-30 | $48,411 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $4,353 |