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GLEAVES SWEARINGEN 401K PLAN 401k Plan overview

Plan NameGLEAVES SWEARINGEN 401K PLAN
Plan identification number 002

GLEAVES SWEARINGEN 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • 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

GLEAVES SWEARINGEN POTTER & SCOTT LLP has sponsored the creation of one or more 401k plans.

Company Name:GLEAVES SWEARINGEN POTTER & SCOTT LLP
Employer identification number (EIN):930383840
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about GLEAVES SWEARINGEN POTTER & SCOTT LLP

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1996-10-12
Company Identification Number: 54046280

More information about GLEAVES SWEARINGEN POTTER & SCOTT LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GLEAVES SWEARINGEN 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JON BUERSTATTE
0022016-01-01JON BUERSTATTE
0022015-01-01JON BUERSTATTE
0022014-01-01JON BUERSTATTE
0022013-01-01STEPHEN LANE
0022012-01-01STEPHEN LANE STEPHEN LANE2013-07-15
0022011-01-01STEPHEN LANE
0022010-01-01STEPHEN LANE

Plan Statistics for GLEAVES SWEARINGEN 401K PLAN

401k plan membership statisitcs for GLEAVES SWEARINGEN 401K PLAN

Measure Date Value
2023: GLEAVES SWEARINGEN 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0132
Total number of active participants reported on line 7a of the Form 55002023-01-0120
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0110
Total of all active and inactive participants2023-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0130
Number of participants with account balances2023-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: GLEAVES SWEARINGEN 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0134
Total number of active participants reported on line 7a of the Form 55002022-01-0122
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0110
Total of all active and inactive participants2022-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0132
Number of participants with account balances2022-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GLEAVES SWEARINGEN 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0135
Total number of active participants reported on line 7a of the Form 55002021-01-0126
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-018
Total of all active and inactive participants2021-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0134
Number of participants with account balances2021-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GLEAVES SWEARINGEN 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0134
Total number of active participants reported on line 7a of the Form 55002020-01-0128
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0135
Number of participants with account balances2020-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GLEAVES SWEARINGEN 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0133
Total number of active participants reported on line 7a of the Form 55002019-01-0128
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-016
Total of all active and inactive participants2019-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0134
Number of participants with account balances2019-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GLEAVES SWEARINGEN 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0133
Total number of active participants reported on line 7a of the Form 55002018-01-0126
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0133
Number of participants with account balances2018-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GLEAVES SWEARINGEN 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0133
Total number of active participants reported on line 7a of the Form 55002017-01-0126
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0133
Number of participants with account balances2017-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GLEAVES SWEARINGEN 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0136
Total number of active participants reported on line 7a of the Form 55002016-01-0129
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0133
Number of participants with account balances2016-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GLEAVES SWEARINGEN 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0138
Total number of active participants reported on line 7a of the Form 55002015-01-0131
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0136
Number of participants with account balances2015-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GLEAVES SWEARINGEN 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0138
Total number of active participants reported on line 7a of the Form 55002014-01-0135
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0138
Number of participants with account balances2014-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GLEAVES SWEARINGEN 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0137
Total number of active participants reported on line 7a of the Form 55002013-01-0132
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0136
Number of participants with account balances2013-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GLEAVES SWEARINGEN 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0140
Total number of active participants reported on line 7a of the Form 55002012-01-0132
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0137
Number of participants with account balances2012-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GLEAVES SWEARINGEN 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0150
Total number of active participants reported on line 7a of the Form 55002011-01-0136
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 participants2011-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0140
Number of participants with account balances2011-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: GLEAVES SWEARINGEN 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0146
Total number of active participants reported on line 7a of the Form 55002010-01-0146
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-014
Total of all active and inactive participants2010-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0150
Number of participants with account balances2010-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on GLEAVES SWEARINGEN 401K PLAN

Measure Date Value
2023 : GLEAVES SWEARINGEN 401K 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$1,180,561
Expenses. Total of all expenses incurred2023-12-31$71,150
Benefits paid (including direct rollovers)2023-12-31$70,573
Total plan assets at end of year2023-12-31$7,612,807
Total plan assets at beginning of year2023-12-31$6,503,396
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$102,044
Assets. Value of loans (other than to participants)2023-12-31$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$1,017,177
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$1,109,411
Net plan assets at end of year (total assets less liabilities)2023-12-31$7,612,807
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$6,503,396
Assets. Value of participant loans2023-12-31$0
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$61,340
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$577
2022 : GLEAVES SWEARINGEN 401K 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$0
Total income from all sources2022-12-31$-814,086
Expenses. Total of all expenses incurred2022-12-31$484,370
Benefits paid (including direct rollovers)2022-12-31$483,790
Total plan assets at end of year2022-12-31$6,503,396
Total plan assets at beginning of year2022-12-31$7,801,852
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$125,181
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,006,719
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-1,298,456
Net plan assets at end of year (total assets less liabilities)2022-12-31$6,503,396
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$7,801,852
Assets. Value of participant loans2022-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$67,452
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$580
2021 : GLEAVES SWEARINGEN 401K 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$1,486,397
Expenses. Total of all expenses incurred2021-12-31$3,148,942
Benefits paid (including direct rollovers)2021-12-31$3,148,334
Total plan assets at end of year2021-12-31$7,801,852
Total plan assets at beginning of year2021-12-31$9,464,397
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$132,576
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$1,277,396
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-1,662,545
Net plan assets at end of year (total assets less liabilities)2021-12-31$7,801,852
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$9,464,397
Assets. Value of participant loans2021-12-31$5,155
Total contributions received or receivable from employer(s)2021-12-31$76,425
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$608
2020 : GLEAVES SWEARINGEN 401K PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
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$1,099,210
Expenses. Total of all expenses incurred2020-12-31$143,825
Benefits paid (including direct rollovers)2020-12-31$143,209
Total plan assets at end of year2020-12-31$9,464,397
Total plan assets at beginning of year2020-12-31$8,509,012
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$170,628
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$853,940
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$955,385
Net plan assets at end of year (total assets less liabilities)2020-12-31$9,464,397
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,509,012
Assets. Value of participant loans2020-12-31$8,949
Total contributions received or receivable from employer(s)2020-12-31$74,642
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$616
2019 : GLEAVES SWEARINGEN 401K 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$1,651,628
Expenses. Total of all expenses incurred2019-12-31$185,003
Benefits paid (including direct rollovers)2019-12-31$184,288
Total plan assets at end of year2019-12-31$8,509,012
Total plan assets at beginning of year2019-12-31$7,042,387
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$170,822
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$1,400,839
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,466,625
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,509,012
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$7,042,387
Assets. Value of participant loans2019-12-31$10,714
Total contributions received or receivable from employer(s)2019-12-31$79,967
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$715
2018 : GLEAVES SWEARINGEN 401K 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$0
Total income from all sources2018-12-31$-141,753
Expenses. Total of all expenses incurred2018-12-31$892,625
Benefits paid (including direct rollovers)2018-12-31$891,942
Total plan assets at end of year2018-12-31$7,042,387
Total plan assets at beginning of year2018-12-31$8,076,765
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$160,234
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-375,166
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-1,034,378
Net plan assets at end of year (total assets less liabilities)2018-12-31$7,042,387
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,076,765
Assets. Value of participant loans2018-12-31$10,172
Total contributions received or receivable from employer(s)2018-12-31$73,179
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$683
2017 : GLEAVES SWEARINGEN 401K 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$1,212,254
Expenses. Total of all expenses incurred2017-12-31$141,384
Benefits paid (including direct rollovers)2017-12-31$140,793
Total plan assets at end of year2017-12-31$8,076,765
Total plan assets at beginning of year2017-12-31$7,005,895
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$146,538
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$991,919
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$1,070,870
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,076,765
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,005,895
Assets. Value of participant loans2017-12-31$9,596
Total contributions received or receivable from employer(s)2017-12-31$73,797
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$591
2016 : GLEAVES SWEARINGEN 401K 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$837,942
Expenses. Total of all expenses incurred2016-12-31$280,536
Benefits paid (including direct rollovers)2016-12-31$280,120
Total plan assets at end of year2016-12-31$7,005,895
Total plan assets at beginning of year2016-12-31$6,448,489
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$142,670
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$631,226
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$557,406
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,005,895
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,448,489
Assets. Value of participant loans2016-12-31$9,731
Total contributions received or receivable from employer(s)2016-12-31$64,046
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$416
2015 : GLEAVES SWEARINGEN 401K 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$93,489
Expenses. Total of all expenses incurred2015-12-31$1,111,007
Benefits paid (including direct rollovers)2015-12-31$1,110,687
Total plan assets at end of year2015-12-31$6,448,489
Total plan assets at beginning of year2015-12-31$7,466,007
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$163,556
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-134,938
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-1,017,518
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,448,489
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,466,007
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$64,871
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$320
2014 : GLEAVES SWEARINGEN 401K 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$678,220
Expenses. Total of all expenses incurred2014-12-31$2,352,189
Benefits paid (including direct rollovers)2014-12-31$2,352,025
Total plan assets at end of year2014-12-31$7,466,007
Total plan assets at beginning of year2014-12-31$9,139,976
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$173,111
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$434,434
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$-1,673,969
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,466,007
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$9,139,976
Total contributions received or receivable from employer(s)2014-12-31$70,675
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$164
2013 : GLEAVES SWEARINGEN 401K 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$1,578,585
Expenses. Total of all expenses incurred2013-12-31$186,720
Benefits paid (including direct rollovers)2013-12-31$186,587
Total plan assets at end of year2013-12-31$9,139,976
Total plan assets at beginning of year2013-12-31$7,748,111
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$63,842
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$1,507,148
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$1,391,865
Net plan assets at end of year (total assets less liabilities)2013-12-31$9,139,976
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$7,748,111
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$7,595
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$133
2012 : GLEAVES SWEARINGEN 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,225,141
Expenses. Total of all expenses incurred2012-12-31$963,861
Benefits paid (including direct rollovers)2012-12-31$953,415
Total plan assets at end of year2012-12-31$7,748,111
Total plan assets at beginning of year2012-12-31$7,486,831
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$135,872
Other income received2012-12-31$1,055,117
Net income (gross income less expenses)2012-12-31$261,280
Net plan assets at end of year (total assets less liabilities)2012-12-31$7,748,111
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$7,486,831
Total contributions received or receivable from employer(s)2012-12-31$34,152
Value of corrective distributions2012-12-31$10,363
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$83
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : GLEAVES SWEARINGEN 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$816,701
Expenses. Total of all expenses incurred2011-12-31$1,645,255
Benefits paid (including direct rollovers)2011-12-31$1,637,463
Total plan assets at end of year2011-12-31$7,486,831
Total plan assets at beginning of year2011-12-31$8,315,385
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$242,837
Other income received2011-12-31$-22,048
Net income (gross income less expenses)2011-12-31$-828,554
Net plan assets at end of year (total assets less liabilities)2011-12-31$7,486,831
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$8,315,385
Total contributions received or receivable from employer(s)2011-12-31$595,912
Value of corrective distributions2011-12-31$7,731
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$61
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : GLEAVES SWEARINGEN 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,073,870
Expenses. Total of all expenses incurred2010-12-31$5
Total plan assets at end of year2010-12-31$8,315,385
Total plan assets at beginning of year2010-12-31$7,241,520
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$313,699
Other income received2010-12-31$760,171
Net income (gross income less expenses)2010-12-31$1,073,865
Net plan assets at end of year (total assets less liabilities)2010-12-31$8,315,385
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$7,241,520
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5

Form 5500 Responses for GLEAVES SWEARINGEN 401K PLAN

2023: GLEAVES SWEARINGEN 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: GLEAVES SWEARINGEN 401K 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: GLEAVES SWEARINGEN 401K 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: GLEAVES SWEARINGEN 401K 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: GLEAVES SWEARINGEN 401K 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
2018: GLEAVES SWEARINGEN 401K PLAN 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: GLEAVES SWEARINGEN 401K 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: GLEAVES SWEARINGEN 401K 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: GLEAVES SWEARINGEN 401K 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: GLEAVES SWEARINGEN 401K 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: GLEAVES SWEARINGEN 401K 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: GLEAVES SWEARINGEN 401K 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: GLEAVES SWEARINGEN 401K 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
2010: GLEAVES SWEARINGEN 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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