GLEAVES SWEARINGEN POTTER & SCOTT LLP has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2023: GLEAVES SWEARINGEN 401K PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 10 |
Total of all active and inactive participants | 2023-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 30 |
Number of participants with account balances | 2023-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: GLEAVES SWEARINGEN 401K PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 10 |
Total of all active and inactive participants | 2022-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 32 |
Number of participants with account balances | 2022-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: GLEAVES SWEARINGEN 401K PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 8 |
Total of all active and inactive participants | 2021-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 34 |
Number of participants with account balances | 2021-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: GLEAVES SWEARINGEN 401K PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 7 |
Total of all active and inactive participants | 2020-01-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 35 |
Number of participants with account balances | 2020-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: GLEAVES SWEARINGEN 401K PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 28 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 6 |
Total of all active and inactive participants | 2019-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 34 |
Number of participants with account balances | 2019-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: GLEAVES SWEARINGEN 401K PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 7 |
Total of all active and inactive participants | 2018-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 33 |
Number of participants with account balances | 2018-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: GLEAVES SWEARINGEN 401K PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 7 |
Total of all active and inactive participants | 2017-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 33 |
Number of participants with account balances | 2017-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: GLEAVES SWEARINGEN 401K PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 29 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 4 |
Total of all active and inactive participants | 2016-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 33 |
Number of participants with account balances | 2016-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: GLEAVES SWEARINGEN 401K PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
Total of all active and inactive participants | 2015-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 36 |
Number of participants with account balances | 2015-01-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: GLEAVES SWEARINGEN 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
Total of all active and inactive participants | 2014-01-01 | 38 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 38 |
Number of participants with account balances | 2014-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: GLEAVES SWEARINGEN 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 36 |
Number of participants with account balances | 2013-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: GLEAVES SWEARINGEN 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 32 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 5 |
Total of all active and inactive participants | 2012-01-01 | 37 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 37 |
Number of participants with account balances | 2012-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: GLEAVES SWEARINGEN 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 36 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
Total of all active and inactive participants | 2011-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 40 |
Number of participants with account balances | 2011-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: GLEAVES SWEARINGEN 401K PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 4 |
Total of all active and inactive participants | 2010-01-01 | 50 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 50 |
Number of participants with account balances | 2010-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
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2023 : GLEAVES SWEARINGEN 401K PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $1,180,561 |
Expenses. Total of all expenses incurred | 2023-12-31 | $71,150 |
Benefits paid (including direct rollovers) | 2023-12-31 | $70,573 |
Total plan assets at end of year | 2023-12-31 | $7,612,807 |
Total plan assets at beginning of year | 2023-12-31 | $6,503,396 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $102,044 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $1,017,177 |
Noncash contributions received | 2023-12-31 | $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 loans | 2023-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $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 2510.3-102 | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $61,340 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $577 |
2022 : GLEAVES SWEARINGEN 401K PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-814,086 |
Expenses. Total of all expenses incurred | 2022-12-31 | $484,370 |
Benefits paid (including direct rollovers) | 2022-12-31 | $483,790 |
Total plan assets at end of year | 2022-12-31 | $6,503,396 |
Total plan assets at beginning of year | 2022-12-31 | $7,801,852 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $125,181 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-1,006,719 |
Noncash contributions received | 2022-12-31 | $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 loans | 2022-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $67,452 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $580 |
2021 : GLEAVES SWEARINGEN 401K PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,486,397 |
Expenses. Total of all expenses incurred | 2021-12-31 | $3,148,942 |
Benefits paid (including direct rollovers) | 2021-12-31 | $3,148,334 |
Total plan assets at end of year | 2021-12-31 | $7,801,852 |
Total plan assets at beginning of year | 2021-12-31 | $9,464,397 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $132,576 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $1,277,396 |
Noncash contributions received | 2021-12-31 | $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 loans | 2021-12-31 | $5,155 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $76,425 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $608 |
2020 : GLEAVES SWEARINGEN 401K PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,099,210 |
Expenses. Total of all expenses incurred | 2020-12-31 | $143,825 |
Benefits paid (including direct rollovers) | 2020-12-31 | $143,209 |
Total plan assets at end of year | 2020-12-31 | $9,464,397 |
Total plan assets at beginning of year | 2020-12-31 | $8,509,012 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Total contributions received or receivable from participants | 2020-12-31 | $170,628 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $853,940 |
Noncash contributions received | 2020-12-31 | $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 loans | 2020-12-31 | $8,949 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $74,642 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $616 |
2019 : GLEAVES SWEARINGEN 401K PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,651,628 |
Expenses. Total of all expenses incurred | 2019-12-31 | $185,003 |
Benefits paid (including direct rollovers) | 2019-12-31 | $184,288 |
Total plan assets at end of year | 2019-12-31 | $8,509,012 |
Total plan assets at beginning of year | 2019-12-31 | $7,042,387 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $170,822 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $1,400,839 |
Noncash contributions received | 2019-12-31 | $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 loans | 2019-12-31 | $10,714 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $79,967 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $715 |
2018 : GLEAVES SWEARINGEN 401K PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-141,753 |
Expenses. Total of all expenses incurred | 2018-12-31 | $892,625 |
Benefits paid (including direct rollovers) | 2018-12-31 | $891,942 |
Total plan assets at end of year | 2018-12-31 | $7,042,387 |
Total plan assets at beginning of year | 2018-12-31 | $8,076,765 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $160,234 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-375,166 |
Noncash contributions received | 2018-12-31 | $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 loans | 2018-12-31 | $10,172 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $73,179 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $683 |
2017 : GLEAVES SWEARINGEN 401K PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $1,212,254 |
Expenses. Total of all expenses incurred | 2017-12-31 | $141,384 |
Benefits paid (including direct rollovers) | 2017-12-31 | $140,793 |
Total plan assets at end of year | 2017-12-31 | $8,076,765 |
Total plan assets at beginning of year | 2017-12-31 | $7,005,895 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $146,538 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $991,919 |
Noncash contributions received | 2017-12-31 | $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 loans | 2017-12-31 | $9,596 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $73,797 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $591 |
2016 : GLEAVES SWEARINGEN 401K PLAN 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $837,942 |
Expenses. Total of all expenses incurred | 2016-12-31 | $280,536 |
Benefits paid (including direct rollovers) | 2016-12-31 | $280,120 |
Total plan assets at end of year | 2016-12-31 | $7,005,895 |
Total plan assets at beginning of year | 2016-12-31 | $6,448,489 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $142,670 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $631,226 |
Noncash contributions received | 2016-12-31 | $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 loans | 2016-12-31 | $9,731 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $64,046 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $416 |
2015 : GLEAVES SWEARINGEN 401K PLAN 2015 401k financial data |
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Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $93,489 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,111,007 |
Benefits paid (including direct rollovers) | 2015-12-31 | $1,110,687 |
Total plan assets at end of year | 2015-12-31 | $6,448,489 |
Total plan assets at beginning of year | 2015-12-31 | $7,466,007 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $163,556 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-134,938 |
Noncash contributions received | 2015-12-31 | $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 2510.3-102 | 2015-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $64,871 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $320 |
2014 : GLEAVES SWEARINGEN 401K PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $678,220 |
Expenses. Total of all expenses incurred | 2014-12-31 | $2,352,189 |
Benefits paid (including direct rollovers) | 2014-12-31 | $2,352,025 |
Total plan assets at end of year | 2014-12-31 | $7,466,007 |
Total plan assets at beginning of year | 2014-12-31 | $9,139,976 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $173,111 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $434,434 |
Noncash contributions received | 2014-12-31 | $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 loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $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 plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,578,585 |
Expenses. Total of all expenses incurred | 2013-12-31 | $186,720 |
Benefits paid (including direct rollovers) | 2013-12-31 | $186,587 |
Total plan assets at end of year | 2013-12-31 | $9,139,976 |
Total plan assets at beginning of year | 2013-12-31 | $7,748,111 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $63,842 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $1,507,148 |
Noncash contributions received | 2013-12-31 | $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 2510.3-102 | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $7,595 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $133 |
2012 : GLEAVES SWEARINGEN 401K PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $1,225,141 |
Expenses. Total of all expenses incurred | 2012-12-31 | $963,861 |
Benefits paid (including direct rollovers) | 2012-12-31 | $953,415 |
Total plan assets at end of year | 2012-12-31 | $7,748,111 |
Total plan assets at beginning of year | 2012-12-31 | $7,486,831 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $135,872 |
Other income received | 2012-12-31 | $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 distributions | 2012-12-31 | $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 securities | 2012-12-31 | $0 |
2011 : GLEAVES SWEARINGEN 401K PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $816,701 |
Expenses. Total of all expenses incurred | 2011-12-31 | $1,645,255 |
Benefits paid (including direct rollovers) | 2011-12-31 | $1,637,463 |
Total plan assets at end of year | 2011-12-31 | $7,486,831 |
Total plan assets at beginning of year | 2011-12-31 | $8,315,385 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $242,837 |
Other income received | 2011-12-31 | $-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 distributions | 2011-12-31 | $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 securities | 2011-12-31 | $0 |
2010 : GLEAVES SWEARINGEN 401K PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $1,073,870 |
Expenses. Total of all expenses incurred | 2010-12-31 | $5 |
Total plan assets at end of year | 2010-12-31 | $8,315,385 |
Total plan assets at beginning of year | 2010-12-31 | $7,241,520 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $313,699 |
Other income received | 2010-12-31 | $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 |
2023: GLEAVES SWEARINGEN 401K PLAN 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: GLEAVES SWEARINGEN 401K PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: GLEAVES SWEARINGEN 401K PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: GLEAVES SWEARINGEN 401K PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: GLEAVES SWEARINGEN 401K PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: GLEAVES SWEARINGEN 401K PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: GLEAVES SWEARINGEN 401K PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: GLEAVES SWEARINGEN 401K PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: GLEAVES SWEARINGEN 401K PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: GLEAVES SWEARINGEN 401K PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: GLEAVES SWEARINGEN 401K PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: GLEAVES SWEARINGEN 401K PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: GLEAVES SWEARINGEN 401K PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: GLEAVES SWEARINGEN 401K PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |