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GORDON & REES, LLP ATTORNEY 401(K) PLAN 401k Plan overview

Plan NameGORDON & REES, LLP ATTORNEY 401(K) PLAN
Plan identification number 002

GORDON & REES, LLP ATTORNEY 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

GORDON REES SCULLY MANSUKHANI, LLP has sponsored the creation of one or more 401k plans.

Company Name:GORDON REES SCULLY MANSUKHANI, LLP
Employer identification number (EIN):941617026
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GORDON & REES, LLP ATTORNEY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022009-01-01JANE MOURGOS JANE MOURGOS2010-10-04

Plan Statistics for GORDON & REES, LLP ATTORNEY 401(K) PLAN

401k plan membership statisitcs for GORDON & REES, LLP ATTORNEY 401(K) PLAN

Measure Date Value
2009: GORDON & REES, LLP ATTORNEY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01360
Total number of active participants reported on line 7a of the Form 55002009-01-01274
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0180
Total of all active and inactive participants2009-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01355
Number of participants with account balances2009-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GORDON & REES, LLP ATTORNEY 401(K) PLAN

Measure Date Value
2010 : GORDON & REES, LLP ATTORNEY 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-04-30$0
Total transfer of assets from this plan2010-04-30$10,038,089
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-04-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-04-30$0
Total income from all sources (including contributions)2010-04-30$849,206
Total loss/gain on sale of assets2010-04-30$0
Total of all expenses incurred2010-04-30$502,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-04-30$502,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-04-30$409,233
Value of total assets at end of year2010-04-30$0
Value of total assets at beginning of year2010-04-30$9,691,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-04-30$250
Total interest from all sources2010-04-30$3,105
Total dividends received (eg from common stock, registered investment company shares)2010-04-30$14,695
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2010-04-30$14,695
Administrative expenses professional fees incurred2010-04-30$250
Was this plan covered by a fidelity bond2010-04-30Yes
Value of fidelity bond cover2010-04-30$500,000
If this is an individual account plan, was there a blackout period2010-04-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-04-30$0
Were there any nonexempt tranactions with any party-in-interest2010-04-30No
Contributions received from participants2010-04-30$316,459
Participant contributions at end of year2010-04-30$0
Participant contributions at beginning of year2010-04-30$250,939
Assets. Other investments not covered elsewhere at end of year2010-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2010-04-30$1,044,033
Income. Received or receivable in cash from other sources (including rollovers)2010-04-30$92,774
Other income not declared elsewhere2010-04-30$3,237
Total non interest bearing cash at end of year2010-04-30$0
Total non interest bearing cash at beginning of year2010-04-30$67,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-04-30No
Value of net income/loss2010-04-30$346,941
Value of net assets at end of year (total assets less liabilities)2010-04-30$0
Value of net assets at beginning of year (total assets less liabilities)2010-04-30$9,691,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2010-04-30No
Were any leases to which the plan was party in default or uncollectible2010-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-04-30$7,251,047
Interest on participant loans2010-04-30$3,105
Value of interest in common/collective trusts at end of year2010-04-30$0
Value of interest in common/collective trusts at beginning of year2010-04-30$1,077,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-04-30$410,064
Net investment gain or loss from common/collective trusts2010-04-30$8,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-04-30No
Was there a failure to transmit to the plan any participant contributions2010-04-30No
Has the plan failed to provide any benefit when due under the plan2010-04-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-04-30$502,015
Did the plan have assets held for investment2010-04-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-04-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-04-30Yes
Opinion of an independent qualified public accountant for this plan2010-04-30Disclaimer
Accountancy firm name2010-04-30KROHN AND GODBY CPAS
Accountancy firm EIN2010-04-30272979278
2009 : GORDON & REES, LLP ATTORNEY 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GORDON & REES, LLP ATTORNEY 401(K) PLAN

2009: GORDON & REES, LLP ATTORNEY 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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