401k Plan data: FALKENBERG/GILLIAM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN plan

FALKENBERG/GILLIAM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	FALKENBERG/GILLIAM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	002

FALKENBERG/GILLIAM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

FALKENBERG/GILLIAM & ASSOCIATES,INC has sponsored the creation of one or more 401k plans.

Company Name: FALKENBERG/GILLIAM & ASSOCIATES,INC

Employer identification number (EIN): 953313687

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FALKENBERG/GILLIAM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 BART YOUNG 2024-07-18
002 2022-01-01 BART YOUNG 2023-09-28
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 PRISCILLA GILLIAM 2019-10-15 PRISCILLA GILLIAM 2019-10-15
002 2018-01-01 PRISCILLA GILLIAM 2019-11-22 PRISCILLA GILLIAM 2019-11-22
002 2017-01-01 PRISCILLA GILLIAM 2018-10-11 PRISCILLA GILLIAM 2018-10-11
002 2016-01-01 PRISCILLA GILLIAM 2017-05-17 PRISCILLA GILLIAM 2017-05-17
002 2015-01-01 PRISCILLA GILLIAM 2016-07-27 PRISCILLA GILLIAM 2016-07-27
002 2014-01-01 PRISCILLA GILLIAM 2015-06-15
002 2013-01-01 PRISCILLA GILLIAM 2014-10-07 PRISCILLA GILLIAM 2014-10-07
002 2012-01-01 PRISCILLA GILLIAM 2013-06-27 PRISCILLA GILLIAM 2013-06-27
002 2011-01-01 PRISCILLA GILLIAM 2012-09-10
002 2010-01-01 PRISCILLA GILLIAM 2011-09-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	BART YOUNG	2024-07-18
002	2022-01-01	BART YOUNG	2023-09-28
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	PRISCILLA GILLIAM	2019-10-15	PRISCILLA GILLIAM	2019-10-15
002	2018-01-01	PRISCILLA GILLIAM	2019-11-22	PRISCILLA GILLIAM	2019-11-22
002	2017-01-01	PRISCILLA GILLIAM	2018-10-11	PRISCILLA GILLIAM	2018-10-11
002	2016-01-01	PRISCILLA GILLIAM	2017-05-17	PRISCILLA GILLIAM	2017-05-17
002	2015-01-01	PRISCILLA GILLIAM	2016-07-27	PRISCILLA GILLIAM	2016-07-27
002	2014-01-01	PRISCILLA GILLIAM	2015-06-15
002	2013-01-01	PRISCILLA GILLIAM	2014-10-07	PRISCILLA GILLIAM	2014-10-07
002	2012-01-01	PRISCILLA GILLIAM	2013-06-27	PRISCILLA GILLIAM	2013-06-27
002	2011-01-01	PRISCILLA GILLIAM	2012-09-10
002	2010-01-01	PRISCILLA GILLIAM	2011-09-22

Financial Data on FALKENBERG/GILLIAM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2025 : FALKENBERG/GILLIAM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-09	76377
Net assets as of the end of the plan year	2025-10-09	1375812
Total assets as of the beginning of the plan year	2025-10-09	1251149
Value of plan covered by a fidelity bond	2025-10-09	500000
Participant contributions to plan in this plan year	2025-10-09	36238
Other expenses paid from plan in this plan year	2025-10-09	4107
Other income to plan in this plan year	2025-10-09	130003
Plan net income in this plan year	2025-10-09	124663
Net assets as of the end of the plan year	2025-10-09	1375812
Net assets as of the beginning of the plan year	2025-10-09	1251149
Employer contributions to plan in this plan year	2025-10-09	34799
Fees paid to broker by Benefit Provider	2025-10-09	3933
2024 : FALKENBERG/GILLIAM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year	2024-07-17	0
Total expenses incurred by plan in this plan year	2024-07-17	61451
Net assets as of the end of the plan year	2024-07-17	1251149
Total assets as of the beginning of the plan year	2024-07-17	1058931
Value of plan covered by a fidelity bond	2024-07-17	500000
Participant contributions to plan in this plan year	2024-07-17	66400
Other contributions to plan in this plan year	2024-07-17	0
Other income to plan in this plan year	2024-07-17	158464
Plan net income in this plan year	2024-07-17	192218
Net assets as of the end of the plan year	2024-07-17	1251149
Net assets as of the beginning of the plan year	2024-07-17	1058931
Employer contributions to plan in this plan year	2024-07-17	28805
Fees paid to broker by Benefit Provider	2024-07-17	3391
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-17	0
2022 : FALKENBERG/GILLIAM & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-09-27	0
Total liabilities as of the end of the plan year	2022-09-27	0
Total liabilities as of the beginning of the plan year	2022-09-27	0
Total expenses incurred by plan in this plan year	2022-09-27	2815020
Net assets as of the end of the plan year	2022-09-27	1263643
Total assets as of the beginning of the plan year	2022-09-27	3762595
Value of plan covered by a fidelity bond	2022-09-27	500000
Participant contributions to plan in this plan year	2022-09-27	67575
Other expenses paid from plan in this plan year	2022-09-27	450
Other contributions to plan in this plan year	2022-09-27	0
Other income to plan in this plan year	2022-09-27	248493
Plan net income in this plan year	2022-09-27	-2498952
Net assets as of the end of the plan year	2022-09-27	1263643
Net assets as of the beginning of the plan year	2022-09-27	3762595
Employer contributions to plan in this plan year	2022-09-27	0
Fees paid to broker by Benefit Provider	2022-09-27	3683
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-27	3187

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	FALKENBERG/GILLIAM & ASSOCIATES,INC
Employer identification number (EIN):	953313687
NAIC Classification:	531310