GARRETT & TULLY APC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023: GARRETT & TULLY APC 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 11 |
| Total of all active and inactive participants | 2023-01-01 | 11 |
| Total participants | 2023-01-01 | 11 |
| 2022: GARRETT & TULLY APC 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 9 |
| Total of all active and inactive participants | 2022-01-01 | 9 |
| Total participants | 2022-01-01 | 9 |
| 2021: GARRETT & TULLY APC 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 10 |
| Total of all active and inactive participants | 2021-01-01 | 10 |
| Total participants | 2021-01-01 | 10 |
| 2020: GARRETT & TULLY APC 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 8 |
| Total of all active and inactive participants | 2020-01-01 | 8 |
| Total participants | 2020-01-01 | 8 |
| 2019: GARRETT & TULLY APC 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 11 |
| Total of all active and inactive participants | 2019-01-01 | 11 |
| Total participants | 2019-01-01 | 11 |
| 2018: GARRETT & TULLY APC 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 10 |
| Total of all active and inactive participants | 2018-01-01 | 10 |
| Total participants | 2018-01-01 | 10 |
| 2017: GARRETT & TULLY APC 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 10 |
| Total of all active and inactive participants | 2017-01-01 | 10 |
| Total participants | 2017-01-01 | 10 |
| 2016: GARRETT & TULLY APC 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
| Total of all active and inactive participants | 2016-01-01 | 5 |
| Total participants | 2016-01-01 | 5 |
| 2015: GARRETT & TULLY APC 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 5 |
| Total participants | 2015-01-01 | 5 |
| 2014: GARRETT & TULLY APC 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 6 |
| Total of all active and inactive participants | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 0 |
| 2013: GARRETT & TULLY APC 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
| Total of all active and inactive participants | 2013-01-01 | 6 |
| Total participants | 2013-01-01 | 6 |
| Measure | Date | Value |
|---|
| 2023 : GARRETT & TULLY APC 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $20,769 |
| Total income from all sources | 2023-12-31 | $21,201 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $20,769 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $20,769 |
| Total plan assets at end of year | 2023-12-31 | $21,201 |
| Value of fidelity bond covering the plan | 2023-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $20,679 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $522 |
| Net income (gross income less expenses) | 2023-12-31 | $432 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $432 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $0 |
| 2022 : GARRETT & TULLY APC 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $21,052 |
| Total income from all sources | 2022-12-31 | $20,951 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $21,052 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $21,052 |
| Total plan assets at end of year | 2022-12-31 | $20,951 |
| Value of fidelity bond covering the plan | 2022-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $18,924 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $2,027 |
| Net income (gross income less expenses) | 2022-12-31 | $-101 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $-101 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
| 2021 : GARRETT & TULLY APC 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $19,688 |
| Total income from all sources | 2021-12-31 | $18,802 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $19,688 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $19,688 |
| Total plan assets at end of year | 2021-12-31 | $18,802 |
| Value of fidelity bond covering the plan | 2021-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $18,802 |
| Net income (gross income less expenses) | 2021-12-31 | $-886 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $-886 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
| 2020 : GARRETT & TULLY APC 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $10,545 |
| Total income from all sources | 2020-12-31 | $15,521 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $10,545 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $10,545 |
| Total plan assets at end of year | 2020-12-31 | $15,521 |
| Value of fidelity bond covering the plan | 2020-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $15,521 |
| Net income (gross income less expenses) | 2020-12-31 | $4,976 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,976 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
| 2019 : GARRETT & TULLY APC 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $16,620 |
| Total income from all sources | 2019-12-31 | $18,187 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $16,620 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $16,620 |
| Total plan assets at end of year | 2019-12-31 | $18,187 |
| Value of fidelity bond covering the plan | 2019-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $18,187 |
| Net income (gross income less expenses) | 2019-12-31 | $1,567 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,567 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| 2018 : GARRETT & TULLY APC 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $13,963 |
| Total income from all sources | 2018-12-31 | $16,925 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $13,963 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $13,963 |
| Total plan assets at end of year | 2018-12-31 | $16,925 |
| Value of fidelity bond covering the plan | 2018-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $16,925 |
| Net income (gross income less expenses) | 2018-12-31 | $2,962 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $2,962 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
| 2017 : GARRETT & TULLY APC 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $13,248 |
| Total income from all sources | 2017-12-31 | $15,836 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $13,248 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $13,248 |
| Total plan assets at end of year | 2017-12-31 | $15,836 |
| Value of fidelity bond covering the plan | 2017-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $15,836 |
| Net income (gross income less expenses) | 2017-12-31 | $2,588 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,588 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| 2016 : GARRETT & TULLY APC 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $6,780 |
| Total income from all sources | 2016-12-31 | $7,633 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $6,780 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $6,780 |
| Total plan assets at end of year | 2016-12-31 | $7,633 |
| Value of fidelity bond covering the plan | 2016-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $7,633 |
| Net income (gross income less expenses) | 2016-12-31 | $853 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $853 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| 2015 : GARRETT & TULLY APC 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $6,009 |
| Total income from all sources | 2015-12-31 | $6,100 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $6,009 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $6,009 |
| Total plan assets at end of year | 2015-12-31 | $6,100 |
| Value of fidelity bond covering the plan | 2015-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $6,100 |
| Net income (gross income less expenses) | 2015-12-31 | $91 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $91 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $0 |
| 2014 : GARRETT & TULLY APC 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $8,161 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $8,159 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $8,159 |
| Total plan assets at end of year | 2014-12-31 | $2 |
| Value of fidelity bond covering the plan | 2014-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $8,161 |
| Net income (gross income less expenses) | 2014-12-31 | $2 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| 2013 : GARRETT & TULLY APC 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $5,136 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $4,925 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $4,925 |
| Total plan assets at end of year | 2013-12-31 | $211 |
| Value of fidelity bond covering the plan | 2013-12-31 | $5,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $5,136 |
| Net income (gross income less expenses) | 2013-12-31 | $211 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $211 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
| 2023: GARRETT & TULLY APC 2023 form 5500 responses |
|---|
| 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: GARRETT & TULLY APC 2022 form 5500 responses |
|---|
| 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: GARRETT & TULLY APC 2021 form 5500 responses |
|---|
| 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: GARRETT & TULLY APC 2020 form 5500 responses |
|---|
| 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: GARRETT & TULLY APC 2019 form 5500 responses |
|---|
| 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: GARRETT & TULLY APC 2018 form 5500 responses |
|---|
| 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: GARRETT & TULLY APC 2017 form 5500 responses |
|---|
| 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: GARRETT & TULLY APC 2016 form 5500 responses |
|---|
| 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: GARRETT & TULLY APC 2015 form 5500 responses |
|---|
| 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: GARRETT & TULLY APC 2014 form 5500 responses |
|---|
| 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: GARRETT & TULLY APC 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | First time form 5500 has been submitted | Yes |
| 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 |
