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GORDON & JACOBSON, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameGORDON & JACOBSON, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

GORDON & JACOBSON, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 & JACOBSON, P.C. has sponsored the creation of one or more 401k plans.

Company Name:GORDON & JACOBSON, P.C.
Employer identification number (EIN):061627124
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GORDON & JACOBSON, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAVID JACOBSON2023-07-12
0012021-01-01DAVID JACOBSON2022-07-07
0012020-01-01DAVID JACOBSON2021-10-04
0012019-01-01DAVID P. GORDON2020-02-24
0012018-01-01DAVID P. GORDON2019-01-24
0012017-01-01DAVID P. GORDON
0012016-01-01DAVID P. GORDON
0012015-01-01DAVID P. GORDON
0012014-01-01DAVID P. GORDON

Plan Statistics for GORDON & JACOBSON, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GORDON & JACOBSON, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: GORDON & JACOBSON, P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-018
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018
Number of participants with account balances2017-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GORDON & JACOBSON, P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017
Total number of active participants reported on line 7a of the Form 55002016-01-018
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GORDON & JACOBSON, P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-017
Number of participants with account balances2015-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GORDON & JACOBSON, P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on GORDON & JACOBSON, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : GORDON & JACOBSON, P.C. 401(K) PROFIT SHARING 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$187,434
Expenses. Total of all expenses incurred2017-12-31$70
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$547,961
Total plan assets at beginning of year2017-12-31$360,597
Value of fidelity bond covering the plan2017-12-31$55,000
Total contributions received or receivable from participants2017-12-31$103,600
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$47,043
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$187,364
Net plan assets at end of year (total assets less liabilities)2017-12-31$547,961
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$360,597
Total contributions received or receivable from employer(s)2017-12-31$36,791
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$70
2016 : GORDON & JACOBSON, P.C. 401(K) PROFIT SHARING 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$137,391
Expenses. Total of all expenses incurred2016-12-31$150
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$360,597
Total plan assets at beginning of year2016-12-31$223,356
Total contributions received or receivable from participants2016-12-31$90,000
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$10,733
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$137,241
Net plan assets at end of year (total assets less liabilities)2016-12-31$360,597
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$223,356
Total contributions received or receivable from employer(s)2016-12-31$36,658
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$150
2015 : GORDON & JACOBSON, P.C. 401(K) PROFIT SHARING 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$125,586
Expenses. Total of all expenses incurred2015-12-31$48
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$223,356
Total plan assets at beginning of year2015-12-31$97,818
Total contributions received or receivable from participants2015-12-31$93,500
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-3,162
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$125,538
Net plan assets at end of year (total assets less liabilities)2015-12-31$223,356
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$97,818
Total contributions received or receivable from employer(s)2015-12-31$35,248
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$48
2014 : GORDON & JACOBSON, P.C. 401(K) PROFIT SHARING 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$97,834
Expenses. Total of all expenses incurred2014-12-31$16
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$97,818
Total plan assets at beginning of year2014-12-31$0
Total contributions received or receivable from participants2014-12-31$68,359
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$372
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$97,818
Net plan assets at end of year (total assets less liabilities)2014-12-31$97,818
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$29,103
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$16

Form 5500 Responses for GORDON & JACOBSON, P.C. 401(K) PROFIT SHARING PLAN

2017: GORDON & JACOBSON, P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GORDON & JACOBSON, P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GORDON & JACOBSON, P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GORDON & JACOBSON, P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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