401k Plan data: PROFIT SHARING PLAN plan

PROFIT SHARING PLAN 401k Plan overview

Plan Name	PROFIT SHARING PLAN
Plan identification number	001

PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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.

401k Sponsoring company profile

GWEN LEE ASSOCIATES INC has sponsored the creation of one or more 401k plans.

Company Name: GWEN LEE ASSOCIATES INC

Employer identification number (EIN): 161115318

NAIC Classification: 511190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-02-01 BONNIE COLADO 2019-12-02
001 2018-02-01 BONNIE COLADO 2019-11-04
001 2017-02-01 BONNIE COLADO 2018-10-15
001 2016-02-01 BONNIE COLADO 2017-11-09
001 2015-02-01 BONNIE COLADO 2016-11-15
001 2014-02-01 BONNIE COLADO 2015-11-12
001 2013-02-01 BONNIE COLADO
001 2012-02-01 BONNIE COLADO
001 2011-02-01 KELLY FITZPATRICK
001 2009-02-01 KELLY H FITZPATRICK
001 2009-02-01 KELLY H FITZPATRICK KELLY H FITZPATRICK 2010-08-30
001 2008-02-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-02-01	BONNIE COLADO	2019-12-02
001	2018-02-01	BONNIE COLADO	2019-11-04
001	2017-02-01	BONNIE COLADO	2018-10-15
001	2016-02-01	BONNIE COLADO	2017-11-09
001	2015-02-01	BONNIE COLADO	2016-11-15
001	2014-02-01	BONNIE COLADO	2015-11-12
001	2013-02-01	BONNIE COLADO
001	2012-02-01	BONNIE COLADO
001	2011-02-01	KELLY FITZPATRICK
001	2009-02-01	KELLY H FITZPATRICK
001	2009-02-01	KELLY H FITZPATRICK		KELLY H FITZPATRICK	2010-08-30
001	2008-02-01

Plan Statistics for PROFIT SHARING PLAN

401k plan membership statisitcs for PROFIT SHARING PLAN

Measure Date Value
2013: PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-02-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-02-01 8
Number of retired or separated participants receiving benefits 2013-02-01 0
Number of other retired or separated participants entitled to future benefits 2013-02-01 0
Total of all active and inactive participants 2013-02-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-01 0
Total participants 2013-02-01 8
Number of participants with account balances 2013-02-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-01 0
2012: PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-02-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 8
Number of retired or separated participants receiving benefits 2012-02-01 0
Number of other retired or separated participants entitled to future benefits 2012-02-01 0
Total of all active and inactive participants 2012-02-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 0
Total participants 2012-02-01 8
Number of participants with account balances 2012-02-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-01 0
2011: PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-02-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 7
Total of all active and inactive participants 2011-02-01 7
Total participants 2011-02-01 7
Number of participants with account balances 2011-02-01 7
2009: PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-02-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 8
Number of retired or separated participants receiving benefits 2009-02-01 0
Number of other retired or separated participants entitled to future benefits 2009-02-01 0
Total of all active and inactive participants 2009-02-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 1
Total participants 2009-02-01 9
Number of participants with account balances 2009-02-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-02-01 0

Measure	Date	Value
2013: PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-02-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-02-01	8
Number of retired or separated participants receiving benefits	2013-02-01	0
Number of other retired or separated participants entitled to future benefits	2013-02-01	0
Total of all active and inactive participants	2013-02-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-01	0
Total participants	2013-02-01	8
Number of participants with account balances	2013-02-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-01	0
2012: PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-02-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	8
Number of retired or separated participants receiving benefits	2012-02-01	0
Number of other retired or separated participants entitled to future benefits	2012-02-01	0
Total of all active and inactive participants	2012-02-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	0
Total participants	2012-02-01	8
Number of participants with account balances	2012-02-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-01	0
2011: PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-02-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	7
Total of all active and inactive participants	2011-02-01	7
Total participants	2011-02-01	7
Number of participants with account balances	2011-02-01	7
2009: PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-02-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	8
Number of retired or separated participants receiving benefits	2009-02-01	0
Number of other retired or separated participants entitled to future benefits	2009-02-01	0
Total of all active and inactive participants	2009-02-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	1
Total participants	2009-02-01	9
Number of participants with account balances	2009-02-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-02-01	0

Financial Data on PROFIT SHARING PLAN

Measure	Date	Value
2014 : PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-01-31	$191,128
Expenses. Total of all expenses incurred	2014-01-31	$29,098
Benefits paid (including direct rollovers)	2014-01-31	$17,289
Total plan assets at end of year	2014-01-31	$1,240,531
Total plan assets at beginning of year	2014-01-31	$1,078,501
Other income received	2014-01-31	$141,128
Net income (gross income less expenses)	2014-01-31	$162,030
Net plan assets at end of year (total assets less liabilities)	2014-01-31	$1,240,531
Net plan assets at beginning of year (total assets less liabilities)	2014-01-31	$1,078,501
Total contributions received or receivable from employer(s)	2014-01-31	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-01-31	$11,809
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-01-31	$0
2013 : PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-01-31	$122,674
Expenses. Total of all expenses incurred	2013-01-31	$204,879
Benefits paid (including direct rollovers)	2013-01-31	$193,430
Total plan assets at end of year	2013-01-31	$1,078,501
Total plan assets at beginning of year	2013-01-31	$1,160,706
Other income received	2013-01-31	$122,674
Net income (gross income less expenses)	2013-01-31	$-82,205
Net plan assets at end of year (total assets less liabilities)	2013-01-31	$1,078,501
Net plan assets at beginning of year (total assets less liabilities)	2013-01-31	$1,160,706
Expenses. Administrative service providers (salaries,fees and commissions)	2013-01-31	$11,449
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-01-31	$0
2012 : PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-01-31	$51,416
Expenses. Total of all expenses incurred	2012-01-31	$144,022
Benefits paid (including direct rollovers)	2012-01-31	$144,022
Total plan assets at end of year	2012-01-31	$1,160,706
Total plan assets at beginning of year	2012-01-31	$1,253,311
Other income received	2012-01-31	$51,416
Net income (gross income less expenses)	2012-01-31	$-92,606
Net plan assets at end of year (total assets less liabilities)	2012-01-31	$1,160,706
Net plan assets at beginning of year (total assets less liabilities)	2012-01-31	$1,253,311
2011 : PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-01-31	$167,251
Expenses. Total of all expenses incurred	2011-01-31	$31,791
Benefits paid (including direct rollovers)	2011-01-31	$31,791
Total plan assets at end of year	2011-01-31	$1,253,311
Total plan assets at beginning of year	2011-01-31	$1,117,852
Other income received	2011-01-31	$167,251
Net income (gross income less expenses)	2011-01-31	$135,460
Net plan assets at end of year (total assets less liabilities)	2011-01-31	$1,253,311
Net plan assets at beginning of year (total assets less liabilities)	2011-01-31	$1,117,852
2010 : PROFIT SHARING PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year	2010-01-31	$0
Minimum employer required contribution for this plan year	2010-01-31	$0
Amount contributed by the employer to the plan for this plan year	2010-01-31	$0

Form 5500 Responses for PROFIT SHARING PLAN

2013: PROFIT SHARING PLAN 2013 form 5500 responses
2013-02-01	Type of plan entity	Single employer plan
2013-02-01	Submission has been amended	No
2013-02-01	This submission is the final filing	No
2013-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-02-01	Plan is a collectively bargained plan	No
2013-02-01	Plan funding arrangement – Trust	Yes
2013-02-01	Plan benefit arrangement - Trust	Yes
2012: PROFIT SHARING PLAN 2012 form 5500 responses
2012-02-01	Type of plan entity	Single employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	No
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: PROFIT SHARING PLAN 2011 form 5500 responses
2011-02-01	Type of plan entity	Single employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	No
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2009: PROFIT SHARING PLAN 2009 form 5500 responses
2009-02-01	Type of plan entity	Single employer plan
2009-02-01	Submission has been amended	Yes
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes
2008: PROFIT SHARING PLAN 2008 form 5500 responses
2008-02-01	Submission has been amended	No
2008-02-01	This submission is the final filing	No
2008-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-02-01	Plan is a collectively bargained plan	No

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Company Name:	GWEN LEE ASSOCIATES INC
Employer identification number (EIN):	161115318
NAIC Classification:	511190