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DAVID J GEORGE 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameDAVID J GEORGE 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

DAVID J GEORGE 401 K PROFIT SHARING PLAN TRUST 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.
  • 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

DAVID J GEORGE has sponsored the creation of one or more 401k plans.

Company Name:DAVID J GEORGE
Employer identification number (EIN):161582548
NAIC Classification:451140
NAIC Description:Musical Instrument and Supplies Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J GEORGE 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHELLE MCDONALD2024-06-06
0012022-01-01MICHELLE MCDONALD2023-05-26
0012021-01-01MICHELLE MCDONALD2022-05-26
0012020-01-01MICHELLE MCDONALD2021-07-20
0012019-01-01EDWARD ROJAS2020-04-24
0012018-01-01EDWARD ROJAS2019-06-04

Plan Statistics for DAVID J GEORGE 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for DAVID J GEORGE 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: DAVID J GEORGE 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-05-225
Total number of particpants at end of year2025-05-227
Number of Participants With Account Balances2025-05-225
2024: DAVID J GEORGE 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-066
Total number of particpants at end of year2024-06-065
Number of Participants With Account Balances2024-06-065
2022: DAVID J GEORGE 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year2022-05-268
Total number of particpants at end of year2022-05-267
Number of Participants With Account Balances2022-05-265

Financial Data on DAVID J GEORGE 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : DAVID J GEORGE 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-2225138
Net assets as of the end of the plan year2025-05-22232026
Total assets as of the beginning of the plan year2025-05-22211291
Value of plan covered by a fidelity bond2025-05-2222000
Participant contributions to plan in this plan year2025-05-2222388
Value of participant loans at end of plan year2025-05-227443
Other income to plan in this plan year2025-05-2216706
Plan net income in this plan year2025-05-2220735
Net assets as of the end of the plan year2025-05-22232026
Net assets as of the beginning of the plan year2025-05-22211291
Employer contributions to plan in this plan year2025-05-226779
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-22750
2024 : DAVID J GEORGE 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-0611391
Net assets as of the end of the plan year2024-06-06211291
Total assets as of the beginning of the plan year2024-06-06158086
Value of plan covered by a fidelity bond2024-06-0616000
Participant contributions to plan in this plan year2024-06-0639999
Value of participant loans at end of plan year2024-06-0610088
Other income to plan in this plan year2024-06-0619377
Plan net income in this plan year2024-06-0653205
Net assets as of the end of the plan year2024-06-06211291
Net assets as of the beginning of the plan year2024-06-06158086
Employer contributions to plan in this plan year2024-06-065220
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-06235
2022 : DAVID J GEORGE 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-26554
Net assets as of the end of the plan year2022-05-26161819
Total assets as of the beginning of the plan year2022-05-26107409
Value of plan covered by a fidelity bond2022-05-2611000
Participant contributions to plan in this plan year2022-05-2639127
Value of participant loans at end of plan year2022-05-267725
Other income to plan in this plan year2022-05-2611815
Plan net income in this plan year2022-05-2654410
Net assets as of the end of the plan year2022-05-26161819
Net assets as of the beginning of the plan year2022-05-26107409
Employer contributions to plan in this plan year2022-05-264022
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-26180

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