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JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 401k Plan overview

Plan NameJOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN
Plan identification number 001

JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) 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
  • 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

LAW OFFICES OF JOHN J. GALLAGHER, PC has sponsored the creation of one or more 401k plans.

Company Name:LAW OFFICES OF JOHN J. GALLAGHER, PC
Employer identification number (EIN):232159046
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01HELENE SCHRAMM HELENE SCHRAMM2018-08-16
0012016-01-01HELENE SCHRAMM
0012015-01-01HELENE SCHRAMM
0012014-01-01HELENE SCHRAMM
0012013-01-01HELENE SCHRAMM
0012012-01-01JOHN GALLAGHER
0012011-01-01JOHN GALLAGHER
0012010-01-01JOHN GALLAGHER
0012009-01-01 JOHN GALLAGHER2010-07-08
0012009-01-01JOHN GALLAGHER
0012009-01-01 JOHN GALLAGHER2010-06-28

Financial Data on JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN

Measure Date Value
2025 : JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-240
Total liabilities as of the end of the plan year2025-09-240
Total liabilities as of the beginning of the plan year2025-09-240
Total expenses incurred by plan in this plan year2025-09-241116525
Net assets as of the end of the plan year2025-09-244681879
Total assets as of the beginning of the plan year2025-09-245285214
Value of plan covered by a fidelity bond2025-09-24500000
Participant contributions to plan in this plan year2025-09-2428042
Value of participant loans at end of plan year2025-09-2438337
Other expenses paid from plan in this plan year2025-09-240
Other contributions to plan in this plan year2025-09-240
Other income to plan in this plan year2025-09-24474587
Plan net income in this plan year2025-09-24-603335
Net assets as of the end of the plan year2025-09-244681879
Net assets as of the beginning of the plan year2025-09-245285214
Employer contributions to plan in this plan year2025-09-2410561
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2423040
2024 : JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-070
Total liabilities as of the end of the plan year2024-09-070
Total liabilities as of the beginning of the plan year2024-09-070
Total expenses incurred by plan in this plan year2024-09-07226334
Net assets as of the end of the plan year2024-09-075285214
Total assets as of the beginning of the plan year2024-09-074902011
Value of plan covered by a fidelity bond2024-09-07500000
Participant contributions to plan in this plan year2024-09-0733900
Value of participant loans at end of plan year2024-09-0769927
Other expenses paid from plan in this plan year2024-09-070
Other contributions to plan in this plan year2024-09-070
Other income to plan in this plan year2024-09-07559738
Plan net income in this plan year2024-09-07383203
Net assets as of the end of the plan year2024-09-075285214
Net assets as of the beginning of the plan year2024-09-074902011
Employer contributions to plan in this plan year2024-09-0715899
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-0726574
2022 : JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-270
Total liabilities as of the end of the plan year2022-09-270
Total liabilities as of the beginning of the plan year2022-09-270
Total expenses incurred by plan in this plan year2022-09-27395991
Net assets as of the end of the plan year2022-09-275816522
Total assets as of the beginning of the plan year2022-09-275585797
Value of plan covered by a fidelity bond2022-09-27500000
Participant contributions to plan in this plan year2022-09-2769412
Value of participant loans at end of plan year2022-09-2741836
Other expenses paid from plan in this plan year2022-09-270
Other contributions to plan in this plan year2022-09-270
Other income to plan in this plan year2022-09-27532193
Plan net income in this plan year2022-09-27230725
Net assets as of the end of the plan year2022-09-275816522
Net assets as of the beginning of the plan year2022-09-275585797
Employer contributions to plan in this plan year2022-09-2725111
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-2727812
2017 : JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) 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$721,517
Expenses. Total of all expenses incurred2017-12-31$127,667
Benefits paid (including direct rollovers)2017-12-31$127,308
Total plan assets at end of year2017-12-31$4,455,252
Total plan assets at beginning of year2017-12-31$3,861,402
Value of fidelity bond covering the plan2017-12-31$200,000
Total contributions received or receivable from participants2017-12-31$26,490
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$671,311
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$593,850
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,455,252
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,861,402
Assets. Value of participant loans2017-12-31$90,375
Total contributions received or receivable from employer(s)2017-12-31$23,716
Value of certain deemed distributions of participant loans2017-12-31$109
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$250
2016 : JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) 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$309,646
Expenses. Total of all expenses incurred2016-12-31$126,501
Benefits paid (including direct rollovers)2016-12-31$95,223
Total plan assets at end of year2016-12-31$3,861,402
Total plan assets at beginning of year2016-12-31$3,678,257
Value of fidelity bond covering the plan2016-12-31$200,000
Total contributions received or receivable from participants2016-12-31$28,356
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$249,661
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$183,145
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,861,402
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,678,257
Assets. Value of participant loans2016-12-31$83,345
Total contributions received or receivable from employer(s)2016-12-31$31,629
Value of certain deemed distributions of participant loans2016-12-31$30,728
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$550
2015 : JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) 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$48,137
Expenses. Total of all expenses incurred2015-12-31$348,224
Benefits paid (including direct rollovers)2015-12-31$347,799
Total plan assets at end of year2015-12-31$3,678,257
Total plan assets at beginning of year2015-12-31$3,978,344
Value of fidelity bond covering the plan2015-12-31$200,000
Total contributions received or receivable from participants2015-12-31$63,529
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-54,114
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-300,087
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,678,257
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,978,344
Assets. Value of participant loans2015-12-31$50,672
Total contributions received or receivable from employer(s)2015-12-31$38,722
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$425
2014 : JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) 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$300,015
Expenses. Total of all expenses incurred2014-12-31$2,710
Benefits paid (including direct rollovers)2014-12-31$1,585
Total plan assets at end of year2014-12-31$3,978,344
Total plan assets at beginning of year2014-12-31$3,681,039
Value of fidelity bond covering the plan2014-12-31$200,000
Total contributions received or receivable from participants2014-12-31$71,361
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$191,987
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$297,305
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,978,344
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,681,039
Assets. Value of participant loans2014-12-31$96,972
Total contributions received or receivable from employer(s)2014-12-31$36,667
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$1,125
2013 : JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$839,548
Expenses. Total of all expenses incurred2013-12-31$31,673
Benefits paid (including direct rollovers)2013-12-31$29,623
Total plan assets at end of year2013-12-31$3,681,039
Total plan assets at beginning of year2013-12-31$2,873,164
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$88,234
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$711,587
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$807,875
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,681,039
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,873,164
Assets. Value of participant loans2013-12-31$63,464
Total contributions received or receivable from employer(s)2013-12-31$39,727
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,050
2012 : JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$498,987
Expenses. Total of all expenses incurred2012-12-31$156,205
Benefits paid (including direct rollovers)2012-12-31$154,830
Total plan assets at end of year2012-12-31$2,873,164
Total plan assets at beginning of year2012-12-31$2,530,382
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$77,516
Other income received2012-12-31$381,852
Net income (gross income less expenses)2012-12-31$342,782
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,873,164
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,530,382
Assets. Value of participant loans2012-12-31$41,909
Total contributions received or receivable from employer(s)2012-12-31$39,619
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,375
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$180,983
Expenses. Total of all expenses incurred2011-12-31$7,415
Benefits paid (including direct rollovers)2011-12-31$7,229
Total plan assets at end of year2011-12-31$2,530,382
Total plan assets at beginning of year2011-12-31$2,356,814
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$99,264
Other income received2011-12-31$3,981
Net income (gross income less expenses)2011-12-31$173,568
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,530,382
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,356,814
Assets. Value of participant loans2011-12-31$55,928
Total contributions received or receivable from employer(s)2011-12-31$77,738
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$186
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$405,952
Expenses. Total of all expenses incurred2010-12-31$44,091
Benefits paid (including direct rollovers)2010-12-31$14,175
Total plan assets at end of year2010-12-31$2,356,814
Total plan assets at beginning of year2010-12-31$1,994,953
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$85,774
Other income received2010-12-31$309,874
Net income (gross income less expenses)2010-12-31$361,861
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,356,814
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,994,953
Assets. Value of participant loans2010-12-31$28,587
Total contributions received or receivable from employer(s)2010-12-31$10,304
Value of certain deemed distributions of participant loans2010-12-31$29,016
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN

2017: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JOHN J. GALLAGHER, P.C. PROFIT SHARING & 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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