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TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 401k Plan overview

Plan NameTRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN
Plan identification number 001

TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

A. GIULIANI & CO, INC has sponsored the creation of one or more 401k plans.

Company Name:A. GIULIANI & CO, INC
Employer identification number (EIN):232362815
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAMES SACCHETTA
0012015-01-01JAMES SACCHETTA
0012014-01-01JAMES SACCHETTA
0012013-01-01JAMES SACCHETTA
0012012-01-01JAMES SACCHETTA
0012011-01-01JAMES SACCHETTA
0012010-01-01JAMES SACCHETTA
0012009-01-01JAMES SACCHETTA

Plan Statistics for TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN

401k plan membership statisitcs for TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN

Measure Date Value
2022: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0120
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0117
Total number of active participants reported on line 7a of the Form 55002021-01-0120
Total of all active and inactive participants2021-01-0120
Total participants2021-01-0120
Number of participants with account balances2021-01-0120
Number of employers contributing to the scheme2021-01-010
2020: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0115
Total number of active participants reported on line 7a of the Form 55002020-01-0117
Total of all active and inactive participants2020-01-0117
Total participants2020-01-0117
Number of participants with account balances2020-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-010
2019: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0117
Total number of active participants reported on line 7a of the Form 55002019-01-0115
Total of all active and inactive participants2019-01-0115
Total participants2019-01-0115
Number of participants with account balances2019-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0115
Total number of active participants reported on line 7a of the Form 55002018-01-0117
Total of all active and inactive participants2018-01-0117
Total participants2018-01-0117
2017: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0120
Total number of active participants reported on line 7a of the Form 55002017-01-0115
Total of all active and inactive participants2017-01-0115
Total participants2017-01-0115
2015: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0119
Total number of active participants reported on line 7a of the Form 55002015-01-0121
Total of all active and inactive participants2015-01-0121
Total participants2015-01-0121
2014: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0116
Total number of active participants reported on line 7a of the Form 55002014-01-0119
Total of all active and inactive participants2014-01-0119
Total participants2014-01-0119
2013: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0116
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Total of all active and inactive participants2013-01-0116
Total participants2013-01-0116
Number of employers contributing to the scheme2013-01-010
2012: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0116
Total number of active participants reported on line 7a of the Form 55002012-01-0117
Total of all active and inactive participants2012-01-0117
Total participants2012-01-0117
Number of employers contributing to the scheme2012-01-010
2011: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0117
Total number of active participants reported on line 7a of the Form 55002011-01-0116
Total of all active and inactive participants2011-01-0116
Total participants2011-01-0116
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-010
2010: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0117
Total number of active participants reported on line 7a of the Form 55002010-01-0117
Total of all active and inactive participants2010-01-0117
Total participants2010-01-0117
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-010
2009: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0117
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0117
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-010

Financial Data on TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN

Measure Date Value
2022 : TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$-4,531,844
Total income from all sources2022-12-31$-160,047
Expenses. Total of all expenses incurred2022-12-31$309,004
Benefits paid (including direct rollovers)2022-12-31$285,027
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$5,000,895
Other income received2022-12-31$-502,464
Net income (gross income less expenses)2022-12-31$-469,051
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,000,895
Total contributions received or receivable from employer(s)2022-12-31$342,417
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$23,977
2021 : TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$969,663
Expenses. Total of all expenses incurred2021-12-31$53,014
Benefits paid (including direct rollovers)2021-12-31$29,000
Total plan assets at end of year2021-12-31$5,000,895
Total plan assets at beginning of year2021-12-31$4,084,246
Other income received2021-12-31$570,736
Net income (gross income less expenses)2021-12-31$916,649
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,000,895
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,084,246
Total contributions received or receivable from employer(s)2021-12-31$398,927
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$24,014
2020 : TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2020 401k financial data
Total income from all sources2020-12-31$543,808
Expenses. Total of all expenses incurred2020-12-31$30,450
Benefits paid (including direct rollovers)2020-12-31$18,529
Total plan assets at end of year2020-12-31$4,084,246
Total plan assets at beginning of year2020-12-31$3,570,888
Other income received2020-12-31$220,108
Net income (gross income less expenses)2020-12-31$513,358
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,084,246
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,570,888
Total contributions received or receivable from employer(s)2020-12-31$323,700
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$11,921
2019 : TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2019 401k financial data
Total income from all sources2019-12-31$657,844
Expenses. Total of all expenses incurred2019-12-31$110,472
Benefits paid (including direct rollovers)2019-12-31$88,980
Total plan assets at end of year2019-12-31$3,570,888
Total plan assets at beginning of year2019-12-31$3,023,516
Other income received2019-12-31$388,196
Net income (gross income less expenses)2019-12-31$547,372
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,570,888
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,023,516
Total contributions received or receivable from employer(s)2019-12-31$269,648
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$21,492
2018 : TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2018 401k financial data
Total income from all sources2018-12-31$-8,216
Expenses. Total of all expenses incurred2018-12-31$21,505
Total plan assets at end of year2018-12-31$3,023,516
Total plan assets at beginning of year2018-12-31$3,053,237
Other income received2018-12-31$-286,160
Net income (gross income less expenses)2018-12-31$-29,721
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,023,516
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,053,237
Total contributions received or receivable from employer(s)2018-12-31$277,944
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$21,505
2017 : TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$-1,441,421
Total income from all sources2017-12-31$807,797
Expenses. Total of all expenses incurred2017-12-31$19,195
Total plan assets at end of year2017-12-31$3,053,237
Total plan assets at beginning of year2017-12-31$3,706,056
Other income received2017-12-31$565,343
Net income (gross income less expenses)2017-12-31$788,602
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,053,237
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,706,056
Total contributions received or receivable from employer(s)2017-12-31$242,454
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$19,195
2015 : TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2015 401k financial data
Total income from all sources2015-12-31$150,317
Expenses. Total of all expenses incurred2015-12-31$82,000
Benefits paid (including direct rollovers)2015-12-31$82,000
Total plan assets at end of year2015-12-31$3,513,380
Total plan assets at beginning of year2015-12-31$3,445,063
Other income received2015-12-31$-192,405
Net income (gross income less expenses)2015-12-31$68,317
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,513,380
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,445,063
Total contributions received or receivable from employer(s)2015-12-31$342,722
2014 : TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2014 401k financial data
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$376,674
Expenses. Total of all expenses incurred2014-12-31$1,000
Total plan assets at end of year2014-12-31$3,445,063
Total plan assets at beginning of year2014-12-31$3,069,389
Other income received2014-12-31$93,464
Net income (gross income less expenses)2014-12-31$375,674
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,445,063
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,069,389
Total contributions received or receivable from employer(s)2014-12-31$283,210
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,000
2013 : TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2013 401k financial data
Total income from all sources2013-12-31$642,489
Expenses. Total of all expenses incurred2013-12-31$975
Total plan assets at end of year2013-12-31$3,069,389
Total plan assets at beginning of year2013-12-31$2,427,875
Other income received2013-12-31$387,276
Net income (gross income less expenses)2013-12-31$641,514
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,069,389
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,427,875
Total contributions received or receivable from employer(s)2013-12-31$255,213
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$975
2012 : TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources2012-12-31$483,339
Expenses. Total of all expenses incurred2012-12-31$1,500
Total plan assets at end of year2012-12-31$2,427,875
Total plan assets at beginning of year2012-12-31$1,946,036
Other income received2012-12-31$205,335
Net income (gross income less expenses)2012-12-31$481,839
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,427,875
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,946,036
Total contributions received or receivable from employer(s)2012-12-31$278,004
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,500
2011 : TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources2011-12-31$195,855
Expenses. Total of all expenses incurred2011-12-31$1,657
Total plan assets at end of year2011-12-31$1,946,036
Total plan assets at beginning of year2011-12-31$1,751,838
Other income received2011-12-31$-62,103
Net income (gross income less expenses)2011-12-31$194,198
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,946,036
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,751,838
Total contributions received or receivable from employer(s)2011-12-31$257,958
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,657
2010 : TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$282,456
Expenses. Total of all expenses incurred2010-12-31$1,609
Total plan assets at end of year2010-12-31$1,751,838
Total plan assets at beginning of year2010-12-31$1,470,991
Other income received2010-12-31$38,346
Net income (gross income less expenses)2010-12-31$280,847
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,751,838
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,470,991
Total contributions received or receivable from employer(s)2010-12-31$244,110
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,609

Form 5500 Responses for TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN

2022: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE 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
2015: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE 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: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE 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: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE 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: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE 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 is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE 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: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE 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: TRUSTEES OF A. GIULIANI & CO INC MONEY PURCHASE 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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