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GINN & VICKERY 401k Plan overview

Plan NameGINN & VICKERY
Plan identification number 001

GINN & VICKERY 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

GINN & VICKERY has sponsored the creation of one or more 401k plans.

Company Name:GINN & VICKERY
Employer identification number (EIN):251836680
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GINN & VICKERY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL G CHARLES CPA2024-06-14
0012022-01-01MICHAEL G CHARLES2023-06-14 MICHAEL G CHARLES2023-06-14
0012021-01-01MICHAEL CHARLES2022-06-16
0012020-01-01MICHAEL G CHARLES2021-06-16 MICHAEL G CHARLES2021-06-16
0012019-01-01JACKIE BOSEK2020-07-24
0012018-01-01BRUCE VICKERY2019-06-26 BRUCE VICKERY2019-06-26
0012017-01-01WILLIAM R MERRELL2018-06-18 WILLIAM R MERRELL2018-06-18
0012016-01-01BRUCE L. VICKERY2017-07-18 BRUCE L. VICKERY2017-07-18
0012015-01-01BRUCE VICKERY
0012014-01-01BRUCE L VICKERY
0012013-01-01BRUCE L. VICKERY
0012012-01-01BRUCE L. VICKERY
0012011-01-01BRUCE VICKERY
0012010-01-01BRUCE L VICKERY BRUCE L VICKERY2011-08-29
0012009-01-01BRUCE L. VICKERY BRUCE L. VICKERY2010-07-20

Financial Data on GINN & VICKERY

Measure Date Value
2025 : GINN & VICKERY 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-030
Total expenses incurred by plan in this plan year2025-07-0312173
Net assets as of the end of the plan year2025-07-03662401
Total assets as of the beginning of the plan year2025-07-03589440
Value of plan covered by a fidelity bond2025-07-0371000
Participant contributions to plan in this plan year2025-07-0311652
Other income to plan in this plan year2025-07-0366416
Plan net income in this plan year2025-07-0372961
Net assets as of the end of the plan year2025-07-03662401
Net assets as of the beginning of the plan year2025-07-03589440
Value of employer contributions paid2025-07-030
Employer contributions to plan in this plan year2025-07-037066
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-031373
2024 : GINN & VICKERY 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-140
Total expenses incurred by plan in this plan year2024-06-14113702
Net assets as of the end of the plan year2024-06-14589440
Total assets as of the beginning of the plan year2024-06-14601538
Value of plan covered by a fidelity bond2024-06-1471000
Participant contributions to plan in this plan year2024-06-1411232
Other income to plan in this plan year2024-06-1483762
Plan net income in this plan year2024-06-14-12098
Net assets as of the end of the plan year2024-06-14589440
Net assets as of the beginning of the plan year2024-06-14601538
Value of employer contributions paid2024-06-140
Employer contributions to plan in this plan year2024-06-146610
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-141206
2015 : GINN & VICKERY 2015 401k financial data
Total income from all sources2015-12-31$32,446
Expenses. Total of all expenses incurred2015-12-31$885
Total plan assets at end of year2015-12-31$794,973
Total plan assets at beginning of year2015-12-31$763,412
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$32,032
Expenses. Other expenses not covered elsewhere2015-12-31$885
Other income received2015-12-31$-20,130
Net income (gross income less expenses)2015-12-31$31,561
Net plan assets at end of year (total assets less liabilities)2015-12-31$794,973
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$763,412
Total contributions received or receivable from employer(s)2015-12-31$20,544
2014 : GINN & VICKERY 2014 401k financial data
Total income from all sources2014-12-31$79,515
Expenses. Total of all expenses incurred2014-12-31$840
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$763,412
Total plan assets at beginning of year2014-12-31$684,737
Value of fidelity bond covering the plan2014-12-31$75,000
Total contributions received or receivable from participants2014-12-31$28,532
Expenses. Other expenses not covered elsewhere2014-12-31$840
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$34,791
Net income (gross income less expenses)2014-12-31$78,675
Net plan assets at end of year (total assets less liabilities)2014-12-31$763,412
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$684,737
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$16,192
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
2013 : GINN & VICKERY 2013 401k financial data
Total income from all sources2013-12-31$120,071
Expenses. Total of all expenses incurred2013-12-31$736
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$684,737
Total plan assets at beginning of year2013-12-31$565,402
Value of fidelity bond covering the plan2013-12-31$75,000
Total contributions received or receivable from participants2013-12-31$27,732
Expenses. Other expenses not covered elsewhere2013-12-31$736
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$75,035
Net income (gross income less expenses)2013-12-31$119,335
Net plan assets at end of year (total assets less liabilities)2013-12-31$684,737
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$565,402
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$17,304
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
2012 : GINN & VICKERY 2012 401k financial data
Total income from all sources2012-12-31$103,148
Expenses. Total of all expenses incurred2012-12-31$640
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$565,402
Total plan assets at beginning of year2012-12-31$462,894
Value of fidelity bond covering the plan2012-12-31$75,000
Total contributions received or receivable from participants2012-12-31$26,728
Expenses. Other expenses not covered elsewhere2012-12-31$640
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$61,413
Net income (gross income less expenses)2012-12-31$102,508
Net plan assets at end of year (total assets less liabilities)2012-12-31$565,402
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$462,894
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$15,007
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
2011 : GINN & VICKERY 2011 401k financial data
Total income from all sources2011-12-31$48,595
Expenses. Total of all expenses incurred2011-12-31$511
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$462,894
Total plan assets at beginning of year2011-12-31$414,810
Value of fidelity bond covering the plan2011-12-31$40,000
Total contributions received or receivable from participants2011-12-31$18,408
Expenses. Other expenses not covered elsewhere2011-12-31$511
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$15,422
Net income (gross income less expenses)2011-12-31$48,084
Net plan assets at end of year (total assets less liabilities)2011-12-31$462,894
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$414,810
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$14,765
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
2010 : GINN & VICKERY 2010 401k financial data
Total income from all sources2010-12-31$68,231
Expenses. Total of all expenses incurred2010-12-31$465
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$398,039
Total plan assets at beginning of year2010-12-31$330,273
Value of fidelity bond covering the plan2010-12-31$40,000
Total contributions received or receivable from participants2010-12-31$19,532
Expenses. Other expenses not covered elsewhere2010-12-31$465
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$48,699
Net income (gross income less expenses)2010-12-31$67,766
Net plan assets at end of year (total assets less liabilities)2010-12-31$398,039
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$330,273
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0

Form 5500 Responses for GINN & VICKERY

2015: GINN & VICKERY 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: GINN & VICKERY 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: GINN & VICKERY 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: GINN & VICKERY 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: GINN & VICKERY 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: GINN & VICKERY 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
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: GINN & VICKERY 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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