GALLAGHER AND YOSICK, LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GALLAGHER & YOSICK, LTD PENSION PLAN
Measure | Date | Value |
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2013: GALLAGHER & YOSICK, LTD PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 0 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: GALLAGHER & YOSICK, LTD PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 1 |
Number of participants with account balances | 2012-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: GALLAGHER & YOSICK, LTD PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 13 |
Number of participants with account balances | 2011-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: GALLAGHER & YOSICK, LTD PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 13 |
Number of participants with account balances | 2009-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2013 : GALLAGHER & YOSICK, LTD PENSION PLAN 2013 401k financial data |
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Total income from all sources | 2013-04-30 | $118 |
Expenses. Total of all expenses incurred | 2013-04-30 | $23,755 |
Benefits paid (including direct rollovers) | 2013-04-30 | $23,755 |
Total plan assets at end of year | 2013-04-30 | $0 |
Total plan assets at beginning of year | 2013-04-30 | $23,637 |
Total contributions received or receivable from participants | 2013-04-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-04-30 | $0 |
Contributions received from other sources (not participants or employers) | 2013-04-30 | $0 |
Other income received | 2013-04-30 | $118 |
Net income (gross income less expenses) | 2013-04-30 | $-23,637 |
Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $23,637 |
Assets. Value of participant loans | 2013-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2013-04-30 | $0 |
Value of certain deemed distributions of participant loans | 2013-04-30 | $0 |
Value of corrective distributions | 2013-04-30 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-04-30 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-04-30 | $0 |
Minimum employer required contribution for this plan year | 2013-04-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-04-30 | $0 |
2012 : GALLAGHER & YOSICK, LTD PENSION PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $269,960 |
Expenses. Total of all expenses incurred | 2012-12-31 | $2,359,819 |
Benefits paid (including direct rollovers) | 2012-12-31 | $2,359,819 |
Total plan assets at end of year | 2012-12-31 | $9,087 |
Total plan assets at beginning of year | 2012-12-31 | $2,098,946 |
Value of fidelity bond covering the plan | 2012-12-31 | $400,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $211,375 |
Net income (gross income less expenses) | 2012-12-31 | $-2,089,859 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $9,087 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,098,946 |
Assets. Value of participant loans | 2012-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $58,585 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of corrective distributions | 2012-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $58,585 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $58,585 |
2011 : GALLAGHER & YOSICK, LTD PENSION PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $113,396 |
Expenses. Total of all expenses incurred | 2011-12-31 | $1,038,016 |
Benefits paid (including direct rollovers) | 2011-12-31 | $1,038,016 |
Total plan assets at end of year | 2011-12-31 | $2,095,101 |
Total plan assets at beginning of year | 2011-12-31 | $3,019,721 |
Value of fidelity bond covering the plan | 2011-12-31 | $400,000 |
Total contributions received or receivable from participants | 2011-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $52,023 |
Net income (gross income less expenses) | 2011-12-31 | $-924,620 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,095,101 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,019,721 |
Assets. Value of participant loans | 2011-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $61,373 |
Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of corrective distributions | 2011-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
2010 : GALLAGHER & YOSICK, LTD PENSION PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $382,876 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $3,019,721 |
Total plan assets at beginning of year | 2010-12-31 | $2,636,845 |
Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $307,558 |
Net income (gross income less expenses) | 2010-12-31 | $382,876 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,019,721 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,636,845 |
Assets. Value of participant loans | 2010-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $75,318 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $16,865 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $16,865 |
2009 : GALLAGHER & YOSICK, LTD PENSION PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $16,904 |
Minimum employer required contribution for this plan year | 2009-12-31 | $16,904 |
2013: GALLAGHER & YOSICK, LTD PENSION PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | Yes |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: GALLAGHER & YOSICK, LTD PENSION PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: GALLAGHER & YOSICK, LTD PENSION PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: GALLAGHER & YOSICK, LTD PENSION PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |