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ANDREW J. GELBACH 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameANDREW J. GELBACH 401(K) PROFIT SHARING PLAN
Plan identification number 001

ANDREW J. GELBACH 401(K) PROFIT SHARING PLAN 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.
  • 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

ANDREW J. GELBACH, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ANDREW J. GELBACH, P.C.
Employer identification number (EIN):431182527
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANDREW J. GELBACH 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KAREN GARZA-GONZALEZ2024-06-24
0012022-01-01KAREN GARZA-GONZALEZ2023-10-04

Financial Data on ANDREW J. GELBACH 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : ANDREW J. GELBACH 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-08-050
Total expenses incurred by plan in this plan year2025-08-0515698
Net assets as of the end of the plan year2025-08-051611331
Total assets as of the beginning of the plan year2025-08-051365145
Value of plan covered by a fidelity bond2025-08-05200000
Participant contributions to plan in this plan year2025-08-0552974
Other income to plan in this plan year2025-08-05123046
Plan net income in this plan year2025-08-05246186
Net assets as of the end of the plan year2025-08-051611331
Net assets as of the beginning of the plan year2025-08-051365145
Employer contributions to plan in this plan year2025-08-0585864
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-0515698
2024 : ANDREW J. GELBACH 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-240
Total expenses incurred by plan in this plan year2024-06-2412780
Net assets as of the end of the plan year2024-06-241365145
Total assets as of the beginning of the plan year2024-06-241102571
Value of plan covered by a fidelity bond2024-06-24200000
Participant contributions to plan in this plan year2024-06-2452031
Other income to plan in this plan year2024-06-24142937
Plan net income in this plan year2024-06-24262574
Net assets as of the end of the plan year2024-06-241365145
Net assets as of the beginning of the plan year2024-06-241102571
Employer contributions to plan in this plan year2024-06-2480386
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2412780

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