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| Plan Name | JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | JOHN GALT PARTNERS, INC. |
| Employer identification number (EIN): | 463630687 |
| NAIC Classification: | 541600 |
Additional information about JOHN GALT PARTNERS, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2013-09-10 |
| Company Identification Number: | 0801847112 |
| Legal Registered Office Address: |
3515 WILLOW RIDGE DR 3515 WILLOW RIDGE DRIVE KINGWOOD United States of America (USA) 77339 |
More information about JOHN GALT PARTNERS, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2021-07-01 | ||||
| 001 | 2021-07-01 | SCOTT J. HOWELLS | |||
| 001 | 2020-07-01 | ||||
| 001 | 2019-07-01 | ||||
| 001 | 2018-07-01 | ||||
| 001 | 2017-07-01 | JAMES PERHAM | JAMES PERHAM | 2019-03-19 | |
| 001 | 2016-07-01 | JAMES PERHAM | JAMES PERHAM | 2017-12-01 | |
| 001 | 2015-07-01 | JAMES PERHAM | JAMES PERHAM | 2017-03-21 | |
| 001 | 2014-07-01 | JAMES PERHAM | JAMES PERHAM | 2015-09-28 | |
| 001 | 2013-09-10 | JAMES PERHAM | JAMES PERHAM | 2015-01-22 |
| Measure | Date | Value |
|---|---|---|
| 2021: JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2021 401k membership | ||
| Total participants, beginning-of-year | 2021-07-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 2 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 0 |
| Total of all active and inactive participants | 2021-07-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
| Total participants | 2021-07-01 | 2 |
| Number of participants with account balances | 2021-07-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
| 2020: JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2020 401k membership | ||
| Total participants, beginning-of-year | 2020-07-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 2 |
| Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 0 |
| Total of all active and inactive participants | 2020-07-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
| Total participants | 2020-07-01 | 2 |
| Number of participants with account balances | 2020-07-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
| 2019: JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2019 401k membership | ||
| Total participants, beginning-of-year | 2019-07-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 2 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 0 |
| Total of all active and inactive participants | 2019-07-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
| Total participants | 2019-07-01 | 2 |
| Number of participants with account balances | 2019-07-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
| 2018: JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2018 401k membership | ||
| Total participants, beginning-of-year | 2018-07-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 2 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 0 |
| Total of all active and inactive participants | 2018-07-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
| Total participants | 2018-07-01 | 2 |
| Number of participants with account balances | 2018-07-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
| 2017: JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-07-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 2 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 0 |
| Total of all active and inactive participants | 2017-07-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
| Total participants | 2017-07-01 | 2 |
| Number of participants with account balances | 2017-07-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
| 2016: JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-07-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 2 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 0 |
| Total of all active and inactive participants | 2016-07-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
| Total participants | 2016-07-01 | 2 |
| Number of participants with account balances | 2016-07-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
| 2015: JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-07-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 2 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
| Total of all active and inactive participants | 2015-07-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
| Total participants | 2015-07-01 | 2 |
| Number of participants with account balances | 2015-07-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
| 2014: JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-07-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 2 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 0 |
| Total of all active and inactive participants | 2014-07-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 2 |
| Number of participants with account balances | 2014-07-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| 2013: JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-09-10 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-09-10 | 2 |
| Number of retired or separated participants receiving benefits | 2013-09-10 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-09-10 | 0 |
| Total of all active and inactive participants | 2013-09-10 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-09-10 | 0 |
| Total participants | 2013-09-10 | 2 |
| Number of participants with account balances | 2013-09-10 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-09-10 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2022 : JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2022 401k financial data | ||
| Total income from all sources | 2022-06-30 | $-4,594 |
| Total plan assets at end of year | 2022-06-30 | $15,955 |
| Total plan assets at beginning of year | 2022-06-30 | $20,549 |
| Other income received | 2022-06-30 | $-4,594 |
| Net income (gross income less expenses) | 2022-06-30 | $-4,594 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $15,955 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $20,549 |
| Assets. Value of employer securities | 2022-06-30 | $4,594 |
| 2021 : JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2021 401k financial data | ||
| Total income from all sources | 2021-06-30 | $-300 |
| Total plan assets at end of year | 2021-06-30 | $20,549 |
| Total plan assets at beginning of year | 2021-06-30 | $20,849 |
| Other income received | 2021-06-30 | $-300 |
| Net income (gross income less expenses) | 2021-06-30 | $-300 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $20,549 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $20,849 |
| Assets. Value of employer securities | 2021-06-30 | $9,189 |
| 2020 : JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2020 401k financial data | ||
| Total income from all sources | 2020-06-30 | $-1,838 |
| Total plan assets at end of year | 2020-06-30 | $20,849 |
| Total plan assets at beginning of year | 2020-06-30 | $22,687 |
| Other income received | 2020-06-30 | $-1,838 |
| Net income (gross income less expenses) | 2020-06-30 | $-1,838 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $20,849 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $22,687 |
| Assets. Value of employer securities | 2020-06-30 | $9,489 |
| 2018 : JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2018 401k financial data | ||
| Total income from all sources | 2018-06-30 | $1,130 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $0 |
| Total plan assets at end of year | 2018-06-30 | $28,817 |
| Total plan assets at beginning of year | 2018-06-30 | $27,687 |
| Value of fidelity bond covering the plan | 2018-06-30 | $10,000 |
| Total contributions received or receivable from participants | 2018-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-06-30 | $0 |
| Other income received | 2018-06-30 | $1,130 |
| Net income (gross income less expenses) | 2018-06-30 | $1,130 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $28,817 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $27,687 |
| Assets. Value of employer securities | 2018-06-30 | $12,467 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $0 |
| 2017 : JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2017 401k financial data | ||
| Total income from all sources | 2017-06-30 | $1,349 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $3,000 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $3,000 |
| Total plan assets at end of year | 2017-06-30 | $27,687 |
| Total plan assets at beginning of year | 2017-06-30 | $29,338 |
| Value of fidelity bond covering the plan | 2017-06-30 | $10,000 |
| Total contributions received or receivable from participants | 2017-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-06-30 | $0 |
| Other income received | 2017-06-30 | $1,349 |
| Net income (gross income less expenses) | 2017-06-30 | $-1,651 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $27,687 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $29,338 |
| Assets. Value of employer securities | 2017-06-30 | $11,336 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $0 |
| 2016 : JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2016 401k financial data | ||
| Total income from all sources | 2016-06-30 | $-6,968 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $48 |
| Total plan assets at end of year | 2016-06-30 | $29,338 |
| Total plan assets at beginning of year | 2016-06-30 | $36,354 |
| Value of fidelity bond covering the plan | 2016-06-30 | $10,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $48 |
| Contributions received from other sources (not participants or employers) | 2016-06-30 | $20,000 |
| Other income received | 2016-06-30 | $-41,968 |
| Net income (gross income less expenses) | 2016-06-30 | $-7,016 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $29,338 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $36,354 |
| Assets. Value of participant loans | 2016-06-30 | $5,000 |
| Assets. Value of employer securities | 2016-06-30 | $9,988 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $15,000 |
| Value of certain deemed distributions of participant loans | 2016-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $0 |
| 2015 : JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2015 401k financial data | ||
| Transfers to/from the plan | 2015-06-30 | $0 |
| Total income from all sources | 2015-06-30 | $-628,044 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $45 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $0 |
| Total plan assets at end of year | 2015-06-30 | $36,354 |
| Total plan assets at beginning of year | 2015-06-30 | $664,443 |
| Value of fidelity bond covering the plan | 2015-06-30 | $10,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $45 |
| Contributions received from other sources (not participants or employers) | 2015-06-30 | $150,000 |
| Other income received | 2015-06-30 | $-778,044 |
| Noncash contributions received | 2015-06-30 | $0 |
| Net income (gross income less expenses) | 2015-06-30 | $-628,089 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $36,354 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $664,443 |
| Assets. Value of employer securities | 2015-06-30 | $31,956 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2015-06-30 | $0 |
| Value of corrective distributions | 2015-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $0 |
| 2014 : JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2014 401k financial data | ||
| Transfers to/from the plan | 2014-06-30 | $0 |
| Total plan liabilities at end of year | 2014-06-30 | $0 |
| Total income from all sources | 2014-06-30 | $664,482 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $39 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $0 |
| Total plan assets at end of year | 2014-06-30 | $664,443 |
| Total plan assets at beginning of year | 2014-06-30 | $0 |
| Value of fidelity bond covering the plan | 2014-06-30 | $65,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $39 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $664,482 |
| Other income received | 2014-06-30 | $0 |
| Noncash contributions received | 2014-06-30 | $0 |
| Net income (gross income less expenses) | 2014-06-30 | $664,443 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $664,443 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $0 |
| Assets. Value of employer securities | 2014-06-30 | $660,000 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $0 |
| Value of certain deemed distributions of participant loans | 2014-06-30 | $0 |
| Value of corrective distributions | 2014-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $0 |
| 2021: JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2021 form 5500 responses | ||
|---|---|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2020 form 5500 responses | ||
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2019 form 5500 responses | ||
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2018 form 5500 responses | ||
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2017 form 5500 responses | ||
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2016 form 5500 responses | ||
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2015 form 5500 responses | ||
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2014 form 5500 responses | ||
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: JOHN GALT PARTNERS, INC. PROFIT SHARING PLAN 2013 form 5500 responses | ||
| 2013-09-10 | Type of plan entity | Single employer plan |
| 2013-09-10 | First time form 5500 has been submitted | Yes |
| 2013-09-10 | Submission has been amended | No |
| 2013-09-10 | This submission is the final filing | No |
| 2013-09-10 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2013-09-10 | Plan is a collectively bargained plan | No |
| 2013-09-10 | Plan funding arrangement – Trust | Yes |
| 2013-09-10 | Plan benefit arrangement - Trust | Yes |