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THE GLEASON GROUP RETIREMENT PLAN 401k Plan overview

Plan NameTHE GLEASON GROUP RETIREMENT PLAN
Plan identification number 001

THE GLEASON GROUP RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • 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

THE GLEASON GROUP has sponsored the creation of one or more 401k plans.

Company Name:THE GLEASON GROUP
Employer identification number (EIN):474017279
NAIC Classification:523120
NAIC Description:Securities Brokerage

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GLEASON GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01GAVIN GLEASON2017-03-08 GAVIN GLEASON2017-03-08
0012015-05-15GAVIN GLEASON2016-10-12

Plan Statistics for THE GLEASON GROUP RETIREMENT PLAN

401k plan membership statisitcs for THE GLEASON GROUP RETIREMENT PLAN

Measure Date Value
2025: THE GLEASON GROUP RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-02-1110
Total number of particpants at end of year2025-02-1110
Number of Participants With Account Balances2025-02-1110
2024: THE GLEASON GROUP RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-259
Total number of particpants at end of year2024-06-2510
Number of Participants With Account Balances2024-06-2510
2022: THE GLEASON GROUP RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-157
Total number of particpants at end of year2022-06-159
Number of Participants With Account Balances2022-06-159

Financial Data on THE GLEASON GROUP RETIREMENT PLAN

Measure Date Value
2025 : THE GLEASON GROUP RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-02-110
Net assets as of the end of the plan year2025-02-111717672
Total assets as of the beginning of the plan year2025-02-111214643
Value of plan covered by a fidelity bond2025-02-11171767
Participant contributions to plan in this plan year2025-02-11144565
Other contributions to plan in this plan year2025-02-1133295
Other income to plan in this plan year2025-02-11269750
Plan net income in this plan year2025-02-11503029
Net assets as of the end of the plan year2025-02-111717672
Net assets as of the beginning of the plan year2025-02-111214643
Employer contributions to plan in this plan year2025-02-1155419
2024 : THE GLEASON GROUP RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2570468
Net assets as of the end of the plan year2024-06-251214643
Total assets as of the beginning of the plan year2024-06-25887898
Value of plan covered by a fidelity bond2024-06-25121465
Participant contributions to plan in this plan year2024-06-25124546
Other income to plan in this plan year2024-06-25232851
Plan net income in this plan year2024-06-25326745
Net assets as of the end of the plan year2024-06-251214643
Net assets as of the beginning of the plan year2024-06-25887898
Employer contributions to plan in this plan year2024-06-2539816
2022 : THE GLEASON GROUP RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-15550
Net assets as of the end of the plan year2022-06-15844338
Total assets as of the beginning of the plan year2022-06-15537154
Value of plan covered by a fidelity bond2022-06-1535000
Participant contributions to plan in this plan year2022-06-1596406
Other contributions to plan in this plan year2022-06-1585382
Other income to plan in this plan year2022-06-15125289
Plan net income in this plan year2022-06-15307184
Net assets as of the end of the plan year2022-06-15844338
Net assets as of the beginning of the plan year2022-06-15537154
Employer contributions to plan in this plan year2022-06-15657
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-15550

Potentially related plans

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