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GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 401k Plan overview

Plan NameGREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN
Plan identification number 001

GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing

401k Sponsoring company profile

GREAT EASTERN MANAGEMENT COMPANY has sponsored the creation of one or more 401k plans.

Company Name:GREAT EASTERN MANAGEMENT COMPANY
Employer identification number (EIN):540905011
NAIC Classification:531310

Additional information about GREAT EASTERN MANAGEMENT COMPANY

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1972-03-28
Company Identification Number: 0137471
Legal Registered Office Address: 2619 HYDRAULIC ROAD
P.O. BOX 5526
CHARLOTTESVILLE
United States of America (USA)
22901

More information about GREAT EASTERN MANAGEMENT COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01
0012021-04-01
0012020-04-01CHARLES ROTGIN JR2021-07-15 CHARLES ROTGIN JR2021-07-15
0012019-04-01CHARLES ROTGIN JR2020-08-24
0012018-04-01
0012017-04-01
0012016-04-01
0012015-04-01
0012014-04-01
0012013-04-01
0012012-04-01CARL HOLLAR
0012011-04-01CARL HOLLAR2012-09-11
0012010-04-01CARL HOLLAR2011-10-10

Plan Statistics for GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN

401k plan membership statisitcs for GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN

Measure Date Value
2022: GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-0150
Total number of active participants reported on line 7a of the Form 55002022-04-0129
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-0125
Total of all active and inactive participants2022-04-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-0154
Number of participants with account balances2022-04-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-011
2021: GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-0151
Total number of active participants reported on line 7a of the Form 55002021-04-0127
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-0124
Total of all active and inactive participants2021-04-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-0151
Number of participants with account balances2021-04-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-011
2020: GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-0151
Total number of active participants reported on line 7a of the Form 55002020-04-0132
Number of retired or separated participants receiving benefits2020-04-011
Number of other retired or separated participants entitled to future benefits2020-04-0118
Total of all active and inactive participants2020-04-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-0151
Number of participants with account balances2020-04-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-014
2019: GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-0151
Total number of active participants reported on line 7a of the Form 55002019-04-0131
Number of retired or separated participants receiving benefits2019-04-012
Number of other retired or separated participants entitled to future benefits2019-04-0117
Total of all active and inactive participants2019-04-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-0150
Number of participants with account balances2019-04-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-011
2018: GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-0150
Total number of active participants reported on line 7a of the Form 55002018-04-0129
Number of retired or separated participants receiving benefits2018-04-012
Number of other retired or separated participants entitled to future benefits2018-04-0120
Total of all active and inactive participants2018-04-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-0151
Number of participants with account balances2018-04-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-011
2017: GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-0147
Total number of active participants reported on line 7a of the Form 55002017-04-0128
Number of retired or separated participants receiving benefits2017-04-012
Number of other retired or separated participants entitled to future benefits2017-04-0117
Total of all active and inactive participants2017-04-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-0147
Number of participants with account balances2017-04-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-014
2016: GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-0151
Total number of active participants reported on line 7a of the Form 55002016-04-0128
Number of retired or separated participants receiving benefits2016-04-012
Number of other retired or separated participants entitled to future benefits2016-04-0117
Total of all active and inactive participants2016-04-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-0147
Number of participants with account balances2016-04-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-0149
Total number of active participants reported on line 7a of the Form 55002015-04-0138
Number of retired or separated participants receiving benefits2015-04-012
Number of other retired or separated participants entitled to future benefits2015-04-0111
Total of all active and inactive participants2015-04-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-0151
Number of participants with account balances2015-04-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-0146
Total number of active participants reported on line 7a of the Form 55002014-04-0131
Number of retired or separated participants receiving benefits2014-04-016
Number of other retired or separated participants entitled to future benefits2014-04-0114
Total of all active and inactive participants2014-04-0151
Total participants2014-04-0151
Number of participants with account balances2014-04-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-012
2013: GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-0142
Total number of active participants reported on line 7a of the Form 55002013-04-0138
Number of retired or separated participants receiving benefits2013-04-011
Number of other retired or separated participants entitled to future benefits2013-04-017
Total of all active and inactive participants2013-04-0146
Total participants2013-04-0146
Number of participants with account balances2013-04-0146
2012: GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-0141
Total number of active participants reported on line 7a of the Form 55002012-04-0141
Number of retired or separated participants receiving benefits2012-04-011
Total of all active and inactive participants2012-04-0142
Total participants2012-04-0142
Number of participants with account balances2012-04-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-011

Financial Data on GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN

Measure Date Value
2023 : GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-03-31$-635,525
Expenses. Total of all expenses incurred2023-03-31$651,028
Benefits paid (including direct rollovers)2023-03-31$651,000
Total plan assets at end of year2023-03-31$10,436,082
Total plan assets at beginning of year2023-03-31$11,722,635
Value of fidelity bond covering the plan2023-03-31$10,000,000
Expenses. Other expenses not covered elsewhere2023-03-31$28
Other income received2023-03-31$-915,525
Net income (gross income less expenses)2023-03-31$-1,286,553
Net plan assets at end of year (total assets less liabilities)2023-03-31$10,436,082
Net plan assets at beginning of year (total assets less liabilities)2023-03-31$11,722,635
Total contributions received or receivable from employer(s)2023-03-31$280,000
2022 : GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-03-31$2,159,744
Expenses. Total of all expenses incurred2022-03-31$634,706
Benefits paid (including direct rollovers)2022-03-31$634,500
Total plan assets at end of year2022-03-31$11,722,635
Total plan assets at beginning of year2022-03-31$10,197,597
Value of fidelity bond covering the plan2022-03-31$10,000,000
Expenses. Other expenses not covered elsewhere2022-03-31$206
Other income received2022-03-31$1,909,744
Net income (gross income less expenses)2022-03-31$1,525,038
Net plan assets at end of year (total assets less liabilities)2022-03-31$11,722,635
Net plan assets at beginning of year (total assets less liabilities)2022-03-31$10,197,597
Total contributions received or receivable from employer(s)2022-03-31$250,000
2021 : GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-03-31$3,257,764
Expenses. Total of all expenses incurred2021-03-31$335,000
Benefits paid (including direct rollovers)2021-03-31$335,000
Total plan assets at end of year2021-03-31$10,197,597
Total plan assets at beginning of year2021-03-31$7,274,833
Value of fidelity bond covering the plan2021-03-31$10,000,000
Other income received2021-03-31$3,047,764
Net income (gross income less expenses)2021-03-31$2,922,764
Net plan assets at end of year (total assets less liabilities)2021-03-31$10,197,597
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$7,274,833
Total contributions received or receivable from employer(s)2021-03-31$210,000
2020 : GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-03-31$-1,923,091
Expenses. Total of all expenses incurred2020-03-31$886,476
Benefits paid (including direct rollovers)2020-03-31$886,301
Total plan assets at end of year2020-03-31$7,274,833
Total plan assets at beginning of year2020-03-31$10,084,400
Value of fidelity bond covering the plan2020-03-31$10,000,000
Expenses. Other expenses not covered elsewhere2020-03-31$175
Other income received2020-03-31$-2,133,091
Net income (gross income less expenses)2020-03-31$-2,809,567
Net plan assets at end of year (total assets less liabilities)2020-03-31$7,274,833
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$10,084,400
Total contributions received or receivable from employer(s)2020-03-31$210,000
2019 : GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-03-31$503,796
Expenses. Total of all expenses incurred2019-03-31$1,212,448
Benefits paid (including direct rollovers)2019-03-31$1,210,714
Total plan assets at end of year2019-03-31$10,084,400
Total plan assets at beginning of year2019-03-31$10,793,052
Value of fidelity bond covering the plan2019-03-31$10,000,000
Expenses. Other expenses not covered elsewhere2019-03-31$202
Other income received2019-03-31$344,796
Net income (gross income less expenses)2019-03-31$-708,652
Net plan assets at end of year (total assets less liabilities)2019-03-31$10,084,400
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$10,793,052
Total contributions received or receivable from employer(s)2019-03-31$159,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-03-31$1,532
2018 : GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-03-31$424
Total income from all sources2018-03-31$1,124,655
Expenses. Total of all expenses incurred2018-03-31$709,854
Benefits paid (including direct rollovers)2018-03-31$709,854
Total plan assets at end of year2018-03-31$10,793,052
Total plan assets at beginning of year2018-03-31$10,378,675
Value of fidelity bond covering the plan2018-03-31$10,000,000
Other income received2018-03-31$974,655
Net income (gross income less expenses)2018-03-31$414,801
Net plan assets at end of year (total assets less liabilities)2018-03-31$10,793,052
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$10,378,251
Total contributions received or receivable from employer(s)2018-03-31$150,000
2017 : GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2017 401k financial data
Total plan liabilities at end of year2017-03-31$424
Total income from all sources2017-03-31$1,840,381
Expenses. Total of all expenses incurred2017-03-31$654,138
Benefits paid (including direct rollovers)2017-03-31$654,138
Total plan assets at end of year2017-03-31$10,378,675
Total plan assets at beginning of year2017-03-31$9,192,008
Value of fidelity bond covering the plan2017-03-31$10,000,000
Other income received2017-03-31$1,698,381
Net income (gross income less expenses)2017-03-31$1,186,243
Net plan assets at end of year (total assets less liabilities)2017-03-31$10,378,251
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$9,192,008
Total contributions received or receivable from employer(s)2017-03-31$142,000
2016 : GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2016 401k financial data
Total plan liabilities at end of year2016-03-31$0
Total plan liabilities at beginning of year2016-03-31$0
Total income from all sources2016-03-31$49,369
Expenses. Total of all expenses incurred2016-03-31$1,301,576
Benefits paid (including direct rollovers)2016-03-31$1,300,652
Total plan assets at end of year2016-03-31$9,192,009
Total plan assets at beginning of year2016-03-31$10,444,216
Value of fidelity bond covering the plan2016-03-31$10,000,000
Expenses. Other expenses not covered elsewhere2016-03-31$924
Other income received2016-03-31$-92,238
Net income (gross income less expenses)2016-03-31$-1,252,207
Net plan assets at end of year (total assets less liabilities)2016-03-31$9,192,009
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$10,444,216
Total contributions received or receivable from employer(s)2016-03-31$141,607
2015 : GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2015 401k financial data
Total plan liabilities at end of year2015-03-31$0
Total plan liabilities at beginning of year2015-03-31$0
Total income from all sources2015-03-31$1,328,706
Expenses. Total of all expenses incurred2015-03-31$984,968
Benefits paid (including direct rollovers)2015-03-31$984,968
Total plan assets at end of year2015-03-31$10,444,216
Total plan assets at beginning of year2015-03-31$10,100,478
Value of fidelity bond covering the plan2015-03-31$1,000,000
Other income received2015-03-31$1,207,546
Net income (gross income less expenses)2015-03-31$343,738
Net plan assets at end of year (total assets less liabilities)2015-03-31$10,444,216
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$10,100,478
Total contributions received or receivable from employer(s)2015-03-31$121,160
2014 : GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year2014-03-31$0
Total plan liabilities at beginning of year2014-03-31$0
Total income from all sources2014-03-31$1,668,866
Expenses. Total of all expenses incurred2014-03-31$717,524
Benefits paid (including direct rollovers)2014-03-31$711,596
Total plan assets at end of year2014-03-31$10,100,479
Total plan assets at beginning of year2014-03-31$9,149,137
Value of fidelity bond covering the plan2014-03-31$1,000,000
Expenses. Other expenses not covered elsewhere2014-03-31$5,928
Other income received2014-03-31$1,549,866
Net income (gross income less expenses)2014-03-31$951,342
Net plan assets at end of year (total assets less liabilities)2014-03-31$10,100,479
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$9,149,137
Assets. Value of assets in partnership/joint-venture interests2014-03-31$54,412
Total contributions received or receivable from employer(s)2014-03-31$119,000
2013 : GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-03-31$1,488,126
Expenses. Total of all expenses incurred2013-03-31$361,700
Benefits paid (including direct rollovers)2013-03-31$361,037
Total plan assets at end of year2013-03-31$91,491,385
Total plan assets at beginning of year2013-03-31$8,022,712
Value of fidelity bond covering the plan2013-03-31$1,000,000
Total contributions received or receivable from participants2013-03-31$114,000
Other income received2013-03-31$1,374,126
Net income (gross income less expenses)2013-03-31$1,126,426
Net plan assets at end of year (total assets less liabilities)2013-03-31$91,491,385
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$8,022,712
Assets. Value of assets in partnership/joint-venture interests2013-03-31$2
Expenses. Administrative service providers (salaries,fees and commissions)2013-03-31$663

Form 5500 Responses for GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN

2022: GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedYes
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: GREAT EASTERN MANAGEMENT CO PROFIT SHARING PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes

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