GARNER & WILLIAMSON, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GARNER & WILLIAMSON, P.A. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2021 : GARNER & WILLIAMSON, P.A. PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-05-24 | $0 |
| Total plan liabilities at beginning of year | 2021-05-24 | $71,500 |
| Total income from all sources | 2021-05-24 | $9,237 |
| Expenses. Total of all expenses incurred | 2021-05-24 | $242,679 |
| Benefits paid (including direct rollovers) | 2021-05-24 | $234,169 |
| Total plan assets at end of year | 2021-05-24 | $0 |
| Total plan assets at beginning of year | 2021-05-24 | $304,942 |
| Value of fidelity bond covering the plan | 2021-05-24 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2021-05-24 | $7,495 |
| Other income received | 2021-05-24 | $9,237 |
| Net income (gross income less expenses) | 2021-05-24 | $-233,442 |
| Net plan assets at end of year (total assets less liabilities) | 2021-05-24 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-05-24 | $233,442 |
| Assets. Value of employer real property | 2021-05-24 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-05-24 | $1,015 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-05-24 | $0 |
| 2020 : GARNER & WILLIAMSON, P.A. PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $71,500 |
| Total plan liabilities at beginning of year | 2020-12-31 | $83,121 |
| Total income from all sources | 2020-12-31 | $43,854 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $24,367 |
| Total plan assets at end of year | 2020-12-31 | $304,942 |
| Total plan assets at beginning of year | 2020-12-31 | $297,076 |
| Value of fidelity bond covering the plan | 2020-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $19,200 |
| Other income received | 2020-12-31 | $20,854 |
| Net income (gross income less expenses) | 2020-12-31 | $19,487 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $233,442 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $213,955 |
| Assets. Value of employer real property | 2020-12-31 | $258,000 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $23,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $5,167 |
| 2019 : GARNER & WILLIAMSON, P.A. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $83,121 |
| Total plan liabilities at beginning of year | 2019-12-31 | $85,685 |
| Total income from all sources | 2019-12-31 | $46,722 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $25,451 |
| Total plan assets at end of year | 2019-12-31 | $297,076 |
| Total plan assets at beginning of year | 2019-12-31 | $278,369 |
| Value of fidelity bond covering the plan | 2019-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $21,226 |
| Other income received | 2019-12-31 | $36,722 |
| Net income (gross income less expenses) | 2019-12-31 | $21,271 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $213,955 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $192,684 |
| Assets. Value of employer real property | 2019-12-31 | $258,000 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $10,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $4,225 |
| 2018 : GARNER & WILLIAMSON, P.A. PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $85,685 |
| Total plan liabilities at beginning of year | 2018-12-31 | $109,558 |
| Total income from all sources | 2018-12-31 | $117,388 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $26,872 |
| Total plan assets at end of year | 2018-12-31 | $278,369 |
| Total plan assets at beginning of year | 2018-12-31 | $211,726 |
| Value of fidelity bond covering the plan | 2018-12-31 | $250,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $21,945 |
| Other income received | 2018-12-31 | $95,953 |
| Net income (gross income less expenses) | 2018-12-31 | $90,516 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $192,684 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $102,168 |
| Assets. Value of employer real property | 2018-12-31 | $258,000 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $21,435 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $4,927 |
| 2017 : GARNER & WILLIAMSON, P.A. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $109,558 |
| Total plan liabilities at beginning of year | 2017-12-31 | $111,878 |
| Total income from all sources | 2017-12-31 | $24,701 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $38,981 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $14,352 |
| Total plan assets at end of year | 2017-12-31 | $211,726 |
| Total plan assets at beginning of year | 2017-12-31 | $228,326 |
| Value of fidelity bond covering the plan | 2017-12-31 | $190,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $18,936 |
| Other income received | 2017-12-31 | $24,701 |
| Net income (gross income less expenses) | 2017-12-31 | $-14,280 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $102,168 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $116,448 |
| Assets. Value of employer real property | 2017-12-31 | $190,052 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $5,693 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : GARNER & WILLIAMSON, P.A. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $111,878 |
| Total plan liabilities at beginning of year | 2016-12-31 | $92,651 |
| Total income from all sources | 2016-12-31 | $33,615 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $27,213 |
| Total plan assets at end of year | 2016-12-31 | $228,326 |
| Total plan assets at beginning of year | 2016-12-31 | $202,697 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $22,632 |
| Other income received | 2016-12-31 | $25,604 |
| Net income (gross income less expenses) | 2016-12-31 | $6,402 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $116,448 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $110,046 |
| Assets. Value of employer real property | 2016-12-31 | $190,052 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $8,011 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $4,581 |
| 2015 : GARNER & WILLIAMSON, P.A. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $92,651 |
| Total plan liabilities at beginning of year | 2015-12-31 | $94,751 |
| Total income from all sources | 2015-12-31 | $23,941 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $27,177 |
| Total plan assets at end of year | 2015-12-31 | $202,697 |
| Total plan assets at beginning of year | 2015-12-31 | $208,033 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $22,488 |
| Other income received | 2015-12-31 | $14,871 |
| Net income (gross income less expenses) | 2015-12-31 | $-3,236 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $110,046 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $113,282 |
| Assets. Value of employer real property | 2015-12-31 | $190,052 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $9,070 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $4,689 |
| 2014 : GARNER & WILLIAMSON, P.A. PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $94,751 |
| Total plan liabilities at beginning of year | 2014-12-31 | $98,530 |
| Total income from all sources | 2014-12-31 | $35,279 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $26,361 |
| Total plan assets at end of year | 2014-12-31 | $208,033 |
| Total plan assets at beginning of year | 2014-12-31 | $202,894 |
| Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $21,654 |
| Other income received | 2014-12-31 | $22,996 |
| Net income (gross income less expenses) | 2014-12-31 | $8,918 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $113,282 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $104,364 |
| Assets. Value of employer real property | 2014-12-31 | $190,052 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $12,283 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $4,707 |
| 2013 : GARNER & WILLIAMSON, P.A. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $98,530 |
| Total plan liabilities at beginning of year | 2013-12-31 | $100,344 |
| Total income from all sources | 2013-12-31 | $22,046 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $18,133 |
| Total plan assets at end of year | 2013-12-31 | $202,894 |
| Total plan assets at beginning of year | 2013-12-31 | $200,795 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $16,643 |
| Other income received | 2013-12-31 | $8,400 |
| Net income (gross income less expenses) | 2013-12-31 | $3,913 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $104,364 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $100,451 |
| Assets. Value of employer real property | 2013-12-31 | $190,052 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $13,646 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,490 |
| 2012 : GARNER & WILLIAMSON, P.A. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $100,344 |
| Total plan liabilities at beginning of year | 2012-12-31 | $101,929 |
| Total income from all sources | 2012-12-31 | $22,010 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $22,091 |
| Total plan assets at end of year | 2012-12-31 | $200,795 |
| Total plan assets at beginning of year | 2012-12-31 | $202,461 |
| Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $19,341 |
| Other income received | 2012-12-31 | $7,350 |
| Net income (gross income less expenses) | 2012-12-31 | $-81 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $100,451 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $100,532 |
| Assets. Value of employer real property | 2012-12-31 | $190,052 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $14,660 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,750 |
| 2011 : GARNER & WILLIAMSON, P.A. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $101,929 |
| Total plan liabilities at beginning of year | 2011-12-31 | $103,577 |
| Total income from all sources | 2011-12-31 | $25,576 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $15,329 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $202,461 |
| Total plan assets at beginning of year | 2011-12-31 | $193,862 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| 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 | $11,350 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $10,247 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $100,532 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $90,285 |
| Assets. Value of employer real property | 2011-12-31 | $190,052 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $14,226 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $15,329 |
| 2010 : GARNER & WILLIAMSON, P.A. PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $103,577 |
| Total plan liabilities at beginning of year | 2010-12-31 | $105,399 |
| Total income from all sources | 2010-12-31 | $27,414 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $21,782 |
| Total plan assets at end of year | 2010-12-31 | $193,862 |
| Total plan assets at beginning of year | 2010-12-31 | $190,052 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Other income received | 2010-12-31 | $7,853 |
| Net income (gross income less expenses) | 2010-12-31 | $5,632 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $90,285 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $84,653 |
| Assets. Value of employer real property | 2010-12-31 | $190,052 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $19,561 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $21,782 |
