GILES & ROBINSON, P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GILES & ROBINSON, P.A. 401(K) PROFIT SHARING PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2025 : GILES & ROBINSON, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-31 | 13852 |
| Net assets as of the end of the plan year | 2025-07-31 | 1860164 |
| Total assets as of the beginning of the plan year | 2025-07-31 | 1594980 |
| Value of plan covered by a fidelity bond | 2025-07-31 | 1000000 |
| Participant contributions to plan in this plan year | 2025-07-31 | 31380 |
| Value of participant loans at end of plan year | 2025-07-31 | 12960 |
| Other income to plan in this plan year | 2025-07-31 | 231889 |
| Plan net income in this plan year | 2025-07-31 | 265184 |
| Net assets as of the end of the plan year | 2025-07-31 | 1860164 |
| Net assets as of the beginning of the plan year | 2025-07-31 | 1594980 |
| Employer contributions to plan in this plan year | 2025-07-31 | 15767 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-31 | 1279 |
| 2024 : GILES & ROBINSON, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-02 | 988257 |
| Net assets as of the end of the plan year | 2024-07-02 | 1594980 |
| Total assets as of the beginning of the plan year | 2024-07-02 | 2338930 |
| Value of plan covered by a fidelity bond | 2024-07-02 | 1000000 |
| Participant contributions to plan in this plan year | 2024-07-02 | 31473 |
| Value of participant loans at end of plan year | 2024-07-02 | 19027 |
| Other expenses paid from plan in this plan year | 2024-07-02 | 0 |
| Other income to plan in this plan year | 2024-07-02 | 199029 |
| Plan net income in this plan year | 2024-07-02 | -743950 |
| Net assets as of the end of the plan year | 2024-07-02 | 1594980 |
| Net assets as of the beginning of the plan year | 2024-07-02 | 2338930 |
| Employer contributions to plan in this plan year | 2024-07-02 | 13805 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-02 | 1310 |
| 2011 : GILES & ROBINSON, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $34,397 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $17,660 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $10,000 |
| Total plan assets at end of year | 2011-12-31 | $1,596,466 |
| Total plan assets at beginning of year | 2011-12-31 | $1,579,729 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $37,987 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-20,513 |
| Net income (gross income less expenses) | 2011-12-31 | $16,737 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,596,466 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,579,729 |
| Assets. Value of participant loans | 2011-12-31 | $6,926 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $16,923 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $7,610 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $50 |
| 2010 : GILES & ROBINSON, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $195,809 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $12,214 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $6,098 |
| Total plan assets at end of year | 2010-12-31 | $1,579,729 |
| Total plan assets at beginning of year | 2010-12-31 | $1,396,134 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $50,588 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $128,153 |
| Net income (gross income less expenses) | 2010-12-31 | $183,595 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,579,729 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,396,134 |
| Assets. Value of participant loans | 2010-12-31 | $11,037 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $17,068 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $6,066 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $50 |
| 2011: GILES & ROBINSON, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: GILES & ROBINSON, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: GILES & ROBINSON, P.A. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
