ROBERT S. GUNN III PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT S. GUNN III 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : ROBERT S. GUNN III 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-30 | 6756 |
| Net assets as of the end of the plan year | 2025-05-30 | 483609 |
| Total assets as of the beginning of the plan year | 2025-05-30 | 396432 |
| Value of plan covered by a fidelity bond | 2025-05-30 | 40000 |
| Participant contributions to plan in this plan year | 2025-05-30 | 35674 |
| Value of participant loans at end of plan year | 2025-05-30 | 52576 |
| Other income to plan in this plan year | 2025-05-30 | 51274 |
| Plan net income in this plan year | 2025-05-30 | 87177 |
| Net assets as of the end of the plan year | 2025-05-30 | 483609 |
| Net assets as of the beginning of the plan year | 2025-05-30 | 396432 |
| Employer contributions to plan in this plan year | 2025-05-30 | 6985 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-30 | 215 |
| 2024 : ROBERT S. GUNN III 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-06 | 0 |
| Net assets as of the end of the plan year | 2024-09-06 | 396432 |
| Total assets as of the beginning of the plan year | 2024-09-06 | 310169 |
| Value of plan covered by a fidelity bond | 2024-09-06 | 32000 |
| Participant contributions to plan in this plan year | 2024-09-06 | 26658 |
| Value of participant loans at end of plan year | 2024-09-06 | 32129 |
| Other income to plan in this plan year | 2024-09-06 | 54524 |
| Plan net income in this plan year | 2024-09-06 | 86263 |
| Net assets as of the end of the plan year | 2024-09-06 | 396432 |
| Net assets as of the beginning of the plan year | 2024-09-06 | 310169 |
| Employer contributions to plan in this plan year | 2024-09-06 | 5081 |
| 2022 : ROBERT S. GUNN III 401K PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-01 | 375 |
| Net assets as of the end of the plan year | 2022-07-01 | 330776 |
| Total assets as of the beginning of the plan year | 2022-07-01 | 255371 |
| Value of plan covered by a fidelity bond | 2022-07-01 | 26000 |
| Participant contributions to plan in this plan year | 2022-07-01 | 28293 |
| Value of participant loans at end of plan year | 2022-07-01 | 54850 |
| Other income to plan in this plan year | 2022-07-01 | 38628 |
| Plan net income in this plan year | 2022-07-01 | 75405 |
| Net assets as of the end of the plan year | 2022-07-01 | 330776 |
| Net assets as of the beginning of the plan year | 2022-07-01 | 255371 |
| Employer contributions to plan in this plan year | 2022-07-01 | 8859 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-01 | 375 |
| 2008 : ROBERT S. GUNN III 401K PLAN 2008 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2008-12-31 | $0 |
| 2009: ROBERT S. GUNN III 401K PLAN 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 |
| 2008: ROBERT S. GUNN III 401K PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
| 2007: ROBERT S. GUNN III 401K PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
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