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GILES & KENDALL, INC. RETIREMENT PLAN 401k Plan overview

Plan NameGILES & KENDALL, INC. RETIREMENT PLAN
Plan identification number 001

GILES & KENDALL, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

GILES & KENDALL, INC. has sponsored the creation of one or more 401k plans.

Company Name:GILES & KENDALL, INC.
Employer identification number (EIN):630903044
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GILES & KENDALL, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01AUDREY HARDIN2024-02-08 AUDREY HARDIN2024-02-08
0012022-01-01AUDREY HARDIN2023-03-08 AUDREY HARDIN2023-03-08
0012021-01-01AUDREY HARDIN2022-03-21 AUDREY HARDIN2022-03-21
0012020-01-01AUDREY HARDIN2021-03-15 AUDREY HARDIN2021-03-15
0012019-01-01AUDREY HARDIN2020-04-20 AUDREY HARDIN2020-04-20
0012018-01-01AUDREY HARDIN2019-06-24
0012017-01-01AUDREY HARDIN2018-05-02
0012016-01-01AUDREY HARDIN2017-04-07
0012015-01-01AUDREY HARDIN2016-07-28
0012014-01-01AUDREY HARDIN2015-10-15
0012013-01-01HARRISON WHITEHEAD2014-07-17
0012012-01-01DAVID ANTAILLIA2013-06-25
0012011-01-01PERRY BAKER2012-07-27
0012010-01-01JEANNE PRIDGEN2011-07-11
0012009-01-01JEANNE PRIDGEN

Financial Data on GILES & KENDALL, INC. RETIREMENT PLAN

Measure Date Value
2025 : GILES & KENDALL, INC. RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-02-21222
Net assets as of the end of the plan year2025-02-211147221
Total assets as of the beginning of the plan year2025-02-21965110
Value of plan covered by a fidelity bond2025-02-21500000
Participant contributions to plan in this plan year2025-02-2159947
Value of participant loans at end of plan year2025-02-219232
Other expenses paid from plan in this plan year2025-02-210
Other income to plan in this plan year2025-02-21105788
Plan net income in this plan year2025-02-21182111
Net assets as of the end of the plan year2025-02-211147221
Net assets as of the beginning of the plan year2025-02-21965110
Employer contributions to plan in this plan year2025-02-2116598
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-210
2024 : GILES & KENDALL, INC. RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-02-0823771
Net assets as of the end of the plan year2024-02-08965110
Total assets as of the beginning of the plan year2024-02-08798961
Value of plan covered by a fidelity bond2024-02-0875000
Participant contributions to plan in this plan year2024-02-0857740
Value of participant loans at end of plan year2024-02-0810885
Other expenses paid from plan in this plan year2024-02-080
Other income to plan in this plan year2024-02-08116220
Plan net income in this plan year2024-02-08166149
Net assets as of the end of the plan year2024-02-08965110
Net assets as of the beginning of the plan year2024-02-08798961
Employer contributions to plan in this plan year2024-02-0815960
Expensese paid to adminstrative service provicers from plan in this plan year2024-02-080
2009 : GILES & KENDALL, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GILES & KENDALL, INC. RETIREMENT PLAN

2009: GILES & KENDALL, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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