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GORDON & DONER, P.A. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameGORDON & DONER, P.A. 401(K) PROFIT SHARING PLAN
Plan identification number 001

GORDON & DONER, P.A. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

GORDON & DONER, P.A. has sponsored the creation of one or more 401k plans.

Company Name:GORDON & DONER, P.A.
Employer identification number (EIN):650371275
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about GORDON & DONER, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1992-11-17
Company Identification Number: P92000005145
Legal Registered Office Address: 6124 WILDCAT RUN

WEST PALM BEACH

33412

More information about GORDON & DONER, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GORDON & DONER, P.A. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SHIRLEY HORNER2023-05-25
0012021-01-01SHIRLEY HORNER2022-07-07
0012020-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01DEBBIE POLITI
0012011-01-01DEBBIE POLITI2012-06-15
0012010-01-01DEBBIE POLITI2011-09-27

Plan Statistics for GORDON & DONER, P.A. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GORDON & DONER, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: GORDON & DONER, P.A. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0154
Total number of active participants reported on line 7a of the Form 55002013-01-0148
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0158
Number of participants with account balances2013-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: GORDON & DONER, P.A. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0159
Total number of active participants reported on line 7a of the Form 55002012-01-0141
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-0153
Total participants2012-01-0153
Number of participants with account balances2012-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on GORDON & DONER, P.A. 401(K) PROFIT SHARING PLAN

Measure Date Value
2013 : GORDON & DONER, P.A. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$7,744
Total plan liabilities at beginning of year2013-12-31$2,215
Total income from all sources2013-12-31$860,992
Expenses. Total of all expenses incurred2013-12-31$58,260
Benefits paid (including direct rollovers)2013-12-31$57,534
Total plan assets at end of year2013-12-31$4,226,225
Total plan assets at beginning of year2013-12-31$3,417,964
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$239,697
Other income received2013-12-31$525,048
Net income (gross income less expenses)2013-12-31$802,732
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,218,481
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,415,749
Assets. Value of participant loans2013-12-31$60,061
Assets. Value of real-estate (other than employer real property)2013-12-31$364,146
Total contributions received or receivable from employer(s)2013-12-31$96,247
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$726
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : GORDON & DONER, P.A. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$2,215
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$554,052
Expenses. Total of all expenses incurred2012-12-31$113,779
Benefits paid (including direct rollovers)2012-12-31$113,014
Total plan assets at end of year2012-12-31$3,417,964
Total plan assets at beginning of year2012-12-31$2,975,476
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$233,581
Other income received2012-12-31$231,131
Net income (gross income less expenses)2012-12-31$440,273
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,415,749
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,975,476
Assets. Value of participant loans2012-12-31$89,620
Assets. Value of real-estate (other than employer real property)2012-12-31$364,146
Total contributions received or receivable from employer(s)2012-12-31$89,340
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$765
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for GORDON & DONER, P.A. 401(K) PROFIT SHARING PLAN

2013: GORDON & DONER, P.A. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GORDON & DONER, P.A. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873629
Policy instance 1
Insurance contract or identification number873629
Number of Individuals Covered42
Insurance policy start date2013-01-01
Insurance policy end date2013-12-01
Total amount of commissions paid to insurance brokerUSD $2,471
Total amount of fees paid to insurance companyUSD $10,953
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,471
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
Amount paid for insurance broker fees10953
Insurance broker nameTHE PENSION STUDIO
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873629
Policy instance 1
Insurance contract or identification number873629
Number of Individuals Covered39
Insurance policy start date2012-01-01
Insurance policy end date2012-12-01
Total amount of commissions paid to insurance brokerUSD $14,449
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $14,449
Additional information about fees paid to insurance brokerCASH COMMISSIONS
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY SMITH BARNEY LLC

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