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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
0012023-01-01NICK RICE2024-06-21
0012022-01-01SHIRLEY HORNER2023-05-25
0012021-01-01SHIRLEY HORNER2022-07-07
0012020-01-01
0012019-01-01
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

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

Measure Date Value
2025 : GORDON & DONER, P.A. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-061723075
Net assets as of the end of the plan year2025-06-0611639181
Total assets as of the beginning of the plan year2025-06-0610871194
Value of plan covered by a fidelity bond2025-06-06500000
Participant contributions to plan in this plan year2025-06-06588527
Value of participant loans at end of plan year2025-06-0682223
Other income to plan in this plan year2025-06-061642083
Plan net income in this plan year2025-06-06767987
Net assets as of the end of the plan year2025-06-0611639181
Net assets as of the beginning of the plan year2025-06-0610871194
Employer contributions to plan in this plan year2025-06-06260452
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-0617781
2024 : GORDON & DONER, P.A. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-21898726
Net assets as of the end of the plan year2024-06-2110871194
Total assets as of the beginning of the plan year2024-06-219352738
Value of plan covered by a fidelity bond2024-06-21500000
Participant contributions to plan in this plan year2024-06-21630075
Value of participant loans at end of plan year2024-06-2160138
Other contributions to plan in this plan year2024-06-2169177
Other income to plan in this plan year2024-06-211441439
Plan net income in this plan year2024-06-211518456
Net assets as of the end of the plan year2024-06-2110871194
Net assets as of the beginning of the plan year2024-06-219352738
Employer contributions to plan in this plan year2024-06-21276491
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2115185
2022 : GORDON & DONER, P.A. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-07231708
Net assets as of the end of the plan year2022-07-079561936
Total assets as of the beginning of the plan year2022-07-077895926
Value of plan covered by a fidelity bond2022-07-07500000
Participant contributions to plan in this plan year2022-07-07421911
Value of participant loans at end of plan year2022-07-0799060
Other income to plan in this plan year2022-07-071175486
Plan net income in this plan year2022-07-071666010
Net assets as of the end of the plan year2022-07-079561936
Net assets as of the beginning of the plan year2022-07-077895926
Employer contributions to plan in this plan year2022-07-07300321
Fees paid to broker by Benefit Provider2022-07-0716228
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-074697
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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number873629
Policy instance 1

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