ALLEN & GOOCH, A LAW CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLEN & GOOCH 401-K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023: ALLEN & GOOCH 401-K PROFIT SHARING PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 30 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 32 |
| Total of all active and inactive participants | 2023-01-01 | 62 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 62 |
| Number of participants with account balances | 2023-01-01 | 62 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: ALLEN & GOOCH 401-K PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 29 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 37 |
| Total of all active and inactive participants | 2022-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 66 |
| Number of participants with account balances | 2022-01-01 | 66 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 2 |
| 2021: ALLEN & GOOCH 401-K PROFIT SHARING PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 36 |
| Total of all active and inactive participants | 2021-01-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 70 |
| Number of participants with account balances | 2021-01-01 | 68 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
| 2020: ALLEN & GOOCH 401-K PROFIT SHARING PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 43 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 29 |
| Total of all active and inactive participants | 2020-01-01 | 72 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1 |
| Total participants | 2020-01-01 | 73 |
| Number of participants with account balances | 2020-01-01 | 71 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
| 2019: ALLEN & GOOCH 401-K PROFIT SHARING PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 52 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 22 |
| Total of all active and inactive participants | 2019-01-01 | 74 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 74 |
| Number of participants with account balances | 2019-01-01 | 69 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 3 |
| 2017: ALLEN & GOOCH 401-K PROFIT SHARING PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 59 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 15 |
| Total of all active and inactive participants | 2017-01-01 | 74 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 74 |
| Number of participants with account balances | 2017-01-01 | 73 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : ALLEN & GOOCH 401-K PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $2,361,521 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $1,324,448 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $1,319,821 |
| Total plan assets at end of year | 2023-12-31 | $15,032,834 |
| Total plan assets at beginning of year | 2023-12-31 | $13,995,761 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $297,416 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $8,258 |
| Other income received | 2023-12-31 | $1,983,129 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $1,037,073 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $15,032,834 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $13,995,761 |
| Assets. Value of participant loans | 2023-12-31 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $72,718 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $4,627 |
| 2022 : ALLEN & GOOCH 401-K PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-2,745,431 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $3,498,630 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $3,491,616 |
| Total plan assets at end of year | 2022-12-31 | $13,995,761 |
| Total plan assets at beginning of year | 2022-12-31 | $20,239,822 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $309,457 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-3,128,938 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-6,244,061 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $13,995,761 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $20,239,822 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $74,050 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $7,014 |
| 2021 : ALLEN & GOOCH 401-K PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $235 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $2,426,769 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $370,754 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $358,623 |
| Total plan assets at end of year | 2021-12-31 | $20,239,822 |
| Total plan assets at beginning of year | 2021-12-31 | $18,183,572 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $415,486 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $1,923,195 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $2,056,015 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $20,239,822 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $18,183,572 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $88,088 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $12,131 |
| 2020 : ALLEN & GOOCH 401-K PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $638 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $2,710,348 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $359,506 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $353,636 |
| Total plan assets at end of year | 2020-12-31 | $18,183,572 |
| Total plan assets at beginning of year | 2020-12-31 | $15,832,092 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $473,381 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $2,136,519 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $2,350,842 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $18,183,572 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $15,832,092 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $100,448 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $5,870 |
| 2019 : ALLEN & GOOCH 401-K PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $3,338,964 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,947,784 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,940,983 |
| Total plan assets at end of year | 2019-12-31 | $15,832,092 |
| Total plan assets at beginning of year | 2019-12-31 | $14,440,912 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $543,226 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $2,691,674 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $1,391,180 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $15,832,092 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $14,440,912 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $104,064 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $6,801 |
| 2018 : ALLEN & GOOCH 401-K PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-2,509 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $3,350,660 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $3,347,303 |
| Total plan assets at end of year | 2018-12-31 | $14,440,912 |
| Total plan assets at beginning of year | 2018-12-31 | $17,794,081 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $552,180 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $14,543 |
| Other income received | 2018-12-31 | $-698,570 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-3,353,169 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $14,440,912 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $17,794,081 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $129,338 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,357 |
| 2017 : ALLEN & GOOCH 401-K PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $2,193 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $2,911,477 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,323,318 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,323,318 |
| Total plan assets at end of year | 2017-12-31 | $17,794,081 |
| Total plan assets at beginning of year | 2017-12-31 | $16,203,729 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $513,087 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $2,299,642 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $1,588,159 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $17,794,081 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $16,203,729 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $98,748 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| 2023: ALLEN & GOOCH 401-K PROFIT SHARING PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: ALLEN & GOOCH 401-K PROFIT SHARING PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ALLEN & GOOCH 401-K PROFIT SHARING PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ALLEN & GOOCH 401-K PROFIT SHARING PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ALLEN & GOOCH 401-K PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ALLEN & GOOCH 401-K PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |