?>
Logo

THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE GEHR GROUP, INC. 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.
  • 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

THE GEHR GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE GEHR GROUP, INC.
Employer identification number (EIN):800822974
NAIC Classification:423600

Additional information about THE GEHR GROUP, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 2012-05-30
Company Identification Number: C3476146
Legal Registered Office Address: 7400 East Slauson Ave

Commerce
United States of America (USA)
90040

More information about THE GEHR GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MAXIMILIAN PAETZOLD2023-10-13
0012021-01-01MAXIMILIAN PAETZOLD2022-10-17
0012020-01-01MARK GOLDMAN2021-10-14
0012019-01-01MARK GOLDMAN2020-10-14
0012018-01-01MARK GOLDMAN2019-10-15 DAVID LIFSCHITZ2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01

Plan Statistics for THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01196
Total number of active participants reported on line 7a of the Form 55002022-01-01114
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0178
Total of all active and inactive participants2022-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01194
Number of participants with account balances2022-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01191
Total number of active participants reported on line 7a of the Form 55002021-01-01105
Number of retired or separated participants receiving benefits2021-01-0190
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01196
Number of participants with account balances2021-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01304
Total number of active participants reported on line 7a of the Form 55002020-01-01119
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0172
Total of all active and inactive participants2020-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01191
Number of participants with account balances2020-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01265
Total number of active participants reported on line 7a of the Form 55002019-01-01150
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01152
Total of all active and inactive participants2019-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01302
Number of participants with account balances2019-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0138
2018: THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01234
Total number of active participants reported on line 7a of the Form 55002018-01-01203
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0175
Total of all active and inactive participants2018-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01278
Number of participants with account balances2018-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01194
Total number of active participants reported on line 7a of the Form 55002017-01-01165
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01216
Number of participants with account balances2017-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01154
Total number of active participants reported on line 7a of the Form 55002016-01-01155
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01165
Total participants2016-01-01165
Number of participants with account balances2016-01-01207
2015: THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01163
Total number of active participants reported on line 7a of the Form 55002015-01-01152
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01178
Total participants2015-01-01178
Number of participants with account balances2015-01-01197
2014: THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01182
Total number of active participants reported on line 7a of the Form 55002014-01-01162
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01202
Total participants2014-01-01202
Number of participants with account balances2014-01-01202
2013: THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01166
Total number of active participants reported on line 7a of the Form 55002013-01-01172
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01182
Total participants2013-01-01182
Number of participants with account balances2013-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,629,154
Total unrealized appreciation/depreciation of assets2022-12-31$-2,629,154
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,119,172
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,986,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,977,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,493,402
Value of total assets at end of year2022-12-31$12,494,967
Value of total assets at beginning of year2022-12-31$16,601,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$9,292
Total interest from all sources2022-12-31$16,774
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$607,273
Participant contributions at end of year2022-12-31$339,891
Participant contributions at beginning of year2022-12-31$457,194
Participant contributions at end of year2022-12-31$19,165
Participant contributions at beginning of year2022-12-31$21,244
Other income not declared elsewhere2022-12-31$-194
Total non interest bearing cash at end of year2022-12-31$2,917
Total non interest bearing cash at beginning of year2022-12-31$31,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,106,073
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,494,967
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,601,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,776
Value of interest in pooled separate accounts at end of year2022-12-31$8,386,367
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,765,473
Income. Interest from loans (other than to participants)2022-12-31$16,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,219,248
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,915,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$886,129
Employer contributions (assets) at end of year2022-12-31$527,379
Employer contributions (assets) at beginning of year2022-12-31$409,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,977,609
Contract administrator fees2022-12-31$7,516
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31VASQUEZ & COMPANY,LLP
Accountancy firm EIN2022-12-31330700332
2021 : THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,246,180
Total unrealized appreciation/depreciation of assets2021-12-31$1,246,180
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,712,715
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,315,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,280,065
Expenses. Certain deemed distributions of participant loans2021-12-31$24,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,444,624
Value of total assets at end of year2021-12-31$16,601,040
Value of total assets at beginning of year2021-12-31$17,204,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,992
Total interest from all sources2021-12-31$21,911
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$3,476
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$632,933
Participant contributions at end of year2021-12-31$457,194
Participant contributions at beginning of year2021-12-31$589,054
Participant contributions at end of year2021-12-31$21,244
Participant contributions at beginning of year2021-12-31$22,129
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$11,511
Total non interest bearing cash at end of year2021-12-31$31,822
Total non interest bearing cash at beginning of year2021-12-31$83,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-603,220
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,601,040
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,204,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$12,765,473
Value of interest in pooled separate accounts at beginning of year2021-12-31$13,008,880
Interest on participant loans2021-12-31$21,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,915,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,022,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$800,180
Employer contributions (assets) at end of year2021-12-31$409,662
Employer contributions (assets) at beginning of year2021-12-31$478,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,280,065
Contract administrator fees2021-12-31$7,516
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VASQUEZ & COMPANY,LLP
Accountancy firm EIN2021-12-31330700332
2020 : THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,011,892
Total unrealized appreciation/depreciation of assets2020-12-31$2,011,892
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,449,035
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,803,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,767,711
Expenses. Certain deemed distributions of participant loans2020-12-31$12,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,416,661
Value of total assets at end of year2020-12-31$17,204,260
Value of total assets at beginning of year2020-12-31$16,558,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,722
Total interest from all sources2020-12-31$20,482
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$574,029
Participant contributions at end of year2020-12-31$589,054
Participant contributions at beginning of year2020-12-31$578,189
Participant contributions at end of year2020-12-31$22,129
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Administrative expenses (other) incurred2020-12-31$22,722
Total non interest bearing cash at end of year2020-12-31$83,483
Total non interest bearing cash at beginning of year2020-12-31$37,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$645,703
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,204,260
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,558,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$13,008,880
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,410,779
Interest on participant loans2020-12-31$20,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,022,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,960,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$842,632
Employer contributions (assets) at end of year2020-12-31$478,453
Employer contributions (assets) at beginning of year2020-12-31$571,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,767,711
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31VASQUEZ & COMPANY,LLP
Accountancy firm EIN2020-12-31330700332
2019 : THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,254,691
Total unrealized appreciation/depreciation of assets2019-12-31$2,254,691
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,052,223
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,028,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,020,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,767,671
Value of total assets at end of year2019-12-31$16,558,557
Value of total assets at beginning of year2019-12-31$13,534,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,904
Total interest from all sources2019-12-31$29,861
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$779,863
Participant contributions at end of year2019-12-31$578,189
Participant contributions at beginning of year2019-12-31$638,575
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,309
Administrative expenses (other) incurred2019-12-31$7,904
Total non interest bearing cash at end of year2019-12-31$37,604
Total non interest bearing cash at beginning of year2019-12-31$28,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,024,150
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,558,557
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,534,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$12,410,779
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,678,756
Income. Interest from loans (other than to participants)2019-12-31$29,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,960,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,579,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$986,499
Employer contributions (assets) at end of year2019-12-31$571,395
Employer contributions (assets) at beginning of year2019-12-31$609,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,020,169
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31VASQUEZ & COMPANY,LLP
Accountancy firm EIN2019-12-31330700332
2018 : THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-525,025
Total unrealized appreciation/depreciation of assets2018-12-31$-525,025
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,409,631
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,347,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,338,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,905,915
Value of total assets at end of year2018-12-31$13,534,407
Value of total assets at beginning of year2018-12-31$14,472,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,270
Total interest from all sources2018-12-31$28,741
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$771,088
Participant contributions at end of year2018-12-31$638,575
Participant contributions at beginning of year2018-12-31$546,274
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$120,409
Administrative expenses (other) incurred2018-12-31$9,270
Total non interest bearing cash at end of year2018-12-31$28,369
Total non interest bearing cash at beginning of year2018-12-31$23,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-937,894
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,534,407
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,472,301
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$9,678,756
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,551,025
Income. Interest from loans (other than to participants)2018-12-31$28,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,579,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,741,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,014,418
Employer contributions (assets) at end of year2018-12-31$609,312
Employer contributions (assets) at beginning of year2018-12-31$609,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,338,255
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31VASQUEZ & COMPANY,LLP
Accountancy firm EIN2018-12-31330700332
2017 : THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,607,466
Total unrealized appreciation/depreciation of assets2017-12-31$1,607,466
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,462,665
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$647,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$639,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,834,180
Value of total assets at end of year2017-12-31$14,472,301
Value of total assets at beginning of year2017-12-31$11,656,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,616
Total interest from all sources2017-12-31$21,019
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$703,773
Participant contributions at end of year2017-12-31$546,274
Participant contributions at beginning of year2017-12-31$512,233
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$212,310
Administrative expenses (other) incurred2017-12-31$7,616
Total non interest bearing cash at end of year2017-12-31$23,857
Total non interest bearing cash at beginning of year2017-12-31$19,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,815,638
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,472,301
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,656,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$11,551,025
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,822,966
Income. Interest from loans (other than to participants)2017-12-31$21,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,741,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,760,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$918,097
Employer contributions (assets) at end of year2017-12-31$609,284
Employer contributions (assets) at beginning of year2017-12-31$541,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$639,411
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31VASQUEZ & COMPANY,LLP
Accountancy firm EIN2017-12-31330700332
2016 : THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$599,568
Total unrealized appreciation/depreciation of assets2016-12-31$599,568
Total income from all sources (including contributions)2016-12-31$2,450,901
Total of all expenses incurred2016-12-31$1,263,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,255,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,828,912
Value of total assets at end of year2016-12-31$11,656,663
Value of total assets at beginning of year2016-12-31$10,469,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,144
Total interest from all sources2016-12-31$22,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$667,549
Participant contributions at end of year2016-12-31$512,233
Participant contributions at beginning of year2016-12-31$526,979
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$321,423
Administrative expenses (other) incurred2016-12-31$8,144
Total non interest bearing cash at end of year2016-12-31$19,578
Total non interest bearing cash at beginning of year2016-12-31$11,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,187,533
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,656,663
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,469,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$8,822,966
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,995,290
Income. Interest from loans (other than to participants)2016-12-31$22,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,760,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,414,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$839,940
Employer contributions (assets) at end of year2016-12-31$541,024
Employer contributions (assets) at beginning of year2016-12-31$521,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,255,224
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31VASQUEZ & COMPANY, LLP
Accountancy firm EIN2016-12-31330700332
2015 : THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-3,192
Total unrealized appreciation/depreciation of assets2015-12-31$-3,192
Total income from all sources (including contributions)2015-12-31$1,459,422
Total of all expenses incurred2015-12-31$653,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$645,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,439,907
Value of total assets at end of year2015-12-31$10,469,130
Value of total assets at beginning of year2015-12-31$9,663,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,699
Total interest from all sources2015-12-31$22,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$6,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$622,970
Participant contributions at end of year2015-12-31$526,979
Participant contributions at beginning of year2015-12-31$437,610
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$566
Administrative expenses (other) incurred2015-12-31$8,699
Total non interest bearing cash at end of year2015-12-31$11,500
Total non interest bearing cash at beginning of year2015-12-31$7,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$805,563
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,469,130
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,663,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$7,995,290
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,491,067
Interest on participant loans2015-12-31$20,166
Interest earned on other investments2015-12-31$2,541
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,414,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,276,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$816,371
Employer contributions (assets) at end of year2015-12-31$521,021
Employer contributions (assets) at beginning of year2015-12-31$451,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$645,160
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31VASQUEZ & COMPANY, LLP
Accountancy firm EIN2015-12-31330700332
2014 : THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,589,003
Total of all expenses incurred2014-12-31$428,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$417,305
Expenses. Certain deemed distributions of participant loans2014-12-31$3,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,326,480
Value of total assets at end of year2014-12-31$9,663,567
Value of total assets at beginning of year2014-12-31$8,503,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,691
Total interest from all sources2014-12-31$389,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$7,541
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$6,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$561,093
Participant contributions at end of year2014-12-31$437,610
Participant contributions at beginning of year2014-12-31$365,280
Participant contributions at beginning of year2014-12-31$28
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$36,241
Other income not declared elsewhere2014-12-31$12,377
Total non interest bearing cash at end of year2014-12-31$7,243
Total non interest bearing cash at beginning of year2014-12-31$8,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,160,177
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,663,567
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,503,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$7,491,067
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,423,988
Interest on participant loans2014-12-31$17,869
Interest earned on other investments2014-12-31$371,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,276,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$252,325
Net investment gain or loss from common/collective trusts2014-12-31$-138,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$729,146
Employer contributions (assets) at end of year2014-12-31$451,551
Employer contributions (assets) at beginning of year2014-12-31$453,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$417,305
Contract administrator fees2014-12-31$150
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31VASQUEZ AND COMPANY, LLP
Accountancy firm EIN2014-12-31330700332
2013 : THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total transfer of assets to this plan2013-12-31$6,357
Total income from all sources (including contributions)2013-12-31$2,079,283
Total of all expenses incurred2013-12-31$376,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$365,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,163,696
Value of total assets at end of year2013-12-31$8,503,390
Value of total assets at beginning of year2013-12-31$6,794,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,024
Total interest from all sources2013-12-31$15,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$6,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$507,749
Participant contributions at end of year2013-12-31$365,280
Participant contributions at beginning of year2013-12-31$308,107
Participant contributions at end of year2013-12-31$28
Other income not declared elsewhere2013-12-31$6
Total non interest bearing cash at end of year2013-12-31$8,554
Total non interest bearing cash at beginning of year2013-12-31$2,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,702,576
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,503,390
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,794,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$7,423,988
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,048,049
Interest on participant loans2013-12-31$14,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$252,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$273,149
Net investment gain/loss from pooled separate accounts2013-12-31$900,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$655,947
Employer contributions (assets) at end of year2013-12-31$453,215
Employer contributions (assets) at beginning of year2013-12-31$163,064
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$365,683
Contract administrator fees2013-12-31$11,024
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HENRY SANDERS, CPA
Accountancy firm EIN2013-12-31953695964

Form 5500 Responses for THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN

2022: THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE GEHR GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE GEHR GROUP, INC. 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 - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601458-000
Policy instance 1
Insurance contract or identification number601458-000
Number of Individuals Covered194
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,730
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6730
Additional information about fees paid to insurance brokerTPA
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601458-000
Policy instance 1
Insurance contract or identification number601458-000
Number of Individuals Covered105
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,027
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8027
Additional information about fees paid to insurance brokerTPA
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601458-000
Policy instance 1
Insurance contract or identification number601458-000
Number of Individuals Covered206
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $27,496
Total amount of fees paid to insurance companyUSD $7,505
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,002
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFINANCIAL ADVISOR
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601458-000
Policy instance 1
Insurance contract or identification number601458-000
Number of Individuals Covered308
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $42,474
Total amount of fees paid to insurance companyUSD $7,106
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,237
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerFINANCIAL ADVISOR
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601458-000
Policy instance 1
Insurance contract or identification number601458-000
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $37,678
Total amount of fees paid to insurance companyUSD $6,900
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 $8,478
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601458-000
Policy instance 1
Insurance contract or identification number601458-000
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $36,376
Total amount of fees paid to insurance companyUSD $6,079
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 $18,188
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker nameMILLENNIUM PENSION SERVICES,INC
JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601458000
Policy instance 1
Insurance contract or identification number601458000
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $24,478
Total amount of fees paid to insurance companyUSD $4,563
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 $24,478
Insurance broker organization code?3
Amount paid for insurance broker fees3366
Insurance broker nameMILLENNIUM PENSION SERVICES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601458
Policy instance 2
Insurance contract or identification number601458
Number of Individuals Covered178
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $66,491
Total amount of fees paid to insurance companyUSD $3,102
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,246
Insurance broker organization code?3
Amount paid for insurance broker fees3102
Insurance broker nameMILLENNIUM PENSION SERVICES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number88020
Policy instance 1
Insurance contract or identification number88020
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-02-03
Total amount of fees paid to insurance companyUSD $150
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees150
Insurance broker organization code?5
Insurance broker nameMILLENNIUM PENSION SERVICES INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number88020
Policy instance 1
Insurance contract or identification number88020
Number of Individuals Covered196
Total amount of commissions paid to insurance brokerUSD $10,776
Total amount of fees paid to insurance companyUSD $5
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $10,776
Amount paid for insurance broker fees5
Insurance broker organization code?3
Insurance broker nameIAIN WHYTE

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3