401k Plan data: THE ALAN W. RAETZ SOLO 401K PLAN plan

THE ALAN W. RAETZ SOLO 401K PLAN 401k Plan overview

Plan Name	THE ALAN W. RAETZ SOLO 401K PLAN
Plan identification number	001

THE ALAN W. RAETZ SOLO 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

GCP INVOICING has sponsored the creation of one or more 401k plans.

Company Name: GCP INVOICING

Employer identification number (EIN): 830924626

NAIC Classification: 541219
NAIC Description: Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ALAN W. RAETZ SOLO 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 ALAN RAETZ ALAN RAETZ 2019-06-20
001 2017-07-31 ALAN RAETZ ALAN RAETZ 2018-07-22

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	ALAN RAETZ	ALAN RAETZ	2019-06-20
001	2017-07-31	ALAN RAETZ	ALAN RAETZ	2018-07-22

Plan Statistics for THE ALAN W. RAETZ SOLO 401K PLAN

401k plan membership statisitcs for THE ALAN W. RAETZ SOLO 401K PLAN

Measure Date Value
2022: THE ALAN W. RAETZ SOLO 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
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 0
Total of all active and inactive participants 2022-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE ALAN W. RAETZ SOLO 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
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 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE ALAN W. RAETZ SOLO 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
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 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE ALAN W. RAETZ SOLO 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
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 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE ALAN W. RAETZ SOLO 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE ALAN W. RAETZ SOLO 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-31 1
Total number of active participants reported on line 7a of the Form 5500 2017-07-31 1
Number of retired or separated participants receiving benefits 2017-07-31 0
Number of other retired or separated participants entitled to future benefits 2017-07-31 0
Total of all active and inactive participants 2017-07-31 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-31 0
Total participants 2017-07-31 1
Number of participants with account balances 2017-07-31 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-31 0

Measure	Date	Value
2022: THE ALAN W. RAETZ SOLO 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
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	0
Total of all active and inactive participants	2022-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE ALAN W. RAETZ SOLO 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
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	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE ALAN W. RAETZ SOLO 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
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	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE ALAN W. RAETZ SOLO 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
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	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE ALAN W. RAETZ SOLO 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE ALAN W. RAETZ SOLO 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-31	1
Total number of active participants reported on line 7a of the Form 5500	2017-07-31	1
Number of retired or separated participants receiving benefits	2017-07-31	0
Number of other retired or separated participants entitled to future benefits	2017-07-31	0
Total of all active and inactive participants	2017-07-31	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-31	0
Total participants	2017-07-31	1
Number of participants with account balances	2017-07-31	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-31	0

Financial Data on THE ALAN W. RAETZ SOLO 401K PLAN

Measure	Date	Value
2022 : THE ALAN W. RAETZ SOLO 401K PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$212,957
Total plan assets at end of year	2022-12-31	$937,279
Total plan assets at beginning of year	2022-12-31	$724,322
Assets. Value of tangible personal property	2022-12-31	$8,802
Other income received	2022-12-31	$212,957
Net income (gross income less expenses)	2022-12-31	$212,957
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$937,279
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$724,322
Assets. Value of real-estate (other than employer real property)	2022-12-31	$659,000
2021 : THE ALAN W. RAETZ SOLO 401K PLAN 2021 401k financial data
Total plan liabilities at beginning of year	2021-12-31	$98,989
Total income from all sources	2021-12-31	$-118,309
Total plan assets at end of year	2021-12-31	$724,322
Total plan assets at beginning of year	2021-12-31	$941,620
Assets. Value of tangible personal property	2021-12-31	$8,802
Other income received	2021-12-31	$-118,309
Net income (gross income less expenses)	2021-12-31	$-118,309
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$724,322
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$842,631
Assets. Value of real-estate (other than employer real property)	2021-12-31	$459,558
2020 : THE ALAN W. RAETZ SOLO 401K PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$98,989
Total plan liabilities at beginning of year	2020-12-31	$117,153
Total income from all sources	2020-12-31	$223,725
Total plan assets at end of year	2020-12-31	$941,620
Total plan assets at beginning of year	2020-12-31	$736,059
Assets. Value of tangible personal property	2020-12-31	$50,066
Total contributions received or receivable from participants	2020-12-31	$6,850
Other income received	2020-12-31	$216,875
Net income (gross income less expenses)	2020-12-31	$223,725
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$842,631
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$618,906
Assets. Value of real-estate (other than employer real property)	2020-12-31	$848,500
2019 : THE ALAN W. RAETZ SOLO 401K PLAN 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$117,153
Total plan liabilities at beginning of year	2019-12-31	$139,531
Total income from all sources	2019-12-31	$147,909
Total plan assets at end of year	2019-12-31	$736,059
Total plan assets at beginning of year	2019-12-31	$610,528
Assets. Value of tangible personal property	2019-12-31	$10,460
Total contributions received or receivable from participants	2019-12-31	$18,500
Other income received	2019-12-31	$129,409
Net income (gross income less expenses)	2019-12-31	$147,909
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$618,906
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$470,997
Assets. Value of real-estate (other than employer real property)	2019-12-31	$695,000
2018 : THE ALAN W. RAETZ SOLO 401K PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$139,531
Total plan liabilities at beginning of year	2018-12-31	$158,016
Total income from all sources	2018-12-31	$36,345
Total plan assets at end of year	2018-12-31	$610,528
Total plan assets at beginning of year	2018-12-31	$592,668
Assets. Value of tangible personal property	2018-12-31	$8,113
Total contributions received or receivable from participants	2018-12-31	$2,250
Other income received	2018-12-31	$34,095
Net income (gross income less expenses)	2018-12-31	$36,345
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$470,997
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$434,652
Assets. Value of real-estate (other than employer real property)	2018-12-31	$591,887
2017 : THE ALAN W. RAETZ SOLO 401K PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$158,016
Total income from all sources	2017-12-31	$435,121
Expenses. Total of all expenses incurred	2017-12-31	$469
Total plan assets at end of year	2017-12-31	$592,668
Total plan assets at beginning of year	2017-12-31	$0
Assets. Value of tangible personal property	2017-12-31	$5,550
Total contributions received or receivable from participants	2017-12-31	$12,000
Contributions received from other sources (not participants or employers)	2017-12-31	$400,000
Other income received	2017-12-31	$11,121
Net income (gross income less expenses)	2017-12-31	$434,652
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$434,652
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$554,300
Total contributions received or receivable from employer(s)	2017-12-31	$12,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$469

Form 5500 Responses for THE ALAN W. RAETZ SOLO 401K PLAN

2022: THE ALAN W. RAETZ SOLO 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE ALAN W. RAETZ SOLO 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE ALAN W. RAETZ SOLO 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE ALAN W. RAETZ SOLO 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE ALAN W. RAETZ SOLO 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE ALAN W. RAETZ SOLO 401K PLAN 2017 form 5500 responses
2017-07-31	Type of plan entity	Single employer plan
2017-07-31	First time form 5500 has been submitted	Yes
2017-07-31	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-07-31	Plan funding arrangement – Trust	Yes
2017-07-31	Plan benefit arrangement - Trust	Yes

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Company Name:	GCP INVOICING
Employer identification number (EIN):	830924626
NAIC Classification:	541219
NAIC Description:	Other Accounting Services