GORDON & HALE P.C. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2021: GORDON & HALE RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-06-01 | 6 |
Number of retired or separated participants receiving benefits | 2021-06-01 | 6 |
Total of all active and inactive participants | 2021-06-01 | 6 |
Total participants | 2021-06-01 | 6 |
Number of participants with account balances | 2021-06-01 | 0 |
2020: GORDON & HALE RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-06-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 6 |
Total of all active and inactive participants | 2020-06-01 | 6 |
Total participants | 2020-06-01 | 6 |
Number of participants with account balances | 2020-06-01 | 6 |
2019: GORDON & HALE RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-06-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 6 |
Total of all active and inactive participants | 2019-06-01 | 6 |
Total participants | 2019-06-01 | 6 |
Number of participants with account balances | 2019-06-01 | 6 |
2017: GORDON & HALE RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-06-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 6 |
Total of all active and inactive participants | 2017-06-01 | 6 |
Total participants | 2017-06-01 | 6 |
Number of participants with account balances | 2017-06-01 | 6 |
2016: GORDON & HALE RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-06-01 | 6 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 6 |
Total of all active and inactive participants | 2016-06-01 | 6 |
Total participants | 2016-06-01 | 6 |
Number of participants with account balances | 2016-06-01 | 6 |
2015: GORDON & HALE RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-06-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 6 |
Total of all active and inactive participants | 2015-06-01 | 6 |
Total participants | 2015-06-01 | 6 |
2014: GORDON & HALE RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-06-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 4 |
Number of retired or separated participants receiving benefits | 2014-06-01 | 1 |
Total of all active and inactive participants | 2014-06-01 | 5 |
Total participants | 2014-06-01 | 5 |
Number of participants with account balances | 2014-06-01 | 4 |
2013: GORDON & HALE RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-06-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2013-06-01 | 1 |
Total of all active and inactive participants | 2013-06-01 | 5 |
Total participants | 2013-06-01 | 5 |
Number of participants with account balances | 2013-06-01 | 5 |
2012: GORDON & HALE RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-06-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 2 |
Total of all active and inactive participants | 2012-06-01 | 7 |
Total participants | 2012-06-01 | 7 |
2011: GORDON & HALE RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-06-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 7 |
Total of all active and inactive participants | 2011-06-01 | 7 |
Total participants | 2011-06-01 | 7 |
Number of participants with account balances | 2011-06-01 | 7 |
2009: GORDON & HALE RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-06-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 7 |
Total of all active and inactive participants | 2009-06-01 | 7 |
Total participants | 2009-06-01 | 7 |
Number of participants with account balances | 2009-06-01 | 7 |
Measure | Date | Value |
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2022 : GORDON & HALE RETIREMENT PLAN 2022 401k financial data |
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Total income from all sources | 2022-05-31 | $241,085 |
Expenses. Total of all expenses incurred | 2022-05-31 | $3,294,498 |
Benefits paid (including direct rollovers) | 2022-05-31 | $3,294,498 |
Total plan assets at end of year | 2022-05-31 | $0 |
Total plan assets at beginning of year | 2022-05-31 | $3,053,413 |
Value of fidelity bond covering the plan | 2022-05-31 | $30,000 |
Other income received | 2022-05-31 | $202,904 |
Net income (gross income less expenses) | 2022-05-31 | $-3,053,413 |
Net plan assets at end of year (total assets less liabilities) | 2022-05-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-05-31 | $3,053,413 |
Total contributions received or receivable from employer(s) | 2022-05-31 | $38,181 |
2021 : GORDON & HALE RETIREMENT PLAN 2021 401k financial data |
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Total income from all sources | 2021-05-31 | $889,628 |
Total plan assets at end of year | 2021-05-31 | $3,053,413 |
Total plan assets at beginning of year | 2021-05-31 | $2,163,785 |
Value of fidelity bond covering the plan | 2021-05-31 | $30,000 |
Other income received | 2021-05-31 | $848,991 |
Net income (gross income less expenses) | 2021-05-31 | $889,628 |
Net plan assets at end of year (total assets less liabilities) | 2021-05-31 | $3,053,413 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-05-31 | $2,163,785 |
Total contributions received or receivable from employer(s) | 2021-05-31 | $40,637 |
2020 : GORDON & HALE RETIREMENT PLAN 2020 401k financial data |
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Total income from all sources | 2020-05-31 | $233,867 |
Total plan assets at end of year | 2020-05-31 | $2,163,785 |
Total plan assets at beginning of year | 2020-05-31 | $1,929,918 |
Value of fidelity bond covering the plan | 2020-05-31 | $30,000 |
Other income received | 2020-05-31 | $192,067 |
Net income (gross income less expenses) | 2020-05-31 | $233,867 |
Net plan assets at end of year (total assets less liabilities) | 2020-05-31 | $2,163,785 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-05-31 | $1,929,918 |
Total contributions received or receivable from employer(s) | 2020-05-31 | $41,800 |
2018 : GORDON & HALE RETIREMENT PLAN 2018 401k financial data |
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Total income from all sources | 2018-05-31 | $296,116 |
Total plan assets at end of year | 2018-05-31 | $1,911,761 |
Total plan assets at beginning of year | 2018-05-31 | $1,615,645 |
Value of fidelity bond covering the plan | 2018-05-31 | $35,000 |
Other income received | 2018-05-31 | $256,713 |
Net income (gross income less expenses) | 2018-05-31 | $296,116 |
Net plan assets at end of year (total assets less liabilities) | 2018-05-31 | $1,911,761 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-05-31 | $1,615,645 |
Total contributions received or receivable from employer(s) | 2018-05-31 | $39,403 |
2017 : GORDON & HALE RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-05-31 | $278,957 |
Total plan assets at end of year | 2017-05-31 | $1,615,645 |
Total plan assets at beginning of year | 2017-05-31 | $1,336,688 |
Value of fidelity bond covering the plan | 2017-05-31 | $30,000 |
Other income received | 2017-05-31 | $250,582 |
Net income (gross income less expenses) | 2017-05-31 | $278,957 |
Net plan assets at end of year (total assets less liabilities) | 2017-05-31 | $1,615,645 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-05-31 | $1,336,688 |
Total contributions received or receivable from employer(s) | 2017-05-31 | $28,375 |
2016 : GORDON & HALE RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-05-31 | $8,628 |
Total plan assets at end of year | 2016-05-31 | $1,336,688 |
Total plan assets at beginning of year | 2016-05-31 | $1,328,060 |
Value of fidelity bond covering the plan | 2016-05-31 | $30,000 |
Other income received | 2016-05-31 | $-28,485 |
Net income (gross income less expenses) | 2016-05-31 | $8,628 |
Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $1,336,688 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-05-31 | $1,328,060 |
Total contributions received or receivable from employer(s) | 2016-05-31 | $37,113 |
2015 : GORDON & HALE RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-05-31 | $105,271 |
Expenses. Total of all expenses incurred | 2015-05-31 | $170,140 |
Benefits paid (including direct rollovers) | 2015-05-31 | $170,140 |
Total plan assets at end of year | 2015-05-31 | $1,328,060 |
Total plan assets at beginning of year | 2015-05-31 | $1,392,929 |
Value of fidelity bond covering the plan | 2015-05-31 | $30,000 |
Other income received | 2015-05-31 | $105,271 |
Net income (gross income less expenses) | 2015-05-31 | $-64,869 |
Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $1,328,060 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $1,392,929 |
2014 : GORDON & HALE RETIREMENT PLAN 2014 401k financial data |
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Total income from all sources | 2014-05-31 | $270,866 |
Expenses. Total of all expenses incurred | 2014-05-31 | $860,368 |
Benefits paid (including direct rollovers) | 2014-05-31 | $860,368 |
Total plan assets at end of year | 2014-05-31 | $1,392,929 |
Total plan assets at beginning of year | 2014-05-31 | $1,982,431 |
Value of fidelity bond covering the plan | 2014-05-31 | $30,000 |
Other income received | 2014-05-31 | $218,768 |
Net income (gross income less expenses) | 2014-05-31 | $-589,502 |
Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $1,392,929 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $1,982,431 |
Total contributions received or receivable from employer(s) | 2014-05-31 | $52,098 |
2013 : GORDON & HALE RETIREMENT PLAN 2013 401k financial data |
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Total plan liabilities at beginning of year | 2013-05-31 | $20,000 |
Total income from all sources | 2013-05-31 | $440,365 |
Total plan assets at end of year | 2013-05-31 | $1,982,431 |
Total plan assets at beginning of year | 2013-05-31 | $1,562,066 |
Value of fidelity bond covering the plan | 2013-05-31 | $30,000 |
Other income received | 2013-05-31 | $398,367 |
Net income (gross income less expenses) | 2013-05-31 | $440,365 |
Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $1,982,431 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $1,542,066 |
Total contributions received or receivable from employer(s) | 2013-05-31 | $41,998 |
2012 : GORDON & HALE RETIREMENT PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-05-31 | $20,000 |
Total income from all sources | 2012-05-31 | $-108,912 |
Total plan assets at end of year | 2012-05-31 | $1,562,066 |
Total plan assets at beginning of year | 2012-05-31 | $1,650,978 |
Value of fidelity bond covering the plan | 2012-05-31 | $30,000 |
Other income received | 2012-05-31 | $-137,678 |
Net income (gross income less expenses) | 2012-05-31 | $-108,912 |
Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $1,542,066 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $1,650,978 |
Total contributions received or receivable from employer(s) | 2012-05-31 | $28,766 |
2011 : GORDON & HALE RETIREMENT PLAN 2011 401k financial data |
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Total income from all sources | 2011-05-31 | $373,008 |
Total plan assets at end of year | 2011-05-31 | $1,650,978 |
Total plan assets at beginning of year | 2011-05-31 | $1,277,970 |
Value of fidelity bond covering the plan | 2011-05-31 | $30,000 |
Other income received | 2011-05-31 | $348,832 |
Net income (gross income less expenses) | 2011-05-31 | $373,008 |
Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $1,650,978 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $1,277,970 |
Total contributions received or receivable from employer(s) | 2011-05-31 | $24,176 |
2021: GORDON & HALE RETIREMENT PLAN 2021 form 5500 responses |
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2021-06-01 | Type of plan entity | Single employer plan |
2021-06-01 | This submission is the final filing | Yes |
2021-06-01 | Plan funding arrangement – Trust | Yes |
2021-06-01 | Plan benefit arrangement - Trust | Yes |
2020: GORDON & HALE RETIREMENT PLAN 2020 form 5500 responses |
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2020-06-01 | Type of plan entity | Single employer plan |
2020-06-01 | Plan funding arrangement – Trust | Yes |
2020-06-01 | Plan benefit arrangement - Trust | Yes |
2019: GORDON & HALE RETIREMENT PLAN 2019 form 5500 responses |
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2019-06-01 | Type of plan entity | Single employer plan |
2019-06-01 | Plan funding arrangement – Trust | Yes |
2019-06-01 | Plan benefit arrangement - Trust | Yes |
2017: GORDON & HALE RETIREMENT PLAN 2017 form 5500 responses |
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2017-06-01 | Type of plan entity | Single employer plan |
2017-06-01 | Plan funding arrangement – Trust | Yes |
2017-06-01 | Plan benefit arrangement - Trust | Yes |
2016: GORDON & HALE RETIREMENT PLAN 2016 form 5500 responses |
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2016-06-01 | Type of plan entity | Single employer plan |
2016-06-01 | Plan funding arrangement – Trust | Yes |
2016-06-01 | Plan benefit arrangement - Trust | Yes |
2015: GORDON & HALE RETIREMENT PLAN 2015 form 5500 responses |
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2015-06-01 | Type of plan entity | Single employer plan |
2015-06-01 | Plan funding arrangement – Trust | Yes |
2015-06-01 | Plan benefit arrangement - Trust | Yes |
2014: GORDON & HALE RETIREMENT PLAN 2014 form 5500 responses |
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2014-06-01 | Type of plan entity | Single employer plan |
2014-06-01 | Plan funding arrangement – Trust | Yes |
2014-06-01 | Plan benefit arrangement - Trust | Yes |
2013: GORDON & HALE RETIREMENT PLAN 2013 form 5500 responses |
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2013-06-01 | Type of plan entity | Single employer plan |
2013-06-01 | Plan funding arrangement – Trust | Yes |
2013-06-01 | Plan benefit arrangement - Trust | Yes |
2012: GORDON & HALE RETIREMENT PLAN 2012 form 5500 responses |
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2012-06-01 | Type of plan entity | Single employer plan |
2012-06-01 | Plan funding arrangement – Trust | Yes |
2012-06-01 | Plan benefit arrangement - Trust | Yes |
2011: GORDON & HALE RETIREMENT PLAN 2011 form 5500 responses |
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2011-06-01 | Type of plan entity | Single employer plan |
2011-06-01 | Plan funding arrangement – Trust | Yes |
2011-06-01 | Plan benefit arrangement - Trust | Yes |
2009: GORDON & HALE RETIREMENT PLAN 2009 form 5500 responses |
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2009-06-01 | Type of plan entity | Single employer plan |
2009-06-01 | Plan funding arrangement – Trust | Yes |
2009-06-01 | Plan benefit arrangement - Trust | Yes |