?>
Logo

GORDON & HALE RETIREMENT PLAN 401k Plan overview

Plan NameGORDON & HALE RETIREMENT PLAN
Plan identification number 001

GORDON & HALE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

GORDON & HALE P.C. has sponsored the creation of one or more 401k plans.

Company Name:GORDON & HALE P.C.
Employer identification number (EIN):850370731
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GORDON & HALE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-06-01
0012020-06-01
0012019-06-01
0012017-06-01JACK GORDON JR
0012016-06-01JACK GORDON JR
0012015-06-01JACK GORDON JR
0012014-06-01JACK GORDON JR
0012013-06-01JACK GORDON JR
0012012-06-01JACK GORDON JR
0012011-06-01JACK GORDON JR
0012009-06-01JACK GORDON JR

Plan Statistics for GORDON & HALE RETIREMENT PLAN

401k plan membership statisitcs for GORDON & HALE RETIREMENT PLAN

Measure Date Value
2021: GORDON & HALE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-06-016
Number of retired or separated participants receiving benefits2021-06-016
Total of all active and inactive participants2021-06-016
Total participants2021-06-016
Number of participants with account balances2021-06-010
2020: GORDON & HALE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-016
Total number of active participants reported on line 7a of the Form 55002020-06-016
Total of all active and inactive participants2020-06-016
Total participants2020-06-016
Number of participants with account balances2020-06-016
2019: GORDON & HALE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-016
Total number of active participants reported on line 7a of the Form 55002019-06-016
Total of all active and inactive participants2019-06-016
Total participants2019-06-016
Number of participants with account balances2019-06-016
2017: GORDON & HALE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-016
Total number of active participants reported on line 7a of the Form 55002017-06-016
Total of all active and inactive participants2017-06-016
Total participants2017-06-016
Number of participants with account balances2017-06-016
2016: GORDON & HALE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-016
Total number of active participants reported on line 7a of the Form 55002016-06-016
Total of all active and inactive participants2016-06-016
Total participants2016-06-016
Number of participants with account balances2016-06-016
2015: GORDON & HALE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-010
Total number of active participants reported on line 7a of the Form 55002015-06-016
Total of all active and inactive participants2015-06-016
Total participants2015-06-016
2014: GORDON & HALE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-015
Total number of active participants reported on line 7a of the Form 55002014-06-014
Number of retired or separated participants receiving benefits2014-06-011
Total of all active and inactive participants2014-06-015
Total participants2014-06-015
Number of participants with account balances2014-06-014
2013: GORDON & HALE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-017
Total number of active participants reported on line 7a of the Form 55002013-06-014
Number of other retired or separated participants entitled to future benefits2013-06-011
Total of all active and inactive participants2013-06-015
Total participants2013-06-015
Number of participants with account balances2013-06-015
2012: GORDON & HALE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-017
Total number of active participants reported on line 7a of the Form 55002012-06-015
Number of other retired or separated participants entitled to future benefits2012-06-012
Total of all active and inactive participants2012-06-017
Total participants2012-06-017
2011: GORDON & HALE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-017
Total number of active participants reported on line 7a of the Form 55002011-06-017
Total of all active and inactive participants2011-06-017
Total participants2011-06-017
Number of participants with account balances2011-06-017
2009: GORDON & HALE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-017
Total number of active participants reported on line 7a of the Form 55002009-06-017
Total of all active and inactive participants2009-06-017
Total participants2009-06-017
Number of participants with account balances2009-06-017

Financial Data on GORDON & HALE RETIREMENT PLAN

Measure Date Value
2022 : GORDON & HALE RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-05-31$241,085
Expenses. Total of all expenses incurred2022-05-31$3,294,498
Benefits paid (including direct rollovers)2022-05-31$3,294,498
Total plan assets at end of year2022-05-31$0
Total plan assets at beginning of year2022-05-31$3,053,413
Value of fidelity bond covering the plan2022-05-31$30,000
Other income received2022-05-31$202,904
Net income (gross income less expenses)2022-05-31$-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
Total income from all sources2021-05-31$889,628
Total plan assets at end of year2021-05-31$3,053,413
Total plan assets at beginning of year2021-05-31$2,163,785
Value of fidelity bond covering the plan2021-05-31$30,000
Other income received2021-05-31$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
Total income from all sources2020-05-31$233,867
Total plan assets at end of year2020-05-31$2,163,785
Total plan assets at beginning of year2020-05-31$1,929,918
Value of fidelity bond covering the plan2020-05-31$30,000
Other income received2020-05-31$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
Total income from all sources2018-05-31$296,116
Total plan assets at end of year2018-05-31$1,911,761
Total plan assets at beginning of year2018-05-31$1,615,645
Value of fidelity bond covering the plan2018-05-31$35,000
Other income received2018-05-31$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
Total income from all sources2017-05-31$278,957
Total plan assets at end of year2017-05-31$1,615,645
Total plan assets at beginning of year2017-05-31$1,336,688
Value of fidelity bond covering the plan2017-05-31$30,000
Other income received2017-05-31$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
Total income from all sources2016-05-31$8,628
Total plan assets at end of year2016-05-31$1,336,688
Total plan assets at beginning of year2016-05-31$1,328,060
Value of fidelity bond covering the plan2016-05-31$30,000
Other income received2016-05-31$-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
Total income from all sources2015-05-31$105,271
Expenses. Total of all expenses incurred2015-05-31$170,140
Benefits paid (including direct rollovers)2015-05-31$170,140
Total plan assets at end of year2015-05-31$1,328,060
Total plan assets at beginning of year2015-05-31$1,392,929
Value of fidelity bond covering the plan2015-05-31$30,000
Other income received2015-05-31$105,271
Net income (gross income less expenses)2015-05-31$-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
Total income from all sources2014-05-31$270,866
Expenses. Total of all expenses incurred2014-05-31$860,368
Benefits paid (including direct rollovers)2014-05-31$860,368
Total plan assets at end of year2014-05-31$1,392,929
Total plan assets at beginning of year2014-05-31$1,982,431
Value of fidelity bond covering the plan2014-05-31$30,000
Other income received2014-05-31$218,768
Net income (gross income less expenses)2014-05-31$-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
Total plan liabilities at beginning of year2013-05-31$20,000
Total income from all sources2013-05-31$440,365
Total plan assets at end of year2013-05-31$1,982,431
Total plan assets at beginning of year2013-05-31$1,562,066
Value of fidelity bond covering the plan2013-05-31$30,000
Other income received2013-05-31$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
Total plan liabilities at end of year2012-05-31$20,000
Total income from all sources2012-05-31$-108,912
Total plan assets at end of year2012-05-31$1,562,066
Total plan assets at beginning of year2012-05-31$1,650,978
Value of fidelity bond covering the plan2012-05-31$30,000
Other income received2012-05-31$-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
Total income from all sources2011-05-31$373,008
Total plan assets at end of year2011-05-31$1,650,978
Total plan assets at beginning of year2011-05-31$1,277,970
Value of fidelity bond covering the plan2011-05-31$30,000
Other income received2011-05-31$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

Form 5500 Responses for GORDON & HALE RETIREMENT PLAN

2021: GORDON & HALE RETIREMENT PLAN 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01This submission is the final filingYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement - TrustYes
2020: GORDON & HALE RETIREMENT PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: GORDON & HALE RETIREMENT PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2017: GORDON & HALE RETIREMENT PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: GORDON & HALE RETIREMENT PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: GORDON & HALE RETIREMENT PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: GORDON & HALE RETIREMENT PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: GORDON & HALE RETIREMENT PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: GORDON & HALE RETIREMENT PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: GORDON & HALE RETIREMENT PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2009: GORDON & HALE RETIREMENT PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

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