GIBBS M. SMITH, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-GIBBS M. SMITH, INC.
| Measure | Date | Value |
|---|
| 2024 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-GIBBS M. SMITH, INC. 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-12-19 | -5172868 |
| Total liabilities as of the end of the plan year | 2024-12-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-12-19 | 0 |
| Total expenses incurred by plan in this plan year | 2024-12-19 | 317720 |
| Net assets as of the end of the plan year | 2024-12-19 | 0 |
| Total assets as of the beginning of the plan year | 2024-12-19 | 4793058 |
| Value of plan covered by a fidelity bond | 2024-12-19 | 500000 |
| Participant contributions to plan in this plan year | 2024-12-19 | 146931 |
| Value of participant loans at end of plan year | 2024-12-19 | 0 |
| Other income to plan in this plan year | 2024-12-19 | 488099 |
| Plan net income in this plan year | 2024-12-19 | 379810 |
| Net assets as of the end of the plan year | 2024-12-19 | 0 |
| Net assets as of the beginning of the plan year | 2024-12-19 | 4793058 |
| Employer contributions to plan in this plan year | 2024-12-19 | 62500 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-19 | 28762 |
| Total transfers to/from plan in this plan year | 2024-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 88 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 176245 |
| Net assets as of the end of the plan year | 2024-08-20 | 4793058 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 3760206 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 384623 |
| Value of participant loans at end of plan year | 2024-08-20 | 4329 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 1103 |
| Other income to plan in this plan year | 2024-08-20 | 655855 |
| Plan net income in this plan year | 2024-08-20 | 1032940 |
| Net assets as of the end of the plan year | 2024-08-20 | 4793058 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 3760118 |
| Employer contributions to plan in this plan year | 2024-08-20 | 167604 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 28393 |
| 2022 : BENEFITGUARD RETIREMENT INCOME SECURITY PLAN-GIBBS M. SMITH, INC. 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 79370 |
| Net assets as of the end of the plan year | 2022-07-26 | 4097974 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 3356306 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 249983 |
| Value of participant loans at end of plan year | 2022-07-26 | 2995 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 0 |
| Other contributions to plan in this plan year | 2022-07-26 | 2353 |
| Other income to plan in this plan year | 2022-07-26 | 453608 |
| Plan net income in this plan year | 2022-07-26 | 741668 |
| Net assets as of the end of the plan year | 2022-07-26 | 4097974 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 3356306 |
| Value of contributions failed to transmitted timely | 2022-07-26 | 0 |
| Employer contributions to plan in this plan year | 2022-07-26 | 115094 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-26 | 22685 |
