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DAWSON & GERBIC, LLP 401K PROFIT SAVINGS PLAN 401k Plan overview

Plan NameDAWSON & GERBIC, LLP 401K PROFIT SAVINGS PLAN
Plan identification number 003

DAWSON & GERBIC, LLP 401K PROFIT SAVINGS PLAN Benefits

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

DAWSON & GERBIC, LLP has sponsored the creation of one or more 401k plans.

Company Name:DAWSON & GERBIC, LLP
Employer identification number (EIN):911273603
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAWSON & GERBIC, LLP 401K PROFIT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01NINA GERBIC2024-10-14
0032022-01-01NINA GERBIC2023-10-16
0032021-01-01NINA GERBIC2022-10-14
0032021-01-01NINA GERBIC2022-10-14
0032020-01-01NINA GERBIC2021-10-15
0032020-01-01NINA GERBIC2022-10-07
0032019-01-01NINA GERBIC2020-10-15
0032018-01-01NINA GERBIC2019-10-14
0032017-01-01NINA GERBIC2018-10-15
0032016-01-01NINA GERBIC2017-10-16
0032015-01-01NINA GERBIC2016-10-11
0032014-01-01NINA GERBIC2015-10-08
0032013-01-01NINA GERBIC2014-09-30
0032012-01-01JOE DAWSON2013-10-09
0032011-01-01JOSEPH DAWSON2012-10-12
0032010-01-01JOSEPH DAWSON2011-10-14

Plan Statistics for DAWSON & GERBIC, LLP 401K PROFIT SAVINGS PLAN

401k plan membership statisitcs for DAWSON & GERBIC, LLP 401K PROFIT SAVINGS PLAN

Measure Date Value
2025: DAWSON & GERBIC, LLP 401K PROFIT SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-059
Total number of particpants at end of year2025-09-050
Number of Participants With Account Balances2025-09-050
Total number of particpants at beginning of year2025-08-279
Total number of particpants at end of year2025-08-279
Number of Participants With Account Balances2025-08-279
Total number of particpants at beginning of year2025-05-288
Total number of particpants at end of year2025-05-288
Number of Participants With Account Balances2025-05-288
2024: DAWSON & GERBIC, LLP 401K PROFIT SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-149
Total number of particpants at end of year2024-10-149
Number of Participants With Account Balances2024-10-149

Financial Data on DAWSON & GERBIC, LLP 401K PROFIT SAVINGS PLAN

Measure Date Value
2025 : DAWSON & GERBIC, LLP 401K PROFIT SAVINGS PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-054607
Total expenses incurred by plan in this plan year2025-09-05303841
Net assets as of the end of the plan year2025-09-050
Total assets as of the beginning of the plan year2025-09-05290591
Value of plan covered by a fidelity bond2025-09-05200000
Other income to plan in this plan year2025-09-0517857
Plan net income in this plan year2025-09-05-285984
Net assets as of the end of the plan year2025-09-050
Net assets as of the beginning of the plan year2025-09-05285984
Total liabilities as of the end of the plan year2025-08-274607
Total liabilities as of the beginning of the plan year2025-08-273295
Total expenses incurred by plan in this plan year2025-08-2743058
Net assets as of the end of the plan year2025-08-27290591
Total assets as of the beginning of the plan year2025-08-27284594
Value of plan covered by a fidelity bond2025-08-27200000
Participant contributions to plan in this plan year2025-08-271200
Other expenses paid from plan in this plan year2025-08-278058
Other income to plan in this plan year2025-08-2742043
Plan net income in this plan year2025-08-274685
Net assets as of the end of the plan year2025-08-27285984
Net assets as of the beginning of the plan year2025-08-27281299
Employer contributions to plan in this plan year2025-08-274500
Total expenses incurred by plan in this plan year2025-05-2882352
Net assets as of the end of the plan year2025-05-28289114
Total assets as of the beginning of the plan year2025-05-28322050
Value of plan covered by a fidelity bond2025-05-28200000
Participant contributions to plan in this plan year2025-05-282820
Value of participant loans at end of plan year2025-05-280
Other income to plan in this plan year2025-05-2841243
Plan net income in this plan year2025-05-28-32936
Net assets as of the end of the plan year2025-05-28289114
Net assets as of the beginning of the plan year2025-05-28322050
Employer contributions to plan in this plan year2025-05-285353
2024 : DAWSON & GERBIC, LLP 401K PROFIT SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1451758
Net assets as of the end of the plan year2024-10-14320891
Total assets as of the beginning of the plan year2024-10-14323777
Value of plan covered by a fidelity bond2024-10-14200000
Participant contributions to plan in this plan year2024-10-141200
Other expenses paid from plan in this plan year2024-10-148058
Other income to plan in this plan year2024-10-1443172
Plan net income in this plan year2024-10-14-2886
Net assets as of the end of the plan year2024-10-14320891
Net assets as of the beginning of the plan year2024-10-14323777
Employer contributions to plan in this plan year2024-10-144500

Potentially related plans

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