401k Plan data: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN plan

GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 401k Plan overview

Plan Name	GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN
Plan identification number	003

GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

GARDNER AND QUAN, INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name: GARDNER AND QUAN, INCORPORATED

Employer identification number (EIN): 953121056

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01 DAVID H. GARDNER 2022-10-11 DAVID H. GARDNER 2022-10-11
003 2020-01-01 DAVID H. GARDNER 2021-09-07 DAVID H. GARDNER 2021-09-07
003 2019-01-01 DAVID H. GARDNER 2020-10-09 DAVID H. GARDNER 2020-10-09
003 2018-01-01 DAVID H. GARDNER 2019-10-07 DAVID H. GARDNER 2019-10-07
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 DAVID H GARDNER DAVID H GARDNER 2013-10-16
003 2011-01-01 DAVID H GARDNER DAVID H GARDNER 2012-10-12
003 2010-01-01 DAVID H GARDNER 2012-02-01 DAVID H GARDNER 2012-02-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01	DAVID H. GARDNER	2022-10-11	DAVID H. GARDNER	2022-10-11
003	2020-01-01	DAVID H. GARDNER	2021-09-07	DAVID H. GARDNER	2021-09-07
003	2019-01-01	DAVID H. GARDNER	2020-10-09	DAVID H. GARDNER	2020-10-09
003	2018-01-01	DAVID H. GARDNER	2019-10-07	DAVID H. GARDNER	2019-10-07
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01
003	2012-01-01	DAVID H GARDNER		DAVID H GARDNER	2013-10-16
003	2011-01-01	DAVID H GARDNER		DAVID H GARDNER	2012-10-12
003	2010-01-01	DAVID H GARDNER	2012-02-01	DAVID H GARDNER	2012-02-01

Plan Statistics for GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN

401k plan membership statisitcs for GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN

Measure Date Value
2021: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 1
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 1
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 5
Number of participants with account balances 2020-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 2
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 2
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 6
Number of participants with account balances 2018-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2021: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	1
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	1
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	5
Number of participants with account balances	2020-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	2
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	2
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	6
Number of participants with account balances	2018-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN

Measure	Date	Value
2021 : GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,570,894
Expenses. Total of all expenses incurred	2021-12-31	$283,934
Benefits paid (including direct rollovers)	2021-12-31	$283,934
Total plan assets at end of year	2021-12-31	$11,365,277
Total plan assets at beginning of year	2021-12-31	$10,078,317
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$80,000
Other income received	2021-12-31	$1,447,457
Net income (gross income less expenses)	2021-12-31	$1,286,960
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$11,365,277
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$10,078,317
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$8,750
Total contributions received or receivable from employer(s)	2021-12-31	$43,437
2020 : GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,010,302
Expenses. Total of all expenses incurred	2020-12-31	$201,555
Benefits paid (including direct rollovers)	2020-12-31	$201,555
Total plan assets at end of year	2020-12-31	$10,078,317
Total plan assets at beginning of year	2020-12-31	$9,269,570
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$48,000
Other income received	2020-12-31	$927,969
Net income (gross income less expenses)	2020-12-31	$808,747
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$10,078,317
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$9,269,570
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$8,750
Total contributions received or receivable from employer(s)	2020-12-31	$34,333
2019 : GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,592,225
Expenses. Total of all expenses incurred	2019-12-31	$212,858
Benefits paid (including direct rollovers)	2019-12-31	$212,858
Total plan assets at end of year	2019-12-31	$9,269,570
Total plan assets at beginning of year	2019-12-31	$7,890,203
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$75,000
Other income received	2019-12-31	$1,455,032
Net income (gross income less expenses)	2019-12-31	$1,379,367
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$9,269,570
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$7,890,203
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$8,750
Total contributions received or receivable from employer(s)	2019-12-31	$62,193
2018 : GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$2,034,073
Expenses. Total of all expenses incurred	2018-12-31	$324,897
Benefits paid (including direct rollovers)	2018-12-31	$324,897
Total plan assets at end of year	2018-12-31	$7,890,203
Total plan assets at beginning of year	2018-12-31	$6,181,027
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$73,000
Contributions received from other sources (not participants or employers)	2018-12-31	$2,160,933
Other income received	2018-12-31	$-255,159
Net income (gross income less expenses)	2018-12-31	$1,709,176
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$7,890,203
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,181,027
Assets. Value of participant loans	2018-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$8,750
Total contributions received or receivable from employer(s)	2018-12-31	$55,299
2017 : GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$818,465
Expenses. Total of all expenses incurred	2017-12-31	$140,877
Benefits paid (including direct rollovers)	2017-12-31	$140,877
Total plan assets at end of year	2017-12-31	$6,181,027
Total plan assets at beginning of year	2017-12-31	$5,503,439
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$74,000
Other income received	2017-12-31	$683,598
Net income (gross income less expenses)	2017-12-31	$677,588
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,181,027
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,503,439
Assets. Value of participant loans	2017-12-31	$5,100
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$6,571
Total contributions received or receivable from employer(s)	2017-12-31	$60,867
2016 : GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$489,605
Expenses. Total of all expenses incurred	2016-12-31	$22,783
Benefits paid (including direct rollovers)	2016-12-31	$22,783
Total plan assets at end of year	2016-12-31	$5,503,439
Total plan assets at beginning of year	2016-12-31	$5,036,617
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$76,100
Other income received	2016-12-31	$329,093
Net income (gross income less expenses)	2016-12-31	$466,822
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,503,439
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,036,617
Assets. Value of participant loans	2016-12-31	$6,057
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$6,572
Total contributions received or receivable from employer(s)	2016-12-31	$84,412
2015 : GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$121,480
Expenses. Total of all expenses incurred	2015-12-31	$21,886
Benefits paid (including direct rollovers)	2015-12-31	$21,886
Total plan assets at end of year	2015-12-31	$5,036,617
Total plan assets at beginning of year	2015-12-31	$4,937,023
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$81,586
Assets. Value of loans (other than to participants)	2015-12-31	$273,773
Other income received	2015-12-31	$-48,793
Net income (gross income less expenses)	2015-12-31	$99,594
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,036,617
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,937,023
Assets. Value of participant loans	2015-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$6,654
Total contributions received or receivable from employer(s)	2015-12-31	$88,687
2014 : GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$394,213
Expenses. Total of all expenses incurred	2014-12-31	$18,930
Benefits paid (including direct rollovers)	2014-12-31	$18,930
Total plan assets at end of year	2014-12-31	$4,937,023
Total plan assets at beginning of year	2014-12-31	$4,561,740
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$73,800
Assets. Value of loans (other than to participants)	2014-12-31	$277,176
Other income received	2014-12-31	$234,171
Net income (gross income less expenses)	2014-12-31	$375,283
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,937,023
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,561,740
Assets. Value of participant loans	2014-12-31	$538
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$6,737
Total contributions received or receivable from employer(s)	2014-12-31	$86,242
2013 : GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$694,431
Expenses. Total of all expenses incurred	2013-12-31	$16,242
Benefits paid (including direct rollovers)	2013-12-31	$16,242
Total plan assets at end of year	2013-12-31	$4,561,740
Total plan assets at beginning of year	2013-12-31	$3,883,551
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$73,300
Assets. Value of loans (other than to participants)	2013-12-31	$279,657
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$541,185
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$678,189
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,561,740
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,883,551
Assets. Value of participant loans	2013-12-31	$1,251
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$6,797
Total contributions received or receivable from employer(s)	2013-12-31	$79,946
Value of corrective distributions	2013-12-31	$0
2012 : GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$523,436
Expenses. Total of all expenses incurred	2012-12-31	$15,466
Benefits paid (including direct rollovers)	2012-12-31	$15,466
Total plan assets at end of year	2012-12-31	$3,883,551
Total plan assets at beginning of year	2012-12-31	$3,375,581
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$67,500
Assets. Value of loans (other than to participants)	2012-12-31	$297,850
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$378,224
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$507,970
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,883,551
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,375,581
Assets. Value of participant loans	2012-12-31	$2,820
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$7,239
Total contributions received or receivable from employer(s)	2012-12-31	$77,712
Value of corrective distributions	2012-12-31	$15,466
2011 : GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$75,354
Expenses. Total of all expenses incurred	2011-12-31	$110,827
Benefits paid (including direct rollovers)	2011-12-31	$110,827
Total plan assets at end of year	2011-12-31	$3,375,581
Total plan assets at beginning of year	2011-12-31	$3,411,054
Value of fidelity bond covering the plan	2011-12-31	$350,000
Total contributions received or receivable from participants	2011-12-31	$66,000
Assets. Value of loans (other than to participants)	2011-12-31	$281,302
Contributions received from other sources (not participants or employers)	2011-12-31	$1,791
Other income received	2011-12-31	$-67,476
Net income (gross income less expenses)	2011-12-31	$-35,473
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,375,581
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,411,054
Assets. Value of participant loans	2011-12-31	$4,902
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$6,837
Total contributions received or receivable from employer(s)	2011-12-31	$75,039
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN

2021: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GARDNER AND QUAN, INCORPORATED PROFIT SHARING AND SALARY DEFERRAL PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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

Company Name:	GARDNER AND QUAN, INCORPORATED
Employer identification number (EIN):	953121056
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers