401k Plan data: GARDNER AND QUAN, INCORPORATED DEFINED BENEFIT PENSION PLAN plan

GARDNER AND QUAN, INCORPORATED DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	GARDNER AND QUAN, INCORPORATED DEFINED BENEFIT PENSION PLAN
Plan identification number	004

GARDNER AND QUAN, INCORPORATED DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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 DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2018-01-01
004 2017-01-01
004 2016-01-01
004 2015-01-01
004 2014-01-01
004 2013-01-01
004 2012-01-01 DAVID H GARDNER DAVID H GARDNER 2013-10-11
004 2011-01-01 DAVID H GARDNER DAVID H GARDNER 2012-10-12
004 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
004	2018-01-01
004	2017-01-01
004	2016-01-01
004	2015-01-01
004	2014-01-01
004	2013-01-01
004	2012-01-01	DAVID H GARDNER		DAVID H GARDNER	2013-10-11
004	2011-01-01	DAVID H GARDNER		DAVID H GARDNER	2012-10-12
004	2010-01-01	DAVID H GARDNER	2012-02-01	DAVID H GARDNER	2012-02-01

Plan Statistics for GARDNER AND QUAN, INCORPORATED DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for GARDNER AND QUAN, INCORPORATED DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: GARDNER AND QUAN, INCORPORATED DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,146,729
Acturial value of plan assets 2017-12-31 2,146,729
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 49,006
Active participant vested funding target 2017-12-31 1,897,900
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 1,897,900
Total participant count 2017-12-31 6
Total funding target for all participants 2017-12-31 1,946,906
Balance at beginning of prior year after applicable adjustments 2017-12-31 12,363
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 12,363
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 59,727
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 59,727
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 13,179
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 0
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 116,186
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 116,186
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 6
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 0
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 5
Total participants 2017-01-01 5
2016: GARDNER AND QUAN, INCORPORATED DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,770,584
Acturial value of plan assets 2016-12-31 1,770,584
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 3,829
Active participant vested funding target 2016-12-31 1,713,067
Number of active participants 2016-12-31 6
Total funding liabilities for active participants 2016-12-31 1,713,067
Total participant count 2016-12-31 7
Total funding target for all participants 2016-12-31 1,716,896
Balance at beginning of prior year after applicable adjustments 2016-12-31 12,488
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 12,488
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 54,796
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 54,796
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 12,363
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 144,588
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 143,515
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 124,448
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 83,787
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 83,787
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 143,515
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 6
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 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
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 DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
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 DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
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 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
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 DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
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 DEFINED BENEFIT PENSION 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 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
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 DEFINED BENEFIT PENSION 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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2017: GARDNER AND QUAN, INCORPORATED DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,146,729
Acturial value of plan assets	2017-12-31	2,146,729
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	49,006
Active participant vested funding target	2017-12-31	1,897,900
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	1,897,900
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	1,946,906
Balance at beginning of prior year after applicable adjustments	2017-12-31	12,363
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	12,363
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	59,727
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	59,727
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	13,179
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	0
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	116,186
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	116,186
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	6
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	0
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	5
Total participants	2017-01-01	5
2016: GARDNER AND QUAN, INCORPORATED DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,770,584
Acturial value of plan assets	2016-12-31	1,770,584
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	3,829
Active participant vested funding target	2016-12-31	1,713,067
Number of active participants	2016-12-31	6
Total funding liabilities for active participants	2016-12-31	1,713,067
Total participant count	2016-12-31	7
Total funding target for all participants	2016-12-31	1,716,896
Balance at beginning of prior year after applicable adjustments	2016-12-31	12,488
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	12,488
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	54,796
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	54,796
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	12,363
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	144,588
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	143,515
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	124,448
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	83,787
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	83,787
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	143,515
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	6
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	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
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 DEFINED BENEFIT PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
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 DEFINED BENEFIT PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
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	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
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 DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
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 DEFINED BENEFIT PENSION 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	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
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 DEFINED BENEFIT PENSION 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
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 DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2017 : GARDNER AND QUAN, INCORPORATED DEFINED BENEFIT PENSION PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$354,502
Expenses. Total of all expenses incurred	2017-12-31	$6,195
Benefits paid (including direct rollovers)	2017-12-31	$6,195
Total plan assets at end of year	2017-12-31	$2,263,862
Total plan assets at beginning of year	2017-12-31	$1,915,555
Value of fidelity bond covering the plan	2017-12-31	$500,000
Other income received	2017-12-31	$237,369
Net income (gross income less expenses)	2017-12-31	$348,307
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,263,862
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,915,555
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$2,179
Total contributions received or receivable from employer(s)	2017-12-31	$117,133
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : GARDNER AND QUAN, INCORPORATED DEFINED BENEFIT PENSION PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$252,915
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$1,915,555
Total plan assets at beginning of year	2016-12-31	$1,662,640
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$108,327
Net income (gross income less expenses)	2016-12-31	$252,915
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,915,555
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,662,640
Assets. Value of participant loans	2016-12-31	$2,008
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$2,178
Total contributions received or receivable from employer(s)	2016-12-31	$144,588
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : GARDNER AND QUAN, INCORPORATED DEFINED BENEFIT PENSION PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$114,617
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$1,662,640
Total plan assets at beginning of year	2015-12-31	$1,548,023
Value of fidelity bond covering the plan	2015-12-31	$500,000
Assets. Value of loans (other than to participants)	2015-12-31	$86,227
Other income received	2015-12-31	$-15,325
Net income (gross income less expenses)	2015-12-31	$114,617
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,662,640
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,548,023
Assets. Value of participant loans	2015-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$2,096
Total contributions received or receivable from employer(s)	2015-12-31	$129,942
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : GARDNER AND QUAN, INCORPORATED DEFINED BENEFIT PENSION PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$168,387
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$1,548,023
Total plan assets at beginning of year	2014-12-31	$1,379,636
Value of fidelity bond covering the plan	2014-12-31	$500,000
Assets. Value of loans (other than to participants)	2014-12-31	$82,824
Other income received	2014-12-31	$70,629
Net income (gross income less expenses)	2014-12-31	$168,387
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,548,023
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,379,636
Assets. Value of participant loans	2014-12-31	$161
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$2,013
Total contributions received or receivable from employer(s)	2014-12-31	$97,758
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : GARDNER AND QUAN, INCORPORATED DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$248,940
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$1,379,636
Total plan assets at beginning of year	2013-12-31	$1,130,696
Value of fidelity bond covering the plan	2013-12-31	$500,000
Assets. Value of loans (other than to participants)	2013-12-31	$80,343
Other income received	2013-12-31	$156,886
Net income (gross income less expenses)	2013-12-31	$248,940
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,379,636
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,130,696
Assets. Value of participant loans	2013-12-31	$359
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$1,953
Total contributions received or receivable from employer(s)	2013-12-31	$92,054
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : GARDNER AND QUAN, INCORPORATED DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$183,814
Expenses. Total of all expenses incurred	2012-12-31	$1,881
Benefits paid (including direct rollovers)	2012-12-31	$1,881
Total plan assets at end of year	2012-12-31	$1,130,696
Total plan assets at beginning of year	2012-12-31	$948,763
Value of fidelity bond covering the plan	2012-12-31	$500,000
Assets. Value of loans (other than to participants)	2012-12-31	$62,150
Other income received	2012-12-31	$106,339
Net income (gross income less expenses)	2012-12-31	$181,933
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,130,696
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$948,763
Assets. Value of participant loans	2012-12-31	$588
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$1,511
Total contributions received or receivable from employer(s)	2012-12-31	$77,475
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : GARDNER AND QUAN, INCORPORATED DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$70,074
Expenses. Total of all expenses incurred	2011-12-31	$29,842
Benefits paid (including direct rollovers)	2011-12-31	$29,842
Total plan assets at end of year	2011-12-31	$948,763
Total plan assets at beginning of year	2011-12-31	$908,531
Value of fidelity bond covering the plan	2011-12-31	$350,000
Assets. Value of loans (other than to participants)	2011-12-31	$78,698
Other income received	2011-12-31	$-17,887
Net income (gross income less expenses)	2011-12-31	$40,232
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$948,763
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$908,531
Assets. Value of participant loans	2011-12-31	$1,372
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$1,913
Total contributions received or receivable from employer(s)	2011-12-31	$87,961
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 DEFINED BENEFIT PENSION PLAN

2017: GARDNER AND QUAN, INCORPORATED DEFINED BENEFIT PENSION 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 DEFINED BENEFIT PENSION 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 DEFINED BENEFIT PENSION 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 DEFINED BENEFIT PENSION 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 DEFINED BENEFIT PENSION 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 DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
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 DEFINED BENEFIT PENSION 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

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