401k Plan data: RICHARD E. GATTIS, APC PROFIT-SHARING PLAN plan

RICHARD E. GATTIS, APC PROFIT-SHARING PLAN 401k Plan overview

Plan Name	RICHARD E. GATTIS, APC PROFIT-SHARING PLAN
Plan identification number	001

RICHARD E. GATTIS, APC PROFIT-SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

RICHARD E. GATTIS, APC has sponsored the creation of one or more 401k plans.

Company Name: RICHARD E. GATTIS, APC

Employer identification number (EIN): 953613588

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RICHARD E. GATTIS, APC PROFIT-SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 RICHARD E. GATTIS RICHARD E. GATTIS 2013-10-09
001 2011-01-01 RICHARD E. GATTIS RICHARD E. GATTIS 2012-10-15
001 2009-01-01 RICHARD E. GATTIS RICHARD E. GATTIS 2012-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	RICHARD E. GATTIS	RICHARD E. GATTIS	2013-10-09
001	2011-01-01	RICHARD E. GATTIS	RICHARD E. GATTIS	2012-10-15
001	2009-01-01	RICHARD E. GATTIS	RICHARD E. GATTIS	2012-10-15

Financial Data on RICHARD E. GATTIS, APC PROFIT-SHARING PLAN

Measure	Date	Value
2018 : RICHARD E. GATTIS, APC PROFIT-SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-9,995
Expenses. Total of all expenses incurred	2018-12-31	$60,000
Benefits paid (including direct rollovers)	2018-12-31	$60,000
Total plan assets at end of year	2018-12-31	$657,691
Total plan assets at beginning of year	2018-12-31	$727,686
Value of fidelity bond covering the plan	2018-12-31	$285,000
Other income received	2018-12-31	$-9,995
Net income (gross income less expenses)	2018-12-31	$-69,995
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$657,691
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$727,686
Assets. Value of participant loans	2018-12-31	$8,241
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$10,000
Assets. Value of real-estate (other than employer real property)	2018-12-31	$209,634
2017 : RICHARD E. GATTIS, APC PROFIT-SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$-47,953
Expenses. Total of all expenses incurred	2017-12-31	$70,000
Benefits paid (including direct rollovers)	2017-12-31	$70,000
Total plan assets at end of year	2017-12-31	$727,686
Total plan assets at beginning of year	2017-12-31	$845,639
Value of fidelity bond covering the plan	2017-12-31	$285,000
Other income received	2017-12-31	$-47,953
Net income (gross income less expenses)	2017-12-31	$-117,953
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$727,686
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$845,639
Assets. Value of participant loans	2017-12-31	$13,068
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$10,000
Assets. Value of real-estate (other than employer real property)	2017-12-31	$209,634
2016 : RICHARD E. GATTIS, APC PROFIT-SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$352,084
Expenses. Total of all expenses incurred	2016-12-31	$47,500
Benefits paid (including direct rollovers)	2016-12-31	$47,500
Total plan assets at end of year	2016-12-31	$845,639
Total plan assets at beginning of year	2016-12-31	$541,055
Value of fidelity bond covering the plan	2016-12-31	$285,000
Other income received	2016-12-31	$352,084
Net income (gross income less expenses)	2016-12-31	$304,584
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$845,639
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$541,055
Assets. Value of participant loans	2016-12-31	$17,810
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$10,000
Assets. Value of real-estate (other than employer real property)	2016-12-31	$382,579
2015 : RICHARD E. GATTIS, APC PROFIT-SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-16,878
Expenses. Total of all expenses incurred	2015-12-31	$152,779
Benefits paid (including direct rollovers)	2015-12-31	$152,779
Total plan assets at end of year	2015-12-31	$541,055
Total plan assets at beginning of year	2015-12-31	$710,712
Value of fidelity bond covering the plan	2015-12-31	$285,000
Other income received	2015-12-31	$-16,878
Net income (gross income less expenses)	2015-12-31	$-169,657
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$541,055
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$710,712
Assets. Value of participant loans	2015-12-31	$22,466
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$10,000
Assets. Value of real-estate (other than employer real property)	2015-12-31	$107,398
2014 : RICHARD E. GATTIS, APC PROFIT-SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$-134,304
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$710,712
Total plan assets at beginning of year	2014-12-31	$845,016
Value of fidelity bond covering the plan	2014-12-31	$285,000
Other income received	2014-12-31	$-181,804
Net income (gross income less expenses)	2014-12-31	$-134,304
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$710,712
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$845,016
Assets. Value of participant loans	2014-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$10,000
Assets. Value of real-estate (other than employer real property)	2014-12-31	$82,398
Total contributions received or receivable from employer(s)	2014-12-31	$47,500
2013 : RICHARD E. GATTIS, APC PROFIT-SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$121,381
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$845,016
Total plan assets at beginning of year	2013-12-31	$723,635
Value of fidelity bond covering the plan	2013-12-31	$285,000
Other income received	2013-12-31	$81,381
Net income (gross income less expenses)	2013-12-31	$121,381
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$845,016
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$723,635
Assets. Value of participant loans	2013-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$1,000
Assets. Value of real-estate (other than employer real property)	2013-12-31	$257,398
Total contributions received or receivable from employer(s)	2013-12-31	$40,000
2012 : RICHARD E. GATTIS, APC PROFIT-SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$209,280
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$723,635
Total plan assets at beginning of year	2012-12-31	$514,355
Value of fidelity bond covering the plan	2012-12-31	$285,000
Other income received	2012-12-31	$159,280
Net income (gross income less expenses)	2012-12-31	$209,280
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$723,635
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$514,355
Assets. Value of participant loans	2012-12-31	$14,023
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$10,000
Assets. Value of real-estate (other than employer real property)	2012-12-31	$232,398
Total contributions received or receivable from employer(s)	2012-12-31	$50,000
2011 : RICHARD E. GATTIS, APC PROFIT-SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$68,553
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$514,355
Total plan assets at beginning of year	2011-12-31	$445,802
Value of fidelity bond covering the plan	2011-12-31	$285,000
Other income received	2011-12-31	$37,553
Net income (gross income less expenses)	2011-12-31	$68,553
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$514,355
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$445,802
Assets. Value of participant loans	2011-12-31	$35,416
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$10,000
Assets. Value of real-estate (other than employer real property)	2011-12-31	$107,399
Total contributions received or receivable from employer(s)	2011-12-31	$31,000
2010 : RICHARD E. GATTIS, APC PROFIT-SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$19,761
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$445,802
Total plan assets at beginning of year	2010-12-31	$426,041
Value of fidelity bond covering the plan	2010-12-31	$285,000
Other income received	2010-12-31	$761
Net income (gross income less expenses)	2010-12-31	$19,761
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$445,802
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$426,041
Assets. Value of participant loans	2010-12-31	$47,186
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$10,000
Assets. Value of real-estate (other than employer real property)	2010-12-31	$107,398
Total contributions received or receivable from employer(s)	2010-12-31	$19,000

Form 5500 Responses for RICHARD E. GATTIS, APC PROFIT-SHARING PLAN

2018: RICHARD E. GATTIS, APC PROFIT-SHARING 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: RICHARD E. GATTIS, APC PROFIT-SHARING 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: RICHARD E. GATTIS, APC PROFIT-SHARING 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: RICHARD E. GATTIS, APC PROFIT-SHARING 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: RICHARD E. GATTIS, APC PROFIT-SHARING 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: RICHARD E. GATTIS, APC PROFIT-SHARING 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: RICHARD E. GATTIS, APC PROFIT-SHARING 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: RICHARD E. GATTIS, APC PROFIT-SHARING 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
2009: RICHARD E. GATTIS, APC PROFIT-SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	RICHARD E. GATTIS, APC
Employer identification number (EIN):	953613588
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers