GATES, GONTER, GUY, PROUDFOOT & MUENCH, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GATES, O'DOHERTY, GONTER & GUY, LLP
| Measure | Date | Value |
|---|
| 2022: GATES, O'DOHERTY, GONTER & GUY, LLP 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 126 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 96 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 33 |
| Total of all active and inactive participants | 2022-01-01 | 129 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 129 |
| Number of participants with account balances | 2022-01-01 | 82 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: GATES, O'DOHERTY, GONTER & GUY, LLP 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 108 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 93 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 33 |
| Total of all active and inactive participants | 2021-01-01 | 126 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 126 |
| Number of participants with account balances | 2021-01-01 | 92 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 4 |
| 2020: GATES, O'DOHERTY, GONTER & GUY, LLP 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 139 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 76 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 32 |
| Total of all active and inactive participants | 2020-01-01 | 108 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 108 |
| Number of participants with account balances | 2020-01-01 | 92 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 5 |
| 2015: GATES, O'DOHERTY, GONTER & GUY, LLP 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 24 |
| 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 | 8 |
| Total of all active and inactive participants | 2015-01-01 | 32 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 32 |
| Number of participants with account balances | 2015-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: GATES, O'DOHERTY, GONTER & GUY, LLP 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 38 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 30 |
| 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 | 8 |
| Total of all active and inactive participants | 2014-01-01 | 38 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 38 |
| Number of participants with account balances | 2014-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: GATES, O'DOHERTY, GONTER & GUY, LLP 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 27 |
| 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 | 8 |
| Total of all active and inactive participants | 2013-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 35 |
| Number of participants with account balances | 2013-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: GATES, O'DOHERTY, GONTER & GUY, LLP 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 33 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 25 |
| 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 | 12 |
| Total of all active and inactive participants | 2012-01-01 | 37 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 37 |
| Number of participants with account balances | 2012-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: GATES, O'DOHERTY, GONTER & GUY, LLP 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 39 |
| 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 | 39 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 39 |
| Number of participants with account balances | 2011-01-01 | 37 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : GATES, O'DOHERTY, GONTER & GUY, LLP 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-656,161 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $367,842 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $315,241 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $650,759 |
| Value of total assets at end of year | 2022-12-31 | $7,458,616 |
| Value of total assets at beginning of year | 2022-12-31 | $8,482,619 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $52,601 |
| Total interest from all sources | 2022-12-31 | $15,557 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $202,403 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $202,403 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $439,393 |
| Participant contributions at end of year | 2022-12-31 | $62,955 |
| Participant contributions at beginning of year | 2022-12-31 | $62,418 |
| Participant contributions at end of year | 2022-12-31 | $0 |
| Participant contributions at beginning of year | 2022-12-31 | $17,257 |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $1,029,586 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $1,177,126 |
| Total non interest bearing cash at end of year | 2022-12-31 | $2 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $2 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,024,003 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,458,616 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,482,619 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,056,464 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,932,173 |
| Interest on participant loans | 2022-12-31 | $2,522 |
| Interest earned on other investments | 2022-12-31 | $13,035 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,309,609 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $286,938 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,524,880 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $211,366 |
| Employer contributions (assets) at end of year | 2022-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $6,705 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $315,241 |
| Contract administrator fees | 2022-12-31 | $52,601 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | METZ & ASSOCIATES, LLPC |
| Accountancy firm EIN | 2022-12-31 | 464558541 |
| 2021 : GATES, O'DOHERTY, GONTER & GUY, LLP 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $2,069,607 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $1,120,868 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,070,831 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $804,875 |
| Value of total assets at end of year | 2021-12-31 | $8,482,619 |
| Value of total assets at beginning of year | 2021-12-31 | $7,533,880 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $50,037 |
| Total interest from all sources | 2021-12-31 | $5,968 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $239,826 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $239,826 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $411,033 |
| Participant contributions at end of year | 2021-12-31 | $62,418 |
| Participant contributions at beginning of year | 2021-12-31 | $39,008 |
| Participant contributions at end of year | 2021-12-31 | $17,257 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $1,177,126 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $983,478 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $198,908 |
| Total non interest bearing cash at end of year | 2021-12-31 | $2 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $1 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $948,739 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,482,619 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,533,880 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,932,173 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,245,830 |
| Interest on participant loans | 2021-12-31 | $2,417 |
| Interest earned on other investments | 2021-12-31 | $3,551 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $286,938 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $265,563 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,018,938 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $194,934 |
| Employer contributions (assets) at end of year | 2021-12-31 | $6,705 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,070,831 |
| Contract administrator fees | 2021-12-31 | $50,037 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | METZ & ASSOCIATES, LLPC |
| Accountancy firm EIN | 2021-12-31 | 464558541 |
| 2020 : GATES, O'DOHERTY, GONTER & GUY, LLP 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,605,048 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $956,560 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $910,942 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $582,630 |
| Value of total assets at end of year | 2020-12-31 | $7,533,880 |
| Value of total assets at beginning of year | 2020-12-31 | $6,885,392 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $45,618 |
| Total interest from all sources | 2020-12-31 | $7,678 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $172,022 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $172,022 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $390,091 |
| Participant contributions at end of year | 2020-12-31 | $39,008 |
| Participant contributions at beginning of year | 2020-12-31 | $59,352 |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $983,478 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $898,797 |
| Other income not declared elsewhere | 2020-12-31 | $176 |
| Total non interest bearing cash at end of year | 2020-12-31 | $1 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $648,488 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,533,880 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,885,392 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,245,830 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,927,243 |
| Interest on participant loans | 2020-12-31 | $2,358 |
| Interest earned on other investments | 2020-12-31 | $5,320 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $265,563 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $842,542 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $192,539 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $910,942 |
| Contract administrator fees | 2020-12-31 | $45,618 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | METZ & ASSOCIATES, LLPC |
| Accountancy firm EIN | 2020-12-31 | 464558541 |
| 2015 : GATES, O'DOHERTY, GONTER & GUY, LLP 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $153,552 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $24,713 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $24,346 |
| Total plan assets at end of year | 2015-12-31 | $3,783,749 |
| Total plan assets at beginning of year | 2015-12-31 | $3,654,910 |
| Value of fidelity bond covering the plan | 2015-12-31 | $220,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $167,308 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $367 |
| Other income received | 2015-12-31 | $-37,329 |
| Net income (gross income less expenses) | 2015-12-31 | $128,839 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,783,749 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,654,910 |
| Assets. Value of participant loans | 2015-12-31 | $112,510 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $23,573 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : GATES, O'DOHERTY, GONTER & GUY, LLP 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $392,455 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $67,084 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $65,875 |
| Total plan assets at end of year | 2014-12-31 | $3,654,910 |
| Total plan assets at beginning of year | 2014-12-31 | $3,329,539 |
| Total contributions received or receivable from participants | 2014-12-31 | $145,152 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $1,209 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $224,326 |
| Net income (gross income less expenses) | 2014-12-31 | $325,371 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,654,910 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,329,539 |
| Assets. Value of participant loans | 2014-12-31 | $110,763 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $22,977 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : GATES, O'DOHERTY, GONTER & GUY, LLP 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $645,320 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $15,990 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $15,242 |
| Total plan assets at end of year | 2013-12-31 | $3,329,539 |
| Total plan assets at beginning of year | 2013-12-31 | $2,700,209 |
| Total contributions received or receivable from participants | 2013-12-31 | $147,978 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $467,590 |
| Net income (gross income less expenses) | 2013-12-31 | $629,330 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,329,539 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,700,209 |
| Assets. Value of participant loans | 2013-12-31 | $118,529 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $29,752 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $748 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : GATES, O'DOHERTY, GONTER & GUY, LLP 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $432,657 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $87,154 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $77,970 |
| Total plan assets at end of year | 2012-12-31 | $2,700,209 |
| Total plan assets at beginning of year | 2012-12-31 | $2,354,707 |
| Value of fidelity bond covering the plan | 2012-12-31 | $270,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $154,836 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $253,479 |
| Net income (gross income less expenses) | 2012-12-31 | $345,503 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,700,209 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,354,707 |
| Assets. Value of participant loans | 2012-12-31 | $127,527 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $24,342 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $9,184 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : GATES, O'DOHERTY, GONTER & GUY, LLP 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $195,176 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $238,411 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $232,000 |
| Total plan assets at end of year | 2011-12-31 | $2,354,707 |
| Total plan assets at beginning of year | 2011-12-31 | $2,397,942 |
| Value of fidelity bond covering the plan | 2011-12-31 | $220,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $154,655 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $16,413 |
| Net income (gross income less expenses) | 2011-12-31 | $-43,235 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,354,707 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,397,942 |
| Assets. Value of participant loans | 2011-12-31 | $146,086 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $24,108 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $6,411 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : GATES, O'DOHERTY, GONTER & GUY, LLP 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $368,418 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $396 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $2,397,942 |
| Total plan assets at beginning of year | 2010-12-31 | $2,029,920 |
| Value of fidelity bond covering the plan | 2010-12-31 | $270,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $25,023 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $396 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $339,607 |
| Net income (gross income less expenses) | 2010-12-31 | $368,022 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,397,942 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,029,920 |
| Assets. Value of participant loans | 2010-12-31 | $101,373 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $3,788 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
