GEITZ DESIGN ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GEITZ DESIGN ASSOCIATES, LLC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : GEITZ DESIGN ASSOCIATES, LLC PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Net assets as of the end of the plan year | 2025-01-09 | 2024818 |
| Total assets as of the beginning of the plan year | 2025-01-09 | 1757738 |
| Value of plan covered by a fidelity bond | 2025-01-09 | 200000 |
| Other income to plan in this plan year | 2025-01-09 | 209688 |
| Plan net income in this plan year | 2025-01-09 | 267080 |
| Net assets as of the end of the plan year | 2025-01-09 | 2024818 |
| Net assets as of the beginning of the plan year | 2025-01-09 | 1757738 |
| Employer contributions to plan in this plan year | 2025-01-09 | 57392 |
| 2024 : GEITZ DESIGN ASSOCIATES, LLC PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-27 | 13834 |
| Net assets as of the end of the plan year | 2024-09-27 | 1757738 |
| Total assets as of the beginning of the plan year | 2024-09-27 | 1389634 |
| Value of plan covered by a fidelity bond | 2024-09-27 | 20000 |
| Other income to plan in this plan year | 2024-09-27 | 315938 |
| Plan net income in this plan year | 2024-09-27 | 368104 |
| Net assets as of the end of the plan year | 2024-09-27 | 1757738 |
| Net assets as of the beginning of the plan year | 2024-09-27 | 1389634 |
| Employer contributions to plan in this plan year | 2024-09-27 | 66000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-27 | 13834 |
| 2018 : GEITZ DESIGN ASSOCIATES, LLC PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $37,541 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $13,135 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $4,101 |
| Total plan assets at end of year | 2018-12-31 | $963,062 |
| Total plan assets at beginning of year | 2018-12-31 | $938,656 |
| Value of fidelity bond covering the plan | 2018-12-31 | $20,000 |
| Other income received | 2018-12-31 | $-21,979 |
| Net income (gross income less expenses) | 2018-12-31 | $24,406 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $963,062 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $938,656 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $59,520 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $9,034 |
| 2017 : GEITZ DESIGN ASSOCIATES, LLC PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $163,693 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $7,385 |
| Total plan assets at end of year | 2017-12-31 | $938,656 |
| Total plan assets at beginning of year | 2017-12-31 | $782,348 |
| Value of fidelity bond covering the plan | 2017-12-31 | $20,000 |
| Other income received | 2017-12-31 | $105,360 |
| Net income (gross income less expenses) | 2017-12-31 | $156,308 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $938,656 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $782,348 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $58,333 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $7,385 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : GEITZ DESIGN ASSOCIATES, LLC PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $126,792 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $6,431 |
| Total plan assets at end of year | 2016-12-31 | $782,348 |
| Total plan assets at beginning of year | 2016-12-31 | $661,987 |
| Value of fidelity bond covering the plan | 2016-12-31 | $20,000 |
| Other income received | 2016-12-31 | $69,248 |
| Net income (gross income less expenses) | 2016-12-31 | $120,361 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $782,348 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $661,987 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $57,544 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $6,431 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : GEITZ DESIGN ASSOCIATES, LLC PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $78,653 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $5,369 |
| Total plan assets at end of year | 2015-12-31 | $661,987 |
| Total plan assets at beginning of year | 2015-12-31 | $588,703 |
| Value of fidelity bond covering the plan | 2015-12-31 | $20,000 |
| Other income received | 2015-12-31 | $23,268 |
| Net income (gross income less expenses) | 2015-12-31 | $73,284 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $661,987 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $588,703 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $55,385 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $5,369 |
| 2014 : GEITZ DESIGN ASSOCIATES, LLC PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $111,178 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $4,964 |
| Total plan assets at end of year | 2014-12-31 | $586,485 |
| Total plan assets at beginning of year | 2014-12-31 | $480,271 |
| Value of fidelity bond covering the plan | 2014-12-31 | $20,000 |
| Other income received | 2014-12-31 | $59,178 |
| Net income (gross income less expenses) | 2014-12-31 | $106,214 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $586,485 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $480,271 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $52,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $4,964 |
| 2013 : GEITZ DESIGN ASSOCIATES, LLC PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $111,148 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $3,925 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $480,271 |
| Total plan assets at beginning of year | 2013-12-31 | $373,048 |
| Value of fidelity bond covering the plan | 2013-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $0 |
| 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 | $56,651 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $107,223 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $480,271 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $373,048 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $54,497 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3,925 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : GEITZ DESIGN ASSOCIATES, LLC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $92,797 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $3,261 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $373,048 |
| Total plan assets at beginning of year | 2012-12-31 | $283,512 |
| Value of fidelity bond covering the plan | 2012-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $0 |
| 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 | $37,797 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $89,536 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $373,048 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $283,512 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $55,000 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $3,261 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : GEITZ DESIGN ASSOCIATES, LLC PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $56,237 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $2,294 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $283,512 |
| Total plan assets at beginning of year | 2011-12-31 | $229,569 |
| Value of fidelity bond covering the plan | 2011-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $0 |
| 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 | $7,237 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $53,943 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $283,512 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $229,569 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $49,000 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,294 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : GEITZ DESIGN ASSOCIATES, LLC PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $34,596 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,950 |
| Total plan assets at end of year | 2010-12-31 | $229,569 |
| Total plan assets at beginning of year | 2010-12-31 | $196,923 |
| Value of fidelity bond covering the plan | 2010-12-31 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,950 |
| Other income received | 2010-12-31 | $14,596 |
| Net income (gross income less expenses) | 2010-12-31 | $32,646 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $229,569 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $196,923 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $20,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : GEITZ DESIGN ASSOCIATES, LLC PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2018: GEITZ DESIGN ASSOCIATES, LLC 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: GEITZ DESIGN ASSOCIATES, LLC 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: GEITZ DESIGN ASSOCIATES, LLC 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: GEITZ DESIGN ASSOCIATES, LLC PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: GEITZ DESIGN ASSOCIATES, LLC PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: GEITZ DESIGN ASSOCIATES, LLC 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: GEITZ DESIGN ASSOCIATES, LLC 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: GEITZ DESIGN ASSOCIATES, LLC 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 |
| 2010: GEITZ DESIGN ASSOCIATES, LLC PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: GEITZ DESIGN ASSOCIATES, LLC 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 |