JR GALES & ASSOCIATES INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JR GALES & ASSOCIATES INC PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : JR GALES & ASSOCIATES INC PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-06 | 120263 |
| Net assets as of the end of the plan year | 2025-10-06 | 1607972 |
| Total assets as of the beginning of the plan year | 2025-10-06 | 1591341 |
| Value of plan covered by a fidelity bond | 2025-10-06 | 250000 |
| Participant contributions to plan in this plan year | 2025-10-06 | 7555 |
| Other contributions to plan in this plan year | 2025-10-06 | 30364 |
| Other income to plan in this plan year | 2025-10-06 | 98975 |
| Plan net income in this plan year | 2025-10-06 | 16631 |
| Net assets as of the end of the plan year | 2025-10-06 | 1607972 |
| Net assets as of the beginning of the plan year | 2025-10-06 | 1591341 |
| Fees paid to broker by Benefit Provider | 2025-10-06 | 7221 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-06 | 15345 |
| 2024 : JR GALES & ASSOCIATES INC PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-08 | 131586 |
| Net assets as of the end of the plan year | 2024-10-08 | 1591341 |
| Total assets as of the beginning of the plan year | 2024-10-08 | 1910764 |
| Value of plan covered by a fidelity bond | 2024-10-08 | 250000 |
| Participant contributions to plan in this plan year | 2024-10-08 | 6968 |
| Other contributions to plan in this plan year | 2024-10-08 | 57520 |
| Other income to plan in this plan year | 2024-10-08 | -252325 |
| Plan net income in this plan year | 2024-10-08 | -319423 |
| Net assets as of the end of the plan year | 2024-10-08 | 1591341 |
| Net assets as of the beginning of the plan year | 2024-10-08 | 1910764 |
| Fees paid to broker by Benefit Provider | 2024-10-08 | 3467 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-08 | 7391 |
| 2022 : JR GALES & ASSOCIATES INC PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-10-04 | 277269 |
| Net assets as of the end of the plan year | 2022-10-04 | 1995466 |
| Total assets as of the beginning of the plan year | 2022-10-04 | 1930973 |
| Value of plan covered by a fidelity bond | 2022-10-04 | 250000 |
| Participant contributions to plan in this plan year | 2022-10-04 | 11078 |
| Other contributions to plan in this plan year | 2022-10-04 | 53823 |
| Other income to plan in this plan year | 2022-10-04 | 274906 |
| Plan net income in this plan year | 2022-10-04 | 64493 |
| Net assets as of the end of the plan year | 2022-10-04 | 1995466 |
| Net assets as of the beginning of the plan year | 2022-10-04 | 1930973 |
| Employer contributions to plan in this plan year | 2022-10-04 | 1955 |
| Fees paid to broker by Benefit Provider | 2022-10-04 | 5500 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-10-04 | 11788 |
| 2017 : JR GALES & ASSOCIATES INC PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $82,435 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $322,100 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $313,741 |
| Total plan assets at end of year | 2017-12-31 | $2,454,997 |
| Total plan assets at beginning of year | 2017-12-31 | $2,694,662 |
| Value of fidelity bond covering the plan | 2017-12-31 | $270,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $17,371 |
| Other income received | 2017-12-31 | $65,064 |
| Net income (gross income less expenses) | 2017-12-31 | $-239,665 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,454,997 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,694,662 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $8,359 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : JR GALES & ASSOCIATES INC PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $689,816 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $107,334 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $98,822 |
| Total plan assets at end of year | 2016-12-31 | $2,694,662 |
| Total plan assets at beginning of year | 2016-12-31 | $2,112,180 |
| Value of fidelity bond covering the plan | 2016-12-31 | $270,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $23,501 |
| Other income received | 2016-12-31 | $666,315 |
| Net income (gross income less expenses) | 2016-12-31 | $582,482 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,694,662 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,112,180 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $8,512 |
| 2015 : JR GALES & ASSOCIATES INC PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-155,045 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $118,362 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $109,507 |
| Total plan assets at end of year | 2015-12-31 | $2,112,180 |
| Total plan assets at beginning of year | 2015-12-31 | $2,385,587 |
| Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $14,832 |
| Other income received | 2015-12-31 | $-169,877 |
| Net income (gross income less expenses) | 2015-12-31 | $-273,407 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,112,180 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,385,587 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $8,855 |
| 2014 : JR GALES & ASSOCIATES INC PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $244,813 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $109,392 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $100,064 |
| Total plan assets at end of year | 2014-12-31 | $2,385,587 |
| Total plan assets at beginning of year | 2014-12-31 | $2,250,166 |
| Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $13,727 |
| Other income received | 2014-12-31 | $231,086 |
| Net income (gross income less expenses) | 2014-12-31 | $135,421 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,385,587 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,250,166 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $9,328 |
| 2013 : JR GALES & ASSOCIATES INC PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $840,664 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $72,442 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $64,642 |
| Total plan assets at end of year | 2013-12-31 | $2,250,166 |
| Total plan assets at beginning of year | 2013-12-31 | $1,481,944 |
| Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $11,474 |
| Other income received | 2013-12-31 | $821,307 |
| Net income (gross income less expenses) | 2013-12-31 | $768,222 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,250,166 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,481,944 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $7,883 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $7,800 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : JR GALES & ASSOCIATES INC PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $507,358 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $44,601 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $39,177 |
| Total plan assets at end of year | 2012-12-31 | $1,481,944 |
| Total plan assets at beginning of year | 2012-12-31 | $1,019,187 |
| Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $13,878 |
| Other income received | 2012-12-31 | $488,873 |
| Net income (gross income less expenses) | 2012-12-31 | $462,757 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,481,944 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,019,187 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2012-12-31 | $3,836 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $4,607 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $5,424 |
| 2011 : JR GALES & ASSOCIATES INC PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $244,152 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $74,505 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $69,209 |
| Total plan assets at end of year | 2011-12-31 | $1,019,187 |
| Total plan assets at beginning of year | 2011-12-31 | $849,540 |
| Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $13,753 |
| Other income received | 2011-12-31 | $225,511 |
| Net income (gross income less expenses) | 2011-12-31 | $169,647 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,019,187 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $849,540 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $4,888 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $5,296 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : JR GALES & ASSOCIATES INC PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $144,211 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $244,491 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $241,345 |
| Total plan assets at end of year | 2010-12-31 | $849,540 |
| Total plan assets at beginning of year | 2010-12-31 | $949,820 |
| Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $14,993 |
| Other income received | 2010-12-31 | $123,915 |
| Net income (gross income less expenses) | 2010-12-31 | $-100,280 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $849,540 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $949,820 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $5,303 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $3,146 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2017: JR GALES & ASSOCIATES INC 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: JR GALES & ASSOCIATES INC 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: JR GALES & ASSOCIATES INC 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: JR GALES & ASSOCIATES INC 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: JR GALES & ASSOCIATES INC 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: JR GALES & ASSOCIATES INC 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: JR GALES & ASSOCIATES INC 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 – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: JR GALES & ASSOCIATES INC PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
