GUERCIO & GUERCIO, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GUERCIO & GUERCIO, LLP RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : GUERCIO & GUERCIO, LLP RETIREMENT PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-10-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-14 | 205784 |
| Net assets as of the end of the plan year | 2025-10-14 | 13817574 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 11389309 |
| Value of plan covered by a fidelity bond | 2025-10-14 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-14 | 301861 |
| Value of participant loans at end of plan year | 2025-10-14 | 40913 |
| Other expenses paid from plan in this plan year | 2025-10-14 | 0 |
| Other contributions to plan in this plan year | 2025-10-14 | 8200 |
| Other income to plan in this plan year | 2025-10-14 | 1848988 |
| Plan net income in this plan year | 2025-10-14 | 2428265 |
| Net assets as of the end of the plan year | 2025-10-14 | 13817574 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 11389309 |
| Employer contributions to plan in this plan year | 2025-10-14 | 475000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-14 | 3710 |
| 2024 : GUERCIO & GUERCIO, LLP RETIREMENT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-15 | 328452 |
| Net assets as of the end of the plan year | 2024-10-15 | 11389309 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 9328616 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 20000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 258253 |
| Value of participant loans at end of plan year | 2024-10-15 | 85798 |
| Other expenses paid from plan in this plan year | 2024-10-15 | 0 |
| Other contributions to plan in this plan year | 2024-10-15 | 42533 |
| Other income to plan in this plan year | 2024-10-15 | 1617016 |
| Plan net income in this plan year | 2024-10-15 | 2060693 |
| Net assets as of the end of the plan year | 2024-10-15 | 11389309 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 9328616 |
| Employer contributions to plan in this plan year | 2024-10-15 | 471343 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 1950 |
| 2017 : GUERCIO & GUERCIO, LLP RETIREMENT PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $1,489,857 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $5,129 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $5,129 |
| Total plan assets at end of year | 2017-12-31 | $8,890,598 |
| Total plan assets at beginning of year | 2017-12-31 | $7,405,870 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $272,433 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $890,895 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $1,484,728 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $8,890,598 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,405,870 |
| Assets. Value of participant loans | 2017-12-31 | $74,879 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $326,529 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : GUERCIO & GUERCIO, LLP RETIREMENT PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $1,035,058 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $49,059 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $47,780 |
| Total plan assets at end of year | 2016-12-31 | $7,405,870 |
| Total plan assets at beginning of year | 2016-12-31 | $6,419,871 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $255,665 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $449,412 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $985,999 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $7,405,870 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,419,871 |
| Assets. Value of participant loans | 2016-12-31 | $90,693 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $329,981 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,279 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : GUERCIO & GUERCIO, LLP RETIREMENT PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $492,286 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $239,185 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $239,185 |
| Total plan assets at end of year | 2015-12-31 | $6,419,871 |
| Total plan assets at beginning of year | 2015-12-31 | $6,166,770 |
| Value of fidelity bond covering the plan | 2015-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $235,525 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-53,925 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $253,101 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $6,419,871 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,166,770 |
| Assets. Value of participant loans | 2015-12-31 | $117,042 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $310,686 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : GUERCIO & GUERCIO, LLP RETIREMENT PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $900,316 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $304,638 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $304,588 |
| Total plan assets at end of year | 2014-12-31 | $6,166,770 |
| Total plan assets at beginning of year | 2014-12-31 | $5,571,092 |
| Value of fidelity bond covering the plan | 2014-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $223,986 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $8,031 |
| Other income received | 2014-12-31 | $355,334 |
| Noncash contributions received | 2014-12-31 | $0 |
| Net income (gross income less expenses) | 2014-12-31 | $595,678 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $6,166,770 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,571,092 |
| Assets. Value of participant loans | 2014-12-31 | $95,968 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $312,965 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $50 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : GUERCIO & GUERCIO, LLP RETIREMENT 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 | $1,348,469 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $561,212 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $561,212 |
| Total plan assets at end of year | 2013-12-31 | $5,571,092 |
| Total plan assets at beginning of year | 2013-12-31 | $4,783,835 |
| Value of fidelity bond covering the plan | 2013-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $236,690 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $14,601 |
| Other income received | 2013-12-31 | $773,971 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $787,257 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,571,092 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,783,835 |
| Assets. Value of participant loans | 2013-12-31 | $90,373 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $323,207 |
| 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 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : GUERCIO & GUERCIO, LLP RETIREMENT 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 | $905,364 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $6,669 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $4,783,835 |
| Total plan assets at beginning of year | 2012-12-31 | $3,885,140 |
| Value of fidelity bond covering the plan | 2012-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $234,823 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $6,600 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $352,454 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $898,695 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,783,835 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,885,140 |
| Assets. Value of participant loans | 2012-12-31 | $67,864 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $318,087 |
| 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 | $69 |
| 2011 : GUERCIO & GUERCIO, LLP RETIREMENT 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 | $634,598 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $317,335 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $310,735 |
| Total plan assets at end of year | 2011-12-31 | $3,885,140 |
| Total plan assets at beginning of year | 2011-12-31 | $3,567,877 |
| Value of fidelity bond covering the plan | 2011-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $225,671 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $6,600 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $154,275 |
| Other income received | 2011-12-31 | $-69,454 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $317,263 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,885,140 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,567,877 |
| Assets. Value of participant loans | 2011-12-31 | $76,348 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $324,106 |
| 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 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : GUERCIO & GUERCIO, LLP RETIREMENT PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $794,308 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $140,846 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $134,246 |
| Total plan assets at end of year | 2010-12-31 | $3,567,877 |
| Total plan assets at beginning of year | 2010-12-31 | $2,914,415 |
| Value of fidelity bond covering the plan | 2010-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $204,604 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $6,600 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $291,908 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $653,462 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,567,877 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,914,415 |
| Assets. Value of participant loans | 2010-12-31 | $16,231 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $297,796 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2017: GUERCIO & GUERCIO, LLP RETIREMENT 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 – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: GUERCIO & GUERCIO, LLP RETIREMENT 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 – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: GUERCIO & GUERCIO, LLP RETIREMENT 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 – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: GUERCIO & GUERCIO, LLP RETIREMENT 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 – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: GUERCIO & GUERCIO, LLP RETIREMENT 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 – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: GUERCIO & GUERCIO, LLP RETIREMENT 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 – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: GUERCIO & GUERCIO, LLP RETIREMENT 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 - Trust | Yes |
| 2009: GUERCIO & GUERCIO, LLP RETIREMENT 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
