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GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameGOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

GOLD GERSTEIN GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:GOLD GERSTEIN GROUP, LLC
Employer identification number (EIN):263584493
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about GOLD GERSTEIN GROUP, LLC

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0400448099

More information about GOLD GERSTEIN GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01WILLIAM BIXLER
0012017-01-01WILLIAM BIXLER
0012016-01-01WILLIAM BIXLER
0012015-01-01WILLIAM BIXLER
0012014-01-01WILLIAM BIXLER
0012013-01-01WILLIAM BIXLER
0012012-01-01WILLIAM BIXLER
0012011-01-01WILLIAM BIXLER
0012009-01-01CHAD SHERMAN

Plan Statistics for GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0159
Total number of active participants reported on line 7a of the Form 55002022-01-0145
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0113
Total of all active and inactive participants2022-01-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0162
Number of participants with account balances2022-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0160
Total number of active participants reported on line 7a of the Form 55002021-01-0148
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0159
Number of participants with account balances2021-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0161
Total number of active participants reported on line 7a of the Form 55002020-01-0146
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0160
Number of participants with account balances2020-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0154
Total number of active participants reported on line 7a of the Form 55002019-01-0141
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0154
Number of participants with account balances2019-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0152
Total number of active participants reported on line 7a of the Form 55002018-01-0143
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0154
Number of participants with account balances2018-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0152
Total number of active participants reported on line 7a of the Form 55002017-01-0142
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0152
Number of participants with account balances2017-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0153
Total number of active participants reported on line 7a of the Form 55002016-01-0143
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0152
Number of participants with account balances2016-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0155
Total number of active participants reported on line 7a of the Form 55002015-01-0143
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0153
Number of participants with account balances2015-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0156
Total number of active participants reported on line 7a of the Form 55002014-01-0145
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0153
Number of participants with account balances2014-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0154
Total number of active participants reported on line 7a of the Form 55002013-01-0143
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0153
Number of participants with account balances2013-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0147
Total number of active participants reported on line 7a of the Form 55002012-01-0145
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0154
Number of participants with account balances2012-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0189
Total number of active participants reported on line 7a of the Form 55002011-01-0171
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0187
Number of participants with account balances2011-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0192
Total number of active participants reported on line 7a of the Form 55002009-01-0171
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0186
Number of participants with account balances2009-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-4,123,590
Expenses. Total of all expenses incurred2022-12-31$1,415,421
Benefits paid (including direct rollovers)2022-12-31$1,415,421
Total plan assets at end of year2022-12-31$29,918,123
Total plan assets at beginning of year2022-12-31$35,457,134
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$650,663
Other income received2022-12-31$-5,096,507
Net income (gross income less expenses)2022-12-31$-5,539,011
Net plan assets at end of year (total assets less liabilities)2022-12-31$29,918,123
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$35,457,134
Assets. Value of assets in partnership/joint-venture interests2022-12-31$136,676
Total contributions received or receivable from employer(s)2022-12-31$322,254
2021 : GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$5,128,597
Expenses. Total of all expenses incurred2021-12-31$3,489,685
Benefits paid (including direct rollovers)2021-12-31$3,462,598
Total plan assets at end of year2021-12-31$35,457,134
Total plan assets at beginning of year2021-12-31$33,818,222
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$640,313
Contributions received from other sources (not participants or employers)2021-12-31$174,542
Other income received2021-12-31$3,971,771
Net income (gross income less expenses)2021-12-31$1,638,912
Net plan assets at end of year (total assets less liabilities)2021-12-31$35,457,134
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$33,818,222
Assets. Value of assets in partnership/joint-venture interests2021-12-31$86,676
Total contributions received or receivable from employer(s)2021-12-31$341,971
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$27,087
2020 : GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$6,221,304
Expenses. Total of all expenses incurred2020-12-31$706,060
Benefits paid (including direct rollovers)2020-12-31$681,269
Total plan assets at end of year2020-12-31$33,818,222
Total plan assets at beginning of year2020-12-31$28,302,978
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$607,343
Contributions received from other sources (not participants or employers)2020-12-31$619,745
Other income received2020-12-31$4,697,356
Net income (gross income less expenses)2020-12-31$5,515,244
Net plan assets at end of year (total assets less liabilities)2020-12-31$33,818,222
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$28,302,978
Assets. Value of participant loans2020-12-31$6,422
Assets. Value of assets in partnership/joint-venture interests2020-12-31$70,025
Total contributions received or receivable from employer(s)2020-12-31$296,860
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$24,791
2019 : GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$11,249,926
Expenses. Total of all expenses incurred2019-12-31$759,333
Benefits paid (including direct rollovers)2019-12-31$756,893
Total plan assets at end of year2019-12-31$28,302,978
Total plan assets at beginning of year2019-12-31$17,812,385
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$575,713
Contributions received from other sources (not participants or employers)2019-12-31$6,366,499
Other income received2019-12-31$3,996,672
Net income (gross income less expenses)2019-12-31$10,490,593
Net plan assets at end of year (total assets less liabilities)2019-12-31$28,302,978
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$17,812,385
Assets. Value of participant loans2019-12-31$15,228
Assets. Value of assets in partnership/joint-venture interests2019-12-31$32,127
Total contributions received or receivable from employer(s)2019-12-31$311,042
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,440
2018 : GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-67,878
Expenses. Total of all expenses incurred2018-12-31$392,103
Benefits paid (including direct rollovers)2018-12-31$389,878
Total plan assets at end of year2018-12-31$17,812,385
Total plan assets at beginning of year2018-12-31$18,272,366
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$604,458
Expenses. Other expenses not covered elsewhere2018-12-31$2,225
Other income received2018-12-31$-988,405
Net income (gross income less expenses)2018-12-31$-459,981
Net plan assets at end of year (total assets less liabilities)2018-12-31$17,812,385
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$18,272,366
Assets. Value of participant loans2018-12-31$29,060
Assets. Value of assets in partnership/joint-venture interests2018-12-31$71,286
Total contributions received or receivable from employer(s)2018-12-31$316,069
2017 : GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$3,277,874
Expenses. Total of all expenses incurred2017-12-31$160,263
Benefits paid (including direct rollovers)2017-12-31$158,254
Total plan assets at end of year2017-12-31$18,272,366
Total plan assets at beginning of year2017-12-31$15,154,755
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$560,262
Contributions received from other sources (not participants or employers)2017-12-31$140,129
Other income received2017-12-31$2,268,201
Net income (gross income less expenses)2017-12-31$3,117,611
Net plan assets at end of year (total assets less liabilities)2017-12-31$18,272,366
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$15,154,755
Assets. Value of participant loans2017-12-31$36,689
Assets. Value of assets in partnership/joint-venture interests2017-12-31$59,504
Total contributions received or receivable from employer(s)2017-12-31$309,282
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,009
2016 : GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$2,123,157
Expenses. Total of all expenses incurred2016-12-31$59,192
Benefits paid (including direct rollovers)2016-12-31$58,774
Total plan assets at end of year2016-12-31$15,154,755
Total plan assets at beginning of year2016-12-31$13,090,790
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$552,689
Expenses. Other expenses not covered elsewhere2016-12-31$418
Other income received2016-12-31$1,277,111
Net income (gross income less expenses)2016-12-31$2,063,965
Net plan assets at end of year (total assets less liabilities)2016-12-31$15,154,755
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$13,090,790
Assets. Value of participant loans2016-12-31$41,353
Assets. Value of assets in partnership/joint-venture interests2016-12-31$42,376
Total contributions received or receivable from employer(s)2016-12-31$293,357
2015 : GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$673,520
Expenses. Total of all expenses incurred2015-12-31$742,923
Benefits paid (including direct rollovers)2015-12-31$742,581
Total plan assets at end of year2015-12-31$13,090,790
Total plan assets at beginning of year2015-12-31$13,160,193
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$513,998
Expenses. Other expenses not covered elsewhere2015-12-31$342
Contributions received from other sources (not participants or employers)2015-12-31$53,135
Other income received2015-12-31$-186,005
Net income (gross income less expenses)2015-12-31$-69,403
Net plan assets at end of year (total assets less liabilities)2015-12-31$13,090,790
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$13,160,193
Assets. Value of participant loans2015-12-31$58,123
Assets. Value of assets in partnership/joint-venture interests2015-12-31$48,000
Total contributions received or receivable from employer(s)2015-12-31$292,392
2014 : GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,625,300
Expenses. Total of all expenses incurred2014-12-31$271,158
Benefits paid (including direct rollovers)2014-12-31$270,533
Total plan assets at end of year2014-12-31$13,160,193
Total plan assets at beginning of year2014-12-31$11,806,051
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$490,733
Other income received2014-12-31$841,431
Net income (gross income less expenses)2014-12-31$1,354,142
Net plan assets at end of year (total assets less liabilities)2014-12-31$13,160,193
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$11,806,051
Assets. Value of participant loans2014-12-31$99,243
Assets. Value of assets in partnership/joint-venture interests2014-12-31$48,000
Total contributions received or receivable from employer(s)2014-12-31$293,136
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$625
2013 : GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$2,512,791
Expenses. Total of all expenses incurred2013-12-31$89,033
Benefits paid (including direct rollovers)2013-12-31$88,983
Total plan assets at end of year2013-12-31$11,806,051
Total plan assets at beginning of year2013-12-31$9,382,293
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$432,039
Expenses. Other expenses not covered elsewhere2013-12-31$50
Contributions received from other sources (not participants or employers)2013-12-31$12,084
Other income received2013-12-31$1,765,884
Net income (gross income less expenses)2013-12-31$2,423,758
Net plan assets at end of year (total assets less liabilities)2013-12-31$11,806,051
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$9,382,293
Assets. Value of participant loans2013-12-31$65,980
Assets. Value of assets in partnership/joint-venture interests2013-12-31$48,000
Total contributions received or receivable from employer(s)2013-12-31$302,784
2012 : GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$-4,655,248
Total income from all sources2012-12-31$1,634,113
Expenses. Total of all expenses incurred2012-12-31$193,197
Benefits paid (including direct rollovers)2012-12-31$193,197
Total plan assets at end of year2012-12-31$9,382,293
Total plan assets at beginning of year2012-12-31$12,596,625
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$436,258
Other income received2012-12-31$908,165
Net income (gross income less expenses)2012-12-31$1,440,916
Net plan assets at end of year (total assets less liabilities)2012-12-31$9,382,293
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$12,596,625
Assets. Value of participant loans2012-12-31$85,710
Assets. Value of assets in partnership/joint-venture interests2012-12-31$30,500
Total contributions received or receivable from employer(s)2012-12-31$289,690
2011 : GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$998,207
Expenses. Total of all expenses incurred2011-12-31$427,943
Benefits paid (including direct rollovers)2011-12-31$393,424
Total plan assets at end of year2011-12-31$12,596,625
Total plan assets at beginning of year2011-12-31$12,026,361
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$632,958
Contributions received from other sources (not participants or employers)2011-12-31$152,518
Other income received2011-12-31$-257,431
Net income (gross income less expenses)2011-12-31$570,264
Net plan assets at end of year (total assets less liabilities)2011-12-31$12,596,625
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$12,026,361
Assets. Value of participant loans2011-12-31$41,654
Assets. Value of assets in partnership/joint-venture interests2011-12-31$30,500
Total contributions received or receivable from employer(s)2011-12-31$470,162
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$34,519
2010 : GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$2,330,777
Expenses. Total of all expenses incurred2010-12-31$224,587
Benefits paid (including direct rollovers)2010-12-31$195,590
Total plan assets at end of year2010-12-31$12,026,361
Total plan assets at beginning of year2010-12-31$9,920,171
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$621,559
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$83,328
Other income received2010-12-31$1,147,139
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$2,106,190
Net plan assets at end of year (total assets less liabilities)2010-12-31$12,026,361
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$9,920,171
Assets. Value of participant loans2010-12-31$28,181
Assets. Value of assets in partnership/joint-venture interests2010-12-31$13,000
Total contributions received or receivable from employer(s)2010-12-31$478,751
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$28,997
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN

2022: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GOLD GERSTEIN GROUP, LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71091
Policy instance 1
Insurance contract or identification number71091
Number of Individuals Covered33
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $23,086
Total amount of fees paid to insurance companyUSD $2,391
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number249-00010
Policy instance 2
Insurance contract or identification number249-00010
Number of Individuals Covered31
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,557
Total amount of fees paid to insurance companyUSD $3,329
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number249-00010
Policy instance 1
Insurance contract or identification number249-00010
Number of Individuals Covered33
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,705
Total amount of fees paid to insurance companyUSD $2,823
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $4,705
Insurance broker organization code?3
Amount paid for insurance broker fees2823
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker nameRETIREMENT ADVISORY SERVICES CORP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71091
Policy instance 2
Insurance contract or identification number71091
Number of Individuals Covered32
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $18,747
Total amount of fees paid to insurance companyUSD $1,896
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $18,747
Insurance broker organization code?3
Amount paid for insurance broker fees1896
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameMILBERG CONSLUTING LLC

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