GONNELLA BAKING CO. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022: THE GONNELLA PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 75,239,486 |
Acturial value of plan assets | 2022-12-31 | 75,631,335 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 32,314,141 |
Number of terminated vested participants | 2022-12-31 | 156 |
Fundng target for terminated vested participants | 2022-12-31 | 5,287,066 |
Active participant vested funding target | 2022-12-31 | 12,057,106 |
Number of active participants | 2022-12-31 | 80 |
Total funding liabilities for active participants | 2022-12-31 | 12,708,739 |
Total participant count | 2022-12-31 | 355 |
Total funding target for all participants | 2022-12-31 | 50,309,946 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 15,314,526 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 15,314,526 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 15,749,459 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 320,537 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 354 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 71 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 105 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 153 |
Total of all active and inactive participants | 2022-01-01 | 329 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 23 |
Total participants | 2022-01-01 | 352 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: THE GONNELLA PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 76,210,420 |
Acturial value of plan assets | 2021-12-31 | 70,924,680 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 29,806,522 |
Number of terminated vested participants | 2021-12-31 | 168 |
Fundng target for terminated vested participants | 2021-12-31 | 8,004,327 |
Active participant vested funding target | 2021-12-31 | 14,295,002 |
Number of active participants | 2021-12-31 | 87 |
Total funding liabilities for active participants | 2021-12-31 | 15,013,351 |
Total participant count | 2021-12-31 | 355 |
Total funding target for all participants | 2021-12-31 | 52,824,200 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 13,937,501 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 13,937,501 |
Present value of excess contributions | 2021-12-31 | 929,425 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 979,521 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 15,314,526 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 370,311 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 355 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 80 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 97 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 156 |
Total of all active and inactive participants | 2021-01-01 | 333 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 21 |
Total participants | 2021-01-01 | 354 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: THE GONNELLA PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 71,356,670 |
Acturial value of plan assets | 2020-12-31 | 66,713,158 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 27,134,702 |
Number of terminated vested participants | 2020-12-31 | 164 |
Fundng target for terminated vested participants | 2020-12-31 | 5,220,259 |
Active participant vested funding target | 2020-12-31 | 18,219,560 |
Number of active participants | 2020-12-31 | 102 |
Total funding liabilities for active participants | 2020-12-31 | 18,981,831 |
Total participant count | 2020-12-31 | 356 |
Total funding target for all participants | 2020-12-31 | 51,336,792 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 10,426,071 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 10,426,071 |
Present value of excess contributions | 2020-12-31 | 927,463 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 978,937 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 978,937 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 13,937,501 |
Total employer contributions | 2020-12-31 | 1,000,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 929,425 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 424,425 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 929,425 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 356 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 87 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 168 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 83 |
Total of all active and inactive participants | 2020-01-01 | 338 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 17 |
Total participants | 2020-01-01 | 355 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: THE GONNELLA PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 59,211,631 |
Acturial value of plan assets | 2019-12-31 | 62,045,853 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 26,124,062 |
Number of terminated vested participants | 2019-12-31 | 163 |
Fundng target for terminated vested participants | 2019-12-31 | 4,686,100 |
Active participant vested funding target | 2019-12-31 | 18,861,686 |
Number of active participants | 2019-12-31 | 112 |
Total funding liabilities for active participants | 2019-12-31 | 19,748,666 |
Total participant count | 2019-12-31 | 357 |
Total funding target for all participants | 2019-12-31 | 50,558,828 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 8,911,516 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 8,911,516 |
Present value of excess contributions | 2019-12-31 | 1,850,531 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 1,956,566 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 1,956,566 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 10,426,071 |
Total employer contributions | 2019-12-31 | 1,000,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 927,463 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 401,120 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 927,463 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 357 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 164 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 74 |
Total of all active and inactive participants | 2019-01-01 | 340 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 16 |
Total participants | 2019-01-01 | 356 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: THE GONNELLA PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 62,821,322 |
Acturial value of plan assets | 2018-12-31 | 59,260,038 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 24,873,861 |
Number of terminated vested participants | 2018-12-31 | 153 |
Fundng target for terminated vested participants | 2018-12-31 | 3,698,568 |
Active participant vested funding target | 2018-12-31 | 20,490,294 |
Number of active participants | 2018-12-31 | 126 |
Total funding liabilities for active participants | 2018-12-31 | 21,397,691 |
Total participant count | 2018-12-31 | 361 |
Total funding target for all participants | 2018-12-31 | 49,970,120 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 6,814,405 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 6,814,405 |
Present value of excess contributions | 2018-12-31 | 1,845,911 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,955,189 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 985,000 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 8,911,516 |
Total employer contributions | 2018-12-31 | 2,000,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 1,850,531 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 376,058 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 1,850,531 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 361 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 112 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 163 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 68 |
Total of all active and inactive participants | 2018-01-01 | 343 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 14 |
Total participants | 2018-01-01 | 357 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: THE GONNELLA PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 54,469,807 |
Acturial value of plan assets | 2017-12-31 | 55,613,992 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 19,655,007 |
Number of terminated vested participants | 2017-12-31 | 156 |
Fundng target for terminated vested participants | 2017-12-31 | 3,743,008 |
Active participant vested funding target | 2017-12-31 | 23,215,797 |
Number of active participants | 2017-12-31 | 137 |
Total funding liabilities for active participants | 2017-12-31 | 24,325,273 |
Total participant count | 2017-12-31 | 363 |
Total funding target for all participants | 2017-12-31 | 47,723,288 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 3,576,003 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 3,576,003 |
Present value of excess contributions | 2017-12-31 | 2,804,637 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 2,976,281 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 2,976,281 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 6,814,405 |
Total employer contributions | 2017-12-31 | 2,000,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 1,845,911 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 335,711 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 1,845,911 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 365 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 126 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 153 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 69 |
Total of all active and inactive participants | 2017-01-01 | 348 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 13 |
Total participants | 2017-01-01 | 361 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: THE GONNELLA PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 49,993,626 |
Acturial value of plan assets | 2016-12-31 | 52,200,123 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 18,494,967 |
Number of terminated vested participants | 2016-12-31 | 154 |
Fundng target for terminated vested participants | 2016-12-31 | 3,974,942 |
Active participant vested funding target | 2016-12-31 | 22,126,890 |
Number of active participants | 2016-12-31 | 144 |
Total funding liabilities for active participants | 2016-12-31 | 23,616,950 |
Total participant count | 2016-12-31 | 364 |
Total funding target for all participants | 2016-12-31 | 46,086,859 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 2,105,544 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 2,105,544 |
Present value of excess contributions | 2016-12-31 | 1,409,786 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 1,498,884 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 1,498,884 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 3,576,003 |
Total employer contributions | 2016-12-31 | 3,000,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 2,804,637 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 330,832 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 2,804,637 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 364 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 137 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 70 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 156 |
Total of all active and inactive participants | 2016-01-01 | 363 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 365 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: THE GONNELLA PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 371 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 144 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 55 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 154 |
Total of all active and inactive participants | 2015-01-01 | 353 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 11 |
Total participants | 2015-01-01 | 364 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: THE GONNELLA PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 374 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 162 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 145 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 56 |
Total of all active and inactive participants | 2014-01-01 | 363 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 8 |
Total participants | 2014-01-01 | 371 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: THE GONNELLA PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 384 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 174 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 139 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 53 |
Total of all active and inactive participants | 2013-01-01 | 366 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 8 |
Total participants | 2013-01-01 | 374 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: THE GONNELLA PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 392 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 187 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 46 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 143 |
Total of all active and inactive participants | 2012-01-01 | 376 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 8 |
Total participants | 2012-01-01 | 384 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THE GONNELLA PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 439 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 226 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 47 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 117 |
Total of all active and inactive participants | 2011-01-01 | 390 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 2 |
Total participants | 2011-01-01 | 392 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 21 |
2009: THE GONNELLA PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 378 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 248 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 28 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 106 |
Total of all active and inactive participants | 2009-01-01 | 382 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 5 |
Total participants | 2009-01-01 | 387 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 15 |
Measure | Date | Value |
---|
2022 : THE GONNELLA PENSION PLAN 2022 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-11,882,896 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-11,882,896 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $5,418 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-14,618,592 |
Total loss/gain on sale of assets | 2022-12-31 | $-2,599,878 |
Total of all expenses incurred | 2022-12-31 | $3,208,727 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,908,571 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $57,423,807 |
Value of total assets at beginning of year | 2022-12-31 | $75,245,708 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $300,156 |
Total interest from all sources | 2022-12-31 | $1,340,146 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $216,675 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $124,892 |
Administrative expenses professional fees incurred | 2022-12-31 | $60,557 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $363,670 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $306,906 |
Other income not declared elsewhere | 2022-12-31 | $-65,482 |
Administrative expenses (other) incurred | 2022-12-31 | $1,648 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $5,418 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $1,362,565 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $4,002,759 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-17,827,319 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $57,418,389 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $75,245,708 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $237,951 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,419,406 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,430,113 |
Income. Interest from US Government securities | 2022-12-31 | $66,232 |
Income. Interest from corporate debt instruments | 2022-12-31 | $1,269,276 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $4,638 |
Asset value of US Government securities at end of year | 2022-12-31 | $8,688,257 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $13,974,229 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,627,157 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Income. Dividends from common stock | 2022-12-31 | $91,783 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,908,571 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $33,053,561 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $39,506,183 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $6,536,348 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $9,025,518 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $27,650,658 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $30,250,536 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WARADY & DAVIS LLP |
Accountancy firm EIN | 2022-12-31 | 362170602 |
2021 : THE GONNELLA PENSION PLAN 2021 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-939,198 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-939,198 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $282,430 |
Total income from all sources (including contributions) | 2021-12-31 | $2,123,859 |
Total loss/gain on sale of assets | 2021-12-31 | $82,491 |
Total of all expenses incurred | 2021-12-31 | $3,109,051 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,773,392 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $75,245,708 |
Value of total assets at beginning of year | 2021-12-31 | $76,513,330 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $335,659 |
Total interest from all sources | 2021-12-31 | $1,231,843 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $504,053 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $393,611 |
Administrative expenses professional fees incurred | 2021-12-31 | $47,540 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $306,906 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $298,407 |
Other income not declared elsewhere | 2021-12-31 | $7,490 |
Administrative expenses (other) incurred | 2021-12-31 | $16,506 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $282,430 |
Total non interest bearing cash at end of year | 2021-12-31 | $4,002,759 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-985,192 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $75,245,708 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $76,230,900 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $271,613 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,430,113 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $12,538,954 |
Interest earned on other investments | 2021-12-31 | $1,287 |
Income. Interest from US Government securities | 2021-12-31 | $35,486 |
Income. Interest from corporate debt instruments | 2021-12-31 | $1,195,070 |
Asset value of US Government securities at end of year | 2021-12-31 | $13,974,229 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $10,130,311 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,237,180 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,000,000 |
Income. Dividends from common stock | 2021-12-31 | $110,442 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,773,392 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $39,506,183 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $40,638,311 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $9,025,518 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $11,907,347 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $20,368,805 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $20,286,314 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WARADY & DAVIS LLP |
Accountancy firm EIN | 2021-12-31 | 362170602 |
2020 : THE GONNELLA PENSION PLAN 2020 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $1,387,766 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $1,387,766 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $282,430 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $7,578,831 |
Total loss/gain on sale of assets | 2020-12-31 | $50,078 |
Total of all expenses incurred | 2020-12-31 | $2,725,664 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,641,991 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,000,000 |
Value of total assets at end of year | 2020-12-31 | $76,513,330 |
Value of total assets at beginning of year | 2020-12-31 | $71,377,733 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $83,673 |
Total interest from all sources | 2020-12-31 | $369,361 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $226,919 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $186,815 |
Administrative expenses professional fees incurred | 2020-12-31 | $15,029 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $298,407 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $348 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $282,430 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $4,853,167 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $76,230,900 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $71,377,733 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $68,296 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $12,538,954 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $70,377,733 |
Interest earned on other investments | 2020-12-31 | $231 |
Income. Interest from US Government securities | 2020-12-31 | $14,342 |
Income. Interest from corporate debt instruments | 2020-12-31 | $354,788 |
Asset value of US Government securities at end of year | 2020-12-31 | $10,130,311 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $835,631 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $3,709,076 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,000,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,000,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,000,000 |
Income. Dividends from common stock | 2020-12-31 | $40,104 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,641,991 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $40,638,311 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $11,907,347 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $41,020,900 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $40,970,822 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | WARADY & DAVIS LLP |
Accountancy firm EIN | 2020-12-31 | 362170602 |
2019 : THE GONNELLA PENSION PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $14,465,920 |
Total income from all sources (including contributions) | 2019-12-31 | $14,465,920 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $2,343,252 |
Total of all expenses incurred | 2019-12-31 | $2,343,252 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,311,068 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,311,068 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,000,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,000,000 |
Value of total assets at end of year | 2019-12-31 | $71,377,733 |
Value of total assets at end of year | 2019-12-31 | $71,377,733 |
Value of total assets at beginning of year | 2019-12-31 | $59,255,065 |
Value of total assets at beginning of year | 2019-12-31 | $59,255,065 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $32,184 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $32,184 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Other income not declared elsewhere | 2019-12-31 | $1 |
Other income not declared elsewhere | 2019-12-31 | $1 |
Administrative expenses (other) incurred | 2019-12-31 | $32,184 |
Administrative expenses (other) incurred | 2019-12-31 | $32,184 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $12,122,668 |
Value of net income/loss | 2019-12-31 | $12,122,668 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $71,377,733 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $71,377,733 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $59,255,065 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $59,255,065 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $70,377,733 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $70,377,733 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $57,255,065 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $57,255,065 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $13,465,919 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $13,465,919 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,000,000 |
Contributions received in cash from employer | 2019-12-31 | $1,000,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,000,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,000,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,311,068 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,311,068 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WARADY & DAVIS LLP |
Accountancy firm name | 2019-12-31 | WARADY & DAVIS LLP |
Accountancy firm EIN | 2019-12-31 | 362170602 |
Accountancy firm EIN | 2019-12-31 | 362170602 |
2018 : THE GONNELLA PENSION PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-1,381,588 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,229,480 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,196,720 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,000,000 |
Value of total assets at end of year | 2018-12-31 | $59,255,065 |
Value of total assets at beginning of year | 2018-12-31 | $62,866,133 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $32,760 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Administrative expenses (other) incurred | 2018-12-31 | $32,760 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-3,611,068 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $59,255,065 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $62,866,133 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $57,255,065 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $60,866,133 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-3,381,588 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,000,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,196,720 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | GOETTSCHE TRANEN WINTER & RUSSO |
Accountancy firm EIN | 2018-12-31 | 363746090 |
2017 : THE GONNELLA PENSION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $10,242,874 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,892,805 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,862,061 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,000,000 |
Value of total assets at end of year | 2017-12-31 | $62,866,133 |
Value of total assets at beginning of year | 2017-12-31 | $54,516,064 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $30,744 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Administrative expenses (other) incurred | 2017-12-31 | $30,744 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $8,350,069 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $62,866,133 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $54,516,064 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $60,866,133 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $52,516,064 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $8,242,874 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,000,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,862,061 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | GOETTSCHE TRANEN WINTER & RUSSO |
Accountancy firm EIN | 2017-12-31 | 363746090 |
2016 : THE GONNELLA PENSION PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $6,295,513 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,783,208 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,754,007 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,000,000 |
Value of total assets at end of year | 2016-12-31 | $54,516,064 |
Value of total assets at beginning of year | 2016-12-31 | $50,003,759 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $29,201 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Administrative expenses (other) incurred | 2016-12-31 | $29,201 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $4,512,305 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $54,516,064 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $50,003,759 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $52,516,064 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $49,003,759 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $3,295,513 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $3,000,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,754,007 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | GOETTSCHE YRANEN WINTER & RUSSO |
Accountancy firm EIN | 2016-12-31 | 363746090 |
2015 : THE GONNELLA PENSION PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $522,651 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,585,543 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,555,798 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,500,000 |
Value of total assets at end of year | 2015-12-31 | $50,003,759 |
Value of total assets at beginning of year | 2015-12-31 | $51,066,651 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $29,745 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Administrative expenses (other) incurred | 2015-12-31 | $29,745 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,062,892 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $50,003,759 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $51,066,651 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $49,003,759 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $50,816,651 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-977,349 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,500,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,000,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $250,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,555,798 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | GOETTSCHE TRANEN WINTER & RUSSO |
Accountancy firm EIN | 2015-12-31 | 363746090 |
2014 : THE GONNELLA PENSION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $6,062,045 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,443,959 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,415,255 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,530,000 |
Value of total assets at end of year | 2014-12-31 | $51,066,651 |
Value of total assets at beginning of year | 2014-12-31 | $46,448,565 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $28,704 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Administrative expenses (other) incurred | 2014-12-31 | $28,704 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $4,618,086 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $51,066,651 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $46,448,565 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $50,816,651 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $46,448,565 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $4,532,045 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,530,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $250,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,415,255 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | GOETTSCHE TRANEN WINTER & RUSSO |
Accountancy firm EIN | 2014-12-31 | 363746090 |
2013 : THE GONNELLA PENSION PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $7,412,860 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,453,519 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,426,585 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,066,000 |
Value of total assets at end of year | 2013-12-31 | $46,448,565 |
Value of total assets at beginning of year | 2013-12-31 | $40,489,224 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $26,934 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Administrative expenses (other) incurred | 2013-12-31 | $26,934 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $5,959,341 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $46,448,565 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $40,489,224 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $46,448,565 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $40,489,224 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $5,346,860 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,066,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,426,585 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | GOETTSCHE TRANEN WINTER & RUSSO |
Accountancy firm EIN | 2013-12-31 | 363476090 |
2012 : THE GONNELLA PENSION PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $6,745,586 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,355,130 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,328,005 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,208,000 |
Value of total assets at end of year | 2012-12-31 | $40,489,224 |
Value of total assets at beginning of year | 2012-12-31 | $35,098,768 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $27,125 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Administrative expenses (other) incurred | 2012-12-31 | $27,125 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $5,390,456 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $40,489,224 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $35,098,768 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $40,489,224 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $35,098,768 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $4,537,586 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $2,208,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,328,005 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | GOETTSCHE TRANEN WINTER & RUSSO |
Accountancy firm EIN | 2012-12-31 | 363476090 |
2011 : THE GONNELLA PENSION PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,722,959 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,335,212 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,292,072 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,540,394 |
Value of total assets at end of year | 2011-12-31 | $35,098,768 |
Value of total assets at beginning of year | 2011-12-31 | $34,711,021 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $43,140 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Administrative expenses (other) incurred | 2011-12-31 | $43,140 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $387,747 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $35,098,768 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $34,711,021 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $35,098,768 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $34,711,021 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $182,565 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $1,540,394 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,292,072 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GOETTSCHE TRANEN WINTER & RUSSO |
Accountancy firm EIN | 2011-12-31 | 363476090 |
2010 : THE GONNELLA PENSION PLAN 2010 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $29,781 |
Total income from all sources (including contributions) | 2010-12-31 | $5,677,879 |
Total of all expenses incurred | 2010-12-31 | $1,345,846 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,200,288 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,389,984 |
Value of total assets at end of year | 2010-12-31 | $34,711,021 |
Value of total assets at beginning of year | 2010-12-31 | $30,408,769 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $145,558 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $29,781 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $4,332,033 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $34,711,021 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $30,378,988 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $145,558 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $34,711,021 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $29,798,680 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $73 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $73 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $2,077,041 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $2,210,854 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,389,984 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $610,016 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,200,288 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | GOETTSCHE, TRANEN, WINTER & RUSSO |
Accountancy firm EIN | 2010-12-31 | 363476090 |
2009 : THE GONNELLA PENSION PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |