PHILLIP C GOLDSTICK & ASSOC LTD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST
401k plan membership statisitcs for PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST
| Measure | Date | Value |
|---|
| 2016: PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 4 |
| Number of participants with account balances | 2016-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 4 |
| Number of participants with account balances | 2015-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 4 |
| Number of participants with account balances | 2014-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 4 |
| Number of participants with account balances | 2013-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 4 |
| Number of participants with account balances | 2012-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 6 |
| Number of participants with account balances | 2011-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 4 |
| Number of participants with account balances | 2010-01-01 | 4 |
| 2009: PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2016 : PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $190,271 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $197,451 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $180,500 |
| Total plan assets at end of year | 2016-12-31 | $2,763,437 |
| Total plan assets at beginning of year | 2016-12-31 | $2,770,617 |
| Value of fidelity bond covering the plan | 2016-12-31 | $370,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $14,951 |
| Other income received | 2016-12-31 | $190,271 |
| Net income (gross income less expenses) | 2016-12-31 | $-7,180 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,763,437 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,770,617 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $9,540 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,000 |
| 2015 : PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $141,514 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $412,674 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $189,450 |
| Total plan assets at end of year | 2015-12-31 | $2,770,617 |
| Total plan assets at beginning of year | 2015-12-31 | $3,041,777 |
| Value of fidelity bond covering the plan | 2015-12-31 | $370,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $223,224 |
| Other income received | 2015-12-31 | $141,514 |
| Net income (gross income less expenses) | 2015-12-31 | $-271,160 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,770,617 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,041,777 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $9,421 |
| 2014 : PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $198,692 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $378,333 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $191,150 |
| Total plan assets at end of year | 2014-12-31 | $3,041,777 |
| Total plan assets at beginning of year | 2014-12-31 | $3,221,418 |
| Value of fidelity bond covering the plan | 2014-12-31 | $370,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $187,183 |
| Other income received | 2014-12-31 | $198,692 |
| Net income (gross income less expenses) | 2014-12-31 | $-179,641 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,041,777 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,221,418 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $9,768 |
| 2013 : PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $468,949 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $198,497 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $167,200 |
| Total plan assets at end of year | 2013-12-31 | $3,221,418 |
| Total plan assets at beginning of year | 2013-12-31 | $2,950,966 |
| Value of fidelity bond covering the plan | 2013-12-31 | $370,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $31,297 |
| Other income received | 2013-12-31 | $468,949 |
| Net income (gross income less expenses) | 2013-12-31 | $270,452 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,221,418 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,950,966 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $11,546 |
| 2012 : PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $277,003 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $216,993 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $156,700 |
| Total plan assets at end of year | 2012-12-31 | $2,950,966 |
| Total plan assets at beginning of year | 2012-12-31 | $2,890,956 |
| Value of fidelity bond covering the plan | 2012-12-31 | $370,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $60,293 |
| Other income received | 2012-12-31 | $277,003 |
| Net income (gross income less expenses) | 2012-12-31 | $60,010 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,950,966 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,890,956 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $14,022 |
| 2011 : PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $100,059 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $175,925 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $154,300 |
| Total plan assets at end of year | 2011-12-31 | $2,890,956 |
| Total plan assets at beginning of year | 2011-12-31 | $2,966,822 |
| Value of fidelity bond covering the plan | 2011-12-31 | $370,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $21,625 |
| Other income received | 2011-12-31 | $100,059 |
| Net income (gross income less expenses) | 2011-12-31 | $-75,866 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,890,956 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,966,822 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-12-31 | $18,333 |
| 2010 : PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $186,108 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $178,501 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $147,800 |
| Total plan assets at end of year | 2010-12-31 | $2,966,822 |
| Total plan assets at beginning of year | 2010-12-31 | $2,959,215 |
| Value of fidelity bond covering the plan | 2010-12-31 | $370,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $30,701 |
| Other income received | 2010-12-31 | $186,108 |
| Net income (gross income less expenses) | 2010-12-31 | $7,607 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,966,822 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,959,215 |
| Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $-6,121 |
| 2016: PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PHILLIP C GOLDSTICK & ASSOCIATES LTD EMPLOYEES PROFIT SHARING TRUST 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
| Policy contract number | 004404 |
| Policy instance | 1 |
| Insurance contract or identification number | 004404 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
| Policy contract number | 004404 |
| Policy instance | 1 |
| Insurance contract or identification number | 004404 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
| Policy contract number | 004404 |
| Policy instance | 1 |
| Insurance contract or identification number | 004404 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
| Policy contract number | 004404 |
| Policy instance | 1 |
| Insurance contract or identification number | 004404 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
| Policy contract number | 004404 |
| Policy instance | 1 |
| Insurance contract or identification number | 004404 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 79065 ) |
| Policy contract number | 004404 |
| Policy instance | 1 |
| Insurance contract or identification number | 004404 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
