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GORDON ADVISORS, P.C. 401(K) PLAN 401k Plan overview

Plan NameGORDON ADVISORS, P.C. 401(K) PLAN
Plan identification number 001

GORDON ADVISORS, P.C. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GORDON ADVISORS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:GORDON ADVISORS, P.C.
Employer identification number (EIN):382656556
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GORDON ADVISORS, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DOUGLAS WRIGHT2023-06-26 DOUGLAS WRIGHT2023-06-26
0012021-01-01LYNN KLIMCZAK2022-09-28 LYNN KLIMCZAK2022-09-28
0012020-01-01LYNN KLIMCZAK2021-09-28 LYNN KLIMCZAK2021-09-28
0012019-01-01PATRICIA A BOJANIC2020-09-21 PATRICIA A BOJANIC2020-09-21
0012018-01-01PATRICIA A. BOJANIC2019-10-10 PATRICIA A. BOJANIC2019-10-10
0012017-01-01ALAN R. STEINBERG2018-09-20 ALAN R. STEINBERG2018-09-20
0012016-01-01ALAN R. STEINBERG2017-09-28 ALAN R. STEINBERG2017-09-28
0012015-01-01ALAN STEINBERG2016-09-29 ALAN STEINBERG2016-09-29
0012014-01-01ALAN STEINBERG2015-09-25 ALAN STEINBERG2015-09-25
0012013-01-01ALAN STEINBERG2014-10-13 ALAN STEINBERG2014-10-13
0012012-01-01ALAN R. STEINBERG2013-10-07 ALAN R. STEINBERG2013-10-07
0012011-01-01ALAN STEINBERG
0012010-01-01ALAN STEINBERG
0012009-01-01ALAN STEINBERG

Plan Statistics for GORDON ADVISORS, P.C. 401(K) PLAN

401k plan membership statisitcs for GORDON ADVISORS, P.C. 401(K) PLAN

Measure Date Value
2011: GORDON ADVISORS, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0161
Total number of active participants reported on line 7a of the Form 55002011-01-0141
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0158
Number of participants with account balances2011-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: GORDON ADVISORS, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0163
Total number of active participants reported on line 7a of the Form 55002010-01-0145
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0116
Total of all active and inactive participants2010-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0161
Number of participants with account balances2010-01-0161
2009: GORDON ADVISORS, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0163
Total number of active participants reported on line 7a of the Form 55002009-01-0146
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0163
Number of participants with account balances2009-01-0163

Financial Data on GORDON ADVISORS, P.C. 401(K) PLAN

Measure Date Value
2011 : GORDON ADVISORS, P.C. 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$313,567
Expenses. Total of all expenses incurred2011-12-31$155,783
Benefits paid (including direct rollovers)2011-12-31$135,449
Total plan assets at end of year2011-12-31$5,288,932
Total plan assets at beginning of year2011-12-31$5,131,147
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$335,188
Expenses. Other expenses not covered elsewhere2011-12-31$20,334
Other income received2011-12-31$-149,614
Net income (gross income less expenses)2011-12-31$157,784
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,288,932
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,131,147
Assets. Value of participant loans2011-12-31$1,175
Total contributions received or receivable from employer(s)2011-12-31$127,993
2010 : GORDON ADVISORS, P.C. 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$991,110
Expenses. Total of all expenses incurred2010-12-31$56,424
Benefits paid (including direct rollovers)2010-12-31$39,474
Total plan assets at end of year2010-12-31$5,131,147
Total plan assets at beginning of year2010-12-31$4,196,461
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$297,410
Expenses. Other expenses not covered elsewhere2010-12-31$16,950
Other income received2010-12-31$635,243
Net income (gross income less expenses)2010-12-31$934,686
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,131,147
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,196,461
Assets. Value of participant loans2010-12-31$2,318
Total contributions received or receivable from employer(s)2010-12-31$58,457

Form 5500 Responses for GORDON ADVISORS, P.C. 401(K) PLAN

2011: GORDON ADVISORS, P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GORDON ADVISORS, P.C. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GORDON ADVISORS, P.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered58
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered66
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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