GLEASON, DALE & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GLEASON, DALE & ASSOCIATES, INC. 401(K)/PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : GLEASON, DALE & ASSOCIATES, INC. 401(K)/PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-07-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-24 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-24 | 6405 |
| Net assets as of the end of the plan year | 2025-07-24 | 1106884 |
| Total assets as of the beginning of the plan year | 2025-07-24 | 841396 |
| Value of plan covered by a fidelity bond | 2025-07-24 | 180000 |
| Participant contributions to plan in this plan year | 2025-07-24 | 53500 |
| Other expenses paid from plan in this plan year | 2025-07-24 | 0 |
| Other contributions to plan in this plan year | 2025-07-24 | 0 |
| Other income to plan in this plan year | 2025-07-24 | 147893 |
| Plan net income in this plan year | 2025-07-24 | 265488 |
| Net assets as of the end of the plan year | 2025-07-24 | 1106884 |
| Net assets as of the beginning of the plan year | 2025-07-24 | 841396 |
| Employer contributions to plan in this plan year | 2025-07-24 | 70500 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-24 | 1854 |
| 2024 : GLEASON, DALE & ASSOCIATES, INC. 401(K)/PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-06-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-17 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-17 | 588513 |
| Net assets as of the end of the plan year | 2024-06-17 | 841396 |
| Total assets as of the beginning of the plan year | 2024-06-17 | 1123071 |
| Value of plan covered by a fidelity bond | 2024-06-17 | 180000 |
| Participant contributions to plan in this plan year | 2024-06-17 | 53227 |
| Other expenses paid from plan in this plan year | 2024-06-17 | 0 |
| Other contributions to plan in this plan year | 2024-06-17 | 0 |
| Other income to plan in this plan year | 2024-06-17 | 121350 |
| Plan net income in this plan year | 2024-06-17 | -281675 |
| Net assets as of the end of the plan year | 2024-06-17 | 841396 |
| Net assets as of the beginning of the plan year | 2024-06-17 | 1123071 |
| Employer contributions to plan in this plan year | 2024-06-17 | 132261 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-17 | 8992 |
| 2010 : GLEASON, DALE & ASSOCIATES, INC. 401(K)/PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $149,552 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $47,982 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $47,982 |
| Total plan assets at end of year | 2010-12-31 | $1,090,888 |
| Total plan assets at beginning of year | 2010-12-31 | $989,318 |
| Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $32,535 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $104,330 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $101,570 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,090,888 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $989,318 |
| Assets. Value of participant loans | 2010-12-31 | $83,134 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $12,687 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2008 : GLEASON, DALE & ASSOCIATES, INC. 401(K)/PROFIT SHARING PLAN 2008 401k financial data |
|---|
| Transfers to/from the plan | 2008-12-31 | $0 |
| Total plan liabilities at end of year | 2008-12-31 | $0 |
| Total plan liabilities at beginning of year | 2008-12-31 | $0 |
| Total income from all sources | 2008-12-31 | $-208,275 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $534 |
| Benefits paid (including direct rollovers) | 2008-12-31 | $534 |
| Total plan assets at end of year | 2008-12-31 | $718,813 |
| Total plan assets at beginning of year | 2008-12-31 | $927,622 |
| Value of fidelity bond covering the plan | 2008-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2008-12-31 | $82,260 |
| Expenses. Other expenses not covered elsewhere | 2008-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2008-12-31 | $0 |
| Other income received | 2008-12-31 | $-306,118 |
| Noncash contributions received | 2008-12-31 | $0 |
| Net income (gross income less expenses) | 2008-12-31 | $-208,809 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $718,813 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $927,622 |
| Total contributions received or receivable from employer(s) | 2008-12-31 | $15,583 |
| Value of certain deemed distributions of participant loans | 2008-12-31 | $0 |
| Value of corrective distributions | 2008-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2008-12-31 | $0 |
| 2009: GLEASON, DALE & ASSOCIATES, INC. 401(K)/PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2008: GLEASON, DALE & ASSOCIATES, INC. 401(K)/PROFIT SHARING PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | Yes |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
