GERRELL'S & CO. INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GERRELL'S & CO. INC. EMP PROFIT SHARING TRUST
401k plan membership statisitcs for GERRELL'S & CO. INC. EMP PROFIT SHARING TRUST
| Measure | Date | Value |
|---|
| 2014: GERRELL'S & CO. INC. EMP PROFIT SHARING TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 3 |
| Total of all active and inactive participants | 2014-01-01 | 13 |
| Total participants | 2014-01-01 | 13 |
| Number of participants with account balances | 2014-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
| 2013: GERRELL'S & CO. INC. EMP PROFIT SHARING TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 4 |
| Total of all active and inactive participants | 2013-01-01 | 16 |
| Total participants | 2013-01-01 | 16 |
| Number of participants with account balances | 2013-01-01 | 16 |
| 2012: GERRELL'S & CO. INC. EMP PROFIT SHARING TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
| Total of all active and inactive participants | 2012-01-01 | 9 |
| Total participants | 2012-01-01 | 9 |
| Number of participants with account balances | 2012-01-01 | 16 |
| 2011: GERRELL'S & CO. INC. EMP PROFIT SHARING TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
| Total of all active and inactive participants | 2011-01-01 | 9 |
| Total participants | 2011-01-01 | 9 |
| Number of participants with account balances | 2011-01-01 | 16 |
| 2010: GERRELL'S & CO. INC. EMP PROFIT SHARING TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 9 |
| Total of all active and inactive participants | 2010-01-01 | 9 |
| Total participants | 2010-01-01 | 9 |
| Number of participants with account balances | 2010-01-01 | 14 |
| 2009: GERRELL'S & CO. INC. EMP PROFIT SHARING TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
| Total of all active and inactive participants | 2009-01-01 | 8 |
| Total participants | 2009-01-01 | 8 |
| Number of participants with account balances | 2009-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2014 : GERRELL'S & CO. INC. EMP PROFIT SHARING TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $87,630 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $39,504 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $31,156 |
| Total plan assets at end of year | 2014-12-31 | $1,308,497 |
| Total plan assets at beginning of year | 2014-12-31 | $1,260,371 |
| Value of fidelity bond covering the plan | 2014-12-31 | $25,000 |
| Other income received | 2014-12-31 | $63,274 |
| Net income (gross income less expenses) | 2014-12-31 | $48,126 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,308,497 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,260,371 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $24,356 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $8,348 |
| 2013 : GERRELL'S & CO. INC. EMP PROFIT SHARING TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $95,274 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $53,362 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $45,276 |
| Total plan assets at end of year | 2013-12-31 | $1,260,371 |
| Total plan assets at beginning of year | 2013-12-31 | $1,218,459 |
| Value of fidelity bond covering the plan | 2013-12-31 | $25,000 |
| Other income received | 2013-12-31 | $67,254 |
| Net income (gross income less expenses) | 2013-12-31 | $41,912 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,260,371 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,218,459 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $28,020 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $8,086 |
| 2012 : GERRELL'S & CO. INC. EMP PROFIT SHARING TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $90,902 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $7,873 |
| Total plan assets at end of year | 2012-12-31 | $1,218,459 |
| Total plan assets at beginning of year | 2012-12-31 | $1,135,430 |
| Value of fidelity bond covering the plan | 2012-12-31 | $25,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $7,873 |
| Other income received | 2012-12-31 | $62,435 |
| Net income (gross income less expenses) | 2012-12-31 | $83,029 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,218,459 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,135,430 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $28,467 |
| 2011 : GERRELL'S & CO. INC. EMP PROFIT SHARING TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $86,851 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $7,450 |
| Total plan assets at end of year | 2011-12-31 | $1,135,430 |
| Total plan assets at beginning of year | 2011-12-31 | $1,056,029 |
| Value of fidelity bond covering the plan | 2011-12-31 | $25,000 |
| Other income received | 2011-12-31 | $61,281 |
| Net income (gross income less expenses) | 2011-12-31 | $79,401 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,135,430 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,056,029 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $25,570 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $7,450 |
| 2010 : GERRELL'S & CO. INC. EMP PROFIT SHARING TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $80,000 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $7,085 |
| Total plan assets at end of year | 2010-12-31 | $1,056,029 |
| Total plan assets at beginning of year | 2010-12-31 | $983,114 |
| Value of fidelity bond covering the plan | 2010-12-31 | $25,000 |
| Other income received | 2010-12-31 | $58,901 |
| Net income (gross income less expenses) | 2010-12-31 | $72,915 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,056,029 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $983,114 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $21,099 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $7,085 |
| 2014: GERRELL'S & CO. INC. EMP PROFIT SHARING TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: GERRELL'S & CO. INC. EMP PROFIT SHARING TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: GERRELL'S & CO. INC. EMP PROFIT SHARING TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: GERRELL'S & CO. INC. EMP PROFIT SHARING TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: GERRELL'S & CO. INC. EMP PROFIT SHARING TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: GERRELL'S & CO. INC. EMP PROFIT SHARING TRUST 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | GA50524 |
| Policy instance | 1 |
| Insurance contract or identification number | GA50524 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2014-01-08 | | Insurance policy end date | 2015-01-07 | | Total amount of commissions paid to insurance broker | USD $566 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $283 | | Insurance broker organization code? | 3 | | Insurance broker name | KEVIN METZGER |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | GA50524 |
| Policy instance | 1 |
| Insurance contract or identification number | GA50524 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2013-01-08 | | Insurance policy end date | 2014-01-07 | | Total amount of commissions paid to insurance broker | USD $569 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | Yes | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $284 | | Insurance broker organization code? | 3 | | Insurance broker name | KEVIN METZGER |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | GA50524 |
| Policy instance | 1 |
| Insurance contract or identification number | GA50524 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2012-01-08 | | Insurance policy end date | 2013-01-07 | | Total amount of commissions paid to insurance broker | USD $511 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 256 | | Insurance broker organization code? | 3 | | Insurance broker name | LOREN H. JAPEL |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | GA50524 |
| Policy instance | 1 |
| Insurance contract or identification number | GA50524 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2011-01-08 | | Insurance policy end date | 2012-01-07 | | Total amount of commissions paid to insurance broker | USD $458 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | GA50524 |
| Policy instance | 1 |
| Insurance contract or identification number | GA50524 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2010-01-08 | | Insurance policy end date | 2011-01-07 | | Total amount of commissions paid to insurance broker | USD $421 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $210 | | Insurance broker organization code? | 3 | | Insurance broker name | LOREN H. JAPEL |
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