PERRY GUTHERY HAASE & GESSFORD, P.C., L.L.O. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PERRY GUTHERY HAASE & GESSFORD, P.C., L.L.O. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : PERRY GUTHERY HAASE & GESSFORD, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-02 | 411853 |
| Net assets as of the end of the plan year | 2025-07-02 | 22150749 |
| Total assets as of the beginning of the plan year | 2025-07-02 | 18458554 |
| Value of plan covered by a fidelity bond | 2025-07-02 | 1000000 |
| Participant contributions to plan in this plan year | 2025-07-02 | 186893 |
| Other contributions to plan in this plan year | 2025-07-02 | 81099 |
| Other income to plan in this plan year | 2025-07-02 | 3378372 |
| Plan net income in this plan year | 2025-07-02 | 3692195 |
| Net assets as of the end of the plan year | 2025-07-02 | 22150749 |
| Net assets as of the beginning of the plan year | 2025-07-02 | 18458554 |
| Employer contributions to plan in this plan year | 2025-07-02 | 457684 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-02 | 109470 |
| 2024 : PERRY GUTHERY HAASE & GESSFORD, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-30 | 956104 |
| Net assets as of the end of the plan year | 2024-05-30 | 18458554 |
| Total assets as of the beginning of the plan year | 2024-05-30 | 16167490 |
| Value of plan covered by a fidelity bond | 2024-05-30 | 1000000 |
| Participant contributions to plan in this plan year | 2024-05-30 | 160663 |
| Other income to plan in this plan year | 2024-05-30 | 2741032 |
| Plan net income in this plan year | 2024-05-30 | 2291064 |
| Net assets as of the end of the plan year | 2024-05-30 | 18458554 |
| Net assets as of the beginning of the plan year | 2024-05-30 | 16167490 |
| Employer contributions to plan in this plan year | 2024-05-30 | 345473 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-30 | 92803 |
| 2022 : PERRY GUTHERY HAASE & GESSFORD, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-06 | 5261873 |
| Net assets as of the end of the plan year | 2022-06-06 | 18318079 |
| Total assets as of the beginning of the plan year | 2022-06-06 | 20738213 |
| Value of plan covered by a fidelity bond | 2022-06-06 | 500000 |
| Participant contributions to plan in this plan year | 2022-06-06 | 224591 |
| Other income to plan in this plan year | 2022-06-06 | 2188312 |
| Plan net income in this plan year | 2022-06-06 | -2420134 |
| Net assets as of the end of the plan year | 2022-06-06 | 18318079 |
| Net assets as of the beginning of the plan year | 2022-06-06 | 20738213 |
| Employer contributions to plan in this plan year | 2022-06-06 | 428836 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-06 | 112921 |
| 2011 : PERRY GUTHERY HAASE & GESSFORD, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $450,011 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $59,411 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $26,547 |
| Total plan assets at end of year | 2011-12-31 | $8,095,875 |
| Total plan assets at beginning of year | 2011-12-31 | $7,705,275 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $165,482 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $32,864 |
| Other income received | 2011-12-31 | $-75,471 |
| Net income (gross income less expenses) | 2011-12-31 | $390,600 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $8,095,875 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,705,275 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $360,000 |
| 2010 : PERRY GUTHERY HAASE & GESSFORD, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,356,423 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $26,947 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $346 |
| Total plan assets at end of year | 2010-12-31 | $7,705,275 |
| Total plan assets at beginning of year | 2010-12-31 | $6,375,799 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $158,837 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $26,601 |
| Other income received | 2010-12-31 | $837,586 |
| Net income (gross income less expenses) | 2010-12-31 | $1,329,476 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $7,705,275 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,375,799 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $360,000 |
| 2011: PERRY GUTHERY HAASE & GESSFORD, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 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: PERRY GUTHERY HAASE & GESSFORD, P.C., L.L.O. 401(K) PROFIT SHARING PLAN 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: PERRY GUTHERY HAASE & GESSFORD, P.C., L.L.O. 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 | Yes |
| 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 |
