401k Plan data: J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN plan

J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 401k Plan overview

Plan Name	J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN
Plan identification number	003

J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN Benefits

401k Plan Type

Defined 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.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

J. GIBSON MCILVAIN COMPANY has sponsored the creation of one or more 401k plans.

Company Name: J. GIBSON MCILVAIN COMPANY

Employer identification number (EIN): 520896086

NAIC Classification: 423300

Additional information about J. GIBSON MCILVAIN COMPANY

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1989-05-10

Company Identification Number: K86866

Legal Registered Office Address: 17888 67th Court North

Loxahatchee

33470

More information about J. GIBSON MCILVAIN COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01 SCOT A MCALLISTER 2019-07-29 SCOT A MCALLISTER 2019-07-29
003 2017-01-01 SCOT A MCALLISTER 2018-05-31 SCOT A MCALLISTER 2018-05-31
003 2016-01-01 SCOT A MCALLISTER 2017-06-28
003 2015-01-01 SCOT A MCALLISTER 2017-02-23
003 2014-01-01 SCOT A. MCALLISTER 2015-08-10
003 2013-01-01 SCOT A. MCALLISTER 2014-06-19
003 2012-01-01 SCOT A. MCALLISTER 2013-04-09
003 2011-01-01 SCOT A. MCALLISTER 2012-08-14
003 2010-01-01 SCOT A. MCALLISTER
003 2009-01-01 JOANNE BAKER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01	SCOT A MCALLISTER	2019-07-29	SCOT A MCALLISTER	2019-07-29
003	2017-01-01	SCOT A MCALLISTER	2018-05-31	SCOT A MCALLISTER	2018-05-31
003	2016-01-01	SCOT A MCALLISTER	2017-06-28
003	2015-01-01	SCOT A MCALLISTER	2017-02-23
003	2014-01-01	SCOT A. MCALLISTER	2015-08-10
003	2013-01-01	SCOT A. MCALLISTER	2014-06-19
003	2012-01-01	SCOT A. MCALLISTER	2013-04-09
003	2011-01-01	SCOT A. MCALLISTER	2012-08-14
003	2010-01-01	SCOT A. MCALLISTER
003	2009-01-01	JOANNE BAKER

Plan Statistics for J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN

401k plan membership statisitcs for J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN

Measure Date Value
2022: J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 88
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 32
Total of all active and inactive participants 2022-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 120
Number of participants with account balances 2022-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 11
2021: J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 89
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 52
Total of all active and inactive participants 2021-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 142
Number of participants with account balances 2021-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 84
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 50
Total of all active and inactive participants 2020-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 134
Number of participants with account balances 2020-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 23
2019: J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 103
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 34
Total of all active and inactive participants 2019-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 137
Number of participants with account balances 2019-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2010: J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 60
Number of retired or separated participants receiving benefits 2010-01-01 9
Number of other retired or separated participants entitled to future benefits 2010-01-01 21
Total of all active and inactive participants 2010-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 90
Number of participants with account balances 2010-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 62
Number of retired or separated participants receiving benefits 2009-01-01 17
Number of other retired or separated participants entitled to future benefits 2009-01-01 30
Total of all active and inactive participants 2009-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 109
Number of participants with account balances 2009-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2022: J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	88
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	32
Total of all active and inactive participants	2022-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	120
Number of participants with account balances	2022-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	11
2021: J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	89
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	52
Total of all active and inactive participants	2021-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	142
Number of participants with account balances	2021-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	84
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	50
Total of all active and inactive participants	2020-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	134
Number of participants with account balances	2020-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	23
2019: J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	103
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	34
Total of all active and inactive participants	2019-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	137
Number of participants with account balances	2019-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2010: J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	60
Number of retired or separated participants receiving benefits	2010-01-01	9
Number of other retired or separated participants entitled to future benefits	2010-01-01	21
Total of all active and inactive participants	2010-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	90
Number of participants with account balances	2010-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	62
Number of retired or separated participants receiving benefits	2009-01-01	17
Number of other retired or separated participants entitled to future benefits	2009-01-01	30
Total of all active and inactive participants	2009-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	109
Number of participants with account balances	2009-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN

Measure	Date	Value
2022 : J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,184,631
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$736,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$693,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$532,183
Value of total assets at end of year	2022-12-31	$7,411,922
Value of total assets at beginning of year	2022-12-31	$9,333,297
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$43,320
Total interest from all sources	2022-12-31	$6,785
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$93,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$93,875
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$426,265
Participant contributions at end of year	2022-12-31	$127,581
Participant contributions at beginning of year	2022-12-31	$153,771
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$83,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,921,375
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,411,922
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,333,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$24,154
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,709,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,630,222
Interest on participant loans	2022-12-31	$6,785
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$575,170
Value of interest in common/collective trusts at beginning of year	2022-12-31	$549,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,839,300
Net investment gain or loss from common/collective trusts	2022-12-31	$21,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$22,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$693,424
Contract administrator fees	2022-12-31	$19,166
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ELLIN & TUCKER
Accountancy firm EIN	2022-12-31	520959934
2021 : J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,805,567
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$736,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$693,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$423,400
Value of total assets at end of year	2021-12-31	$9,333,297
Value of total assets at beginning of year	2021-12-31	$8,263,789
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$42,534
Total interest from all sources	2021-12-31	$8,217
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$85,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$85,237
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$384,315
Participant contributions at end of year	2021-12-31	$153,771
Participant contributions at beginning of year	2021-12-31	$178,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,069,508
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,333,297
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,263,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$26,282
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,630,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,729,743
Interest on participant loans	2021-12-31	$8,217
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$549,304
Value of interest in common/collective trusts at beginning of year	2021-12-31	$355,984
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,264,423
Net investment gain or loss from common/collective trusts	2021-12-31	$24,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$39,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$693,525
Contract administrator fees	2021-12-31	$16,252
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ELLIN & TUCKER
Accountancy firm EIN	2021-12-31	520959934
2020 : J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,477,184
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,886,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,845,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$796,788
Value of total assets at end of year	2020-12-31	$8,263,789
Value of total assets at beginning of year	2020-12-31	$8,672,727
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$40,193
Total interest from all sources	2020-12-31	$9,678
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$64,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$64,572
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$314,608
Participant contributions at end of year	2020-12-31	$178,062
Participant contributions at beginning of year	2020-12-31	$204,619
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$450,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-408,938
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,263,789
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,672,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$25,124
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,729,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,128,144
Interest on participant loans	2020-12-31	$9,678
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$355,984
Value of interest in common/collective trusts at beginning of year	2020-12-31	$339,964
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,583,605
Net investment gain or loss from common/collective trusts	2020-12-31	$22,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$31,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,845,929
Contract administrator fees	2020-12-31	$15,069
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	ELLIN & TUCKER
Accountancy firm EIN	2020-12-31	520959934
2019 : J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$2,875,471
Total transfer of assets to this plan	2019-12-31	$2,875,471
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,996,961
Total income from all sources (including contributions)	2019-12-31	$1,996,961
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,317,921
Total of all expenses incurred	2019-12-31	$1,317,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,279,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,279,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$350,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$350,042
Value of total assets at end of year	2019-12-31	$8,672,727
Value of total assets at end of year	2019-12-31	$8,672,727
Value of total assets at beginning of year	2019-12-31	$5,118,216
Value of total assets at beginning of year	2019-12-31	$5,118,216
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$38,077
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$38,077
Total interest from all sources	2019-12-31	$10,480
Total interest from all sources	2019-12-31	$10,480
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$126,056
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$126,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$126,056
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$126,056
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$307,159
Contributions received from participants	2019-12-31	$307,159
Participant contributions at end of year	2019-12-31	$204,619
Participant contributions at end of year	2019-12-31	$204,619
Participant contributions at beginning of year	2019-12-31	$159,484
Participant contributions at beginning of year	2019-12-31	$159,484
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$12,164
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$12,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$679,040
Value of net income/loss	2019-12-31	$679,040
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,672,727
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,672,727
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,118,216
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,118,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$22,596
Investment advisory and management fees	2019-12-31	$22,596
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,128,144
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,128,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,805,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,805,876
Interest on participant loans	2019-12-31	$10,480
Interest on participant loans	2019-12-31	$10,480
Income. Interest from loans (other than to participants)	2019-12-31	$0
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$339,964
Value of interest in common/collective trusts at end of year	2019-12-31	$339,964
Value of interest in common/collective trusts at beginning of year	2019-12-31	$149,665
Value of interest in common/collective trusts at beginning of year	2019-12-31	$149,665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$3,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$3,191
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$3,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$3,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,485,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,485,760
Net investment gain or loss from common/collective trusts	2019-12-31	$24,623
Net investment gain or loss from common/collective trusts	2019-12-31	$24,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$30,719
Contributions received in cash from employer	2019-12-31	$30,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,279,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,279,844
Contract administrator fees	2019-12-31	$15,481
Contract administrator fees	2019-12-31	$15,481
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	ELLIN & TUCKER
Accountancy firm name	2019-12-31	ELLIN & TUCKER
Accountancy firm EIN	2019-12-31	520959934
Accountancy firm EIN	2019-12-31	520959934
2010 : J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$556,102
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$372,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$357,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$80,285
Value of total assets at end of year	2010-12-31	$4,324,161
Value of total assets at beginning of year	2010-12-31	$4,140,148
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$14,595
Total interest from all sources	2010-12-31	$7,136
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$79,589
Participant contributions at end of year	2010-12-31	$51,614
Participant contributions at beginning of year	2010-12-31	$65,122
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$184,013
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,324,161
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,140,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$4,054,998
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$3,770,409
Interest on participant loans	2010-12-31	$3,741
Interest earned on other investments	2010-12-31	$3,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$26,267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$25,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$25,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$191,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$278,929
Net investment gain/loss from pooled separate accounts	2010-12-31	$468,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$357,494
Contract administrator fees	2010-12-31	$14,595
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ELLIN & TUCKER CHARTERED
Accountancy firm EIN	2010-12-31	520959934
2009 : J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN

2022: J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: J. GIBSON MCILVAIN EMPLOYEE 401(K) PS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2010: J. GIBSON MCILVAIN EMPLOYEE 401(K) PS 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 – 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: J. GIBSON MCILVAIN EMPLOYEE 401(K) PS 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

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

53410

Policy instance

Insurance contract or identification number	53410
Number of Individuals Covered	133
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $12,136
Total amount of fees paid to insurance company	USD $1,975
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?	No
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?	Yes
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

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Company Name:	J. GIBSON MCILVAIN COMPANY
Employer identification number (EIN):	520896086
NAIC Classification:	423300

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1989-05-10
Company Identification Number:	K86866
Legal Registered Office Address:	17888 67th Court North Loxahatchee 33470