401k Plan data: GLEASON RESEARCH ASSOCIATES, INC. ESOP plan

GLEASON RESEARCH ASSOCIATES, INC. ESOP 401k Plan overview

Plan Name	GLEASON RESEARCH ASSOCIATES, INC. ESOP
Plan identification number	002

GLEASON RESEARCH ASSOCIATES, INC. ESOP Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP. The employer maintaining this ESOP is an S Corporation Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

GLEASON RESEARCH ASSOCIATES, INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name: GLEASON RESEARCH ASSOCIATES, INCORPORATED

Employer identification number (EIN): 521261002

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GLEASON RESEARCH ASSOCIATES, INC. ESOP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 JIMMY KELLEY
002 2016-01-01 JIMMY KELLEY
002 2015-01-01 JIMMY KELLEY

Plan Statistics for GLEASON RESEARCH ASSOCIATES, INC. ESOP

401k plan membership statisitcs for GLEASON RESEARCH ASSOCIATES, INC. ESOP

Measure Date Value
2022: GLEASON RESEARCH ASSOCIATES, INC. ESOP 2022 401k membership
Total participants, beginning-of-year 2022-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 114
Number of retired or separated participants receiving benefits 2022-01-01 15
Number of other retired or separated participants entitled to future benefits 2022-01-01 14
Total of all active and inactive participants 2022-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 144
Number of participants with account balances 2022-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 9
2021: GLEASON RESEARCH ASSOCIATES, INC. ESOP 2021 401k membership
Total participants, beginning-of-year 2021-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 121
Number of retired or separated participants receiving benefits 2021-01-01 11
Number of other retired or separated participants entitled to future benefits 2021-01-01 14
Total of all active and inactive participants 2021-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 146
Number of participants with account balances 2021-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 12
2020: GLEASON RESEARCH ASSOCIATES, INC. ESOP 2020 401k membership
Total participants, beginning-of-year 2020-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 117
Number of retired or separated participants receiving benefits 2020-01-01 19
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 144
Number of participants with account balances 2020-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: GLEASON RESEARCH ASSOCIATES, INC. ESOP 2019 401k membership
Total participants, beginning-of-year 2019-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 116
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 34
Total of all active and inactive participants 2019-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 152
Number of participants with account balances 2019-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2018: GLEASON RESEARCH ASSOCIATES, INC. ESOP 2018 401k membership
Total participants, beginning-of-year 2018-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 120
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 22
Total of all active and inactive participants 2018-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 143
Number of participants with account balances 2018-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: GLEASON RESEARCH ASSOCIATES, INC. ESOP 2017 401k membership
Total participants, beginning-of-year 2017-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 119
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 15
Total of all active and inactive participants 2017-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 137
Number of participants with account balances 2017-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11
2016: GLEASON RESEARCH ASSOCIATES, INC. ESOP 2016 401k membership
Total participants, beginning-of-year 2016-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 118
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 121
Number of participants with account balances 2016-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GLEASON RESEARCH ASSOCIATES, INC. ESOP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 121
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 121
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: GLEASON RESEARCH ASSOCIATES, INC. ESOP 2022 401k membership
Total participants, beginning-of-year	2022-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	114
Number of retired or separated participants receiving benefits	2022-01-01	15
Number of other retired or separated participants entitled to future benefits	2022-01-01	14
Total of all active and inactive participants	2022-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	144
Number of participants with account balances	2022-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	9
2021: GLEASON RESEARCH ASSOCIATES, INC. ESOP 2021 401k membership
Total participants, beginning-of-year	2021-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	121
Number of retired or separated participants receiving benefits	2021-01-01	11
Number of other retired or separated participants entitled to future benefits	2021-01-01	14
Total of all active and inactive participants	2021-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	146
Number of participants with account balances	2021-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	12
2020: GLEASON RESEARCH ASSOCIATES, INC. ESOP 2020 401k membership
Total participants, beginning-of-year	2020-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	117
Number of retired or separated participants receiving benefits	2020-01-01	19
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	144
Number of participants with account balances	2020-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: GLEASON RESEARCH ASSOCIATES, INC. ESOP 2019 401k membership
Total participants, beginning-of-year	2019-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	116
Number of retired or separated participants receiving benefits	2019-01-01	1
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	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	152
Number of participants with account balances	2019-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2018: GLEASON RESEARCH ASSOCIATES, INC. ESOP 2018 401k membership
Total participants, beginning-of-year	2018-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	120
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	22
Total of all active and inactive participants	2018-01-01	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	143
Number of participants with account balances	2018-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: GLEASON RESEARCH ASSOCIATES, INC. ESOP 2017 401k membership
Total participants, beginning-of-year	2017-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	119
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	15
Total of all active and inactive participants	2017-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	137
Number of participants with account balances	2017-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11
2016: GLEASON RESEARCH ASSOCIATES, INC. ESOP 2016 401k membership
Total participants, beginning-of-year	2016-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	118
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	121
Number of participants with account balances	2016-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GLEASON RESEARCH ASSOCIATES, INC. ESOP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	121
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	121
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on GLEASON RESEARCH ASSOCIATES, INC. ESOP

Measure	Date	Value
2022 : GLEASON RESEARCH ASSOCIATES, INC. ESOP 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$327,589
Total unrealized appreciation/depreciation of assets	2022-12-31	$327,589
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$16,738,324
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$17,462,140
Expenses. Interest paid	2022-12-31	$457,043
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$457,043
Total income from all sources (including contributions)	2022-12-31	$1,818,977
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$604,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$147,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,489,952
Value of total assets at end of year	2022-12-31	$15,739,200
Value of total assets at beginning of year	2022-12-31	$15,248,422
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$15
Total interest from all sources	2022-12-31	$112
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,324
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	$1,324
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
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
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	$1,214,594
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$-999,124
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$-2,213,718
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	$15
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$397,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$233,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$233,935
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$112
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
Assets. Invements in employer securities at end of year	2022-12-31	$15,342,076
Assets. Invements in employer securities at beginning of year	2022-12-31	$15,014,487
Contributions received in cash from employer	2022-12-31	$1,489,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$147,325
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
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$16,738,324
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$17,462,140
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BMSS, LLC
Accountancy firm EIN	2022-12-31	461498870
2021 : GLEASON RESEARCH ASSOCIATES, INC. ESOP 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$218,393
Total unrealized appreciation/depreciation of assets	2021-12-31	$218,393
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$17,462,140
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$17,920,199
Expenses. Interest paid	2021-12-31	$722,800
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$722,800
Total income from all sources (including contributions)	2021-12-31	$1,644,748
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$878,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$155,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,426,286
Value of total assets at end of year	2021-12-31	$15,248,422
Value of total assets at beginning of year	2021-12-31	$14,940,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$69
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
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
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
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	$766,356
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$-2,213,718
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$-2,980,074
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$233,935
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$144,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$144,031
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$69
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
Assets. Invements in employer securities at end of year	2021-12-31	$15,014,487
Assets. Invements in employer securities at beginning of year	2021-12-31	$14,796,094
Contributions received in cash from employer	2021-12-31	$1,426,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$155,592
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
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$17,462,140
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$17,920,199
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BMSS, LLC
Accountancy firm EIN	2021-12-31	461498870
2020 : GLEASON RESEARCH ASSOCIATES, INC. ESOP 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$1,310,356
Total unrealized appreciation/depreciation of assets	2020-12-31	$1,310,356
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$17,920,199
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$18,922,097
Expenses. Interest paid	2020-12-31	$179,957
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$179,957
Total income from all sources (including contributions)	2020-12-31	$3,449,226
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$992,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$812,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,138,850
Value of total assets at end of year	2020-12-31	$14,940,125
Value of total assets at beginning of year	2020-12-31	$13,485,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$15
Total interest from all sources	2020-12-31	$20
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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
Administrative expenses (other) incurred	2020-12-31	$15
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
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	$2,456,284
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$-2,980,074
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$-5,436,358
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$144,031
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$20
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
Assets. Invements in employer securities at end of year	2020-12-31	$14,796,094
Assets. Invements in employer securities at beginning of year	2020-12-31	$13,485,739
Contributions received in cash from employer	2020-12-31	$2,138,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$812,970
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
Liabilities. Value of acquisition indebtedness at end of year	2020-12-31	$17,920,199
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$18,922,097
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BMSS, LLC
Accountancy firm EIN	2020-12-31	461498870
2019 : GLEASON RESEARCH ASSOCIATES, INC. ESOP 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$1,201,159
Total unrealized appreciation/depreciation of assets	2019-12-31	$1,201,159
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$18,922,097
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$19,592,584
Total income from all sources (including contributions)	2019-12-31	$2,388,319
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$516,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$5,307
Expenses. Certain deemed distributions of participant loans	2019-12-31	$511,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,187,160
Value of total assets at end of year	2019-12-31	$13,485,739
Value of total assets at beginning of year	2019-12-31	$12,284,639
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$59
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
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
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
Administrative expenses (other) incurred	2019-12-31	$59
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$59
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	$1,871,587
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$-5,436,358
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$-7,307,945
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 leases to which the plan was party in default or uncollectible	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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$13,485,739
Assets. Invements in employer securities at beginning of year	2019-12-31	$12,284,580
Contributions received in cash from employer	2019-12-31	$1,187,160
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$5,307
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
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
Liabilities. Value of acquisition indebtedness at end of year	2019-12-31	$18,922,097
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$19,592,584
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
Accountancy firm name	2019-12-31	BMSS, LLC
Accountancy firm EIN	2019-12-31	461498870
2018 : GLEASON RESEARCH ASSOCIATES, INC. ESOP 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$2,074,729
Total unrealized appreciation/depreciation of assets	2018-12-31	$2,074,729
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$19,592,584
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$20,246,017
Expenses. Interest paid	2018-12-31	$528,421
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$528,421
Total income from all sources (including contributions)	2018-12-31	$3,260,466
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$532,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,185,737
Value of total assets at end of year	2018-12-31	$12,284,639
Value of total assets at beginning of year	2018-12-31	$10,209,986
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$76
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Administrative expenses (other) incurred	2018-12-31	$76
Total non interest bearing cash at end of year	2018-12-31	$59
Total non interest bearing cash at beginning of year	2018-12-31	$135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$2,728,086
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$-7,307,945
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$-10,036,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$12,284,580
Assets. Invements in employer securities at beginning of year	2018-12-31	$10,209,851
Contributions received in cash from employer	2018-12-31	$1,185,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,883
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$19,592,584
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$20,246,017
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	BMSS, LLC
Accountancy firm EIN	2018-12-31	461498870
2017 : GLEASON RESEARCH ASSOCIATES, INC. ESOP 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$2,634,284
Total unrealized appreciation/depreciation of assets	2017-12-31	$2,634,284
Total transfer of assets to this plan	2017-12-31	$3,708,067
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$20,246,017
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$20,882,829
Expenses. Interest paid	2017-12-31	$545,042
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$545,042
Total income from all sources (including contributions)	2017-12-31	$3,817,802
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$546,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,183,518
Value of total assets at end of year	2017-12-31	$10,209,986
Value of total assets at beginning of year	2017-12-31	$3,867,500
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$135
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,271,231
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$-10,036,031
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$-17,015,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$10,209,851
Assets. Invements in employer securities at beginning of year	2017-12-31	$3,867,500
Contributions received in cash from employer	2017-12-31	$1,183,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,529
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$20,246,017
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$20,882,829
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	HALL ALBRIGHT GARRISON & BARNES, PC
Accountancy firm EIN	2017-12-31	263659843
2016 : GLEASON RESEARCH ASSOCIATES, INC. ESOP 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$877,500
Total unrealized appreciation/depreciation of assets	2016-12-31	$877,500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$20,882,829
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$21,518,819
Expenses. Interest paid	2016-12-31	$545,864
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$545,864
Total income from all sources (including contributions)	2016-12-31	$2,059,354
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$545,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,181,854
Value of total assets at end of year	2016-12-31	$3,867,500
Value of total assets at beginning of year	2016-12-31	$2,990,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$15,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,513,490
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$-17,015,329
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$-18,528,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$3,867,500
Assets. Invements in employer securities at beginning of year	2016-12-31	$2,990,000
Contributions received in cash from employer	2016-12-31	$1,181,854
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$20,882,829
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$21,503,443
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	HALL ALBRIGHT GARRISON & BARNES, PC
Accountancy firm EIN	2016-12-31	263659843
2015 : GLEASON RESEARCH ASSOCIATES, INC. ESOP 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$21,518,819
Total income from all sources	2015-12-31	$-18,510,000
Expenses. Total of all expenses incurred	2015-12-31	$18,819
Total plan assets at end of year	2015-12-31	$2,990,000
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$18,819
Other income received	2015-12-31	$-18,510,000
Net income (gross income less expenses)	2015-12-31	$-18,528,819
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$-18,528,819
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Assets. Value of employer securities	2015-12-31	$2,990,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for GLEASON RESEARCH ASSOCIATES, INC. ESOP

2022: GLEASON RESEARCH ASSOCIATES, INC. ESOP 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: GLEASON RESEARCH ASSOCIATES, INC. ESOP 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: GLEASON RESEARCH ASSOCIATES, INC. ESOP 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: GLEASON RESEARCH ASSOCIATES, INC. ESOP 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
2018: GLEASON RESEARCH ASSOCIATES, INC. ESOP 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GLEASON RESEARCH ASSOCIATES, INC. ESOP 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GLEASON RESEARCH ASSOCIATES, INC. ESOP 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GLEASON RESEARCH ASSOCIATES, INC. ESOP 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GLEASON RESEARCH ASSOCIATES, INCORPORATED
Employer identification number (EIN):	521261002
NAIC Classification:	541600