GILBERT, BARBEE, MOORE & MCILVOY, P.S.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GRAVES-GILBERT CLINIC SUPPLEMENTAL PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : GRAVES-GILBERT CLINIC SUPPLEMENTAL PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-08-21 | 19750 |
| Net assets as of the end of the plan year | 2025-08-21 | 304600 |
| Total assets as of the beginning of the plan year | 2025-08-21 | 224328 |
| Value of plan covered by a fidelity bond | 2025-08-21 | 500000 |
| Other income to plan in this plan year | 2025-08-21 | 12626 |
| Plan net income in this plan year | 2025-08-21 | 80272 |
| Net assets as of the end of the plan year | 2025-08-21 | 304600 |
| Net assets as of the beginning of the plan year | 2025-08-21 | 224328 |
| Employer contributions to plan in this plan year | 2025-08-21 | 87396 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-08-21 | 19750 |
| 2024 : GRAVES-GILBERT CLINIC SUPPLEMENTAL PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-08-28 | 4832 |
| Total expenses incurred by plan in this plan year | 2024-08-28 | 11371 |
| Net assets as of the end of the plan year | 2024-08-28 | 224328 |
| Total assets as of the beginning of the plan year | 2024-08-28 | 150238 |
| Value of plan covered by a fidelity bond | 2024-08-28 | 500000 |
| Other income to plan in this plan year | 2024-08-28 | 14329 |
| Plan net income in this plan year | 2024-08-28 | 78922 |
| Net assets as of the end of the plan year | 2024-08-28 | 224328 |
| Net assets as of the beginning of the plan year | 2024-08-28 | 145406 |
| Employer contributions to plan in this plan year | 2024-08-28 | 75964 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-28 | 3821 |
| 2022 : GRAVES-GILBERT CLINIC SUPPLEMENTAL PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $4,832 |
| Total income from all sources (including contributions) | 2022-12-31 | $78,575 |
| Total of all expenses incurred | 2022-12-31 | $8,294 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $8,294 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $77,225 |
| Value of total assets at end of year | 2022-12-31 | $150,238 |
| Value of total assets at beginning of year | 2022-12-31 | $75,125 |
| Total interest from all sources | 2022-12-31 | $171 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,424 |
| 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 | $1,424 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| 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 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $44 |
| 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 | $70,281 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $145,406 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $75,125 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $70,035 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $80,134 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $171 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-245 |
| 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 | $77,225 |
| Employer contributions (assets) at end of year | 2022-12-31 | $25 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $75,125 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $8,294 |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $4,832 |
| 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 | CARR RIGGS & INGRAM, LLC |
| Accountancy firm EIN | 2022-12-31 | 721396621 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $4,832 |
| Total income from all sources (including contributions) | 2022-01-01 | $78,575 |
| Total of all expenses incurred | 2022-01-01 | $8,294 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $8,294 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $77,225 |
| Value of total assets at end of year | 2022-01-01 | $150,238 |
| Value of total assets at beginning of year | 2022-01-01 | $75,125 |
| Total interest from all sources | 2022-01-01 | $171 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $1,424 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $1,424 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $44 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $70,281 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $145,406 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $75,125 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $70,035 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $80,134 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $171 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-245 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $77,225 |
| Employer contributions (assets) at end of year | 2022-01-01 | $25 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $75,125 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $8,294 |
| Liabilities. Value of benefit claims payable at end of year | 2022-01-01 | $4,832 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | CARR RIGGS & INGRAM, LLC |
| Accountancy firm EIN | 2022-01-01 | 721396621 |
| 2021 : GRAVES-GILBERT CLINIC SUPPLEMENTAL PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $75,125 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $75,125 |
| Value of total assets at end of year | 2021-12-31 | $75,125 |
| Value of total assets at beginning of year | 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 | $500,000 |
| 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 |
| 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 | $75,125 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $75,125 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $0 |
| 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 |
| 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 | $75,125 |
| Employer contributions (assets) at end of year | 2021-12-31 | $75,125 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 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 | CARR RIGGS & INGRAM, LLC |
| Accountancy firm EIN | 2021-12-31 | 721396621 |
