401k Plan data: OAKLEY & GORE plan

OAKLEY & GORE 401k Plan overview

Plan Name	OAKLEY & GORE
Plan identification number	001

OAKLEY & GORE Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) Profit-sharing

401k Sponsoring company profile

CHARLES P GORE has sponsored the creation of one or more 401k plans.

Company Name: CHARLES P GORE

Employer identification number (EIN): 610736285

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAKLEY & GORE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 CHARLES P GORE CHARLES P. GORE 2018-10-15
001 2016-01-01 CHARLES P GORE CHARLES P. GORE 2017-10-12
001 2015-01-01 CHARLES P GORE CHARLES P. GORE 2016-10-14
001 2014-01-01 CHARLES P GORE CHARLES P. GORE 2015-10-08
001 2013-01-01 CHARLES P GORE CHARLES P. GORE 2014-10-09
001 2012-01-01 CHARLES P GORE CHARLES P. GORE 2013-10-11
001 2011-01-01 CHARLES P GORE CHARLES P. GORE 2012-10-15
001 2009-01-01 CHARLES P GORE CHARLES P. GORE 2010-10-10
001 2009-01-01 CHARLES P GORE CHARLES P. GORE 2010-10-10

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	CHARLES P GORE	CHARLES P. GORE	2018-10-15
001	2016-01-01	CHARLES P GORE	CHARLES P. GORE	2017-10-12
001	2015-01-01	CHARLES P GORE	CHARLES P. GORE	2016-10-14
001	2014-01-01	CHARLES P GORE	CHARLES P. GORE	2015-10-08
001	2013-01-01	CHARLES P GORE	CHARLES P. GORE	2014-10-09
001	2012-01-01	CHARLES P GORE	CHARLES P. GORE	2013-10-11
001	2011-01-01	CHARLES P GORE	CHARLES P. GORE	2012-10-15
001	2009-01-01	CHARLES P GORE	CHARLES P. GORE	2010-10-10
001	2009-01-01	CHARLES P GORE	CHARLES P. GORE	2010-10-10

Plan Statistics for OAKLEY & GORE

401k plan membership statisitcs for OAKLEY & GORE

Measure Date Value
2022: OAKLEY & GORE 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
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 0
Total of all active and inactive participants 2022-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: OAKLEY & GORE 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1
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 0
Total of all active and inactive participants 2021-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: OAKLEY & GORE 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1
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 0
Total of all active and inactive participants 2020-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: OAKLEY & GORE 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
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 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: OAKLEY & GORE 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
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 0
Total of all active and inactive participants 2018-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: OAKLEY & GORE 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: OAKLEY & GORE 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
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 0
Total of all active and inactive participants 2016-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: OAKLEY & GORE 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
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 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: OAKLEY & GORE 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1
Number of participants with account balances 2014-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: OAKLEY & GORE 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1
Number of participants with account balances 2013-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: OAKLEY & GORE 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: OAKLEY & GORE 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: OAKLEY & GORE 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2022: OAKLEY & GORE 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
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	0
Total of all active and inactive participants	2022-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: OAKLEY & GORE 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1
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	0
Total of all active and inactive participants	2021-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: OAKLEY & GORE 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1
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	0
Total of all active and inactive participants	2020-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: OAKLEY & GORE 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
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	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: OAKLEY & GORE 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
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	0
Total of all active and inactive participants	2018-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: OAKLEY & GORE 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: OAKLEY & GORE 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
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	0
Total of all active and inactive participants	2016-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: OAKLEY & GORE 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
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	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: OAKLEY & GORE 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1
Number of participants with account balances	2014-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: OAKLEY & GORE 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1
Number of participants with account balances	2013-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: OAKLEY & GORE 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: OAKLEY & GORE 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: OAKLEY & GORE 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on OAKLEY & GORE

Measure	Date	Value
2022 : OAKLEY & GORE 2022 401k financial data
Total income from all sources	2022-12-31	$-236,738
Total plan assets at end of year	2022-12-31	$1,034,987
Total plan assets at beginning of year	2022-12-31	$1,271,725
Other income received	2022-12-31	$-236,738
Net income (gross income less expenses)	2022-12-31	$-236,738
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,034,987
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,271,725
2021 : OAKLEY & GORE 2021 401k financial data
Total income from all sources	2021-12-31	$183,854
Total plan assets at end of year	2021-12-31	$1,271,725
Total plan assets at beginning of year	2021-12-31	$1,087,871
Other income received	2021-12-31	$183,854
Net income (gross income less expenses)	2021-12-31	$183,854
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,271,725
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,087,871
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	2021-12-31	$0
2020 : OAKLEY & GORE 2020 401k financial data
Total income from all sources	2020-12-31	$-120,137
Total plan assets at end of year	2020-12-31	$1,087,871
Total plan assets at beginning of year	2020-12-31	$1,208,008
Other income received	2020-12-31	$-120,137
Net income (gross income less expenses)	2020-12-31	$-120,137
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,087,871
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,208,008
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$0
Amount contributed by the employer to the plan for this plan year	2020-12-31	$0
2019 : OAKLEY & GORE 2019 401k financial data
Total income from all sources	2019-12-31	$187,370
Total plan assets at end of year	2019-12-31	$1,208,008
Total plan assets at beginning of year	2019-12-31	$1,020,638
Other income received	2019-12-31	$187,370
Net income (gross income less expenses)	2019-12-31	$187,370
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,208,008
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,020,638
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$0
Amount contributed by the employer to the plan for this plan year	2019-12-31	$0
2018 : OAKLEY & GORE 2018 401k financial data
Total income from all sources	2018-12-31	$75,630
Total plan assets at end of year	2018-12-31	$1,020,638
Total plan assets at beginning of year	2018-12-31	$945,008
Other income received	2018-12-31	$75,630
Net income (gross income less expenses)	2018-12-31	$75,630
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,020,638
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$945,008
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0
2017 : OAKLEY & GORE 2017 401k financial data
Total income from all sources	2017-12-31	$29,144
Total plan assets at end of year	2017-12-31	$945,008
Total plan assets at beginning of year	2017-12-31	$915,864
Other income received	2017-12-31	$29,144
Net income (gross income less expenses)	2017-12-31	$29,144
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$945,008
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$915,864
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$0
2016 : OAKLEY & GORE 2016 401k financial data
Total income from all sources	2016-12-31	$26,830
Expenses. Total of all expenses incurred	2016-12-31	$15,000
Benefits paid (including direct rollovers)	2016-12-31	$15,000
Total plan assets at end of year	2016-12-31	$915,864
Total plan assets at beginning of year	2016-12-31	$904,034
Other income received	2016-12-31	$11,830
Net income (gross income less expenses)	2016-12-31	$11,830
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$915,864
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$904,034
Total contributions received or receivable from employer(s)	2016-12-31	$15,000
2015 : OAKLEY & GORE 2015 401k financial data
Total income from all sources	2015-12-31	$-56,773
Total plan assets at end of year	2015-12-31	$904,034
Total plan assets at beginning of year	2015-12-31	$960,807
Other income received	2015-12-31	$-71,773
Net income (gross income less expenses)	2015-12-31	$-56,773
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$904,034
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$960,807
Total contributions received or receivable from employer(s)	2015-12-31	$15,000
2014 : OAKLEY & GORE 2014 401k financial data
Total income from all sources	2014-12-31	$76,671
Total plan assets at end of year	2014-12-31	$960,807
Total plan assets at beginning of year	2014-12-31	$884,136
Other income received	2014-12-31	$69,522
Net income (gross income less expenses)	2014-12-31	$76,671
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$960,807
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$884,136
Total contributions received or receivable from employer(s)	2014-12-31	$7,149
2013 : OAKLEY & GORE 2013 401k financial data
Total income from all sources	2013-12-31	$128,476
Total plan assets at end of year	2013-12-31	$884,136
Total plan assets at beginning of year	2013-12-31	$755,660
Other income received	2013-12-31	$114,624
Net income (gross income less expenses)	2013-12-31	$128,476
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$884,136
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$755,660
Total contributions received or receivable from employer(s)	2013-12-31	$13,852
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$13,852
Amount contributed by the employer to the plan for this plan year	2013-12-31	$13,852
2012 : OAKLEY & GORE 2012 401k financial data
Total income from all sources	2012-12-31	$65,361
Total plan assets at end of year	2012-12-31	$755,660
Total plan assets at beginning of year	2012-12-31	$690,299
Other income received	2012-12-31	$40,686
Net income (gross income less expenses)	2012-12-31	$65,361
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$755,660
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$690,299
Total contributions received or receivable from employer(s)	2012-12-31	$24,675
2011 : OAKLEY & GORE 2011 401k financial data
Total income from all sources	2011-12-31	$29,631
Total plan assets at end of year	2011-12-31	$690,299
Total plan assets at beginning of year	2011-12-31	$660,668
Other income received	2011-12-31	$4,956
Net income (gross income less expenses)	2011-12-31	$29,631
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$690,299
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$660,668
Total contributions received or receivable from employer(s)	2011-12-31	$24,675
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$24,675
Amount contributed by the employer to the plan for this plan year	2011-12-31	$24,675
2010 : OAKLEY & GORE 2010 401k financial data
Total income from all sources	2010-12-31	$61,658
Total plan assets at end of year	2010-12-31	$660,668
Total plan assets at beginning of year	2010-12-31	$599,010
Other income received	2010-12-31	$34,959
Net income (gross income less expenses)	2010-12-31	$61,658
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$660,668
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$599,010
Total contributions received or receivable from employer(s)	2010-12-31	$26,699
2009 : OAKLEY & GORE 2009 401k financial data
Minimum employer required contribution for this plan year	2009-12-31	$16,745
Amount contributed by the employer to the plan for this plan year	2009-12-31	$16,745

Form 5500 Responses for OAKLEY & GORE

2022: OAKLEY & GORE 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: OAKLEY & GORE 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: OAKLEY & GORE 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: OAKLEY & GORE 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OAKLEY & GORE 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OAKLEY & GORE 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: OAKLEY & GORE 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: OAKLEY & GORE 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: OAKLEY & GORE 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: OAKLEY & GORE 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OAKLEY & GORE 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: OAKLEY & GORE 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: OAKLEY & GORE 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

OAKLEY & OAKLEY 401K PLAN [EIN = 330421615]

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Company Name:	CHARLES P GORE
Employer identification number (EIN):	610736285
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers