401k Plan data: GATE EMPLOYEE SAVINGS PLAN plan

GATE EMPLOYEE SAVINGS PLAN 401k Plan overview

Plan Name	GATE EMPLOYEE SAVINGS PLAN
Plan identification number	001

GATE EMPLOYEE SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GIBSON APPLIED TECHNOLOGY & ENGINEERING (TEXAS), LLC has sponsored the creation of one or more 401k plans.

Company Name: GIBSON APPLIED TECHNOLOGY & ENGINEERING (TEXAS), LLC

Employer identification number (EIN): 721474985

NAIC Classification: 541330
NAIC Description: Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GATE EMPLOYEE SAVINGS PLAN

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 SHAUNNA BLANCHARD
001 2016-01-01 STACI SIDES
001 2015-01-01 MEGAN SOLTURA
001 2014-01-01 BRIAN DELANEY 2015-07-21
001 2013-01-01 BRIAN DELANEY 2014-10-13
001 2012-01-01 MARLA PEREZ 2013-10-03
001 2011-01-01 TRINA GROSS 2012-10-15
001 2010-01-01 MARLA PEREZ 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator 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	SHAUNNA BLANCHARD
001	2016-01-01	STACI SIDES
001	2015-01-01	MEGAN SOLTURA
001	2014-01-01	BRIAN DELANEY	2015-07-21
001	2013-01-01	BRIAN DELANEY	2014-10-13
001	2012-01-01	MARLA PEREZ	2013-10-03
001	2011-01-01	TRINA GROSS	2012-10-15
001	2010-01-01	MARLA PEREZ	2011-10-12

Plan Statistics for GATE EMPLOYEE SAVINGS PLAN

401k plan membership statisitcs for GATE EMPLOYEE SAVINGS PLAN

Measure Date Value
2022: GATE EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 417
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 280
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 110
Total of all active and inactive participants 2022-01-01 390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 390
Number of participants with account balances 2022-01-01 308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 57
2021: GATE EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 373
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 306
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 109
Total of all active and inactive participants 2021-01-01 415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 415
Number of participants with account balances 2021-01-01 306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 46
2020: GATE EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 428
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 217
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 94
Total of all active and inactive participants 2020-01-01 311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 311
Number of participants with account balances 2020-01-01 241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 13
2019: GATE EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 448
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 316
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 112
Total of all active and inactive participants 2019-01-01 428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 428
Number of participants with account balances 2019-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: GATE EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 287
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 361
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 73
Total of all active and inactive participants 2018-01-01 434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 434
Number of participants with account balances 2018-01-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: GATE EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 95
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 32
Total of all active and inactive participants 2017-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 127
Number of participants with account balances 2017-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: GATE EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 87
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 31
Total of all active and inactive participants 2016-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 119
Number of participants with account balances 2016-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GATE EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 122
Number of retired or separated participants receiving benefits 2015-01-01 24
Number of other retired or separated participants entitled to future benefits 2015-01-01 19
Total of all active and inactive participants 2015-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 168
Number of participants with account balances 2015-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1

Measure	Date	Value
2022: GATE EMPLOYEE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	417
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	280
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	110
Total of all active and inactive participants	2022-01-01	390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	390
Number of participants with account balances	2022-01-01	308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	57
2021: GATE EMPLOYEE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	373
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	306
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	109
Total of all active and inactive participants	2021-01-01	415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	415
Number of participants with account balances	2021-01-01	306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	46
2020: GATE EMPLOYEE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	428
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	217
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	94
Total of all active and inactive participants	2020-01-01	311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	311
Number of participants with account balances	2020-01-01	241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	13
2019: GATE EMPLOYEE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	448
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	316
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	112
Total of all active and inactive participants	2019-01-01	428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	428
Number of participants with account balances	2019-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: GATE EMPLOYEE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	287
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	361
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	73
Total of all active and inactive participants	2018-01-01	434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	434
Number of participants with account balances	2018-01-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: GATE EMPLOYEE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	95
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	32
Total of all active and inactive participants	2017-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	127
Number of participants with account balances	2017-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: GATE EMPLOYEE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	87
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	31
Total of all active and inactive participants	2016-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	119
Number of participants with account balances	2016-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GATE EMPLOYEE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	122
Number of retired or separated participants receiving benefits	2015-01-01	24
Number of other retired or separated participants entitled to future benefits	2015-01-01	19
Total of all active and inactive participants	2015-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	168
Number of participants with account balances	2015-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1

Financial Data on GATE EMPLOYEE SAVINGS PLAN

Measure	Date	Value
2022 : GATE EMPLOYEE SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$476,819
Total of all expenses incurred	2022-12-31	$1,150,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,042,475
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Value of total corrective distributions	2022-12-31	$4,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,872,835
Value of total assets at end of year	2022-12-31	$17,405,428
Value of total assets at beginning of year	2022-12-31	$18,078,938
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$103,255
Total interest from all sources	2022-12-31	$9,915
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
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	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,258,480
Participant contributions at end of year	2022-12-31	$175,038
Participant contributions at beginning of year	2022-12-31	$169,502
Participant contributions at end of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$424,673
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$46,404
Total non interest bearing cash at beginning of year	2022-12-31	$20,100
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	$-673,510
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$17,405,428
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$18,078,938
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Value of interest in pooled separate accounts at end of year	2022-12-31	$17,183,986
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$17,889,336
Interest on participant loans	2022-12-31	$9,915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Net investment gain/loss from pooled separate accounts	2022-12-31	$-3,405,931
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	$1,189,682
Employer contributions (assets) at end of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,042,475
Contract administrator fees	2022-12-31	$103,255
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	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2022-12-31	741695589
2021 : GATE EMPLOYEE SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$4,601,525
Total of all expenses incurred	2021-12-31	$2,285,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,163,367
Value of total corrective distributions	2021-12-31	$18,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,427,714
Value of total assets at end of year	2021-12-31	$18,078,938
Value of total assets at beginning of year	2021-12-31	$15,762,621
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$103,009
Total interest from all sources	2021-12-31	$12,021
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
Contributions received from participants	2021-12-31	$1,823,160
Participant contributions at end of year	2021-12-31	$169,502
Participant contributions at beginning of year	2021-12-31	$223,318
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$88,723
Total non interest bearing cash at end of year	2021-12-31	$20,100
Total non interest bearing cash at beginning of year	2021-12-31	$10,941
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	$2,316,317
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$18,078,938
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,762,621
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 in pooled separate accounts at end of year	2021-12-31	$17,889,336
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$15,528,362
Interest on participant loans	2021-12-31	$12,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,161,790
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	$515,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,163,367
Contract administrator fees	2021-12-31	$103,009
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2021-12-31	741695589
2020 : GATE EMPLOYEE SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$4,282,227
Total of all expenses incurred	2020-12-31	$3,174,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,087,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,925,792
Value of total assets at end of year	2020-12-31	$15,762,621
Value of total assets at beginning of year	2020-12-31	$14,655,329
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$87,451
Total interest from all sources	2020-12-31	$14,030
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
Contributions received from participants	2020-12-31	$1,471,393
Participant contributions at end of year	2020-12-31	$223,318
Participant contributions at beginning of year	2020-12-31	$263,792
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$158,094
Total non interest bearing cash at end of year	2020-12-31	$10,941
Total non interest bearing cash at beginning of year	2020-12-31	$6,887
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	$1,107,292
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,762,621
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$14,655,329
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 in pooled separate accounts at end of year	2020-12-31	$15,528,362
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$14,384,650
Interest on participant loans	2020-12-31	$14,030
Net investment gain/loss from pooled separate accounts	2020-12-31	$2,342,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$296,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,087,484
Contract administrator fees	2020-12-31	$87,451
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2020-12-31	741695589
2019 : GATE EMPLOYEE SAVINGS PLAN 2019 401k financial data
Total transfer of assets from this plan	2019-12-31	$330,877
Total income from all sources (including contributions)	2019-12-31	$5,192,186
Total of all expenses incurred	2019-12-31	$839,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$760,116
Expenses. Certain deemed distributions of participant loans	2019-12-31	$22,749
Value of total corrective distributions	2019-12-31	$27,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,787,631
Value of total assets at end of year	2019-12-31	$14,655,329
Value of total assets at beginning of year	2019-12-31	$10,633,594
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$29,093
Total interest from all sources	2019-12-31	$20,654
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	$500,000
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
Contributions received from participants	2019-12-31	$1,964,857
Participant contributions at end of year	2019-12-31	$263,792
Participant contributions at beginning of year	2019-12-31	$348,497
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$536,382
Total non interest bearing cash at end of year	2019-12-31	$6,887
Total non interest bearing cash at beginning of year	2019-12-31	$24,063
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	$4,352,612
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,655,329
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,633,594
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
Value of interest in pooled separate accounts at end of year	2019-12-31	$14,384,650
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$10,261,034
Interest on participant loans	2019-12-31	$20,654
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,383,901
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
Contributions received in cash from employer	2019-12-31	$286,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$760,116
Contract administrator fees	2019-12-31	$29,093
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2019-12-31	741695589
2018 : GATE EMPLOYEE SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$2,519,537
Total of all expenses incurred	2018-12-31	$601,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$592,417
Value of total corrective distributions	2018-12-31	$5,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,138,928
Value of total assets at end of year	2018-12-31	$10,633,594
Value of total assets at beginning of year	2018-12-31	$8,715,308
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,532
Total interest from all sources	2018-12-31	$19,459
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
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,244,828
Participant contributions at end of year	2018-12-31	$348,497
Participant contributions at beginning of year	2018-12-31	$386,623
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$15,717
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,756,124
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$24,063
Total non interest bearing cash at beginning of year	2018-12-31	$1,731
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	$1,918,286
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,633,594
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,715,308
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
Value of interest in pooled separate accounts at end of year	2018-12-31	$10,261,034
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$8,311,237
Interest on participant loans	2018-12-31	$19,459
Income. Interest from loans (other than to participants)	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-638,850
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	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$137,976
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$592,417
Contract administrator fees	2018-12-31	$3,532
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2018-12-31	741695589
2017 : GATE EMPLOYEE SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,911,611
Total of all expenses incurred	2017-12-31	$1,399,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,395,742
Value of total corrective distributions	2017-12-31	$966
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$667,453
Value of total assets at end of year	2017-12-31	$8,715,308
Value of total assets at beginning of year	2017-12-31	$8,203,183
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,778
Total interest from all sources	2017-12-31	$17,485
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
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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
Contributions received from participants	2017-12-31	$662,990
Participant contributions at end of year	2017-12-31	$386,623
Participant contributions at beginning of year	2017-12-31	$138,278
Participant contributions at end of year	2017-12-31	$15,717
Participant contributions at beginning of year	2017-12-31	$18,980
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$1,731
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	$512,125
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,715,308
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,203,183
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
Value of interest in pooled separate accounts at end of year	2017-12-31	$8,311,237
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$8,045,925
Interest on participant loans	2017-12-31	$0
Income. Interest from loans (other than to participants)	2017-12-31	$17,485
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,226,673
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
Contributions received in cash from employer	2017-12-31	$4,463
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,395,742
Contract administrator fees	2017-12-31	$2,778
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2017-12-31	741695589
2016 : GATE EMPLOYEE SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,866,686
Total of all expenses incurred	2016-12-31	$2,016,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,909,549
Expenses. Certain deemed distributions of participant loans	2016-12-31	$68,717
Value of total corrective distributions	2016-12-31	$35,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,328,063
Value of total assets at end of year	2016-12-31	$8,203,183
Value of total assets at beginning of year	2016-12-31	$8,353,402
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,937
Total interest from all sources	2016-12-31	$6,471
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
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
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
Contributions received from participants	2016-12-31	$1,050,011
Participant contributions at end of year	2016-12-31	$138,278
Participant contributions at beginning of year	2016-12-31	$155,591
Participant contributions at end of year	2016-12-31	$18,980
Participant contributions at beginning of year	2016-12-31	$25,590
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$17,582
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$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	2016-12-31	No
Value of net income/loss	2016-12-31	$-150,219
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,203,183
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,353,402
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
Value of interest in pooled separate accounts at end of year	2016-12-31	$8,045,925
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$8,159,912
Interest on participant loans	2016-12-31	$6,471
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$532,152
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
Contributions received in cash from employer	2016-12-31	$260,470
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$12,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,909,549
Contract administrator fees	2016-12-31	$2,937
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2016-12-31	741695589
2015 : GATE EMPLOYEE SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,521,274
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$867,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$864,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,609,067
Value of total assets at end of year	2015-12-31	$8,353,402
Value of total assets at beginning of year	2015-12-31	$6,699,299
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,162
Total interest from all sources	2015-12-31	$10,393
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,476,805
Participant contributions at end of year	2015-12-31	$155,591
Participant contributions at beginning of year	2015-12-31	$271,933
Participant contributions at end of year	2015-12-31	$25,590
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$276,961
Other income not declared elsewhere	2015-12-31	$3,734
Administrative expenses (other) incurred	2015-12-31	$2,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,654,103
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,353,402
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,699,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$8,159,912
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$6,427,366
Interest on participant loans	2015-12-31	$10,393
Net investment gain/loss from pooled separate accounts	2015-12-31	$-101,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$855,301
Employer contributions (assets) at end of year	2015-12-31	$12,309
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$864,009
Contract administrator fees	2015-12-31	$492
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN	2015-12-31	741695589

Form 5500 Responses for GATE EMPLOYEE SAVINGS PLAN

2022: GATE EMPLOYEE SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GATE EMPLOYEE SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: GATE EMPLOYEE SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GATE EMPLOYEE SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GATE EMPLOYEE SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GATE EMPLOYEE SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GATE EMPLOYEE SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GATE EMPLOYEE SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

108529

Policy instance

Insurance contract or identification number	108529
Number of Individuals Covered	317
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $8,548
Total amount of fees paid to insurance company	USD $7,225
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,548
Amount paid for insurance broker fees	7225
Additional information about fees paid to insurance broker	TPA FEES AND COMISSIONS
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

108529

Policy instance

Insurance contract or identification number	108529
Number of Individuals Covered	310
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of fees paid to insurance company	USD $13,214
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	13214
Additional information about fees paid to insurance broker	TPA FEES AND COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

108529

Policy instance

Insurance contract or identification number	108529
Number of Individuals Covered	258
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of fees paid to insurance company	USD $16,740
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	16740
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

108529

Policy instance

Insurance contract or identification number	108529
Number of Individuals Covered	316
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of fees paid to insurance company	USD $13,630
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	13630
Additional information about fees paid to insurance broker	FEES, COMPENSATION AND OTHER ALLOWANCES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

108529

Policy instance

Insurance contract or identification number	108529
Number of Individuals Covered	265
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $10,761
Amount paid for insurance broker fees	10761
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

108529

Policy instance

Insurance contract or identification number	108529
Number of Individuals Covered	112
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $8,729
Total amount of fees paid to insurance company	USD $6,261
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,729
Additional information about fees paid to insurance broker	BROKER COMMISION
Insurance broker organization code?	3
Amount paid for insurance broker fees	5920
Insurance broker name	ACUFF & ASSOCIATES, INC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

108529

Policy instance

Insurance contract or identification number	108529
Number of Individuals Covered	150
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $23,735
Total amount of fees paid to insurance company	USD $6,489
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $23,735
Insurance broker organization code?	3
Amount paid for insurance broker fees	6489
Additional information about fees paid to insurance broker	TPA FEES, COMPENSATION
Insurance broker name	ACUFF & ASSOCIATES, INC

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Company Name:	GIBSON APPLIED TECHNOLOGY & ENGINEERING (TEXAS), LLC
Employer identification number (EIN):	721474985
NAIC Classification:	541330
NAIC Description:	Engineering Services