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GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameGATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GATESWAY FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:GATESWAY FOUNDATION, INC.
Employer identification number (EIN):730746440
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KRISTI TACKETT2023-10-13
0012021-01-01KRISTI TACKETT2022-10-17
0012020-01-01KRISTI TACKETT2021-10-14
0012019-01-01KRISTI TACKETT2020-10-15
0012018-01-01KRISTI TACKETT2019-10-13
0012017-01-01
0012016-01-01KRISTI TACKETT KRISTI TACKETT2017-10-12
0012015-01-01KRISTI TACKETT
0012014-01-01KRISTI TACKETT JUDI MYERS2015-10-15
0012013-01-01KRISTI TACKETT JUDI MYERS2014-10-15
0012012-01-01KRISTI TACKETT JUDI MYERS2013-10-10
0012011-01-01KRISTI TACKETT JUDI MYERS2012-10-15
0012009-01-01KRISTI TACKETT

Plan Statistics for GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01151
Total number of active participants reported on line 7a of the Form 55002022-01-01130
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-019
Total of all active and inactive participants2022-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01140
Number of participants with account balances2022-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01204
Total number of active participants reported on line 7a of the Form 55002021-01-01137
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01149
Number of participants with account balances2021-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01213
Total number of active participants reported on line 7a of the Form 55002020-01-01197
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01208
Number of participants with account balances2020-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01221
Total number of active participants reported on line 7a of the Form 55002019-01-01209
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01221
Number of participants with account balances2019-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01250
Total number of active participants reported on line 7a of the Form 55002018-01-01220
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01235
Number of participants with account balances2018-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01287
Total number of active participants reported on line 7a of the Form 55002017-01-01234
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01248
Number of participants with account balances2017-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01319
Total number of active participants reported on line 7a of the Form 55002016-01-01286
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01303
Number of participants with account balances2016-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01333
Total number of active participants reported on line 7a of the Form 55002015-01-01319
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01334
Number of participants with account balances2015-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01299
Total number of active participants reported on line 7a of the Form 55002014-01-01260
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01276
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01276
Number of participants with account balances2014-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01301
Total number of active participants reported on line 7a of the Form 55002013-01-01282
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01297
Number of participants with account balances2013-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01310
Total number of active participants reported on line 7a of the Form 55002012-01-01284
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01300
Number of participants with account balances2012-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01334
Total number of active participants reported on line 7a of the Form 55002011-01-01294
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01309
Number of participants with account balances2011-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01369
Total number of active participants reported on line 7a of the Form 55002009-01-01457
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01474
Number of participants with account balances2009-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-71,678
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$153,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$139,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$73,649
Value of total assets at end of year2022-12-31$890,476
Value of total assets at beginning of year2022-12-31$1,115,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$13,905
Total interest from all sources2022-12-31$369
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$470
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$52,366
Participant contributions at end of year2022-12-31$10,462
Participant contributions at beginning of year2022-12-31$10,591
Participant contributions at end of year2022-12-31$6,988
Participant contributions at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-224,931
Value of net assets at end of year (total assets less liabilities)2022-12-31$890,476
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,115,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$4,885
Interest on participant loans2022-12-31$369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$870,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,104,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-145,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$21,283
Employer contributions (assets) at end of year2022-12-31$2,840
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$139,348
Contract administrator fees2022-12-31$8,550
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CONKLIN GILPIN & WERTZ PLLC
Accountancy firm EIN2022-12-31271439588
2021 : GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$148,944
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$232,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$222,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$38,519
Value of total assets at end of year2021-12-31$1,115,407
Value of total assets at beginning of year2021-12-31$1,198,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,457
Total interest from all sources2021-12-31$736
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$4,293
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$28,015
Participant contributions at end of year2021-12-31$10,591
Participant contributions at beginning of year2021-12-31$21,234
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$5,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-83,474
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,115,407
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,198,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest on participant loans2021-12-31$736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,104,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,171,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$109,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$10,504
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$222,961
Contract administrator fees2021-12-31$5,164
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CONKLIN GILPIN & WERTZ PLLC
Accountancy firm EIN2021-12-31271439588
2020 : GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$220,501
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$76,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$74,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$86,740
Value of total assets at end of year2020-12-31$1,198,881
Value of total assets at beginning of year2020-12-31$1,055,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,231
Total interest from all sources2020-12-31$1,309
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$600
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$61,301
Participant contributions at end of year2020-12-31$21,234
Participant contributions at beginning of year2020-12-31$41,221
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$1,665
Total non interest bearing cash at end of year2020-12-31$5,707
Total non interest bearing cash at beginning of year2020-12-31$5,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$143,510
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,198,881
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,055,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest on participant loans2020-12-31$1,309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,171,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,006,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$132,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$25,439
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$74,760
Contract administrator fees2020-12-31$1,631
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HEATHERINGTON & FIELDS
Accountancy firm EIN2020-12-31731479528
2019 : GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$256,337
Total income from all sources (including contributions)2019-12-31$256,337
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$275,787
Total of all expenses incurred2019-12-31$275,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$272,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$272,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$91,605
Value of total assets at end of year2019-12-31$1,055,371
Value of total assets at end of year2019-12-31$1,055,371
Value of total assets at beginning of year2019-12-31$1,074,821
Value of total assets at beginning of year2019-12-31$1,074,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,233
Total interest from all sources2019-12-31$1,840
Total interest from all sources2019-12-31$1,840
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$1,090
Administrative expenses professional fees incurred2019-12-31$1,090
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$63,665
Contributions received from participants2019-12-31$63,665
Participant contributions at end of year2019-12-31$41,221
Participant contributions at end of year2019-12-31$41,221
Participant contributions at beginning of year2019-12-31$55,320
Participant contributions at beginning of year2019-12-31$55,320
Participant contributions at end of year2019-12-31$1,665
Participant contributions at end of year2019-12-31$1,665
Participant contributions at beginning of year2019-12-31$1,919
Participant contributions at beginning of year2019-12-31$1,919
Total non interest bearing cash at end of year2019-12-31$5,547
Total non interest bearing cash at end of year2019-12-31$5,547
Total non interest bearing cash at beginning of year2019-12-31$4,499
Total non interest bearing cash at beginning of year2019-12-31$4,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-19,450
Value of net income/loss2019-12-31$-19,450
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,055,371
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,055,371
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,074,821
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,074,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest on participant loans2019-12-31$1,840
Interest on participant loans2019-12-31$1,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,006,309
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,006,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,012,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,012,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$162,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$162,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$27,940
Contributions received in cash from employer2019-12-31$27,940
Employer contributions (assets) at end of year2019-12-31$629
Employer contributions (assets) at end of year2019-12-31$629
Employer contributions (assets) at beginning of year2019-12-31$667
Employer contributions (assets) at beginning of year2019-12-31$667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$272,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$272,554
Contract administrator fees2019-12-31$2,143
Contract administrator fees2019-12-31$2,143
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HEATHERINGTON & FIELDS
Accountancy firm name2019-12-31HEATHERINGTON & FIELDS
Accountancy firm EIN2019-12-31731479528
Accountancy firm EIN2019-12-31731479528
2018 : GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$31,634
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$394,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$390,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$101,763
Value of total assets at end of year2018-12-31$1,074,821
Value of total assets at beginning of year2018-12-31$1,437,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,010
Total interest from all sources2018-12-31$2,105
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$1,580
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$71,639
Participant contributions at end of year2018-12-31$55,320
Participant contributions at beginning of year2018-12-31$62,297
Participant contributions at end of year2018-12-31$1,919
Participant contributions at beginning of year2018-12-31$2,268
Total non interest bearing cash at end of year2018-12-31$4,499
Total non interest bearing cash at beginning of year2018-12-31$2,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-362,681
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,074,821
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,437,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,012,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,369,255
Interest on participant loans2018-12-31$2,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-72,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$30,124
Employer contributions (assets) at end of year2018-12-31$667
Employer contributions (assets) at beginning of year2018-12-31$781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$390,305
Contract administrator fees2018-12-31$2,430
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HEATHERINGTON & FIELDS
Accountancy firm EIN2018-12-31731479528
2017 : GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$344,549
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$569,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$563,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$140,917
Value of total assets at end of year2017-12-31$1,437,502
Value of total assets at beginning of year2017-12-31$1,662,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,888
Total interest from all sources2017-12-31$2,937
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$2,860
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$95,141
Participant contributions at end of year2017-12-31$62,297
Participant contributions at beginning of year2017-12-31$87,272
Participant contributions at end of year2017-12-31$2,268
Participant contributions at beginning of year2017-12-31$2,058
Total non interest bearing cash at end of year2017-12-31$2,901
Total non interest bearing cash at beginning of year2017-12-31$2,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-225,273
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,437,502
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,662,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,369,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,570,615
Interest on participant loans2017-12-31$2,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$200,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$45,776
Employer contributions (assets) at end of year2017-12-31$781
Employer contributions (assets) at beginning of year2017-12-31$750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$563,934
Contract administrator fees2017-12-31$3,028
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HEATHERINGTON & FIELDS
Accountancy firm EIN2017-12-31731479528
2016 : GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$240,469
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$463,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$458,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$147,775
Value of total assets at end of year2016-12-31$1,662,775
Value of total assets at beginning of year2016-12-31$1,885,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,622
Total interest from all sources2016-12-31$2,737
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$1,510
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$98,744
Participant contributions at end of year2016-12-31$87,272
Participant contributions at beginning of year2016-12-31$85,536
Participant contributions at end of year2016-12-31$2,058
Participant contributions at beginning of year2016-12-31$2,523
Total non interest bearing cash at end of year2016-12-31$2,080
Total non interest bearing cash at beginning of year2016-12-31$1,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-222,647
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,662,775
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,885,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,570,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,794,914
Interest on participant loans2016-12-31$2,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$89,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$49,031
Employer contributions (assets) at end of year2016-12-31$750
Employer contributions (assets) at beginning of year2016-12-31$1,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$458,494
Contract administrator fees2016-12-31$3,112
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2016-12-31731413977
2015 : GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$1,666
Total income from all sources (including contributions)2015-12-31$160,858
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$520,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$514,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$182,983
Value of total assets at end of year2015-12-31$1,885,422
Value of total assets at beginning of year2015-12-31$2,246,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,181
Total interest from all sources2015-12-31$2,107
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$2,120
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$118,110
Participant contributions at end of year2015-12-31$85,536
Participant contributions at beginning of year2015-12-31$58,256
Participant contributions at end of year2015-12-31$2,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,666
Total non interest bearing cash at end of year2015-12-31$1,274
Total non interest bearing cash at beginning of year2015-12-31$66
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-359,873
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,885,422
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,245,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,794,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,188,639
Interest on participant loans2015-12-31$2,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-24,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$64,873
Employer contributions (assets) at end of year2015-12-31$1,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$514,550
Contract administrator fees2015-12-31$4,061
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2015-12-31731413977
2014 : GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,666
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$243,637
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$91,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$83,063
Value of total corrective distributions2014-12-31$1,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$171,061
Value of total assets at end of year2014-12-31$2,246,961
Value of total assets at beginning of year2014-12-31$2,092,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,423
Total interest from all sources2014-12-31$1,487
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$4,598
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$115,043
Participant contributions at end of year2014-12-31$58,256
Participant contributions at beginning of year2014-12-31$47,157
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$3,746
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,822
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,666
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$152,485
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,245,295
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,092,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,188,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,035,150
Interest on participant loans2014-12-31$1,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$66
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$71,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$54,196
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$5,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$83,063
Contract administrator fees2014-12-31$1,825
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2014-12-31731413977
2013 : GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$417,228
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$143,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$137,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$174,111
Value of total assets at end of year2013-12-31$2,092,810
Value of total assets at beginning of year2013-12-31$1,819,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,734
Total interest from all sources2013-12-31$1,668
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$5,734
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$113,590
Participant contributions at end of year2013-12-31$47,157
Participant contributions at beginning of year2013-12-31$69,409
Participant contributions at end of year2013-12-31$3,746
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$273,734
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,092,810
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,819,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,035,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,747,114
Interest on participant loans2013-12-31$1,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$83
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$241,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$53,965
Employer contributions (assets) at end of year2013-12-31$5,959
Employer contributions (assets) at beginning of year2013-12-31$2,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$137,760
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HOGANTAYLOR LLP
Accountancy firm EIN2013-12-31731413977
2012 : GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$342,852
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$131,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$125,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$161,496
Value of total assets at end of year2012-12-31$1,819,076
Value of total assets at beginning of year2012-12-31$1,608,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,497
Total interest from all sources2012-12-31$1,750
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$6,497
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$110,272
Participant contributions at end of year2012-12-31$69,409
Participant contributions at beginning of year2012-12-31$50,218
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$8,153
Total non interest bearing cash at end of year2012-12-31$83
Total non interest bearing cash at beginning of year2012-12-31$2,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$211,031
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,819,076
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,608,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,747,114
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,543,636
Interest on participant loans2012-12-31$1,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$179,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$51,224
Employer contributions (assets) at end of year2012-12-31$2,470
Employer contributions (assets) at beginning of year2012-12-31$3,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$125,324
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HOGAN TAYLOR LLP
Accountancy firm EIN2012-12-31731413977
2011 : GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$133,888
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$128,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$122,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$162,572
Value of total assets at end of year2011-12-31$1,608,045
Value of total assets at beginning of year2011-12-31$1,602,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,058
Total interest from all sources2011-12-31$1,513
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$6,058
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$109,578
Participant contributions at end of year2011-12-31$50,218
Participant contributions at beginning of year2011-12-31$44,213
Participant contributions at end of year2011-12-31$8,153
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$288
Total non interest bearing cash at end of year2011-12-31$2,347
Total non interest bearing cash at beginning of year2011-12-31$2,354
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,280
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,608,045
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,602,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$1,543,636
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,556,198
Interest on participant loans2011-12-31$1,513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-30,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$52,706
Employer contributions (assets) at end of year2011-12-31$3,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$122,550
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HOGANTAYLOR LLP
Accountancy firm EIN2011-12-31731413977
2010 : GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$303,940
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$54,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$49,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$146,126
Value of total assets at end of year2010-12-31$1,602,765
Value of total assets at beginning of year2010-12-31$1,352,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,969
Total interest from all sources2010-12-31$1,288
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$1,150
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$99,743
Participant contributions at end of year2010-12-31$44,213
Participant contributions at beginning of year2010-12-31$31,260
Total non interest bearing cash at end of year2010-12-31$2,354
Total non interest bearing cash at beginning of year2010-12-31$1,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$249,910
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,602,765
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,352,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,556,198
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,319,866
Interest on participant loans2010-12-31$1,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$156,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$46,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$49,061
Contract administrator fees2010-12-31$3,819
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HOGANTAYLOR LLP
Accountancy firm EIN2010-12-31731413977

Form 5500 Responses for GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN

2022: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GATESWAY FOUNDATION, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58427
Policy instance 1
Insurance contract or identification number58427
Number of Individuals Covered35
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $470
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees470
Additional information about fees paid to insurance brokerTPA 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 number58427
Policy instance 1
Insurance contract or identification number58427
Number of Individuals Covered37
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,357
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees6357
Additional information about fees paid to insurance brokerTPA 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 number58427
Policy instance 1
Insurance contract or identification number58427
Number of Individuals Covered41
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,481
Total amount of fees paid to insurance companyUSD $600
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $1,481
Insurance broker organization code?3
Amount paid for insurance broker fees600
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58427
Policy instance 1
Insurance contract or identification number58427
Number of Individuals Covered52
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,884
Total amount of fees paid to insurance companyUSD $1,090
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $4,884
Insurance broker organization code?3
Amount paid for insurance broker fees1090
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58427
Policy instance 1
Insurance contract or identification number58427
Number of Individuals Covered52
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,958
Total amount of fees paid to insurance companyUSD $1,579
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $5,958
Insurance broker organization code?3
Amount paid for insurance broker fees1579
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58427
Policy instance 1
Insurance contract or identification number58427
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,086
Total amount of fees paid to insurance companyUSD $2,860
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $7,086
Insurance broker organization code?3
Amount paid for insurance broker fees2860
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameWJPR CPAS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58427
Policy instance 1
Insurance contract or identification number58427
Number of Individuals Covered79
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,029
Total amount of fees paid to insurance companyUSD $2,502
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $10,029
Insurance broker organization code?3
Amount paid for insurance broker fees1870
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameBEASLEY & COMPANY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58427
Policy instance 1
Insurance contract or identification number58427
Number of Individuals Covered88
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $10,504
Total amount of fees paid to insurance companyUSD $2,901
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $10,504
Insurance broker organization code?3
Amount paid for insurance broker fees2901
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker nameBEASLEY & COMPANY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58427
Policy instance 1
Insurance contract or identification number58427
Number of Individuals Covered85
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,305
Total amount of fees paid to insurance companyUSD $2,524
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $8,520
Insurance broker organization code?3
Amount paid for insurance broker fees2524
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker namePREFERRED PRODUCT NETWORK, INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58427
Policy instance 1
Insurance contract or identification number58427
Number of Individuals Covered85
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,194
Total amount of fees paid to insurance companyUSD $2,778
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 BrokerUSD $9,194
Insurance broker organization code?3
Amount paid for insurance broker fees2778
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker nameBEASLEY & COMPANY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58427
Policy instance 1
Insurance contract or identification number58427
Number of Individuals Covered90
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,898
Total amount of fees paid to insurance companyUSD $2,628
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58427
Policy instance 1
Insurance contract or identification number58427
Number of Individuals Covered94
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,823
Total amount of fees paid to insurance companyUSD $1,900
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees1900
Additional information about fees paid to insurance brokerTPA FEES & COMPENSATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $7,823
Insurance broker namePREFERRED PRODUCT NETWORK, INC
DELTA DENTAL (National Association of Insurance Commissioners NAIC id number: 53937 )
Policy contract number4018
Policy instance 3
Insurance contract or identification number4018
Number of Individuals Covered301
Insurance policy start date2002-07-01
Insurance policy end date2003-06-30
Total amount of commissions paid to insurance brokerUSD $2,610
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,610
Insurance broker organization code?3
Insurance broker nameE.L. BROWN
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG79Y7
Policy instance 2
Insurance contract or identification numberGLUG79Y7
Number of Individuals Covered441
Insurance policy start date2002-07-01
Insurance policy end date2003-06-30
Total amount of commissions paid to insurance brokerUSD $2,905
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $19,366
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,905
Insurance broker organization code?3
Insurance broker nameDAVID NOBLE

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