401k Plan data: GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN plan

GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN
Plan identification number	001

GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

GIBBONS AND WHEELAN, INC. has sponsored the creation of one or more 401k plans.

Company Name: GIBBONS AND WHEELAN, INC.

Employer identification number (EIN): 770548911

NAIC Classification: 236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 BRAD WHEELAN 2019-10-01
001 2017-01-01 BRAD WHEELAN
001 2016-01-01 BRAD WHEELAN
001 2015-01-01 BRAD WHEELAN
001 2014-01-01 BRAD WHEELAN
001 2013-01-01 BRAD WHEELAN
001 2012-01-01 BRAD WHEELAN
001 2011-01-01 BRAD WHEELAN 2012-05-25
001 2010-01-01 BRAD WHEELAN 2011-04-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	BRAD WHEELAN	2019-10-01
001	2017-01-01	BRAD WHEELAN
001	2016-01-01	BRAD WHEELAN
001	2015-01-01	BRAD WHEELAN
001	2014-01-01	BRAD WHEELAN
001	2013-01-01	BRAD WHEELAN
001	2012-01-01	BRAD WHEELAN
001	2011-01-01	BRAD WHEELAN	2012-05-25
001	2010-01-01	BRAD WHEELAN	2011-04-07

Plan Statistics for GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN

Measure Date Value
2017: GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 5
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 7
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2017: GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	5
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	7
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN

Measure	Date	Value
2017 : GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$278,838
Expenses. Total of all expenses incurred	2017-12-31	$67,722
Benefits paid (including direct rollovers)	2017-12-31	$42,070
Total plan assets at end of year	2017-12-31	$2,464,686
Total plan assets at beginning of year	2017-12-31	$2,253,570
Value of fidelity bond covering the plan	2017-12-31	$650,000
Assets. Value of loans (other than to participants)	2017-12-31	$713,803
Other income received	2017-12-31	$184,410
Net income (gross income less expenses)	2017-12-31	$211,116
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,464,686
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,253,570
Assets. Value of real-estate (other than employer real property)	2017-12-31	$242,000
Total contributions received or receivable from employer(s)	2017-12-31	$94,428
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$25,652
2016 : GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$254,990
Expenses. Total of all expenses incurred	2016-12-31	$10,261
Total plan assets at end of year	2016-12-31	$2,253,570
Total plan assets at beginning of year	2016-12-31	$2,008,841
Value of fidelity bond covering the plan	2016-12-31	$650,000
Assets. Value of loans (other than to participants)	2016-12-31	$699,646
Expenses. Other expenses not covered elsewhere	2016-12-31	$10,261
Other income received	2016-12-31	$125,031
Net income (gross income less expenses)	2016-12-31	$244,729
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,253,570
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,008,841
Assets. Value of real-estate (other than employer real property)	2016-12-31	$567,000
Total contributions received or receivable from employer(s)	2016-12-31	$129,959
2015 : GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$69,681
Expenses. Total of all expenses incurred	2015-12-31	$20,608
Benefits paid (including direct rollovers)	2015-12-31	$1,327
Total plan assets at end of year	2015-12-31	$2,008,841
Total plan assets at beginning of year	2015-12-31	$1,959,768
Value of fidelity bond covering the plan	2015-12-31	$650,000
Assets. Value of loans (other than to participants)	2015-12-31	$575,127
Expenses. Other expenses not covered elsewhere	2015-12-31	$9,680
Other income received	2015-12-31	$69,681
Net income (gross income less expenses)	2015-12-31	$49,073
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,008,841
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,959,768
Assets. Value of real-estate (other than employer real property)	2015-12-31	$420,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$9,601
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$175,595
Expenses. Total of all expenses incurred	2014-12-31	$67,064
Total plan assets at end of year	2014-12-31	$1,959,768
Total plan assets at beginning of year	2014-12-31	$1,851,237
Value of fidelity bond covering the plan	2014-12-31	$650,000
Assets. Value of loans (other than to participants)	2014-12-31	$230,744
Expenses. Other expenses not covered elsewhere	2014-12-31	$51,843
Other income received	2014-12-31	$75,634
Net income (gross income less expenses)	2014-12-31	$108,531
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,959,768
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,851,237
Assets. Value of real-estate (other than employer real property)	2014-12-31	$415,000
Total contributions received or receivable from employer(s)	2014-12-31	$99,961
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$15,221
2013 : GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$659,902
Expenses. Total of all expenses incurred	2013-12-31	$299,893
Benefits paid (including direct rollovers)	2013-12-31	$32,561
Total plan assets at end of year	2013-12-31	$1,851,237
Total plan assets at beginning of year	2013-12-31	$1,491,228
Value of fidelity bond covering the plan	2013-12-31	$650,000
Assets. Value of loans (other than to participants)	2013-12-31	$118,868
Expenses. Other expenses not covered elsewhere	2013-12-31	$259,925
Other income received	2013-12-31	$553,736
Net income (gross income less expenses)	2013-12-31	$360,009
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,851,237
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,491,228
Assets. Value of real-estate (other than employer real property)	2013-12-31	$349,000
Total contributions received or receivable from employer(s)	2013-12-31	$106,166
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$7,407
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$180,467
Expenses. Total of all expenses incurred	2012-12-31	$65,310
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,491,228
Total plan assets at beginning of year	2012-12-31	$1,376,071
Value of fidelity bond covering the plan	2012-12-31	$146,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$65,310
Other income received	2012-12-31	$180,467
Net income (gross income less expenses)	2012-12-31	$115,157
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,491,228
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,376,071
Assets. Value of participant loans	2012-12-31	$47,798
Assets. Value of real-estate (other than employer real property)	2012-12-31	$447,990

Form 5500 Responses for GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN

2017: GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GIBBONS AND WHEELAN, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

GIBBONS AND CLYMA, INC. RETIREMENT TRUST [EIN = 942418901]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	GIBBONS AND WHEELAN, INC.
Employer identification number (EIN):	770548911
NAIC Classification:	236110