GARRISON MANAGEMENT GROUP LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GARRISON MANAGEMENT GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for GARRISON MANAGEMENT GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2023: GARRISON MANAGEMENT GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 196 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 135 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 32 |
| Total of all active and inactive participants | 2023-01-01 | 167 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 167 |
| Number of participants with account balances | 2023-01-01 | 134 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2021: GARRISON MANAGEMENT GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 97 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 92 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 27 |
| Total of all active and inactive participants | 2021-01-01 | 119 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 119 |
| Number of participants with account balances | 2021-01-01 | 99 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2023 : GARRISON MANAGEMENT GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $2,855,795 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $330,828 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $321,246 |
| Total plan assets at end of year | 2023-12-31 | $7,030,180 |
| Total plan assets at beginning of year | 2023-12-31 | $4,505,213 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $1,237,008 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $169,202 |
| Other income received | 2023-12-31 | $880,141 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $2,524,967 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $7,030,180 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,505,213 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $569,444 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $9,582 |
| 2021 : GARRISON MANAGEMENT GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $1,327,725 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $84,376 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $79,694 |
| Total plan assets at end of year | 2021-12-31 | $4,271,228 |
| Total plan assets at beginning of year | 2021-12-31 | $3,027,879 |
| Value of fidelity bond covering the plan | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $529,819 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $47,845 |
| Other income received | 2021-12-31 | $481,566 |
| Net income (gross income less expenses) | 2021-12-31 | $1,243,349 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,271,228 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,027,879 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $268,495 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $579 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $4,103 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
| 2023: GARRISON MANAGEMENT GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: GARRISON MANAGEMENT GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
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