401k Plan data: THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN plan

THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN
Plan identification number	002

THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION

Employer identification number (EIN): 840866969

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 MARY ANN GILBERT 2019-07-23
002 2017-01-01 MARY ANN GILBERT 2018-07-24
002 2016-01-01 MARY ANN GILBERT 2017-07-26
002 2015-01-01 MARY ANN GILBERT 2016-07-27
002 2014-01-01 MARY ANN GILBERT 2015-07-25
002 2013-01-01 MARY ANN GILBERT 2014-07-28
002 2012-01-01 MARY ANN GILBERT 2013-07-17
002 2011-01-01 MARY ANN GILBERT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	MARY ANN GILBERT	2019-07-23
002	2017-01-01	MARY ANN GILBERT	2018-07-24
002	2016-01-01	MARY ANN GILBERT	2017-07-26
002	2015-01-01	MARY ANN GILBERT	2016-07-27
002	2014-01-01	MARY ANN GILBERT	2015-07-25
002	2013-01-01	MARY ANN GILBERT	2014-07-28
002	2012-01-01	MARY ANN GILBERT	2013-07-17
002	2011-01-01	MARY ANN GILBERT

Plan Statistics for THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

401k plan membership statisitcs for THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

Measure Date Value
2022: THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total of all active and inactive participants 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
2021: THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
Total of all active and inactive participants 2021-01-01 7
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 0
2020: THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
Total of all active and inactive participants 2020-01-01 7
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
2019: THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
Total of all active and inactive participants 2019-01-01 9
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 9
2011: THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 12
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12

Measure	Date	Value
2022: THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total of all active and inactive participants	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
2021: THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
Total of all active and inactive participants	2021-01-01	7
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	0
2020: THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
Total of all active and inactive participants	2020-01-01	7
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
2019: THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
Total of all active and inactive participants	2019-01-01	9
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	9
2011: THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	12
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12

Financial Data on THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

Measure	Date	Value
2022 : THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-1,047,502
Expenses. Total of all expenses incurred	2022-12-31	$4,622,056
Benefits paid (including direct rollovers)	2022-12-31	$4,604,437
Total plan assets at end of year	2022-12-31	$0
Total plan assets at beginning of year	2022-12-31	$5,669,558
Value of fidelity bond covering the plan	2022-12-31	$350,000
Total contributions received or receivable from participants	2022-12-31	$45,825
Expenses. Other expenses not covered elsewhere	2022-12-31	$17,619
Other income received	2022-12-31	$-1,104,710
Net income (gross income less expenses)	2022-12-31	$-5,669,558
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,669,558
Total contributions received or receivable from employer(s)	2022-12-31	$11,383
2021 : THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$989,262
Expenses. Total of all expenses incurred	2021-12-31	$119,931
Benefits paid (including direct rollovers)	2021-12-31	$101,000
Total plan assets at end of year	2021-12-31	$5,669,558
Total plan assets at beginning of year	2021-12-31	$4,800,227
Value of fidelity bond covering the plan	2021-12-31	$350,000
Total contributions received or receivable from participants	2021-12-31	$120,905
Expenses. Other expenses not covered elsewhere	2021-12-31	$18,931
Other income received	2021-12-31	$825,670
Net income (gross income less expenses)	2021-12-31	$869,331
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,669,558
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,800,227
Total contributions received or receivable from employer(s)	2021-12-31	$42,687
2020 : THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,296,842
Expenses. Total of all expenses incurred	2020-12-31	$56,245
Benefits paid (including direct rollovers)	2020-12-31	$56,245
Total plan assets at end of year	2020-12-31	$4,800,227
Total plan assets at beginning of year	2020-12-31	$3,559,630
Value of fidelity bond covering the plan	2020-12-31	$350,000
Total contributions received or receivable from participants	2020-12-31	$118,773
Other income received	2020-12-31	$1,063,467
Net income (gross income less expenses)	2020-12-31	$1,240,597
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,800,227
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,559,630
Total contributions received or receivable from employer(s)	2020-12-31	$114,602
2019 : THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$721,213
Expenses. Total of all expenses incurred	2019-12-31	$579,386
Benefits paid (including direct rollovers)	2019-12-31	$577,653
Total plan assets at end of year	2019-12-31	$3,559,630
Total plan assets at beginning of year	2019-12-31	$3,417,803
Value of fidelity bond covering the plan	2019-12-31	$350,000
Total contributions received or receivable from participants	2019-12-31	$96,933
Expenses. Other expenses not covered elsewhere	2019-12-31	$1,733
Other income received	2019-12-31	$514,595
Net income (gross income less expenses)	2019-12-31	$141,827
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,559,630
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,417,803
Total contributions received or receivable from employer(s)	2019-12-31	$109,685
2011 : THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$828
Total income from all sources	2011-12-31	$806
Expenses. Total of all expenses incurred	2011-12-31	$1,592
Benefits paid (including direct rollovers)	2011-12-31	$1,342
Total plan assets at end of year	2011-12-31	$2,691,472
Total plan assets at beginning of year	2011-12-31	$2,691,430
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$71,600
Expenses. Other expenses not covered elsewhere	2011-12-31	$250
Other income received	2011-12-31	$-89,921
Net income (gross income less expenses)	2011-12-31	$-786
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,691,472
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,691,430
Total contributions received or receivable from employer(s)	2011-12-31	$19,127
2010 : THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$308,311
Expenses. Total of all expenses incurred	2010-12-31	$126,334
Benefits paid (including direct rollovers)	2010-12-31	$126,334
Total plan assets at end of year	2010-12-31	$2,691,430
Total plan assets at beginning of year	2010-12-31	$2,509,453
Value of fidelity bond covering the plan	2010-12-31	$225,000
Total contributions received or receivable from participants	2010-12-31	$92,000
Other income received	2010-12-31	$199,572
Net income (gross income less expenses)	2010-12-31	$181,977
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,691,430
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,509,453
Total contributions received or receivable from employer(s)	2010-12-31	$16,739

Form 5500 Responses for THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN

2022: THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2011: THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200466954

Policy instance

Insurance contract or identification number	3200466954
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200467754

Policy instance

Insurance contract or identification number	3200467754
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200467754

Policy instance

Insurance contract or identification number	3200467754
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METLIFE INVESTORS USA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61050 )

Policy contract number

3200466954

Policy instance

Insurance contract or identification number	3200466954
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	THE GILBERT LAW GROUP, A PROFESSIONAL CORPORATION
Employer identification number (EIN):	840866969
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers