401k Plan data: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN plan

NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN
Plan identification number	002

NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

NANCY GORDON & ASSOCIATES, INC has sponsored the creation of one or more 401k plans.

Company Name: NANCY GORDON & ASSOCIATES, INC

Employer identification number (EIN): 943350552

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 NANCY GORDON 2020-07-08
002 2018-01-01 NANCY GORDON 2019-07-26 NANCY GORDON 2019-07-26
002 2017-01-01 NANCY GORDON 2019-07-19
002 2016-01-01 NANCY GORDON
002 2015-01-01 NANCY GORDON
002 2014-01-01 NANCY GORDON
002 2013-01-01 NANCY GORDON
002 2012-01-01 NANCY GORDON
002 2011-01-01 NANCY GORDON
002 2010-01-01 NANCY GORDON
002 2009-01-01 NANCY GORDON
002 2007-01-01 NANCY GORDON
002 2007-01-01 NANCY GORDON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	NANCY GORDON	2020-07-08
002	2018-01-01	NANCY GORDON	2019-07-26	NANCY GORDON	2019-07-26
002	2017-01-01	NANCY GORDON	2019-07-19
002	2016-01-01	NANCY GORDON
002	2015-01-01	NANCY GORDON
002	2014-01-01	NANCY GORDON
002	2013-01-01	NANCY GORDON
002	2012-01-01	NANCY GORDON
002	2011-01-01	NANCY GORDON
002	2010-01-01	NANCY GORDON
002	2009-01-01	NANCY GORDON
002	2007-01-01	NANCY GORDON
002	2007-01-01	NANCY GORDON

Plan Statistics for NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2016: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Total of all active and inactive participants 2016-01-01 3
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 3
2015: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Total of all active and inactive participants 2015-01-01 3
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 3
2014: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Total of all active and inactive participants 2014-01-01 3
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
2013: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
2012: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
2011: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2007: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 3
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 0
Total of all active and inactive participants 2007-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 3
Number of participants with account balances 2007-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2016: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Total of all active and inactive participants	2016-01-01	3
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	3
2015: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Total of all active and inactive participants	2015-01-01	3
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	3
2014: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Total of all active and inactive participants	2014-01-01	3
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
2013: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
2012: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
2011: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2007: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	3
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	0
Total of all active and inactive participants	2007-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	3
Number of participants with account balances	2007-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN

Measure	Date	Value
2015 : NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$12,124
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$386,248
Total plan assets at beginning of year	2015-12-31	$374,124
Value of fidelity bond covering the plan	2015-12-31	$10,000
Total contributions received or receivable from participants	2015-12-31	$27,500
Other income received	2015-12-31	$-27,876
Net income (gross income less expenses)	2015-12-31	$12,124
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$386,248
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$374,124
Total contributions received or receivable from employer(s)	2015-12-31	$12,500
2014 : NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$20,618
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$374,124
Total plan assets at beginning of year	2014-12-31	$353,506
Value of fidelity bond covering the plan	2014-12-31	$10,000
Total contributions received or receivable from participants	2014-12-31	$28,000
Other income received	2014-12-31	$-30,382
Net income (gross income less expenses)	2014-12-31	$20,618
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$374,124
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$353,506
Total contributions received or receivable from employer(s)	2014-12-31	$23,000
2013 : NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$62,570
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$353,506
Total plan assets at beginning of year	2013-12-31	$290,936
Value of fidelity bond covering the plan	2013-12-31	$10,000
Total contributions received or receivable from participants	2013-12-31	$27,500
Other income received	2013-12-31	$-930
Net income (gross income less expenses)	2013-12-31	$62,570
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$353,506
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$290,936
Total contributions received or receivable from employer(s)	2013-12-31	$36,000
2012 : NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$64,500
Total plan assets at end of year	2012-12-31	$290,936
Total plan assets at beginning of year	2012-12-31	$262,374
Value of fidelity bond covering the plan	2012-12-31	$10,000
Total contributions received or receivable from participants	2012-12-31	$28,500
Net income (gross income less expenses)	2012-12-31	$64,500
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$290,936
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$262,374
Total contributions received or receivable from employer(s)	2012-12-31	$36,000
2011 : NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$67,000
Total plan assets at end of year	2011-12-31	$262,374
Total plan assets at beginning of year	2011-12-31	$221,531
Value of fidelity bond covering the plan	2011-12-31	$10,000
Total contributions received or receivable from participants	2011-12-31	$28,000
Net income (gross income less expenses)	2011-12-31	$67,000
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$262,374
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$221,531
Total contributions received or receivable from employer(s)	2011-12-31	$39,000
2010 : NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$72,400
Total plan assets at end of year	2010-12-31	$221,531
Total plan assets at beginning of year	2010-12-31	$199,964
Value of fidelity bond covering the plan	2010-12-31	$10,000
Total contributions received or receivable from participants	2010-12-31	$32,000
Net income (gross income less expenses)	2010-12-31	$72,400
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$221,531
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$199,964
Total contributions received or receivable from employer(s)	2010-12-31	$40,400

Form 5500 Responses for NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN

2016: NANCY GORDON & ASSOCIATES, INC. 401K 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: NANCY GORDON & ASSOCIATES, INC. 401K 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: NANCY GORDON & ASSOCIATES, INC. 401K 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: NANCY GORDON & ASSOCIATES, INC. 401K 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: NANCY GORDON & ASSOCIATES, INC. 401K 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
2011: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2007: NANCY GORDON & ASSOCIATES, INC. 401K PROFIT SHARING PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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:	NANCY GORDON & ASSOCIATES, INC
Employer identification number (EIN):	943350552
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services