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GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameGEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 002

GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined 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.
  • 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

GEARY PACIFIC CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:GEARY PACIFIC CORPORATION
Employer identification number (EIN):952141577
NAIC Classification:423700

Additional information about GEARY PACIFIC CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1998-03-25
Company Identification Number: 0012217306
Legal Registered Office Address: 1360 N HANCOCK ST

ANAHEIM
United States of America (USA)
92807

More information about GEARY PACIFIC CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01SUZANNE MILLER2023-10-13
0022021-01-01SUZANNE MILLER2022-10-11
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SUZANNE MILLER
0022016-01-01SUZANNE M. MILLER
0022015-01-01SUZANNE MILLER
0022014-01-01SUZANNE MILLER
0022013-01-01SUZANNE MILLER
0022012-01-01SUZANNE MILLER SUZANNE MILLER2013-10-11
0022011-01-01SUZANNE MILLER
0022010-01-01SUZANNE MILLER
0022009-01-01SUZANNE MILLER

Plan Statistics for GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01265
Total number of active participants reported on line 7a of the Form 55002022-01-01241
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0138
Total of all active and inactive participants2022-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01279
Number of participants with account balances2022-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01264
Total number of active participants reported on line 7a of the Form 55002021-01-01226
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0138
Total of all active and inactive participants2021-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01264
Number of participants with account balances2021-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0122
2020: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01255
Total number of active participants reported on line 7a of the Form 55002020-01-01243
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0119
Total of all active and inactive participants2020-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01263
Number of participants with account balances2020-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01219
Total number of active participants reported on line 7a of the Form 55002019-01-01235
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01252
Number of participants with account balances2019-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01224
Total number of active participants reported on line 7a of the Form 55002018-01-01199
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01216
Number of participants with account balances2018-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01202
Total number of active participants reported on line 7a of the Form 55002017-01-01190
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0131
Total of all active and inactive participants2017-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01221
Number of participants with account balances2017-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01184
Total number of active participants reported on line 7a of the Form 55002016-01-01184
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01184
Number of participants with account balances2016-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0138
2015: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01146
Total number of active participants reported on line 7a of the Form 55002015-01-01184
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01203
Number of participants with account balances2015-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01121
Total number of active participants reported on line 7a of the Form 55002014-01-01132
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01144
Number of participants with account balances2014-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01111
Total number of active participants reported on line 7a of the Form 55002013-01-01104
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01118
Number of participants with account balances2013-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01103
Total number of active participants reported on line 7a of the Form 55002012-01-0196
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01108
Number of participants with account balances2012-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01122
Total number of active participants reported on line 7a of the Form 55002011-01-0192
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01103
Total participants2011-01-01103
Number of participants with account balances2011-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01135
Total number of active participants reported on line 7a of the Form 55002010-01-0198
Number of other retired or separated participants entitled to future benefits2010-01-0122
Total of all active and inactive participants2010-01-01120
Total participants2010-01-01120
Number of participants with account balances2010-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01138
Total number of active participants reported on line 7a of the Form 55002009-01-01117
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01136
Total participants2009-01-01136
Number of participants with account balances2009-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022 : GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-419,131
Total of all expenses incurred2022-12-31$3,347,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,288,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,369,634
Value of total assets at end of year2022-12-31$21,699,601
Value of total assets at beginning of year2022-12-31$25,466,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$59,926
Total interest from all sources2022-12-31$12,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$1,396,102
Participant contributions at end of year2022-12-31$267,584
Participant contributions at beginning of year2022-12-31$251,038
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$43,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,767,125
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,699,601
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,466,726
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$59,926
Value of interest in pooled separate accounts at end of year2022-12-31$19,390,671
Value of interest in pooled separate accounts at beginning of year2022-12-31$23,550,705
Interest on participant loans2022-12-31$12,003
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$32,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$86,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$86,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$-3,800,768
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,929,898
Employer contributions (assets) at end of year2022-12-31$2,008,871
Employer contributions (assets) at beginning of year2022-12-31$1,578,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,288,068
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 name2022-12-31BRHE GROUP
Accountancy firm EIN2022-12-31300394947
2021 : GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$5,045,716
Total of all expenses incurred2021-12-31$1,703,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,652,859
Expenses. Certain deemed distributions of participant loans2021-12-31$12,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,906,893
Value of total assets at end of year2021-12-31$25,466,726
Value of total assets at beginning of year2021-12-31$22,124,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,216
Total interest from all sources2021-12-31$11,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$1,269,975
Participant contributions at end of year2021-12-31$251,038
Participant contributions at beginning of year2021-12-31$225,305
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$57,945
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$3,341,739
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,466,726
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,124,987
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
Investment advisory and management fees2021-12-31$38,216
Value of interest in pooled separate accounts at end of year2021-12-31$23,550,705
Value of interest in pooled separate accounts at beginning of year2021-12-31$20,578,771
Interest on participant loans2021-12-31$11,514
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$299,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$86,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$21,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$21,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,127,309
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,578,973
Employer contributions (assets) at end of year2021-12-31$1,578,973
Employer contributions (assets) at beginning of year2021-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,652,859
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 name2021-12-31BRHE GROUP
Accountancy firm EIN2021-12-31300394947
2020 : GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$5,053,374
Total of all expenses incurred2020-12-31$1,120,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,111,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,182,754
Value of total assets at end of year2020-12-31$22,124,987
Value of total assets at beginning of year2020-12-31$18,192,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,593
Total interest from all sources2020-12-31$13,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,159,967
Participant contributions at end of year2020-12-31$225,305
Participant contributions at beginning of year2020-12-31$266,113
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$22,787
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$376
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$3,932,829
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,124,987
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,192,158
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
Value of interest in pooled separate accounts at end of year2020-12-31$20,578,771
Value of interest in pooled separate accounts at beginning of year2020-12-31$16,944,934
Interest on participant loans2020-12-31$13,246
Value of interest in common/collective trusts at end of year2020-12-31$299,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$21,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$30,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$30,735
Net investment gain/loss from pooled separate accounts2020-12-31$2,857,374
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$1,000,000
Employer contributions (assets) at end of year2020-12-31$1,000,000
Employer contributions (assets) at beginning of year2020-12-31$950,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,111,952
Contract administrator fees2020-12-31$8,593
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 plan2020-12-31Qualified
Accountancy firm name2020-12-31BATES COUGHTRY REISS LLP
Accountancy firm EIN2020-12-31953037112
2019 : GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$4,480,200
Total of all expenses incurred2019-12-31$803,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$783,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,117,501
Value of total assets at end of year2019-12-31$18,192,158
Value of total assets at beginning of year2019-12-31$14,515,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$19,697
Total interest from all sources2019-12-31$12,103
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$969,845
Participant contributions at end of year2019-12-31$266,113
Participant contributions at beginning of year2019-12-31$215,740
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$197,656
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$376
Other income not declared elsewhere2019-12-31$12,865
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$3,676,768
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,192,158
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,515,390
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$19,697
Value of interest in pooled separate accounts at end of year2019-12-31$16,944,934
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,306,285
Interest on participant loans2019-12-31$12,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$30,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$43,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$43,365
Net investment gain/loss from pooled separate accounts2019-12-31$2,337,731
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$950,000
Employer contributions (assets) at end of year2019-12-31$950,000
Employer contributions (assets) at beginning of year2019-12-31$950,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$783,735
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BATES COUGHTRY REISS LLP
Accountancy firm EIN2019-12-31953037112
2018 : GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,103,234
Total of all expenses incurred2018-12-31$864,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$841,987
Value of total corrective distributions2018-12-31$365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,748,085
Value of total assets at end of year2018-12-31$14,515,390
Value of total assets at beginning of year2018-12-31$14,276,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,063
Total interest from all sources2018-12-31$10,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$778,815
Participant contributions at end of year2018-12-31$215,740
Participant contributions at beginning of year2018-12-31$205,133
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,297
Other income not declared elsewhere2018-12-31$5,489
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$238,819
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,515,390
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,276,571
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 pooled separate accounts at end of year2018-12-31$13,306,285
Value of interest in pooled separate accounts at beginning of year2018-12-31$13,254,925
Interest on participant loans2018-12-31$10,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$43,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$16,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$16,513
Net investment gain/loss from pooled separate accounts2018-12-31$-661,121
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$953,973
Employer contributions (assets) at end of year2018-12-31$950,000
Employer contributions (assets) at beginning of year2018-12-31$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$841,987
Contract administrator fees2018-12-31$22,063
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 name2018-12-31BATES COUGHTRY REISS LLP
Accountancy firm EIN2018-12-31953037112
2017 : GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,868,669
Total of all expenses incurred2017-12-31$230,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$174,103
Expenses. Certain deemed distributions of participant loans2017-12-31$14,345
Value of total corrective distributions2017-12-31$39,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,466,359
Value of total assets at end of year2017-12-31$14,276,571
Value of total assets at beginning of year2017-12-31$11,638,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,144
Total interest from all sources2017-12-31$9,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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$640,754
Participant contributions at end of year2017-12-31$205,133
Participant contributions at beginning of year2017-12-31$226,072
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$24,770
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$2,638,355
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,276,571
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,638,216
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 pooled separate accounts at end of year2017-12-31$13,254,925
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,579,242
Interest on participant loans2017-12-31$9,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$16,513
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$32,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$32,902
Net investment gain/loss from pooled separate accounts2017-12-31$1,393,005
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$800,835
Employer contributions (assets) at end of year2017-12-31$800,000
Employer contributions (assets) at beginning of year2017-12-31$800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$174,103
Contract administrator fees2017-12-31$2,144
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 name2017-12-31BATES COUGHTRY REISS LLP
Accountancy firm EIN2017-12-31953037112
2016 : GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,134,374
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$851,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$829,175
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$4,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,455,956
Value of total assets at end of year2016-12-31$11,638,216
Value of total assets at beginning of year2016-12-31$10,355,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,430
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$9,735
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$528,665
Participant contributions at end of year2016-12-31$226,072
Participant contributions at beginning of year2016-12-31$199,776
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$110,008
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,283,166
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,638,216
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,355,050
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
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$10,579,242
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,338,635
Interest on participant loans2016-12-31$9,735
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$32,902
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$16,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$16,639
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$668,683
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
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
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$817,283
Employer contributions (assets) at end of year2016-12-31$800,000
Employer contributions (assets) at beginning of year2016-12-31$800,000
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$829,175
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$17,430
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31BATES COUGHTRY REISS LLP
Accountancy firm EIN2016-12-31953037112
2015 : GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 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$0
Total income from all sources (including contributions)2015-12-31$1,142,910
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$278,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$263,698
Expenses. Certain deemed distributions of participant loans2015-12-31$263
Value of total corrective distributions2015-12-31$4,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,311,694
Value of total assets at end of year2015-12-31$10,355,050
Value of total assets at beginning of year2015-12-31$9,490,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,508
Total interest from all sources2015-12-31$8,990
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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$498,945
Participant contributions at end of year2015-12-31$199,776
Participant contributions at beginning of year2015-12-31$252,540
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,749
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$864,803
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,355,050
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,490,247
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$9,338,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,673,688
Interest on participant loans2015-12-31$8,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$16,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$14,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$14,019
Net investment gain/loss from pooled separate accounts2015-12-31$-177,774
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$800,000
Employer contributions (assets) at end of year2015-12-31$800,000
Employer contributions (assets) at beginning of year2015-12-31$550,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$263,698
Contract administrator fees2015-12-31$9,508
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 name2015-12-31BATES COUGHRY REISS LLP
Accountancy firm EIN2015-12-31953037112
2014 : GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,453,578
Total of all expenses incurred2014-12-31$574,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$565,306
Value of total corrective distributions2014-12-31$5,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,001,849
Value of total assets at end of year2014-12-31$9,490,247
Value of total assets at beginning of year2014-12-31$8,611,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,539
Total interest from all sources2014-12-31$6,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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$448,805
Participant contributions at end of year2014-12-31$252,540
Participant contributions at beginning of year2014-12-31$117,489
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,044
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$879,213
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,490,247
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,611,034
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$8,673,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,881,753
Interest on participant loans2014-12-31$6,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$14,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,792
Net investment gain/loss from pooled separate accounts2014-12-31$445,284
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$550,000
Employer contributions (assets) at end of year2014-12-31$550,000
Employer contributions (assets) at beginning of year2014-12-31$605,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$565,306
Contract administrator fees2014-12-31$3,539
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 name2014-12-31BATES COUGHRY REISS LLP
Accountancy firm EIN2014-12-31953037112
2013 : GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,880,178
Total of all expenses incurred2013-12-31$199,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$197,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,020,223
Value of total assets at end of year2013-12-31$8,611,034
Value of total assets at beginning of year2013-12-31$6,930,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,415
Total interest from all sources2013-12-31$4,800
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
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$410,325
Participant contributions at end of year2013-12-31$117,489
Participant contributions at beginning of year2013-12-31$141,086
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,898
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$23,150
Other income not declared elsewhere2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,680,404
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,611,034
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,930,630
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$7,881,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,333,025
Interest on participant loans2013-12-31$4,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$9,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$9,369
Net investment gain/loss from pooled separate accounts2013-12-31$855,155
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$605,000
Employer contributions (assets) at end of year2013-12-31$605,000
Employer contributions (assets) at beginning of year2013-12-31$424,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$197,359
Contract administrator fees2013-12-31$2,415
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 name2013-12-31BATES COUGHRY REISS LLP
Accountancy firm EIN2013-12-31953037112
2012 : GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$50
Total income from all sources (including contributions)2012-12-31$1,403,931
Total of all expenses incurred2012-12-31$1,192,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,186,024
Value of total corrective distributions2012-12-31$5,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$672,683
Value of total assets at end of year2012-12-31$6,930,630
Value of total assets at beginning of year2012-12-31$6,718,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$254
Total interest from all sources2012-12-31$7,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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 period2012-12-31Yes
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$248,683
Participant contributions at end of year2012-12-31$141,086
Participant contributions at beginning of year2012-12-31$185,134
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$23,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$50
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$211,894
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,930,630
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,718,736
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$6,333,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,025,864
Interest on participant loans2012-12-31$7,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$9,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$407,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$723,916
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$424,000
Employer contributions (assets) at end of year2012-12-31$424,000
Employer contributions (assets) at beginning of year2012-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,186,024
Contract administrator fees2012-12-31$254
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31BATES COUGHRY REISS LLP
Accountancy firm EIN2012-12-31953037112
2011 : GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$50
Total income from all sources (including contributions)2011-12-31$467,448
Total of all expenses incurred2011-12-31$374,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$297,706
Expenses. Certain deemed distributions of participant loans2011-12-31$19,148
Value of total corrective distributions2011-12-31$17,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$561,040
Value of total assets at end of year2011-12-31$6,718,786
Value of total assets at beginning of year2011-12-31$6,625,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$40,003
Total interest from all sources2011-12-31$16,474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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$272,433
Participant contributions at end of year2011-12-31$185,134
Participant contributions at beginning of year2011-12-31$140,529
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$188,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$50
Administrative expenses (other) incurred2011-12-31$1,700
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$93,287
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,718,736
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,625,449
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$6,025,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,371,349
Interest on participant loans2011-12-31$8,083
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$8,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$407,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$113,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-110,066
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$100,000
Employer contributions (assets) at end of year2011-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$297,706
Contract administrator fees2011-12-31$38,303
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31BATES COUGHRY REISS LLP
Accountancy firm EIN2011-12-31953037112
2010 : GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$933,107
Total of all expenses incurred2010-12-31$582,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$501,718
Expenses. Certain deemed distributions of participant loans2010-12-31$4,100
Value of total corrective distributions2010-12-31$77,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$283,395
Value of total assets at end of year2010-12-31$6,625,449
Value of total assets at beginning of year2010-12-31$6,275,215
Total interest from all sources2010-12-31$10,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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$283,395
Participant contributions at end of year2010-12-31$140,529
Participant contributions at beginning of year2010-12-31$153,562
Other income not declared elsewhere2010-12-31$-214
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$350,234
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,625,449
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,275,215
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$6,371,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,004,404
Interest on participant loans2010-12-31$7,303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$113,571
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$117,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$639,523
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$501,718
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31BATES COUGHTRY REISS LLP
Accountancy firm EIN2010-12-31923037112
2009 : GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

2022: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 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: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 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: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 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: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 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: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 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: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 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: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 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: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 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: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 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: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 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: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 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: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GEARY PACIFIC CORPORATION 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 number107788
Policy instance 1
Insurance contract or identification number107788
Number of Individuals Covered247
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 $31,323
Amount paid for insurance broker fees21075
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107788
Policy instance 1
Insurance contract or identification number107788
Number of Individuals Covered249
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 $14,567
Amount paid for insurance broker fees4807
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107788
Policy instance 1
Insurance contract or identification number107788
Number of Individuals Covered242
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15,215
Amount paid for insurance broker fees12410
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 number107788
Policy instance 1
Insurance contract or identification number107788
Number of Individuals Covered252
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,712
Amount paid for insurance broker fees11382
Additional information about fees paid to insurance brokerTPA FEES AND OTHER ALLOWANCES AND PAYMENTS
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number107788
Policy instance 1
Insurance contract or identification number107788
Number of Individuals Covered221
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $9,003
Total amount of fees paid to insurance companyUSD $12,847
Amount paid for insurance broker fees375
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $9,003
Insurance broker nameBATES COUGHTRY REISS LLP

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