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GENTER CAPITAL, LLC SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan NameGENTER CAPITAL, LLC SAVINGS AND INVESTMENT PLAN
Plan identification number 001

GENTER CAPITAL, LLC SAVINGS AND INVESTMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GENTER CAPITAL, LLC has sponsored the creation of one or more 401k plans.

Company Name:GENTER CAPITAL, LLC
Employer identification number (EIN):954670250
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GENTER CAPITAL, LLC SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012019-01-01
0012018-01-01MANUEL GUTIERREZ
0012017-01-01MANUEL GUTIERREZ
0012016-01-01MANUEL GUTIERREZ
0012015-01-01MANUEL GUTIERREZ
0012014-01-01MANUEL GUTIERREZ
0012013-01-01MANUEL GUTIERREZ
0012012-01-01JAMES WALLACE
0012011-01-01MANUEL A. GUTIERREZ2012-07-18 MANUEL A. GUTIERREZ2012-07-18
0012010-01-01MANUEL A. GUTIERREZ2011-10-07 MANUEL A. GUTIERREZ2011-10-07

Plan Statistics for GENTER CAPITAL, LLC SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for GENTER CAPITAL, LLC SAVINGS AND INVESTMENT PLAN

Measure Date Value
2020
Total participants, beginning-of-year2020-01-0174
Total number of active participants reported on line 7a of the Form 55002020-01-0172
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0180
Number of participants with account balances2020-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019
Total participants, beginning-of-year2019-01-0175
Total number of active participants reported on line 7a of the Form 55002019-01-0164
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0174
Number of participants with account balances2019-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018
Total participants, beginning-of-year2018-01-0179
Total number of active participants reported on line 7a of the Form 55002018-01-0166
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0175
Number of participants with account balances2018-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017
Total participants, beginning-of-year2017-01-0176
Total number of active participants reported on line 7a of the Form 55002017-01-0166
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0179
Number of participants with account balances2017-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016
Total participants, beginning-of-year2016-01-0179
Total number of active participants reported on line 7a of the Form 55002016-01-0168
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0176
Number of participants with account balances2016-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015
Total participants, beginning-of-year2015-01-0177
Total number of active participants reported on line 7a of the Form 55002015-01-0167
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0178
Number of participants with account balances2015-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014
Total participants, beginning-of-year2014-01-0177
Total number of active participants reported on line 7a of the Form 55002014-01-0165
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 participants2014-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0177
Number of participants with account balances2014-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013
Total participants, beginning-of-year2013-01-0173
Total number of active participants reported on line 7a of the Form 55002013-01-0169
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0177
Number of participants with account balances2013-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012
Total participants, beginning-of-year2012-01-0149
Total number of active participants reported on line 7a of the Form 55002012-01-0165
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0171
Number of participants with account balances2012-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on GENTER CAPITAL, LLC SAVINGS AND INVESTMENT PLAN

Measure Date Value
2019
Total income from all sources2019-12-31$3,221,045
Expenses. Total of all expenses incurred2019-12-31$1,499,682
Benefits paid (including direct rollovers)2019-12-31$1,487,046
Total plan assets at end of year2019-12-31$14,698,136
Total plan assets at beginning of year2019-12-31$12,976,773
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$640,289
Contributions received from other sources (not participants or employers)2019-12-31$3,724
Other income received2019-12-31$2,522,443
Net income (gross income less expenses)2019-12-31$1,721,363
Net plan assets at end of year (total assets less liabilities)2019-12-31$14,698,136
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$12,976,773
Assets. Value of participant loans2019-12-31$265,882
Total contributions received or receivable from employer(s)2019-12-31$54,589
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$12,636
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018
Total income from all sources2018-12-31$-333,745
Expenses. Total of all expenses incurred2018-12-31$1,707,581
Benefits paid (including direct rollovers)2018-12-31$1,694,553
Total plan assets at end of year2018-12-31$12,976,773
Total plan assets at beginning of year2018-12-31$15,018,099
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$596,770
Contributions received from other sources (not participants or employers)2018-12-31$201,810
Other income received2018-12-31$-1,132,325
Net income (gross income less expenses)2018-12-31$-2,041,326
Net plan assets at end of year (total assets less liabilities)2018-12-31$12,976,773
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$15,018,099
Assets. Value of participant loans2018-12-31$207,984
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$13,028
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017
Total income from all sources2017-12-31$2,592,909
Expenses. Total of all expenses incurred2017-12-31$301,098
Benefits paid (including direct rollovers)2017-12-31$292,672
Total plan assets at end of year2017-12-31$15,018,099
Total plan assets at beginning of year2017-12-31$12,726,288
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$593,909
Contributions received from other sources (not participants or employers)2017-12-31$692
Other income received2017-12-31$1,942,158
Net income (gross income less expenses)2017-12-31$2,291,811
Net plan assets at end of year (total assets less liabilities)2017-12-31$15,018,099
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$12,726,288
Assets. Value of participant loans2017-12-31$201,438
Total contributions received or receivable from employer(s)2017-12-31$56,150
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$8,426
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016
Total income from all sources2016-12-31$2,099,037
Expenses. Total of all expenses incurred2016-12-31$621,510
Benefits paid (including direct rollovers)2016-12-31$614,342
Total plan assets at end of year2016-12-31$12,726,288
Total plan assets at beginning of year2016-12-31$11,248,761
Value of fidelity bond covering the plan2016-12-31$1,000,000
Total contributions received or receivable from participants2016-12-31$618,862
Other income received2016-12-31$1,416,985
Net income (gross income less expenses)2016-12-31$1,477,527
Net plan assets at end of year (total assets less liabilities)2016-12-31$12,726,288
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$11,248,761
Assets. Value of participant loans2016-12-31$133,801
Total contributions received or receivable from employer(s)2016-12-31$63,190
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,168
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015
Total income from all sources2015-12-31$257,874
Expenses. Total of all expenses incurred2015-12-31$168,467
Benefits paid (including direct rollovers)2015-12-31$162,824
Total plan assets at end of year2015-12-31$11,248,761
Total plan assets at beginning of year2015-12-31$11,159,354
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$588,936
Other income received2015-12-31$-393,403
Net income (gross income less expenses)2015-12-31$89,407
Net plan assets at end of year (total assets less liabilities)2015-12-31$11,248,761
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$11,159,354
Assets. Value of participant loans2015-12-31$190,913
Total contributions received or receivable from employer(s)2015-12-31$62,341
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$5,643
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014
Total income from all sources2014-12-31$1,114,201
Expenses. Total of all expenses incurred2014-12-31$62,341
Benefits paid (including direct rollovers)2014-12-31$57,522
Total plan assets at end of year2014-12-31$11,159,354
Total plan assets at beginning of year2014-12-31$10,107,494
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$579,494
Contributions received from other sources (not participants or employers)2014-12-31$57,059
Other income received2014-12-31$413,754
Net income (gross income less expenses)2014-12-31$1,051,860
Net plan assets at end of year (total assets less liabilities)2014-12-31$11,159,354
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$10,107,494
Assets. Value of participant loans2014-12-31$148,665
Total contributions received or receivable from employer(s)2014-12-31$63,894
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$4,819
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013
Total income from all sources2013-12-31$2,214,449
Expenses. Total of all expenses incurred2013-12-31$567,467
Benefits paid (including direct rollovers)2013-12-31$564,443
Total plan assets at end of year2013-12-31$10,107,494
Total plan assets at beginning of year2013-12-31$8,460,512
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$545,844
Other income received2013-12-31$1,604,305
Net income (gross income less expenses)2013-12-31$1,646,982
Net plan assets at end of year (total assets less liabilities)2013-12-31$10,107,494
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$8,460,512
Assets. Value of participant loans2013-12-31$201,910
Total contributions received or receivable from employer(s)2013-12-31$64,300
Value of corrective distributions2013-12-31$110
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$2,914
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012
Total income from all sources2012-12-31$1,682,396
Expenses. Total of all expenses incurred2012-12-31$119,117
Benefits paid (including direct rollovers)2012-12-31$113,334
Total plan assets at end of year2012-12-31$8,460,512
Total plan assets at beginning of year2012-12-31$6,897,233
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$518,753
Contributions received from other sources (not participants or employers)2012-12-31$90,760
Other income received2012-12-31$1,023,596
Net income (gross income less expenses)2012-12-31$1,563,279
Net plan assets at end of year (total assets less liabilities)2012-12-31$8,460,512
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,897,233
Assets. Value of participant loans2012-12-31$188,675
Total contributions received or receivable from employer(s)2012-12-31$49,287
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$5,783
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses

2020
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019
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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018
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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017
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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016
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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013
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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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