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Filing

Gordon & Jack Ltd. 401(K) Savings Plan

Gordon & Jack Ltd. • EIN 11-2389499 • Plan year 2007

Company ProfileSource Archive
Filing Insights

Participants

Flat

3 → 3

0 • 0.00%

Assets

Up

$122,087 → $162,636

$40,549 • 33.21%

Investment Management Fee

-

Admin expenses - • Total expenses $20

Filing Details

Context
Net investment result
$40,549
Pension payor EIN
03-0495851

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202313$4,611,729$62,400$20,800iApproximate average salary by contribution assumption: employee only about $520,000 at 4% or $346,667 at 6%; with 50% employer match about $346,667 at 4% or $231,111 at 6%; with 100% employer match about $260,000 at 4% or $173,333 at 6%.
Gordon & Jack Ltd. 401(K) Savings Plan-3$4,611,729$62,400$20,800iApproximate average salary by contribution assumption: employee only about $520,000 at 4% or $346,667 at 6%; with 50% employer match about $346,667 at 4% or $231,111 at 6%; with 100% employer match about $260,000 at 4% or $173,333 at 6%.
202213$3,843,044$56,400$18,800iApproximate average salary by contribution assumption: employee only about $470,000 at 4% or $313,333 at 6%; with 50% employer match about $313,333 at 4% or $208,889 at 6%; with 100% employer match about $235,000 at 4% or $156,667 at 6%.
Gordon & Jack Ltd. 401(K) Savings Plan-3$3,843,044$56,400$18,800iApproximate average salary by contribution assumption: employee only about $470,000 at 4% or $313,333 at 6%; with 50% employer match about $313,333 at 4% or $208,889 at 6%; with 100% employer match about $235,000 at 4% or $156,667 at 6%.
202113$4,692,183$54,400$18,133iApproximate average salary by contribution assumption: employee only about $453,333 at 4% or $302,222 at 6%; with 50% employer match about $302,222 at 4% or $201,481 at 6%; with 100% employer match about $226,667 at 4% or $151,111 at 6%.
Gordon & Jack Ltd. 401(K) Savings Plan-3$4,692,183$54,400$18,133iApproximate average salary by contribution assumption: employee only about $453,333 at 4% or $302,222 at 6%; with 50% employer match about $302,222 at 4% or $201,481 at 6%; with 100% employer match about $226,667 at 4% or $151,111 at 6%.
202013$5,092,823$52,600$17,533iApproximate average salary by contribution assumption: employee only about $438,333 at 4% or $292,222 at 6%; with 50% employer match about $292,222 at 4% or $194,815 at 6%; with 100% employer match about $219,167 at 4% or $146,111 at 6%.
Gordon & Jack Ltd. 401(K) Savings Plan-3$5,092,823$52,600$17,533iApproximate average salary by contribution assumption: employee only about $438,333 at 4% or $292,222 at 6%; with 50% employer match about $292,222 at 4% or $194,815 at 6%; with 100% employer match about $219,167 at 4% or $146,111 at 6%.
201912$4,362,745$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
Gordon & Jack Ltd. 401(K) Savings Plan-2$4,362,745$50,000$25,000iApproximate average salary by contribution assumption: employee only about $625,000 at 4% or $416,667 at 6%; with 50% employer match about $416,667 at 4% or $277,778 at 6%; with 100% employer match about $312,500 at 4% or $208,333 at 6%.
201812$3,546,496$48,420$24,210iApproximate average salary by contribution assumption: employee only about $605,250 at 4% or $403,500 at 6%; with 50% employer match about $403,500 at 4% or $269,000 at 6%; with 100% employer match about $302,625 at 4% or $201,750 at 6%.
Gordon & Jack Ltd. 401(K) Savings Plan-2$3,546,496$48,420$24,210iApproximate average salary by contribution assumption: employee only about $605,250 at 4% or $403,500 at 6%; with 50% employer match about $403,500 at 4% or $269,000 at 6%; with 100% employer match about $302,625 at 4% or $201,750 at 6%.
201712$3,623,015$43,200$21,600iApproximate average salary by contribution assumption: employee only about $540,000 at 4% or $360,000 at 6%; with 50% employer match about $360,000 at 4% or $240,000 at 6%; with 100% employer match about $270,000 at 4% or $180,000 at 6%.
Gordon & Jack Ltd. 401(K) Savings Plan-2$3,623,015$43,200$21,600iApproximate average salary by contribution assumption: employee only about $540,000 at 4% or $360,000 at 6%; with 50% employer match about $360,000 at 4% or $240,000 at 6%; with 100% employer match about $270,000 at 4% or $180,000 at 6%.
201612$2,968,956$67,520$33,760iApproximate average salary by contribution assumption: employee only about $844,000 at 4% or $562,667 at 6%; with 50% employer match about $562,667 at 4% or $375,111 at 6%; with 100% employer match about $422,000 at 4% or $281,333 at 6%.
Gordon & Jack Ltd. 401(K) Savings Plan-2$2,968,956$67,520$33,760iApproximate average salary by contribution assumption: employee only about $844,000 at 4% or $562,667 at 6%; with 50% employer match about $562,667 at 4% or $375,111 at 6%; with 100% employer match about $422,000 at 4% or $281,333 at 6%.
201512$2,615,642$67,520$33,760iApproximate average salary by contribution assumption: employee only about $844,000 at 4% or $562,667 at 6%; with 50% employer match about $562,667 at 4% or $375,111 at 6%; with 100% employer match about $422,000 at 4% or $281,333 at 6%.
Gordon & Jack Ltd. 401(K) Savings Plan-2$2,615,642$67,520$33,760iApproximate average salary by contribution assumption: employee only about $844,000 at 4% or $562,667 at 6%; with 50% employer match about $562,667 at 4% or $375,111 at 6%; with 100% employer match about $422,000 at 4% or $281,333 at 6%.
201412$2,428,569$1,854,955$927,478iApproximate average salary by contribution assumption: employee only about $23,186,938 at 4% or $15,457,958 at 6%; with 50% employer match about $15,457,958 at 4% or $10,305,306 at 6%; with 100% employer match about $11,593,469 at 4% or $7,728,979 at 6%.
Gordon & Jack Ltd. 401(K) Savings Plan-2$2,428,569$1,854,955$927,478iApproximate average salary by contribution assumption: employee only about $23,186,938 at 4% or $15,457,958 at 6%; with 50% employer match about $15,457,958 at 4% or $10,305,306 at 6%; with 100% employer match about $11,593,469 at 4% or $7,728,979 at 6%.
201312$510,543$44,700$22,350iApproximate average salary by contribution assumption: employee only about $558,750 at 4% or $372,500 at 6%; with 50% employer match about $372,500 at 4% or $248,333 at 6%; with 100% employer match about $279,375 at 4% or $186,250 at 6%.
Gordon & Jack Ltd. 401(K) Savings Plan-2$510,543$44,700$22,350iApproximate average salary by contribution assumption: employee only about $558,750 at 4% or $372,500 at 6%; with 50% employer match about $372,500 at 4% or $248,333 at 6%; with 100% employer match about $279,375 at 4% or $186,250 at 6%.
201213$384,985$35,200$11,733iApproximate average salary by contribution assumption: employee only about $293,333 at 4% or $195,556 at 6%; with 50% employer match about $195,556 at 4% or $130,370 at 6%; with 100% employer match about $146,667 at 4% or $97,778 at 6%.
Gordon & Jack Ltd. 401(K) Savings Plan-3$384,985$35,200$11,733iApproximate average salary by contribution assumption: employee only about $293,333 at 4% or $195,556 at 6%; with 50% employer match about $195,556 at 4% or $130,370 at 6%; with 100% employer match about $146,667 at 4% or $97,778 at 6%.
201113$300,418$33,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Gordon & Jack Ltd. 401(K) Savings Plan-3$300,418$33,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
201023$3,299,650$317,875$105,958iApproximate average salary by contribution assumption: employee only about $2,648,958 at 4% or $1,765,972 at 6%; with 50% employer match about $1,765,972 at 4% or $1,177,315 at 6%; with 100% employer match about $1,324,479 at 4% or $882,986 at 6%.
Gordon & Jack Ltd. Defined Benefit Plan-2$3,018,566$285,000$142,500iApproximate average salary by contribution assumption: employee only about $3,562,500 at 4% or $2,375,000 at 6%; with 50% employer match about $2,375,000 at 4% or $1,583,333 at 6%; with 100% employer match about $1,781,250 at 4% or $1,187,500 at 6%.
Gordon & Jack Ltd. 401(K) Savings Plan-3$281,084$32,875$10,958iApproximate average salary by contribution assumption: employee only about $273,958 at 4% or $182,639 at 6%; with 50% employer match about $182,639 at 4% or $121,759 at 6%; with 100% employer match about $136,979 at 4% or $91,319 at 6%.
200923$2,579,627$407,550$135,850iApproximate average salary by contribution assumption: employee only about $3,396,250 at 4% or $2,264,167 at 6%; with 50% employer match about $2,264,167 at 4% or $1,509,444 at 6%; with 100% employer match about $1,698,125 at 4% or $1,132,083 at 6%.
Gordon & Jack Ltd. Defined Benefit Plan-2$2,369,360$375,000$187,500iApproximate average salary by contribution assumption: employee only about $4,687,500 at 4% or $3,125,000 at 6%; with 50% employer match about $3,125,000 at 4% or $2,083,333 at 6%; with 100% employer match about $2,343,750 at 4% or $1,562,500 at 6%.
Gordon & Jack Ltd. 401(K) Savings Plan-3$210,267$32,550$10,850iApproximate average salary by contribution assumption: employee only about $271,250 at 4% or $180,833 at 6%; with 50% employer match about $180,833 at 4% or $120,556 at 6%; with 100% employer match about $135,625 at 4% or $90,417 at 6%.
200823$0$0-
Gordon & Jack Ltd. 401(K) Savings Plan-3---
Gordon & Jack Ltd. Defined Benefit Plan-2---
200723$162,636$33,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Gordon & Jack Ltd. 401(K) Savings PlanCurrent3$162,636$33,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Gordon & Jack Ltd. Defined Benefit Plan-3---
200623$2,250,353$327,000$109,000iApproximate average salary by contribution assumption: employee only about $2,725,000 at 4% or $1,816,667 at 6%; with 50% employer match about $1,816,667 at 4% or $1,211,111 at 6%; with 100% employer match about $1,362,500 at 4% or $908,333 at 6%.
Gordon & Jack Ltd. Defined Benefit Plan-3$2,128,266$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Gordon & Jack Ltd. 401(K) Savings Plan-3$122,087$27,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
200523$1,782,005$261,068$87,023iApproximate average salary by contribution assumption: employee only about $2,175,567 at 4% or $1,450,378 at 6%; with 50% employer match about $1,450,378 at 4% or $966,919 at 6%; with 100% employer match about $1,087,783 at 4% or $725,189 at 6%.
Gordon & Jack Ltd. Defined Benefit Plan-3$1,698,493$234,068$78,023iApproximate average salary by contribution assumption: employee only about $1,950,567 at 4% or $1,300,378 at 6%; with 50% employer match about $1,300,378 at 4% or $866,919 at 6%; with 100% employer match about $975,283 at 4% or $650,189 at 6%.
Gordon & Jack Ltd. 401(K) Savings Plan-3$83,512$27,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
200423$1,425,026$250,107$83,369iApproximate average salary by contribution assumption: employee only about $2,084,225 at 4% or $1,389,483 at 6%; with 50% employer match about $1,389,483 at 4% or $926,322 at 6%; with 100% employer match about $1,042,113 at 4% or $694,742 at 6%.
Gordon & Jack Ltd. Defined Benefit Plan-3$1,369,725$223,107$74,369iApproximate average salary by contribution assumption: employee only about $1,859,225 at 4% or $1,239,483 at 6%; with 50% employer match about $1,239,483 at 4% or $826,322 at 6%; with 100% employer match about $929,613 at 4% or $619,742 at 6%.
Gordon & Jack Ltd. 401(K) Savings Plan-3$55,301$27,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
200323$27,066$27,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Gordon & Jack Ltd. 401(K) Savings Plan-3$27,066$27,000$9,000iApproximate average salary by contribution assumption: employee only about $225,000 at 4% or $150,000 at 6%; with 50% employer match about $150,000 at 4% or $100,000 at 6%; with 100% employer match about $112,500 at 4% or $75,000 at 6%.
Gordon & Jack Ltd. Defined Benefit Plan-3---
200213$0$0-
Gordon & Jack Ltd. Defined Benefit Plan-3---
200113$0$0-
Gordon & Jack Ltd. Defined Benefit Plan-3---
200013$0$0-
Gordon & Jack Ltd. Defined Benefit Plan-3---
199913$401,602$101,357$33,786iApproximate average salary by contribution assumption: employee only about $844,642 at 4% or $563,094 at 6%; with 50% employer match about $563,094 at 4% or $375,396 at 6%; with 100% employer match about $422,321 at 4% or $281,547 at 6%.
Gordon & Jack Ltd. Defined Benefit Plan-3$401,602$101,357$33,786iApproximate average salary by contribution assumption: employee only about $844,642 at 4% or $563,094 at 6%; with 50% employer match about $563,094 at 4% or $375,396 at 6%; with 100% employer match about $422,321 at 4% or $281,547 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$162,636$40,549 change

Balance Sheet

Beginning and end of plan year.

Total assets$122,087$162,636Increase +$40,549 (33.21%)
Total liabilities$0$0No change $0
Net assets$122,087$162,636Increase +$40,549 (33.21%)

Contributions

Employer contributions$0
Participant contributions$33,000
Other contributions$0

Income & Expenses

Total income$40,569
Total expenses$20
Net income$40,549
Source fields
Schedule I source fields
Filing Id
84037192065038
Schedule I EIN
11-2389499
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2007-01-01
Schedule I Tax Period
20071231
Small plan total assets at beginning of year
$122,087
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$122,087
Small plan total assets at end of year
$162,636
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$162,636
Small plan employer contributions
$0
Small plan participant contributions
$33,000
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$7,569
Small plan total income
$40,569
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$20
Small plan total expenses
$20
Small plan net income or loss
$40,549
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$40,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN03-0495851

Transfers

Distributed property value$0
Schedule R source fields
Payor 03-0495851
Filing Id
84037192065038
Schedule R EIN
11-2389499
Schedule R Plan number
002
Schedule R Plan Year Begin Date
2007-01-01
Schedule R Tax Period
20071231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
03-0495851
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Satisfy Cover Basis Code
1
Gordon & Jack Ltd. 401(K) Savings Plan | Gordon & Jack Ltd. | Plan 002 | 2007 Form 5500 Filing