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Filing

Gitler & Co. Profit Sharing Plan & Trust

Gitler & Co. • EIN 23-6281507 • Plan year 2000

Company ProfileSource Archive
Filing Insights

Participants

Flat

4 → 4

0 • 0.00%

Assets

Down

$572,931 → $475,059

-$97,872 • -17.08%

Investment Management Fee

-

Admin expenses - • Total expenses $0

Filing Details

Context
Net investment result
$-97,872

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
201610$0$18,000-
Gitler & Co. Profit Sharing Plan & Trust-0$0$18,000-
201512$2,193,690$13,000$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
Gitler & Co. Profit Sharing Plan & Trust-2$2,193,690$13,000$6,500iApproximate average salary by contribution assumption: employee only about $162,500 at 4% or $108,333 at 6%; with 50% employer match about $108,333 at 4% or $72,222 at 6%; with 100% employer match about $81,250 at 4% or $54,167 at 6%.
201412$2,192,279$18,000$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%.
Gitler & Co. Profit Sharing Plan & Trust-2$2,192,279$18,000$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%.
201313$2,241,082$84,076$28,025iApproximate average salary by contribution assumption: employee only about $700,633 at 4% or $467,089 at 6%; with 50% employer match about $467,089 at 4% or $311,393 at 6%; with 100% employer match about $350,317 at 4% or $233,544 at 6%.
Gitler & Co. Profit Sharing Plan & Trust-3$2,241,082$84,076$28,025iApproximate average salary by contribution assumption: employee only about $700,633 at 4% or $467,089 at 6%; with 50% employer match about $467,089 at 4% or $311,393 at 6%; with 100% employer match about $350,317 at 4% or $233,544 at 6%.
201213$1,891,972$128,792$42,931iApproximate average salary by contribution assumption: employee only about $1,073,267 at 4% or $715,511 at 6%; with 50% employer match about $715,511 at 4% or $477,007 at 6%; with 100% employer match about $536,633 at 4% or $357,756 at 6%.
Gitler & Co. Profit Sharing Plan & Trust-3$1,891,972$128,792$42,931iApproximate average salary by contribution assumption: employee only about $1,073,267 at 4% or $715,511 at 6%; with 50% employer match about $715,511 at 4% or $477,007 at 6%; with 100% employer match about $536,633 at 4% or $357,756 at 6%.
201113$1,629,866$124,465$41,488iApproximate average salary by contribution assumption: employee only about $1,037,208 at 4% or $691,472 at 6%; with 50% employer match about $691,472 at 4% or $460,981 at 6%; with 100% employer match about $518,604 at 4% or $345,736 at 6%.
Gitler & Co. Profit Sharing Plan & Trust-3$1,629,866$124,465$41,488iApproximate average salary by contribution assumption: employee only about $1,037,208 at 4% or $691,472 at 6%; with 50% employer match about $691,472 at 4% or $460,981 at 6%; with 100% employer match about $518,604 at 4% or $345,736 at 6%.
201014$1,436,890$110,323$27,581iApproximate average salary by contribution assumption: employee only about $689,519 at 4% or $459,679 at 6%; with 50% employer match about $459,679 at 4% or $306,453 at 6%; with 100% employer match about $344,759 at 4% or $229,840 at 6%.
Gitler & Co. Profit Sharing Plan & Trust-4$1,436,890$110,323$27,581iApproximate average salary by contribution assumption: employee only about $689,519 at 4% or $459,679 at 6%; with 50% employer match about $459,679 at 4% or $306,453 at 6%; with 100% employer match about $344,759 at 4% or $229,840 at 6%.
200914$1,193,107$104,215$26,054iApproximate average salary by contribution assumption: employee only about $651,344 at 4% or $434,229 at 6%; with 50% employer match about $434,229 at 4% or $289,486 at 6%; with 100% employer match about $325,672 at 4% or $217,115 at 6%.
Gitler & Co. Profit Sharing Plan & Trust-4$1,193,107$104,215$26,054iApproximate average salary by contribution assumption: employee only about $651,344 at 4% or $434,229 at 6%; with 50% employer match about $434,229 at 4% or $289,486 at 6%; with 100% employer match about $325,672 at 4% or $217,115 at 6%.
200814$948,023$112,664$28,166iApproximate average salary by contribution assumption: employee only about $704,150 at 4% or $469,433 at 6%; with 50% employer match about $469,433 at 4% or $312,956 at 6%; with 100% employer match about $352,075 at 4% or $234,717 at 6%.
Gitler & Co. Profit Sharing Plan & Trust-4$948,023$112,664$28,166iApproximate average salary by contribution assumption: employee only about $704,150 at 4% or $469,433 at 6%; with 50% employer match about $469,433 at 4% or $312,956 at 6%; with 100% employer match about $352,075 at 4% or $234,717 at 6%.
200714$0$0-
Gitler & Co. Profit Sharing Plan & Trust-4---
200614$998,431$108,506$27,127iApproximate average salary by contribution assumption: employee only about $678,163 at 4% or $452,108 at 6%; with 50% employer match about $452,108 at 4% or $301,406 at 6%; with 100% employer match about $339,081 at 4% or $226,054 at 6%.
Gitler & Co. Profit Sharing Plan & Trust-4$998,431$108,506$27,127iApproximate average salary by contribution assumption: employee only about $678,163 at 4% or $452,108 at 6%; with 50% employer match about $452,108 at 4% or $301,406 at 6%; with 100% employer match about $339,081 at 4% or $226,054 at 6%.
200514$796,941$86,596$21,649iApproximate average salary by contribution assumption: employee only about $541,225 at 4% or $360,817 at 6%; with 50% employer match about $360,817 at 4% or $240,544 at 6%; with 100% employer match about $270,613 at 4% or $180,408 at 6%.
Gitler & Co. Profit Sharing Plan & Trust-4$796,941$86,596$21,649iApproximate average salary by contribution assumption: employee only about $541,225 at 4% or $360,817 at 6%; with 50% employer match about $360,817 at 4% or $240,544 at 6%; with 100% employer match about $270,613 at 4% or $180,408 at 6%.
200414$693,912$75,879$18,970iApproximate average salary by contribution assumption: employee only about $474,244 at 4% or $316,163 at 6%; with 50% employer match about $316,163 at 4% or $210,775 at 6%; with 100% employer match about $237,122 at 4% or $158,081 at 6%.
Gitler & Co. Profit Sharing Plan & Trust-4$693,912$75,879$18,970iApproximate average salary by contribution assumption: employee only about $474,244 at 4% or $316,163 at 6%; with 50% employer match about $316,163 at 4% or $210,775 at 6%; with 100% employer match about $237,122 at 4% or $158,081 at 6%.
200314$571,383$57,540$14,385iApproximate average salary by contribution assumption: employee only about $359,625 at 4% or $239,750 at 6%; with 50% employer match about $239,750 at 4% or $159,833 at 6%; with 100% employer match about $179,813 at 4% or $119,875 at 6%.
Gitler & Co. Profit Sharing Plan & Trust-4$571,383$57,540$14,385iApproximate average salary by contribution assumption: employee only about $359,625 at 4% or $239,750 at 6%; with 50% employer match about $239,750 at 4% or $159,833 at 6%; with 100% employer match about $179,813 at 4% or $119,875 at 6%.
200214$434,951$44,000$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%.
Gitler & Co. Profit Sharing Plan & Trust-4$434,951$44,000$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%.
200114$479,558$44,000$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%.
Gitler & Co. Profit Sharing Plan & Trust-4$479,558$44,000$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%.
200014$475,059$33,997$8,499iApproximate average salary by contribution assumption: employee only about $212,481 at 4% or $141,654 at 6%; with 50% employer match about $141,654 at 4% or $94,436 at 6%; with 100% employer match about $106,241 at 4% or $70,827 at 6%.
Gitler & Co. Profit Sharing Plan & TrustCurrent4$475,059$33,997$8,499iApproximate average salary by contribution assumption: employee only about $212,481 at 4% or $141,654 at 6%; with 50% employer match about $141,654 at 4% or $94,436 at 6%; with 100% employer match about $106,241 at 4% or $70,827 at 6%.
199914$572,931$29,219$7,305iApproximate average salary by contribution assumption: employee only about $182,619 at 4% or $121,746 at 6%; with 50% employer match about $121,746 at 4% or $81,164 at 6%; with 100% employer match about $91,309 at 4% or $60,873 at 6%.
Gitler & Co. Profit Sharing Plan & Trust-4$572,931$29,219$7,305iApproximate average salary by contribution assumption: employee only about $182,619 at 4% or $121,746 at 6%; with 50% employer match about $121,746 at 4% or $81,164 at 6%; with 100% employer match about $91,309 at 4% or $60,873 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$475,059-$97,872 change

Balance Sheet

Beginning and end of plan year.

Total assets$572,931$475,059Decrease -$97,872 (-17.08%)
Total liabilities$0$0No change $0
Net assets$572,931$475,059Decrease -$97,872 (-17.08%)

Contributions

Employer contributions$33,997
Participant contributions$0
Other contributions$0

Income & Expenses

Total income$-97,872
Total expenses$0
Net income$-97,872
Source fields
Schedule I source fields
Filing Id
84037338228551
Schedule I EIN
23-6281507
Schedule I Plan Num
002
Schedule I Plan Year Begin Date
2000-01-01
Schedule I Tax Period
20001231
Small plan total assets at beginning of year
$572,931
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$572,931
Small plan total assets at end of year
$475,059
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$475,059
Small plan employer contributions
$33,997
Small plan participant contributions
$0
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$-131,869
Small plan total income
$-97,872
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$0
Small plan total expenses
$0
Small plan net income or loss
$-97,872
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
$70,000
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
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0