Fidelity bond in place
Yes
Filing
John Gerlach & Company Employees Profit Sharing Plan & Trust
John Gerlach & Company • EIN 31-4419361 • Plan year 2000
Filing Insights
Participants
Down16 → 11
-5 • -31.25%
Assets
Down$1,398,320 → $1,193,688
-$204,632 • -14.63%
Investment Management Fee
-
Admin expenses - • Total expenses $74,786
Filing Details
Context- Net investment result
- $-204,632
- Pension payor EIN
- 31-4419361
Status Flags
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $10,401,926 | $53,495 | $6,687iApproximate average salary by contribution assumption: employee only about $167,172 at 4% or $111,448 at 6%; with 50% employer match about $111,448 at 4% or $74,299 at 6%; with 100% employer match about $83,586 at 4% or $55,724 at 6%. |
| JOHN GERLACH & COMPANY LLP EMPLOYEES' PROFIT SHARING PLAN | - | 8 | $10,401,926 | $53,495 | $6,687iApproximate average salary by contribution assumption: employee only about $167,172 at 4% or $111,448 at 6%; with 50% employer match about $111,448 at 4% or $74,299 at 6%; with 100% employer match about $83,586 at 4% or $55,724 at 6%. |
| 2023 | 1 | 9 | $9,840,477 | $57,589 | $6,399iApproximate average salary by contribution assumption: employee only about $159,969 at 4% or $106,646 at 6%; with 50% employer match about $106,646 at 4% or $71,098 at 6%; with 100% employer match about $79,985 at 4% or $53,323 at 6%. |
| JOHN GERLACH & COMPANY LLP EMPLOYEES' PROFIT SHARING PLAN | - | 9 | $9,840,477 | $57,589 | $6,399iApproximate average salary by contribution assumption: employee only about $159,969 at 4% or $106,646 at 6%; with 50% employer match about $106,646 at 4% or $71,098 at 6%; with 100% employer match about $79,985 at 4% or $53,323 at 6%. |
| 2022 | 1 | 15 | $8,691,979 | $184,002 | $12,267iApproximate average salary by contribution assumption: employee only about $306,670 at 4% or $204,447 at 6%; with 50% employer match about $204,447 at 4% or $136,298 at 6%; with 100% employer match about $153,335 at 4% or $102,223 at 6%. |
| JOHN GERLACH & COMPANY LLP EMPLOYEES' PROFIT SHARING PLAN | - | 15 | $8,691,979 | $184,002 | $12,267iApproximate average salary by contribution assumption: employee only about $306,670 at 4% or $204,447 at 6%; with 50% employer match about $204,447 at 4% or $136,298 at 6%; with 100% employer match about $153,335 at 4% or $102,223 at 6%. |
| 2021 | 1 | 18 | $9,798,419 | $196,749 | $10,931iApproximate average salary by contribution assumption: employee only about $273,263 at 4% or $182,175 at 6%; with 50% employer match about $182,175 at 4% or $121,450 at 6%; with 100% employer match about $136,631 at 4% or $91,088 at 6%. |
| JOHN GERLACH & COMPANY LLP EMPLOYEES' PROFIT SHARING PLAN | - | 18 | $9,798,419 | $196,749 | $10,931iApproximate average salary by contribution assumption: employee only about $273,263 at 4% or $182,175 at 6%; with 50% employer match about $182,175 at 4% or $121,450 at 6%; with 100% employer match about $136,631 at 4% or $91,088 at 6%. |
| 2020 | 1 | 17 | $9,363,482 | $275,133 | $16,184iApproximate average salary by contribution assumption: employee only about $404,607 at 4% or $269,738 at 6%; with 50% employer match about $269,738 at 4% or $179,825 at 6%; with 100% employer match about $202,304 at 4% or $134,869 at 6%. |
| JOHN GERLACH & COMPANY LLP EMPLOYEES' PROFIT SHARING PLAN | - | 17 | $9,363,482 | $275,133 | $16,184iApproximate average salary by contribution assumption: employee only about $404,607 at 4% or $269,738 at 6%; with 50% employer match about $269,738 at 4% or $179,825 at 6%; with 100% employer match about $202,304 at 4% or $134,869 at 6%. |
| 2019 | 1 | 18 | $6,782,385 | $224,748 | $12,486iApproximate average salary by contribution assumption: employee only about $312,150 at 4% or $208,100 at 6%; with 50% employer match about $208,100 at 4% or $138,733 at 6%; with 100% employer match about $156,075 at 4% or $104,050 at 6%. |
| JOHN GERLACH & COMPANY LLP EMPLOYEES' PROFIT SHARING PLAN | - | 18 | $6,782,385 | $224,748 | $12,486iApproximate average salary by contribution assumption: employee only about $312,150 at 4% or $208,100 at 6%; with 50% employer match about $208,100 at 4% or $138,733 at 6%; with 100% employer match about $156,075 at 4% or $104,050 at 6%. |
| 2018 | 1 | 20 | $7,651,907 | $994,059 | $49,703iApproximate average salary by contribution assumption: employee only about $1,242,574 at 4% or $828,383 at 6%; with 50% employer match about $828,383 at 4% or $552,255 at 6%; with 100% employer match about $621,287 at 4% or $414,191 at 6%. |
| JOHN GERLACH & COMPANY LLP EMPLOYEES' PROFIT SHARING PLAN | - | 20 | $7,651,907 | $994,059 | $49,703iApproximate average salary by contribution assumption: employee only about $1,242,574 at 4% or $828,383 at 6%; with 50% employer match about $828,383 at 4% or $552,255 at 6%; with 100% employer match about $621,287 at 4% or $414,191 at 6%. |
| 2017 | 2 | 21 | $6,265,101 | $194,620 | $9,268iApproximate average salary by contribution assumption: employee only about $231,690 at 4% or $154,460 at 6%; with 50% employer match about $154,460 at 4% or $102,974 at 6%; with 100% employer match about $115,845 at 4% or $77,230 at 6%. |
| JOHN GERLACH & COMPANY LLP EMPLOYEES' PROFIT SHARING PLAN | - | 21 | $6,265,101 | $194,620 | $9,268iApproximate average salary by contribution assumption: employee only about $231,690 at 4% or $154,460 at 6%; with 50% employer match about $154,460 at 4% or $102,974 at 6%; with 100% employer match about $115,845 at 4% or $77,230 at 6%. |
| JOHN GERLACH & COMPANY, LLP CASH BALANCE PLAN | - | 0 | $0 | - | - |
| 2016 | 2 | 23 | $6,029,639 | $341,025 | $14,827iApproximate average salary by contribution assumption: employee only about $370,679 at 4% or $247,120 at 6%; with 50% employer match about $247,120 at 4% or $164,746 at 6%; with 100% employer match about $185,340 at 4% or $123,560 at 6%. |
| JOHN GERLACH & COMPANY LLP EMPLOYEES' PROFIT SHARING PLAN | - | 23 | $5,401,389 | $210,025 | $9,132iApproximate average salary by contribution assumption: employee only about $228,288 at 4% or $152,192 at 6%; with 50% employer match about $152,192 at 4% or $101,461 at 6%; with 100% employer match about $114,144 at 4% or $76,096 at 6%. |
| JOHN GERLACH & COMPANY, LLP CASH BALANCE PLAN | - | 18 | $628,250 | $131,000 | $7,278iApproximate average salary by contribution assumption: employee only about $181,944 at 4% or $121,296 at 6%; with 50% employer match about $121,296 at 4% or $80,864 at 6%; with 100% employer match about $90,972 at 4% or $60,648 at 6%. |
| 2015 | 2 | 23 | $5,224,684 | $328,749 | $14,293iApproximate average salary by contribution assumption: employee only about $357,336 at 4% or $238,224 at 6%; with 50% employer match about $238,224 at 4% or $158,816 at 6%; with 100% employer match about $178,668 at 4% or $119,112 at 6%. |
| JOHN GERLACH & COMPANY LLP EMPLOYEES' PROFIT SHARING PLAN | - | 23 | $4,751,710 | $205,749 | $8,946iApproximate average salary by contribution assumption: employee only about $223,640 at 4% or $149,093 at 6%; with 50% employer match about $149,093 at 4% or $99,396 at 6%; with 100% employer match about $111,820 at 4% or $74,547 at 6%. |
| JOHN GERLACH & COMPANY, LLP CASH BALANCE PLAN | - | 17 | $472,974 | $123,000 | $7,235iApproximate average salary by contribution assumption: employee only about $180,882 at 4% or $120,588 at 6%; with 50% employer match about $120,588 at 4% or $80,392 at 6%; with 100% employer match about $90,441 at 4% or $60,294 at 6%. |
| 2014 | 2 | 22 | $5,175,201 | $353,092 | $16,050iApproximate average salary by contribution assumption: employee only about $401,241 at 4% or $267,494 at 6%; with 50% employer match about $267,494 at 4% or $178,329 at 6%; with 100% employer match about $200,620 at 4% or $133,747 at 6%. |
| JOHN GERLACH & COMPANY LLP EMPLOYEES' PROFIT SHARING PLAN | - | 22 | $4,806,024 | $231,092 | $10,504iApproximate average salary by contribution assumption: employee only about $262,605 at 4% or $175,070 at 6%; with 50% employer match about $175,070 at 4% or $116,713 at 6%; with 100% employer match about $131,302 at 4% or $87,535 at 6%. |
| JOHN GERLACH & COMPANY, LLP CASH BALANCE PLAN | - | 20 | $369,177 | $122,000 | $6,100iApproximate average salary by contribution assumption: employee only about $152,500 at 4% or $101,667 at 6%; with 50% employer match about $101,667 at 4% or $67,778 at 6%; with 100% employer match about $76,250 at 4% or $50,833 at 6%. |
| 2013 | 2 | 22 | $4,543,048 | $352,221 | $16,010iApproximate average salary by contribution assumption: employee only about $400,251 at 4% or $266,834 at 6%; with 50% employer match about $266,834 at 4% or $177,889 at 6%; with 100% employer match about $200,126 at 4% or $133,417 at 6%. |
| JOHN GERLACH & COMPANY LLP EMPLOYEES' PROFIT SHARING PLAN | - | 22 | $4,298,790 | $230,221 | $10,465iApproximate average salary by contribution assumption: employee only about $261,615 at 4% or $174,410 at 6%; with 50% employer match about $174,410 at 4% or $116,273 at 6%; with 100% employer match about $130,807 at 4% or $87,205 at 6%. |
| JOHN GERLACH & COMPANY, LLP CASH BALANCE PLAN | - | 22 | $244,258 | $122,000 | $5,545iApproximate average salary by contribution assumption: employee only about $138,636 at 4% or $92,424 at 6%; with 50% employer match about $92,424 at 4% or $61,616 at 6%; with 100% employer match about $69,318 at 4% or $46,212 at 6%. |
| 2012 | 2 | 24 | $3,995,364 | $358,294 | $14,929iApproximate average salary by contribution assumption: employee only about $373,223 at 4% or $248,815 at 6%; with 50% employer match about $248,815 at 4% or $165,877 at 6%; with 100% employer match about $186,611 at 4% or $124,408 at 6%. |
| JOHN GERLACH & COMPANY LLP EMPLOYEES' PROFIT SHARING PLAN | - | 24 | $3,873,364 | $236,294 | $9,846iApproximate average salary by contribution assumption: employee only about $246,140 at 4% or $164,093 at 6%; with 50% employer match about $164,093 at 4% or $109,395 at 6%; with 100% employer match about $123,070 at 4% or $82,047 at 6%. |
| JOHN GERLACH & COMPANY, LLP CASH BALANCE PLAN | - | 2 | $122,000 | $122,000 | $61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%. |
| 2011 | 1 | 19 | $3,347,281 | $367,084 | $19,320iApproximate average salary by contribution assumption: employee only about $483,005 at 4% or $322,004 at 6%; with 50% employer match about $322,004 at 4% or $214,669 at 6%; with 100% employer match about $241,503 at 4% or $161,002 at 6%. |
| JOHN GERLACH & COMPANY LLP EMPLOYEES' PROFIT SHARING PLAN | - | 19 | $3,347,281 | $367,084 | $19,320iApproximate average salary by contribution assumption: employee only about $483,005 at 4% or $322,004 at 6%; with 50% employer match about $322,004 at 4% or $214,669 at 6%; with 100% employer match about $241,503 at 4% or $161,002 at 6%. |
| 2010 | 1 | 21 | $2,903,701 | $229,484 | $10,928iApproximate average salary by contribution assumption: employee only about $273,195 at 4% or $182,130 at 6%; with 50% employer match about $182,130 at 4% or $121,420 at 6%; with 100% employer match about $136,598 at 4% or $91,065 at 6%. |
| JOHN GERLACH & COMPANY LLP EMPLOYEES' PROFIT SHARING PLAN | - | 21 | $2,903,701 | $229,484 | $10,928iApproximate average salary by contribution assumption: employee only about $273,195 at 4% or $182,130 at 6%; with 50% employer match about $182,130 at 4% or $121,420 at 6%; with 100% employer match about $136,598 at 4% or $91,065 at 6%. |
| 2009 | 1 | 21 | $2,356,163 | $210,510 | $10,024iApproximate average salary by contribution assumption: employee only about $250,607 at 4% or $167,071 at 6%; with 50% employer match about $167,071 at 4% or $111,381 at 6%; with 100% employer match about $125,304 at 4% or $83,536 at 6%. |
| JOHN GERLACH & COMPANY LLP EMPLOYEES' PROFIT SHARING PLAN | - | 21 | $2,356,163 | $210,510 | $10,024iApproximate average salary by contribution assumption: employee only about $250,607 at 4% or $167,071 at 6%; with 50% employer match about $167,071 at 4% or $111,381 at 6%; with 100% employer match about $125,304 at 4% or $83,536 at 6%. |
| 2008 | 1 | 18 | $0 | $0 | - |
| JOHN GERLACH & COMPANY LLP EMPLOYEES PROFIT SHARING PLAN | - | 18 | - | - | - |
| 2007 | 1 | 19 | $0 | $0 | - |
| JOHN GERLACH & COMPANY LLP EMPLOYEES PROFIT SHARING PLAN | - | 19 | - | - | - |
| 2006 | 1 | 17 | $2,914,950 | $227,846 | $13,403iApproximate average salary by contribution assumption: employee only about $335,068 at 4% or $223,378 at 6%; with 50% employer match about $223,378 at 4% or $148,919 at 6%; with 100% employer match about $167,534 at 4% or $111,689 at 6%. |
| JOHN GERLACH & COMPANY LLP EMPLOYEES PROFIT SHARING PLAN | - | 17 | $2,914,950 | $227,846 | $13,403iApproximate average salary by contribution assumption: employee only about $335,068 at 4% or $223,378 at 6%; with 50% employer match about $223,378 at 4% or $148,919 at 6%; with 100% employer match about $167,534 at 4% or $111,689 at 6%. |
| 2005 | 1 | 17 | $2,419,177 | $214,106 | $12,594iApproximate average salary by contribution assumption: employee only about $314,862 at 4% or $209,908 at 6%; with 50% employer match about $209,908 at 4% or $139,939 at 6%; with 100% employer match about $157,431 at 4% or $104,954 at 6%. |
| JOHN GERLACH & COMPANY LLP EMPLOYEES PROFIT SHARING PLAN | - | 17 | $2,419,177 | $214,106 | $12,594iApproximate average salary by contribution assumption: employee only about $314,862 at 4% or $209,908 at 6%; with 50% employer match about $209,908 at 4% or $139,939 at 6%; with 100% employer match about $157,431 at 4% or $104,954 at 6%. |
| 2004 | 1 | 19 | $2,103,069 | $184,110 | $9,690iApproximate average salary by contribution assumption: employee only about $242,250 at 4% or $161,500 at 6%; with 50% employer match about $161,500 at 4% or $107,667 at 6%; with 100% employer match about $121,125 at 4% or $80,750 at 6%. |
| John Gerlach & Company Employees Profit Sharing Plan & Trust | - | 19 | $2,103,069 | $184,110 | $9,690iApproximate average salary by contribution assumption: employee only about $242,250 at 4% or $161,500 at 6%; with 50% employer match about $161,500 at 4% or $107,667 at 6%; with 100% employer match about $121,125 at 4% or $80,750 at 6%. |
| 2003 | 1 | 19 | $1,706,524 | $184,506 | $9,711iApproximate average salary by contribution assumption: employee only about $242,771 at 4% or $161,847 at 6%; with 50% employer match about $161,847 at 4% or $107,898 at 6%; with 100% employer match about $121,386 at 4% or $80,924 at 6%. |
| John Gerlach & Company Employees Profit Sharing Plan & Trust | - | 19 | $1,706,524 | $184,506 | $9,711iApproximate average salary by contribution assumption: employee only about $242,771 at 4% or $161,847 at 6%; with 50% employer match about $161,847 at 4% or $107,898 at 6%; with 100% employer match about $121,386 at 4% or $80,924 at 6%. |
| 2002 | 1 | 17 | $0 | $0 | - |
| John Gerlach & Company Employees Profit Sharing Plan & Trust | - | 17 | - | - | - |
| 2001 | 1 | 15 | $0 | $0 | - |
| John Gerlach & Company Employees Profit Sharing Plan & Trust | - | 15 | - | - | - |
| 2000 | 1 | 11 | $1,193,688 | $135,113 | $12,283iApproximate average salary by contribution assumption: employee only about $307,075 at 4% or $204,717 at 6%; with 50% employer match about $204,717 at 4% or $136,478 at 6%; with 100% employer match about $153,538 at 4% or $102,358 at 6%. |
| John Gerlach & Company Employees Profit Sharing Plan & Trust | Current | 11 | $1,193,688 | $135,113 | $12,283iApproximate average salary by contribution assumption: employee only about $307,075 at 4% or $204,717 at 6%; with 50% employer match about $204,717 at 4% or $136,478 at 6%; with 100% employer match about $153,538 at 4% or $102,358 at 6%. |
| 1999 | 1 | 14 | $1,398,320 | $122,188 | $8,728iApproximate average salary by contribution assumption: employee only about $218,193 at 4% or $145,462 at 6%; with 50% employer match about $145,462 at 4% or $96,975 at 6%; with 100% employer match about $109,096 at 4% or $72,731 at 6%. |
| John Gerlach & Company Employees Profit Sharing Plan & Trust | - | 14 | $1,398,320 | $122,188 | $8,728iApproximate average salary by contribution assumption: employee only about $218,193 at 4% or $145,462 at 6%; with 50% employer match about $145,462 at 4% or $96,975 at 6%; with 100% employer match about $109,096 at 4% or $72,731 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$1,193,688-$204,632 change
Balance Sheet
Beginning and end of plan year.
Total assets$1,398,320$1,193,688Decrease -$204,632 (-14.63%)
Total liabilities$0$0No change $0
Net assets$1,398,320$1,193,688Decrease -$204,632 (-14.63%)
Contributions
Employer contributions$63,128
Participant contributions$71,985
Other contributions$0
Income & Expenses
Total income$-129,846
Total expenses$74,786
Net income$-204,632
Source fields
- Schedule I source fields
- Filing Id
- 84037353473281
- Schedule I EIN
- 31-4419361
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2000-04-01
- Schedule I Tax Period
- 20010331
- Small plan total assets at beginning of year
- $1,398,320
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $1,398,320
- Small plan total assets at end of year
- $1,193,688
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $1,193,688
- Small plan employer contributions
- $63,128
- Small plan participant contributions
- $71,985
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $-264,959
- Small plan total income
- $-129,846
- Small plan total benefit distributions
- $74,786
- Small Corrective Distribution Amount
- $0
- Small Dm Dstrb Ptcp Ln A
- 0
- Small Oth Expenses Amount
- $0
- Small plan total expenses
- $74,786
- Small plan net income or loss
- $-204,632
- 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
- $200,000
- 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
Schedule R
Schedule R Pension Information
Retirement plan characteristics
Testing, payor, opinion-letter, and transfer information reported with the filing.
Pension & Payor
Payor EIN31-4419361
Transfers
Distributed property value$0
Schedule R source fields
- Payor 31-4419361
- Filing Id
- 84037353473281
- Schedule R EIN
- 31-4419361
- Schedule R Plan number
- 001
- Schedule R Plan Year Begin Date
- 2000-04-01
- Schedule R Tax Period
- 20010331
- Pension Value Dstrb Pd Property Amount
- $0
- Pension payor EIN
- 31-4419361
- Pension Employer Contribution Rqr Amount
- $0
- Pension Employer Contribution Paid Amount
- $0
- Pension Funding Deficiency Amount
- $0