Fidelity bond in place
No
Filing
Glm Financial Group Ltd. Profit Sharing Plan and Trust
Glm Financial Group Ltd. • EIN 36-3269607 • Plan year 2000
Filing Insights
Participants
Flat5 → 5
0 • 0.00%
Assets
Up$148,842 → $170,049
$21,207 • 14.25%
Investment Management Fee
-
Admin expenses - • Total expenses $0
Filing Details
Context- Net investment result
- $21,207
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 | 5 | $525,815 | $22,502 | $4,500iApproximate average salary by contribution assumption: employee only about $112,510 at 4% or $75,007 at 6%; with 50% employer match about $75,007 at 4% or $50,004 at 6%; with 100% employer match about $56,255 at 4% or $37,503 at 6%. |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 5 | $525,815 | $22,502 | $4,500iApproximate average salary by contribution assumption: employee only about $112,510 at 4% or $75,007 at 6%; with 50% employer match about $75,007 at 4% or $50,004 at 6%; with 100% employer match about $56,255 at 4% or $37,503 at 6%. |
| 2023 | 1 | 5 | $495,671 | $20,677 | $4,135iApproximate average salary by contribution assumption: employee only about $103,385 at 4% or $68,923 at 6%; with 50% employer match about $68,923 at 4% or $45,949 at 6%; with 100% employer match about $51,692 at 4% or $34,462 at 6%. |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 5 | $495,671 | $20,677 | $4,135iApproximate average salary by contribution assumption: employee only about $103,385 at 4% or $68,923 at 6%; with 50% employer match about $68,923 at 4% or $45,949 at 6%; with 100% employer match about $51,692 at 4% or $34,462 at 6%. |
| 2022 | 1 | 5 | $476,918 | $21,350 | $4,270iApproximate average salary by contribution assumption: employee only about $106,750 at 4% or $71,167 at 6%; with 50% employer match about $71,167 at 4% or $47,444 at 6%; with 100% employer match about $53,375 at 4% or $35,583 at 6%. |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 5 | $476,918 | $21,350 | $4,270iApproximate average salary by contribution assumption: employee only about $106,750 at 4% or $71,167 at 6%; with 50% employer match about $71,167 at 4% or $47,444 at 6%; with 100% employer match about $53,375 at 4% or $35,583 at 6%. |
| 2021 | 1 | 5 | $449,745 | $20,359 | $4,072iApproximate average salary by contribution assumption: employee only about $101,795 at 4% or $67,863 at 6%; with 50% employer match about $67,863 at 4% or $45,242 at 6%; with 100% employer match about $50,898 at 4% or $33,932 at 6%. |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 5 | $449,745 | $20,359 | $4,072iApproximate average salary by contribution assumption: employee only about $101,795 at 4% or $67,863 at 6%; with 50% employer match about $67,863 at 4% or $45,242 at 6%; with 100% employer match about $50,898 at 4% or $33,932 at 6%. |
| 2020 | 1 | 6 | $424,424 | $36,695 | $6,116iApproximate average salary by contribution assumption: employee only about $152,896 at 4% or $101,931 at 6%; with 50% employer match about $101,931 at 4% or $67,954 at 6%; with 100% employer match about $76,448 at 4% or $50,965 at 6%. |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 6 | $424,424 | $36,695 | $6,116iApproximate average salary by contribution assumption: employee only about $152,896 at 4% or $101,931 at 6%; with 50% employer match about $101,931 at 4% or $67,954 at 6%; with 100% employer match about $76,448 at 4% or $50,965 at 6%. |
| 2019 | 1 | 6 | $379,153 | $0 | - |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 6 | $379,153 | - | - |
| 2018 | 1 | 6 | $386,178 | $15,909 | $2,652iApproximate average salary by contribution assumption: employee only about $66,288 at 4% or $44,192 at 6%; with 50% employer match about $44,192 at 4% or $29,461 at 6%; with 100% employer match about $33,144 at 4% or $22,096 at 6%. |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 6 | $386,178 | $15,909 | $2,652iApproximate average salary by contribution assumption: employee only about $66,288 at 4% or $44,192 at 6%; with 50% employer match about $44,192 at 4% or $29,461 at 6%; with 100% employer match about $33,144 at 4% or $22,096 at 6%. |
| 2017 | 1 | 6 | $360,875 | $18,710 | $3,118iApproximate average salary by contribution assumption: employee only about $77,958 at 4% or $51,972 at 6%; with 50% employer match about $51,972 at 4% or $34,648 at 6%; with 100% employer match about $38,979 at 4% or $25,986 at 6%. |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 6 | $360,875 | $18,710 | $3,118iApproximate average salary by contribution assumption: employee only about $77,958 at 4% or $51,972 at 6%; with 50% employer match about $51,972 at 4% or $34,648 at 6%; with 100% employer match about $38,979 at 4% or $25,986 at 6%. |
| 2016 | 1 | 6 | $349,388 | $16,224 | $2,704iApproximate average salary by contribution assumption: employee only about $67,600 at 4% or $45,067 at 6%; with 50% employer match about $45,067 at 4% or $30,044 at 6%; with 100% employer match about $33,800 at 4% or $22,533 at 6%. |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 6 | $349,388 | $16,224 | $2,704iApproximate average salary by contribution assumption: employee only about $67,600 at 4% or $45,067 at 6%; with 50% employer match about $45,067 at 4% or $30,044 at 6%; with 100% employer match about $33,800 at 4% or $22,533 at 6%. |
| 2015 | 1 | 7 | $317,227 | $0 | - |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 7 | $317,227 | - | - |
| 2014 | 1 | 0 | $337,278 | $14,315 | - |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | - | $337,278 | $14,315 | - |
| 2013 | 1 | 7 | $310,640 | $14,742 | $2,106iApproximate average salary by contribution assumption: employee only about $52,650 at 4% or $35,100 at 6%; with 50% employer match about $35,100 at 4% or $23,400 at 6%; with 100% employer match about $26,325 at 4% or $17,550 at 6%. |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 7 | $310,640 | $14,742 | $2,106iApproximate average salary by contribution assumption: employee only about $52,650 at 4% or $35,100 at 6%; with 50% employer match about $35,100 at 4% or $23,400 at 6%; with 100% employer match about $26,325 at 4% or $17,550 at 6%. |
| 2012 | 1 | 7 | $285,657 | $14,841 | $2,120iApproximate average salary by contribution assumption: employee only about $53,004 at 4% or $35,336 at 6%; with 50% employer match about $35,336 at 4% or $23,557 at 6%; with 100% employer match about $26,502 at 4% or $17,668 at 6%. |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 7 | $285,657 | $14,841 | $2,120iApproximate average salary by contribution assumption: employee only about $53,004 at 4% or $35,336 at 6%; with 50% employer match about $35,336 at 4% or $23,557 at 6%; with 100% employer match about $26,502 at 4% or $17,668 at 6%. |
| 2011 | 1 | 9 | $402,222 | $15,760 | $1,751iApproximate average salary by contribution assumption: employee only about $43,778 at 4% or $29,185 at 6%; with 50% employer match about $29,185 at 4% or $19,457 at 6%; with 100% employer match about $21,889 at 4% or $14,593 at 6%. |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 9 | $402,222 | $15,760 | $1,751iApproximate average salary by contribution assumption: employee only about $43,778 at 4% or $29,185 at 6%; with 50% employer match about $29,185 at 4% or $19,457 at 6%; with 100% employer match about $21,889 at 4% or $14,593 at 6%. |
| 2010 | 1 | 9 | $372,298 | $17,483 | $1,943iApproximate average salary by contribution assumption: employee only about $48,564 at 4% or $32,376 at 6%; with 50% employer match about $32,376 at 4% or $21,584 at 6%; with 100% employer match about $24,282 at 4% or $16,188 at 6%. |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 9 | $372,298 | $17,483 | $1,943iApproximate average salary by contribution assumption: employee only about $48,564 at 4% or $32,376 at 6%; with 50% employer match about $32,376 at 4% or $21,584 at 6%; with 100% employer match about $24,282 at 4% or $16,188 at 6%. |
| 2009 | 1 | 9 | $341,360 | $18,711 | $2,079iApproximate average salary by contribution assumption: employee only about $51,975 at 4% or $34,650 at 6%; with 50% employer match about $34,650 at 4% or $23,100 at 6%; with 100% employer match about $25,988 at 4% or $17,325 at 6%. |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 9 | $341,360 | $18,711 | $2,079iApproximate average salary by contribution assumption: employee only about $51,975 at 4% or $34,650 at 6%; with 50% employer match about $34,650 at 4% or $23,100 at 6%; with 100% employer match about $25,988 at 4% or $17,325 at 6%. |
| 2008 | 1 | 9 | $317,453 | $15,110 | $1,679iApproximate average salary by contribution assumption: employee only about $41,972 at 4% or $27,981 at 6%; with 50% employer match about $27,981 at 4% or $18,654 at 6%; with 100% employer match about $20,986 at 4% or $13,991 at 6%. |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 9 | $317,453 | $15,110 | $1,679iApproximate average salary by contribution assumption: employee only about $41,972 at 4% or $27,981 at 6%; with 50% employer match about $27,981 at 4% or $18,654 at 6%; with 100% employer match about $20,986 at 4% or $13,991 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 7 | - | - | - |
| 2006 | 1 | 7 | $270,390 | $12,672 | $1,810iApproximate average salary by contribution assumption: employee only about $45,257 at 4% or $30,171 at 6%; with 50% employer match about $30,171 at 4% or $20,114 at 6%; with 100% employer match about $22,629 at 4% or $15,086 at 6%. |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 7 | $270,390 | $12,672 | $1,810iApproximate average salary by contribution assumption: employee only about $45,257 at 4% or $30,171 at 6%; with 50% employer match about $30,171 at 4% or $20,114 at 6%; with 100% employer match about $22,629 at 4% or $15,086 at 6%. |
| 2005 | 1 | 6 | $247,818 | $9,913 | $1,652iApproximate average salary by contribution assumption: employee only about $41,304 at 4% or $27,536 at 6%; with 50% employer match about $27,536 at 4% or $18,357 at 6%; with 100% employer match about $20,652 at 4% or $13,768 at 6%. |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 6 | $247,818 | $9,913 | $1,652iApproximate average salary by contribution assumption: employee only about $41,304 at 4% or $27,536 at 6%; with 50% employer match about $27,536 at 4% or $18,357 at 6%; with 100% employer match about $20,652 at 4% or $13,768 at 6%. |
| 2004 | 1 | 6 | $230,902 | $8,769 | $1,462iApproximate average salary by contribution assumption: employee only about $36,538 at 4% or $24,358 at 6%; with 50% employer match about $24,358 at 4% or $16,239 at 6%; with 100% employer match about $18,269 at 4% or $12,179 at 6%. |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 6 | $230,902 | $8,769 | $1,462iApproximate average salary by contribution assumption: employee only about $36,538 at 4% or $24,358 at 6%; with 50% employer match about $24,358 at 4% or $16,239 at 6%; with 100% employer match about $18,269 at 4% or $12,179 at 6%. |
| 2003 | 1 | 6 | $213,834 | $9,596 | $1,599iApproximate average salary by contribution assumption: employee only about $39,983 at 4% or $26,656 at 6%; with 50% employer match about $26,656 at 4% or $17,770 at 6%; with 100% employer match about $19,992 at 4% or $13,328 at 6%. |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 6 | $213,834 | $9,596 | $1,599iApproximate average salary by contribution assumption: employee only about $39,983 at 4% or $26,656 at 6%; with 50% employer match about $26,656 at 4% or $17,770 at 6%; with 100% employer match about $19,992 at 4% or $13,328 at 6%. |
| 2002 | 1 | 6 | $0 | $0 | - |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 6 | - | - | - |
| 2001 | 1 | 6 | $0 | $0 | - |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 6 | - | - | - |
| 2000 | 1 | 5 | $170,049 | $11,073 | $2,215iApproximate average salary by contribution assumption: employee only about $55,365 at 4% or $36,910 at 6%; with 50% employer match about $36,910 at 4% or $24,607 at 6%; with 100% employer match about $27,683 at 4% or $18,455 at 6%. |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | Current | 5 | $170,049 | $11,073 | $2,215iApproximate average salary by contribution assumption: employee only about $55,365 at 4% or $36,910 at 6%; with 50% employer match about $36,910 at 4% or $24,607 at 6%; with 100% employer match about $27,683 at 4% or $18,455 at 6%. |
| 1999 | 1 | 5 | $148,842 | $10,849 | $2,170iApproximate average salary by contribution assumption: employee only about $54,245 at 4% or $36,163 at 6%; with 50% employer match about $36,163 at 4% or $24,109 at 6%; with 100% employer match about $27,123 at 4% or $18,082 at 6%. |
| Glm Financial Group Ltd. Profit Sharing Plan and Trust | - | 5 | $148,842 | $10,849 | $2,170iApproximate average salary by contribution assumption: employee only about $54,245 at 4% or $36,163 at 6%; with 50% employer match about $36,163 at 4% or $24,109 at 6%; with 100% employer match about $27,123 at 4% or $18,082 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$170,049$21,207 change
Balance Sheet
Beginning and end of plan year.
Total assets$148,842$170,049Increase +$21,207 (14.25%)
Total liabilities$0$0No change $0
Net assets$148,842$170,049Increase +$21,207 (14.25%)
Contributions
Employer contributions$11,073
Participant contributions$0
Other contributions$0
Income & Expenses
Total income$21,207
Total expenses$0
Net income$21,207
Source fields
- Schedule I source fields
- Filing Id
- 91037344359021
- Schedule I EIN
- 36-3269607
- Schedule I Plan Num
- 001
- Schedule I Plan Year Begin Date
- 2000-01-01
- Schedule I Tax Period
- 20001231
- Small plan total assets at beginning of year
- $148,842
- Small plan total liabilities at beginning of year
- $0
- Small plan net assets at beginning of year
- $148,842
- Small plan total assets at end of year
- $170,049
- Small plan total liabilities at end of year
- $0
- Small plan net assets at end of year
- $170,049
- Small plan employer contributions
- $11,073
- Small plan participant contributions
- $0
- Small Oth Contribution Rcvd Amount
- $0
- Small Non Cash Contribution Bs Amount
- $0
- Small Other Income Amount
- $10,134
- Small plan total income
- $21,207
- 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
- $21,207
- 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
- Yes
- Small Oth Lns Participants End of year Amount
- $87,372
- 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
- No
- Small plan fidelity bond amount
- $0
- 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