THE WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND TAX DEFERRED ANNUITY PLAN 401k Plan overview

THE WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND TAX DEFERRED ANNUITY PLAN Benefits

401k Sponsoring company profile

Company Name:	WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND
Employer identification number (EIN):	046037391
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	R. DAVID ADDAMS	2023-08-15
001	2021-01-01	R. DAVID ADDAMS	2022-09-14
001	2020-01-01	R. DAVID ADDAMS	2021-07-24
001	2019-01-01	R. DAVID ADDAMS	2020-09-14
001	2018-01-01	R. DAVID ADDAMS	2019-07-25
001	2017-01-01	R. DAVID ADDAMS	2018-09-24
001	2016-01-01	R. DAVID ADDAMS	2017-10-05
001	2015-01-01	R. DAVID ADDAMS	2016-05-03
001	2014-01-01
001	2013-01-01	R. DAVID ADDAMS	2014-06-20
001	2012-01-01	DAVID NEE	2013-09-20
001	2011-01-01	DAVID NEE	2012-07-26
001	2010-01-01	DAVID NEE	2011-10-13
001	2009-01-01	DAVID NEE

Plan Statistics for THE WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2009: THE WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	15
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	18
Number of participants with account balances	2009-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Form 5500 Responses for THE WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND TAX DEFERRED ANNUITY PLAN

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