401k Plan data: GOLUB & COMPANY, LLC 401(K) PLAN plan

GOLUB & COMPANY, LLC 401(K) PLAN 401k Plan overview

Plan Name	GOLUB & COMPANY, LLC 401(K) PLAN
Plan identification number	001

GOLUB & COMPANY, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GOLUB & COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name: GOLUB & COMPANY, LLC

Employer identification number (EIN): 113765623

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOLUB & COMPANY, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 MEREDITH LEWIS MEREDITH LEWIS 2019-06-27
001 2017-01-01 MEREDITH E LEWIS MEREDITH E LEWIS 2018-07-13
001 2016-01-01 MEREDITH LEWIS 2017-08-09
001 2015-01-01 MEREDITH LEWIS 2016-07-19
001 2014-01-01 MEREDITH LEWIS 2015-07-15
001 2013-01-01 MEREDITH LEWIS MEREDITH LEWIS 2014-07-23
001 2012-01-01 MEREDITH LEWIS MEREDITH LEWIS 2013-09-11
001 2011-01-01 WILLIAM E. MURRAY
001 2010-01-01 WILLIAM MURRAY
001 2009-01-01 WILLIAM MURRAY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	MEREDITH LEWIS		MEREDITH LEWIS	2019-06-27
001	2017-01-01	MEREDITH E LEWIS		MEREDITH E LEWIS	2018-07-13
001	2016-01-01	MEREDITH LEWIS	2017-08-09
001	2015-01-01	MEREDITH LEWIS	2016-07-19
001	2014-01-01	MEREDITH LEWIS	2015-07-15
001	2013-01-01	MEREDITH LEWIS		MEREDITH LEWIS	2014-07-23
001	2012-01-01	MEREDITH LEWIS		MEREDITH LEWIS	2013-09-11
001	2011-01-01	WILLIAM E. MURRAY
001	2010-01-01	WILLIAM MURRAY
001	2009-01-01	WILLIAM MURRAY

Plan Statistics for GOLUB & COMPANY, LLC 401(K) PLAN

401k plan membership statisitcs for GOLUB & COMPANY, LLC 401(K) PLAN

Measure Date Value
2022: GOLUB & COMPANY, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 115
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 37
Total of all active and inactive participants 2022-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 153
Number of participants with account balances 2022-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 14
2021: GOLUB & COMPANY, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 128
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 32
Total of all active and inactive participants 2021-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 160
Number of participants with account balances 2021-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 18
2020: GOLUB & COMPANY, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 125
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 26
Total of all active and inactive participants 2020-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 151
Number of participants with account balances 2020-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 12
2019: GOLUB & COMPANY, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 130
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 26
Total of all active and inactive participants 2019-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 156
Number of participants with account balances 2019-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 11
2018: GOLUB & COMPANY, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 112
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 26
Total of all active and inactive participants 2018-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 138
Number of participants with account balances 2018-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: GOLUB & COMPANY, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 119
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 21
Total of all active and inactive participants 2017-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 140
Number of participants with account balances 2017-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 9
2013: GOLUB & COMPANY, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 74
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 12
Total of all active and inactive participants 2013-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 86
Number of participants with account balances 2013-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 10
2012: GOLUB & COMPANY, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 88
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 16
Total of all active and inactive participants 2012-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 104
Number of participants with account balances 2012-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 9
2011: GOLUB & COMPANY, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 105
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 97
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 103
Number of participants with account balances 2011-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 9
2010: GOLUB & COMPANY, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 100
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 5
Total of all active and inactive participants 2010-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 105
Number of participants with account balances 2010-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: GOLUB & COMPANY, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 102
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 16
Total of all active and inactive participants 2009-01-01 118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 118
Number of participants with account balances 2009-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2022: GOLUB & COMPANY, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	115
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	37
Total of all active and inactive participants	2022-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	153
Number of participants with account balances	2022-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	14
2021: GOLUB & COMPANY, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	128
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	32
Total of all active and inactive participants	2021-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	160
Number of participants with account balances	2021-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	18
2020: GOLUB & COMPANY, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	125
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	26
Total of all active and inactive participants	2020-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	151
Number of participants with account balances	2020-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	12
2019: GOLUB & COMPANY, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	130
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	26
Total of all active and inactive participants	2019-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	156
Number of participants with account balances	2019-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	11
2018: GOLUB & COMPANY, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	112
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	26
Total of all active and inactive participants	2018-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	138
Number of participants with account balances	2018-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: GOLUB & COMPANY, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	119
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	21
Total of all active and inactive participants	2017-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	140
Number of participants with account balances	2017-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	9
2013: GOLUB & COMPANY, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	74
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	12
Total of all active and inactive participants	2013-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	86
Number of participants with account balances	2013-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	10
2012: GOLUB & COMPANY, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	88
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	16
Total of all active and inactive participants	2012-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	104
Number of participants with account balances	2012-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	9
2011: GOLUB & COMPANY, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	105
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	97
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	103
Number of participants with account balances	2011-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	9
2010: GOLUB & COMPANY, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	100
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	5
Total of all active and inactive participants	2010-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	105
Number of participants with account balances	2010-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: GOLUB & COMPANY, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	102
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	16
Total of all active and inactive participants	2009-01-01	118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	118
Number of participants with account balances	2009-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on GOLUB & COMPANY, LLC 401(K) PLAN

Measure	Date	Value
2022 : GOLUB & COMPANY, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-988,940
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$997,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$976,176
Expenses. Certain deemed distributions of participant loans	2022-12-31	$3,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,629,429
Value of total assets at end of year	2022-12-31	$16,454,304
Value of total assets at beginning of year	2022-12-31	$18,440,313
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$16,931
Total interest from all sources	2022-12-31	$3,509
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$886,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$886,893
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,173,987
Participant contributions at end of year	2022-12-31	$61,922
Participant contributions at beginning of year	2022-12-31	$58,854
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$417,895
Other income not declared elsewhere	2022-12-31	$122,661
Administrative expenses (other) incurred	2022-12-31	$16,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,986,009
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$16,454,304
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$18,440,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$12,561,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$14,282,585
Interest on participant loans	2022-12-31	$3,509
Value of interest in common/collective trusts at end of year	2022-12-31	$3,793,721
Value of interest in common/collective trusts at beginning of year	2022-12-31	$4,026,509
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,054,020
Net investment gain or loss from common/collective trusts	2022-12-31	$-577,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$37,547
Employer contributions (assets) at end of year	2022-12-31	$37,547
Employer contributions (assets) at beginning of year	2022-12-31	$72,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$976,176
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2022-12-31	346565596
2021 : GOLUB & COMPANY, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,361,758
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,087,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,071,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,335,772
Value of total assets at end of year	2021-12-31	$18,440,313
Value of total assets at beginning of year	2021-12-31	$15,166,351
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$16,607
Total interest from all sources	2021-12-31	$2,984
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,208,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,208,576
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,195,126
Participant contributions at end of year	2021-12-31	$58,854
Participant contributions at beginning of year	2021-12-31	$45,762
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$68,281
Other income not declared elsewhere	2021-12-31	$34,247
Administrative expenses (other) incurred	2021-12-31	$16,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,273,962
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$18,440,313
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,166,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$14,282,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,497,795
Interest on participant loans	2021-12-31	$2,984
Value of interest in common/collective trusts at end of year	2021-12-31	$4,026,509
Value of interest in common/collective trusts at beginning of year	2021-12-31	$3,562,010
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,334,702
Net investment gain or loss from common/collective trusts	2021-12-31	$445,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$72,365
Employer contributions (assets) at end of year	2021-12-31	$72,365
Employer contributions (assets) at beginning of year	2021-12-31	$60,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,071,189
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2021-12-31	346565596
2020 : GOLUB & COMPANY, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,293,057
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,518,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,502,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,236,332
Value of total assets at end of year	2020-12-31	$15,166,351
Value of total assets at beginning of year	2020-12-31	$13,391,836
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$16,089
Total interest from all sources	2020-12-31	$3,573
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$543,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$543,440
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,108,666
Participant contributions at end of year	2020-12-31	$45,762
Participant contributions at beginning of year	2020-12-31	$70,349
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$66,882
Other income not declared elsewhere	2020-12-31	$35,145
Administrative expenses (other) incurred	2020-12-31	$16,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,774,515
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,166,351
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,391,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,497,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,303,297
Interest on participant loans	2020-12-31	$3,573
Value of interest in common/collective trusts at end of year	2020-12-31	$3,562,010
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,985,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,119,656
Net investment gain or loss from common/collective trusts	2020-12-31	$354,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$60,784
Employer contributions (assets) at end of year	2020-12-31	$60,784
Employer contributions (assets) at beginning of year	2020-12-31	$32,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,502,453
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ERNST & YOUNG, LLP
Accountancy firm EIN	2020-12-31	346565596
2019 : GOLUB & COMPANY, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,857,208
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,415,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,411,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,049,386
Value of total assets at end of year	2019-12-31	$13,391,836
Value of total assets at beginning of year	2019-12-31	$10,950,079
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,481
Total interest from all sources	2019-12-31	$5,656
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$506,922
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$506,922
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$985,575
Participant contributions at end of year	2019-12-31	$70,349
Participant contributions at beginning of year	2019-12-31	$112,920
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$31,561
Other income not declared elsewhere	2019-12-31	$5,865
Administrative expenses (other) incurred	2019-12-31	$3,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,441,757
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,391,836
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,950,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,303,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,365,953
Interest on participant loans	2019-12-31	$5,656
Value of interest in common/collective trusts at end of year	2019-12-31	$2,985,940
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,416,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,852,111
Net investment gain or loss from common/collective trusts	2019-12-31	$437,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$32,250
Employer contributions (assets) at end of year	2019-12-31	$32,250
Employer contributions (assets) at beginning of year	2019-12-31	$54,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,411,970
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ERNST & YOUNG, LLP
Accountancy firm EIN	2019-12-31	346565596
2018 : GOLUB & COMPANY, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,942
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$276,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$274,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,016,007
Value of total assets at end of year	2018-12-31	$10,950,079
Value of total assets at beginning of year	2018-12-31	$11,224,429
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$1,425
Total interest from all sources	2018-12-31	$6,956
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$604,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$604,898
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$856,242
Participant contributions at end of year	2018-12-31	$112,920
Participant contributions at beginning of year	2018-12-31	$123,245
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$105,107
Administrative expenses (other) incurred	2018-12-31	$1,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-274,350
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,950,079
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,224,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$8,365,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,823,668
Interest on participant loans	2018-12-31	$6,956
Value of interest in common/collective trusts at end of year	2018-12-31	$2,416,548
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,226,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,512,861
Net investment gain or loss from common/collective trusts	2018-12-31	$-113,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$54,658
Employer contributions (assets) at end of year	2018-12-31	$54,658
Employer contributions (assets) at beginning of year	2018-12-31	$51,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$274,867
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ERNST & YOUNG, LLP
Accountancy firm EIN	2018-12-31	346565596
2017 : GOLUB & COMPANY, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,532,020
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$171,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$168,366
Expenses. Certain deemed distributions of participant loans	2017-12-31	$2,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,004,434
Value of total assets at end of year	2017-12-31	$11,224,429
Value of total assets at beginning of year	2017-12-31	$8,863,985
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,180
Total interest from all sources	2017-12-31	$3,959
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$451,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$451,258
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$781,618
Participant contributions at end of year	2017-12-31	$123,245
Participant contributions at beginning of year	2017-12-31	$60,570
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$127,246
Other income not declared elsewhere	2017-12-31	$415
Administrative expenses (other) incurred	2017-12-31	$1,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,360,444
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,224,429
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,863,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$8,823,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,971,087
Interest on participant loans	2017-12-31	$3,959
Value of interest in common/collective trusts at end of year	2017-12-31	$2,226,237
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,832,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$860,297
Net investment gain or loss from common/collective trusts	2017-12-31	$211,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$95,570
Employer contributions (assets) at end of year	2017-12-31	$51,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$168,366
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ERNST & YOUNG, LLP
Accountancy firm EIN	2017-12-31	346565596
2013 : GOLUB & COMPANY, LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,994,448
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,481,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,478,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$678,325
Value of total assets at end of year	2013-12-31	$6,894,173
Value of total assets at beginning of year	2013-12-31	$6,381,581
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,534
Total interest from all sources	2013-12-31	$5,163
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$286,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$286,687
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$533,985
Participant contributions at end of year	2013-12-31	$66,798
Participant contributions at beginning of year	2013-12-31	$137,424
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$108,455
Administrative expenses (other) incurred	2013-12-31	$3,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$512,592
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,894,173
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,381,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,959,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,324,568
Interest on participant loans	2013-12-31	$5,163
Value of interest in common/collective trusts at end of year	2013-12-31	$867,414
Value of interest in common/collective trusts at beginning of year	2013-12-31	$919,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$884,468
Net investment gain or loss from common/collective trusts	2013-12-31	$139,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$35,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,478,322
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ERNST & YOUNG, LLP
Accountancy firm EIN	2013-12-31	346562296
2012 : GOLUB & COMPANY, LLC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,346,546
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$265,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$261,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$635,604
Value of total assets at end of year	2012-12-31	$6,381,581
Value of total assets at beginning of year	2012-12-31	$5,300,760
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$4,212
Total interest from all sources	2012-12-31	$4,854
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$185,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$185,107
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$583,094
Participant contributions at end of year	2012-12-31	$137,424
Participant contributions at beginning of year	2012-12-31	$97,168
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$25,212
Administrative expenses (other) incurred	2012-12-31	$4,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,080,821
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,381,581
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,300,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,324,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,453,900
Interest on participant loans	2012-12-31	$4,854
Value of interest in common/collective trusts at end of year	2012-12-31	$919,589
Value of interest in common/collective trusts at beginning of year	2012-12-31	$749,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$448,829
Net investment gain or loss from common/collective trusts	2012-12-31	$72,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$27,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$261,513
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ERNST & YOUNG, LLP
Accountancy firm EIN	2012-12-31	346562296
2011 : GOLUB & COMPANY, LLC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$537,235
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$107,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$102,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$621,101
Value of total assets at end of year	2011-12-31	$5,300,760
Value of total assets at beginning of year	2011-12-31	$4,871,163
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,747
Total interest from all sources	2011-12-31	$3,891
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$101,440
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$101,440
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$488,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$571,821
Participant contributions at end of year	2011-12-31	$97,168
Participant contributions at beginning of year	2011-12-31	$59,742
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$9,329
Administrative expenses (other) incurred	2011-12-31	$4,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$429,597
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,300,760
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,871,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,453,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,161,413
Interest on participant loans	2011-12-31	$3,891
Value of interest in common/collective trusts at end of year	2011-12-31	$749,692
Value of interest in common/collective trusts at beginning of year	2011-12-31	$650,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-195,681
Net investment gain or loss from common/collective trusts	2011-12-31	$6,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$39,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$102,891
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ERNST & YOUNG, LLP
Accountancy firm EIN	2011-12-31	346562296
2010 : GOLUB & COMPANY, LLC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,415,575
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$617,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$608,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$783,813
Value of total assets at end of year	2010-12-31	$4,871,163
Value of total assets at beginning of year	2010-12-31	$4,072,677
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$8,696
Total interest from all sources	2010-12-31	$4,321
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$97,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$97,475
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$408,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$619,553
Participant contributions at end of year	2010-12-31	$59,742
Participant contributions at beginning of year	2010-12-31	$59,907
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$164,260
Administrative expenses (other) incurred	2010-12-31	$8,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$798,486
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,871,163
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,072,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,161,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,464,992
Interest on participant loans	2010-12-31	$4,321
Value of interest in common/collective trusts at end of year	2010-12-31	$650,008
Value of interest in common/collective trusts at beginning of year	2010-12-31	$547,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$477,709
Net investment gain or loss from common/collective trusts	2010-12-31	$52,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$608,393
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ERNST & YOUNG, LLP
Accountancy firm EIN	2010-12-31	346562296

Form 5500 Responses for GOLUB & COMPANY, LLC 401(K) PLAN

2022: GOLUB & COMPANY, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GOLUB & COMPANY, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: GOLUB & COMPANY, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GOLUB & COMPANY, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GOLUB & COMPANY, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GOLUB & COMPANY, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2013: GOLUB & COMPANY, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GOLUB & COMPANY, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GOLUB & COMPANY, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: GOLUB & COMPANY, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: GOLUB & COMPANY, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GOLUB & COMPANY, LLC
Employer identification number (EIN):	113765623
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate