401k Plan data: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN plan

MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 401k Plan overview

Plan Name	MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN
Plan identification number	001

MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT 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

MICHAEL AND GRUBERT, PC has sponsored the creation of one or more 401k plans.

Company Name: MICHAEL AND GRUBERT, PC

Employer identification number (EIN): 201184700

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2025-01-01 MARK GRUBERT
001 2024-01-01 MARK GRUBERT
001 2023-01-01
001 2023-01-01 MARK GRUBERT
001 2022-01-01
001 2022-01-01 MARK GRUBERT
001 2021-01-01 MARK GRUBERT 2022-05-16 MARK GRUBERT 2022-05-16
001 2020-01-01 MARK GRUBERT 2021-06-10 MARK GRUBERT 2021-06-10
001 2019-01-01 MARK GRUBERT 2020-06-30 MARK GRUBERT 2020-06-30
001 2018-01-01 MARK GRUBERT 2019-06-12 MARK GRUBERT 2019-06-12
001 2017-01-01 MARK GRUBERT 2018-08-29 MARK GRUBERT 2018-08-29
001 2016-01-01 MARK GRUBERT MARK GRUBERT 2017-05-22
001 2015-01-01 MARK GRUBERT MARK GRUBERT 2016-07-07
001 2014-01-01 MARK GRUBERT MARK GRUBERT 2015-06-25
001 2013-01-01 MARK GRUBERT MARK GRUBERT 2014-05-30
001 2012-01-01 MARK GRUBERT MARK GRUBERT 2013-05-10
001 2011-05-01 MARK GRUBERT MARK GRUBERT 2012-06-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2025-01-01	MARK GRUBERT
001	2024-01-01	MARK GRUBERT
001	2023-01-01
001	2023-01-01	MARK GRUBERT
001	2022-01-01
001	2022-01-01	MARK GRUBERT
001	2021-01-01	MARK GRUBERT	2022-05-16	MARK GRUBERT	2022-05-16
001	2020-01-01	MARK GRUBERT	2021-06-10	MARK GRUBERT	2021-06-10
001	2019-01-01	MARK GRUBERT	2020-06-30	MARK GRUBERT	2020-06-30
001	2018-01-01	MARK GRUBERT	2019-06-12	MARK GRUBERT	2019-06-12
001	2017-01-01	MARK GRUBERT	2018-08-29	MARK GRUBERT	2018-08-29
001	2016-01-01	MARK GRUBERT		MARK GRUBERT	2017-05-22
001	2015-01-01	MARK GRUBERT		MARK GRUBERT	2016-07-07
001	2014-01-01	MARK GRUBERT		MARK GRUBERT	2015-06-25
001	2013-01-01	MARK GRUBERT		MARK GRUBERT	2014-05-30
001	2012-01-01	MARK GRUBERT		MARK GRUBERT	2013-05-10
001	2011-05-01	MARK GRUBERT		MARK GRUBERT	2012-06-19

Plan Statistics for MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN

401k plan membership statisitcs for MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN

Measure Date Value
2023: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 3
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 3
Number of participants with account balances 2023-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-05-16 3
Total number of particpants at end of year 2022-05-16 3
Number of Participants With Account Balances 2022-05-16 3
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
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 0
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2016: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
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 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
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 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-05-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-05-01 4
Number of retired or separated participants receiving benefits 2011-05-01 0
Number of other retired or separated participants entitled to future benefits 2011-05-01 0
Total of all active and inactive participants 2011-05-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-05-01 0
Total participants 2011-05-01 4
Number of participants with account balances 2011-05-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-05-01 0

Measure	Date	Value
2023: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	3
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	3
Number of participants with account balances	2023-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-05-16	3
Total number of particpants at end of year	2022-05-16	3
Number of Participants With Account Balances	2022-05-16	3
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
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	0
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2016: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
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	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
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	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-05-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-05-01	4
Number of retired or separated participants receiving benefits	2011-05-01	0
Number of other retired or separated participants entitled to future benefits	2011-05-01	0
Total of all active and inactive participants	2011-05-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-05-01	0
Total participants	2011-05-01	4
Number of participants with account balances	2011-05-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-05-01	0

Financial Data on MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN

Measure	Date	Value
2023 : MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$93,522
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$317,291
Expenses. Total of all expenses incurred	2023-12-31	$5,114
Benefits paid (including direct rollovers)	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$1,750,041
Total plan assets at beginning of year	2023-12-31	$1,344,342
Value of fidelity bond covering the plan	2023-12-31	$150,000
Total contributions received or receivable from participants	2023-12-31	$48,655
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$216,681
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$312,177
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,750,041
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,344,342
Total contributions received or receivable from employer(s)	2023-12-31	$51,955
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$5,114
2022 : MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-86,862
Expenses. Total of all expenses incurred	2022-12-31	$9,284
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$1,344,342
Total plan assets at beginning of year	2022-12-31	$1,440,488
Value of fidelity bond covering the plan	2022-12-31	$150,000
Total contributions received or receivable from participants	2022-12-31	$45,615
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-205,989
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-96,146
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,344,342
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,440,488
Total contributions received or receivable from employer(s)	2022-12-31	$73,512
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$9,284
Total transfers to/from plan in this plan year	2022-05-16	0
Total liabilities as of the end of the plan year	2022-05-16	0
Total liabilities as of the beginning of the plan year	2022-05-16	0
Total expenses incurred by plan in this plan year	2022-05-16	15581
Net assets as of the end of the plan year	2022-05-16	1440488
Total assets as of the beginning of the plan year	2022-05-16	1177652
Value of plan covered by a fidelity bond	2022-05-16	150000
Participant contributions to plan in this plan year	2022-05-16	44980
Other expenses paid from plan in this plan year	2022-05-16	0
Other contributions to plan in this plan year	2022-05-16	0
Other income to plan in this plan year	2022-05-16	146393
Plan net income in this plan year	2022-05-16	262836
Net assets as of the end of the plan year	2022-05-16	1440488
Net assets as of the beginning of the plan year	2022-05-16	1177652
Employer contributions to plan in this plan year	2022-05-16	87044
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-16	15581
2016 : MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$115,722
Expenses. Total of all expenses incurred	2016-12-31	$680
Total plan assets at end of year	2016-12-31	$517,520
Total plan assets at beginning of year	2016-12-31	$402,478
Total contributions received or receivable from participants	2016-12-31	$43,345
Other income received	2016-12-31	$19,655
Net income (gross income less expenses)	2016-12-31	$115,042
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$517,520
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$402,478
Total contributions received or receivable from employer(s)	2016-12-31	$52,722
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$680
2015 : MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$86,076
Expenses. Total of all expenses incurred	2015-12-31	$540
Total plan assets at end of year	2015-12-31	$402,478
Total plan assets at beginning of year	2015-12-31	$316,942
Total contributions received or receivable from participants	2015-12-31	$42,980
Other income received	2015-12-31	$-5,957
Net income (gross income less expenses)	2015-12-31	$85,536
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$402,478
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$316,942
Total contributions received or receivable from employer(s)	2015-12-31	$49,053
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$540
2014 : MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$107,349
Expenses. Total of all expenses incurred	2014-12-31	$398
Total plan assets at end of year	2014-12-31	$316,942
Total plan assets at beginning of year	2014-12-31	$209,991
Total contributions received or receivable from participants	2014-12-31	$43,815
Other income received	2014-12-31	$14,603
Net income (gross income less expenses)	2014-12-31	$106,951
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$316,942
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$209,991
Total contributions received or receivable from employer(s)	2014-12-31	$48,931
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$398
2013 : MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$95,037
Expenses. Total of all expenses incurred	2013-12-31	$227
Total plan assets at end of year	2013-12-31	$209,991
Total plan assets at beginning of year	2013-12-31	$115,181
Total contributions received or receivable from participants	2013-12-31	$35,320
Other income received	2013-12-31	$31,054
Net income (gross income less expenses)	2013-12-31	$94,810
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$209,991
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$115,181
Total contributions received or receivable from employer(s)	2013-12-31	$28,663
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$227
2012 : MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$68,688
Expenses. Total of all expenses incurred	2012-12-31	$115
Total plan assets at end of year	2012-12-31	$115,181
Total plan assets at beginning of year	2012-12-31	$46,608
Total contributions received or receivable from participants	2012-12-31	$41,550
Other income received	2012-12-31	$8,645
Net income (gross income less expenses)	2012-12-31	$68,573
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$115,181
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$46,608
Total contributions received or receivable from employer(s)	2012-12-31	$18,493
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$115
2011 : MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$46,630
Expenses. Total of all expenses incurred	2011-12-31	$22
Total plan assets at end of year	2011-12-31	$46,608
Total plan assets at beginning of year	2011-12-31	$0
Total contributions received or receivable from participants	2011-12-31	$40,010
Other income received	2011-12-31	$-1,687
Net income (gross income less expenses)	2011-12-31	$46,608
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$46,608
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$8,307
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$22

Form 5500 Responses for MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN

2023: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT 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
2016: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT 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: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT 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: MICHAEL AND GRUBERT, PC RETIREMENT PLAN GRUBERT, PC RETIREMENT PLAN 2011 form 5500 responses
2011-05-01	Type of plan entity	Single employer plan
2011-05-01	First time form 5500 has been submitted	Yes
2011-05-01	Submission has been amended	No
2011-05-01	This submission is the final filing	No
2011-05-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-05-01	Plan is a collectively bargained plan	No
2011-05-01	Plan funding arrangement – Trust	Yes
2011-05-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MICHAEL AND GRUBERT, PC
Employer identification number (EIN):	201184700
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants