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ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST
Plan identification number 001

ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ROBERT F. GREENWOOD ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT F. GREENWOOD ASSOCIATES, INC.
Employer identification number (EIN):232116644
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012017-01-01
0012016-01-01ROBERT F. GREENWOOD2017-08-04 ROBERT F. GREENWOOD2017-08-04
0012015-01-01ROBERT F. GREENWOOD ROBERT F. GREENWOOD2016-05-13
0012014-01-01ROBERT F. GREENWOOD
0012013-01-01ROBERT F. GREENWOOD
0012012-01-01ROBERT F. GREENWOOD
0012011-01-01ROBERT F. GREENWOOD
0012010-01-01ROBERT F. GREENWOOD
0012009-01-01ROBERT F. GREENWOOD

Plan Statistics for ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015: ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
Number of participants with account balances2015-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-013
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
Number of participants with account balances2010-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2015 : ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$87,790
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$3,104,768
Total plan assets at beginning of year2015-12-31$3,016,978
Value of fidelity bond covering the plan2015-12-31$350,000
Other income received2015-12-31$53,618
Net income (gross income less expenses)2015-12-31$87,790
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,104,768
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,016,978
Total contributions received or receivable from employer(s)2015-12-31$34,172
2014 : ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-12-31$271,693
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$3,016,978
Total plan assets at beginning of year2014-12-31$2,745,285
Value of fidelity bond covering the plan2014-12-31$350,000
Other income received2014-12-31$228,822
Net income (gross income less expenses)2014-12-31$271,693
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,016,978
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,745,285
Total contributions received or receivable from employer(s)2014-12-31$42,871
2013 : ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$477,287
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$2,745,285
Total plan assets at beginning of year2013-12-31$2,267,998
Value of fidelity bond covering the plan2013-12-31$300,000
Other income received2013-12-31$446,185
Net income (gross income less expenses)2013-12-31$477,287
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,745,285
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,267,998
Total contributions received or receivable from employer(s)2013-12-31$31,102
2012 : ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$189,126
Total plan assets at end of year2012-12-31$2,267,998
Total plan assets at beginning of year2012-12-31$2,078,872
Other income received2012-12-31$157,721
Net income (gross income less expenses)2012-12-31$189,126
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,267,998
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,078,872
Total contributions received or receivable from employer(s)2012-12-31$31,405
2011 : ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$-98,767
Total plan assets at end of year2011-12-31$2,078,872
Total plan assets at beginning of year2011-12-31$2,177,639
Other income received2011-12-31$-126,517
Net income (gross income less expenses)2011-12-31$-98,767
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,078,872
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,177,639
Total contributions received or receivable from employer(s)2011-12-31$27,750
2010 : ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$216,093
Total plan assets at end of year2010-12-31$2,177,639
Total plan assets at beginning of year2010-12-31$1,961,546
Other income received2010-12-31$188,506
Net income (gross income less expenses)2010-12-31$216,093
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,177,639
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,961,546
Total contributions received or receivable from employer(s)2010-12-31$27,587

Form 5500 Responses for ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST

2015: ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT F. GRENWOOD ASSOCIATES, INC. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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