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CONTRACTORS AND EMPLOYEES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCONTRACTORS AND EMPLOYEES 401(K) PROFIT SHARING PLAN
Plan identification number 001

CONTRACTORS AND EMPLOYEES 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GRASSIE & SONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:GRASSIE & SONS, INC.
Employer identification number (EIN):232831137
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONTRACTORS AND EMPLOYEES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEANANNE AGOSTINELLI2024-08-14
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01JEANANNE AGOSTINELLI2017-07-26 GEORGE J GRASSIE2017-07-26
0012015-01-01JEANANNE AGOSTINELLI2016-07-05 GEORGE J GRASSIE2016-07-05
0012014-01-01JEANANNE AGOSTINELLI2017-05-26 GEORGE J GRASSIE2017-05-26
0012013-01-01GEORGE J GRASSIE2014-09-26
0012012-01-01GEORGE J GRASSIE2013-09-20
0012011-01-01GEORGE J GRASSIE2012-09-26
0012010-01-01GEORGE GRASSIE2011-10-18
0012009-01-01GEORGE GRASSIE

Financial Data on CONTRACTORS AND EMPLOYEES 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : CONTRACTORS AND EMPLOYEES 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-110
Total liabilities as of the end of the plan year2025-07-110
Total liabilities as of the beginning of the plan year2025-07-110
Total expenses incurred by plan in this plan year2025-07-1152638
Net assets as of the end of the plan year2025-07-111345058
Total assets as of the beginning of the plan year2025-07-111205064
Value of plan covered by a fidelity bond2025-07-11250000
Participant contributions to plan in this plan year2025-07-1130466
Value of participant loans at end of plan year2025-07-110
Other expenses paid from plan in this plan year2025-07-110
Other contributions to plan in this plan year2025-07-110
Other income to plan in this plan year2025-07-11150177
Plan net income in this plan year2025-07-11139994
Net assets as of the end of the plan year2025-07-111345058
Net assets as of the beginning of the plan year2025-07-111205064
Employer contributions to plan in this plan year2025-07-1111989
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1116526
2024 : CONTRACTORS AND EMPLOYEES 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-08-140
Total liabilities as of the beginning of the plan year2024-08-140
Total expenses incurred by plan in this plan year2024-08-1413869
Net assets as of the end of the plan year2024-08-141205064
Total assets as of the beginning of the plan year2024-08-141012183
Value of plan covered by a fidelity bond2024-08-14250000
Participant contributions to plan in this plan year2024-08-1430558
Value of participant loans at end of plan year2024-08-14112
Other contributions to plan in this plan year2024-08-140
Other income to plan in this plan year2024-08-14167868
Plan net income in this plan year2024-08-14192881
Net assets as of the end of the plan year2024-08-141205064
Net assets as of the beginning of the plan year2024-08-141012183
Employer contributions to plan in this plan year2024-08-148324
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-1413855
2022 : CONTRACTORS AND EMPLOYEES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-29150668
Net assets as of the end of the plan year2022-09-291157280
Total assets as of the beginning of the plan year2022-09-291093057
Value of plan covered by a fidelity bond2022-09-29250000
Participant contributions to plan in this plan year2022-09-2934339
Value of participant loans at end of plan year2022-09-29112
Other income to plan in this plan year2022-09-29155987
Plan net income in this plan year2022-09-2964223
Net assets as of the end of the plan year2022-09-291157280
Net assets as of the beginning of the plan year2022-09-291093057
Value of contributions failed to transmitted timely2022-09-2914042
Employer contributions to plan in this plan year2022-09-2924565
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-2914362

Form 5500 Responses for CONTRACTORS AND EMPLOYEES 401(K) PROFIT SHARING PLAN

2009: CONTRACTORS AND EMPLOYEES 401(K) PROFIT SHARING PLAN 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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Potentially related plans

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