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| Plan Name | EMPLOYEE BENEFIT PLAN OF GROSS & EDELSTEIN, LLP |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | GROSS & EDELSTEIN, LLP |
| Employer identification number (EIN): | 274698922 |
| NAIC Classification: | 541190 |
Additional information about GROSS & EDELSTEIN, LLP
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 2011-01-25 |
| Company Identification Number: | 4046261 |
| Legal Registered Office Address: |
ONE NORTH RAVINE ROAD GREAT NECK United States of America (USA) 11023 |
More information about GROSS & EDELSTEIN, LLP
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | MARK GROSS | 2024-07-11 | MARK GROSS | 2024-07-11 |
| 001 | 2022-01-01 | MARK GROSS | 2023-07-05 | ||
| 001 | 2022-01-01 | MARK GROSS | 2024-07-11 | MARK GROSS | 2024-07-11 |
| 001 | 2021-01-01 | MARK GROSS | 2022-06-15 | MARK GROSS | 2022-06-15 |
| 001 | 2020-01-01 | MARK GROSS | 2021-05-03 | MARK GROSS | 2021-05-03 |
| 001 | 2019-01-01 | MARK GROSS | 2020-07-10 | MARK GROSS | 2020-07-10 |
| 001 | 2018-01-01 | MARK GROSS | 2019-06-19 | MARK GROSS | 2019-06-19 |
| 001 | 2017-01-01 | MARK GROSS | 2018-04-11 | MARK GROSS | 2018-04-11 |
| 001 | 2016-01-01 | MARK GROSS | 2017-04-06 | MARK GROSS | 2017-04-06 |
| 001 | 2015-01-01 | MARK GROSS | 2016-05-10 | MARK GROSS | 2016-05-10 |
| 001 | 2014-01-01 | MARK GROSS | 2015-04-14 | MARK GROSS | 2015-04-14 |
| 001 | 2013-01-01 | MARK GROSS | 2014-05-27 | MARK GROSS | 2014-05-27 |
| 001 | 2012-01-01 | MARK GROSS | 2013-04-09 | MARK GROSS | 2013-04-09 |
| 001 | 2011-01-01 | MARK GROSS | 2012-05-14 | MARK GROSS | 2012-05-14 |
| Measure | Date | Value |
|---|---|---|
| 2025: EMPLOYEE BENEFIT PLAN OF GROSS & EDELSTEIN, LLP 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-09-25 | 3 |
| Total number of particpants at end of year | 2025-09-25 | 2 |
| Number of Participants With Account Balances | 2025-09-25 | 2 |
| 2024: EMPLOYEE BENEFIT PLAN OF GROSS & EDELSTEIN, LLP 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-11 | 3 |
| Total number of particpants at end of year | 2024-07-11 | 3 |
| Number of Participants With Account Balances | 2024-07-11 | 3 |
| Measure | Date | Value |
|---|---|---|
| 2025 : EMPLOYEE BENEFIT PLAN OF GROSS & EDELSTEIN, LLP 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-09-25 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-25 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-25 | 11056 |
| Net assets as of the end of the plan year | 2025-09-25 | 3245187 |
| Total assets as of the beginning of the plan year | 2025-09-25 | 2573952 |
| Value of plan covered by a fidelity bond | 2025-09-25 | 250000 |
| Participant contributions to plan in this plan year | 2025-09-25 | 52000 |
| Other expenses paid from plan in this plan year | 2025-09-25 | 0 |
| Other contributions to plan in this plan year | 2025-09-25 | 0 |
| Other income to plan in this plan year | 2025-09-25 | 627291 |
| Plan net income in this plan year | 2025-09-25 | 671235 |
| Net assets as of the end of the plan year | 2025-09-25 | 3245187 |
| Net assets as of the beginning of the plan year | 2025-09-25 | 2573952 |
| Employer contributions to plan in this plan year | 2025-09-25 | 3000 |
| Fees paid to broker by Benefit Provider | 2025-09-25 | 47 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-25 | 0 |
| 2024 : EMPLOYEE BENEFIT PLAN OF GROSS & EDELSTEIN, LLP 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-11 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-11 | 5389 |
| Net assets as of the end of the plan year | 2024-07-11 | 2573952 |
| Total assets as of the beginning of the plan year | 2024-07-11 | 2038126 |
| Value of plan covered by a fidelity bond | 2024-07-11 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-11 | 53200 |
| Other expenses paid from plan in this plan year | 2024-07-11 | 0 |
| Other contributions to plan in this plan year | 2024-07-11 | 0 |
| Other income to plan in this plan year | 2024-07-11 | 484799 |
| Plan net income in this plan year | 2024-07-11 | 535826 |
| Net assets as of the end of the plan year | 2024-07-11 | 2573952 |
| Net assets as of the beginning of the plan year | 2024-07-11 | 2038126 |
| Employer contributions to plan in this plan year | 2024-07-11 | 3216 |
| Fees paid to broker by Benefit Provider | 2024-07-11 | 37 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-11 | 0 |