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GREGORY A. BLOCK AND ASSOCIATES PROFIT SHARING PLAN 401k Plan overview

Plan NameGREGORY A. BLOCK AND ASSOCIATES PROFIT SHARING PLAN
Plan identification number 002

GREGORY A. BLOCK AND ASSOCIATES 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.
  • Plan covering Self-Employed individuals.
  • 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

GREGORY A. BLOCK AND ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:GREGORY A. BLOCK AND ASSOCIATES
Employer identification number (EIN):330083562
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREGORY A. BLOCK AND ASSOCIATES PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01GREGORY BLOCK2023-05-22
0022021-01-01GREGORY BLOCK2022-06-15
0022020-01-01GREGORY BLOCK2021-10-04
0022019-01-01GREGORY BLOCK2020-09-25
0022018-01-01GREGORY BLOCK2019-09-13
0022017-01-01GREGORY BLOCK2018-07-16
0022016-01-01GREGORY BLOCK2017-10-13
0022015-01-01GREGORY BLOCK2016-09-26
0022014-01-01GREGORY BLOCK2015-09-23
0022013-01-01GREGORY BLOCK2014-10-10
0022012-01-01GREGORY BLOCK2013-05-06
0022011-01-01GREGORY BLOCK2012-09-17

Financial Data on GREGORY A. BLOCK AND ASSOCIATES PROFIT SHARING PLAN

Measure Date Value
2022 : GREGORY A. BLOCK AND ASSOCIATES PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-150
Total liabilities as of the end of the plan year2022-06-150
Total liabilities as of the beginning of the plan year2022-06-150
Total expenses incurred by plan in this plan year2022-06-1526000
Net assets as of the end of the plan year2022-06-15822457
Total assets as of the beginning of the plan year2022-06-15588435
Value of plan covered by a fidelity bond2022-06-1525000
Participant contributions to plan in this plan year2022-06-1545500
Other expenses paid from plan in this plan year2022-06-150
Other contributions to plan in this plan year2022-06-150
Other income to plan in this plan year2022-06-1570174
Plan net income in this plan year2022-06-15234022
Net assets as of the end of the plan year2022-06-15822457
Net assets as of the beginning of the plan year2022-06-15588435
Employer contributions to plan in this plan year2022-06-15144348
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-150

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