STEVEN D. GREIM & CO. P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STEVEN D. GREIM & CO. P.C. 401(K) RETIREMENT SAVINGS PLN
| Measure | Date | Value |
|---|
| 2025 : STEVEN D. GREIM & CO. P.C. 401(K) RETIREMENT SAVINGS PLN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-13 | 50129 |
| Net assets as of the end of the plan year | 2025-10-13 | 1890499 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 1478084 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 148000 |
| Participant contributions to plan in this plan year | 2025-10-13 | 110570 |
| Value of participant loans at end of plan year | 2025-10-13 | 21542 |
| Other income to plan in this plan year | 2025-10-13 | 326467 |
| Plan net income in this plan year | 2025-10-13 | 412415 |
| Net assets as of the end of the plan year | 2025-10-13 | 1890499 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 1478084 |
| Employer contributions to plan in this plan year | 2025-10-13 | 25507 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 280 |
| 2024 : STEVEN D. GREIM & CO. P.C. 401(K) RETIREMENT SAVINGS PLN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-15 | 139740 |
| Net assets as of the end of the plan year | 2024-10-15 | 1478084 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 1266319 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 127000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 78079 |
| Value of participant loans at end of plan year | 2024-10-15 | 21461 |
| Other income to plan in this plan year | 2024-10-15 | 249828 |
| Plan net income in this plan year | 2024-10-15 | 211765 |
| Net assets as of the end of the plan year | 2024-10-15 | 1478084 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 1266319 |
| Employer contributions to plan in this plan year | 2024-10-15 | 23598 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 220 |
| 2012 : STEVEN D. GREIM & CO. P.C. 401(K) RETIREMENT SAVINGS PLN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $77,262 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,435 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $2,435 |
| Total plan assets at end of year | 2012-12-31 | $388,626 |
| Total plan assets at beginning of year | 2012-12-31 | $313,799 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $23,561 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $37,805 |
| Net income (gross income less expenses) | 2012-12-31 | $74,827 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $388,626 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $313,799 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $15,896 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : STEVEN D. GREIM & CO. P.C. 401(K) RETIREMENT SAVINGS PLN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $31,420 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $11,153 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $11,153 |
| Total plan assets at end of year | 2011-12-31 | $313,799 |
| Total plan assets at beginning of year | 2011-12-31 | $293,532 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $20,800 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-3,464 |
| Net income (gross income less expenses) | 2011-12-31 | $20,267 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $313,799 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $293,532 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $14,084 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : STEVEN D. GREIM & CO. P.C. 401(K) RETIREMENT SAVINGS PLN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $58,528 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $293,532 |
| Total plan assets at beginning of year | 2010-12-31 | $235,004 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $15,899 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $32,447 |
| Net income (gross income less expenses) | 2010-12-31 | $58,528 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $293,532 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $235,004 |
| Assets. Value of participant loans | 2010-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $10,182 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
