401k Plan data: G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN plan

G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	002

G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP). Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

G & R ELEVATOR MANUFACTURING, INC. has sponsored the creation of one or more 401k plans.

Company Name: G & R ELEVATOR MANUFACTURING, INC.

Employer identification number (EIN): 411324935

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 KASEY PEREGRIN KASEY PEREGRIN 2017-03-27
002 2015-01-01 KASEY PEREGRIN KASEY PEREGRIN 2016-09-06
002 2014-01-01 KASEY PEREGRIN KASEY PEREGRIN 2015-10-08
002 2013-01-01 PEGGIE SPLITTSTOSER PEGGIE SPLITTSTOSER 2014-10-15
002 2012-01-01 PEGGIE SPLITTSTOSER PEGGIE SPLITTSTOSER 2013-10-14
002 2011-01-01 PEGGIE SPLITTSTOSER PEGGIE SPLITTSTOSER 2012-10-09
002 2009-01-01 GARY G. MUNDIS

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2016-01-01	KASEY PEREGRIN	KASEY PEREGRIN	2017-03-27
002	2015-01-01	KASEY PEREGRIN	KASEY PEREGRIN	2016-09-06
002	2014-01-01	KASEY PEREGRIN	KASEY PEREGRIN	2015-10-08
002	2013-01-01	PEGGIE SPLITTSTOSER	PEGGIE SPLITTSTOSER	2014-10-15
002	2012-01-01	PEGGIE SPLITTSTOSER	PEGGIE SPLITTSTOSER	2013-10-14
002	2011-01-01	PEGGIE SPLITTSTOSER	PEGGIE SPLITTSTOSER	2012-10-09
002	2009-01-01	GARY G. MUNDIS

Plan Statistics for G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2016: G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 13
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 16
Number of participants with account balances 2015-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 15
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 16
Number of participants with account balances 2014-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 16
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 17
Number of participants with account balances 2012-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 16
Number of participants with account balances 2011-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 18
Number of participants with account balances 2009-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	13
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	16
Number of participants with account balances	2015-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	15
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	16
Number of participants with account balances	2014-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	16
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	17
Number of participants with account balances	2012-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	16
Number of participants with account balances	2011-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	18
Number of participants with account balances	2009-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2016 : G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$10,046
Total income from all sources	2016-12-31	$0
Expenses. Total of all expenses incurred	2016-12-31	$882,014
Benefits paid (including direct rollovers)	2016-12-31	$882,014
Total plan assets at end of year	2016-12-31	$0
Total plan assets at beginning of year	2016-12-31	$892,060
Value of fidelity bond covering the plan	2016-12-31	$225,000
Net income (gross income less expenses)	2016-12-31	$-882,014
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$882,014
Assets. Value of employer securities	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$10,046
Total income from all sources	2015-12-31	$179,371
Expenses. Total of all expenses incurred	2015-12-31	$10,046
Total plan assets at end of year	2015-12-31	$892,060
Total plan assets at beginning of year	2015-12-31	$712,689
Value of fidelity bond covering the plan	2015-12-31	$225,000
Other income received	2015-12-31	$161,845
Net income (gross income less expenses)	2015-12-31	$169,325
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$882,014
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$712,689
Assets. Value of employer securities	2015-12-31	$864,488
Total contributions received or receivable from employer(s)	2015-12-31	$17,526
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$10,046
2014 : G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$63,144
Expenses. Total of all expenses incurred	2014-12-31	$39,478
Benefits paid (including direct rollovers)	2014-12-31	$39,478
Total plan assets at end of year	2014-12-31	$712,689
Total plan assets at beginning of year	2014-12-31	$689,023
Value of fidelity bond covering the plan	2014-12-31	$225,000
Other income received	2014-12-31	$63,144
Net income (gross income less expenses)	2014-12-31	$23,666
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$712,689
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$689,023
Assets. Value of employer securities	2014-12-31	$702,456
2013 : G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$-115,804
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$689,023
Total plan assets at beginning of year	2013-12-31	$804,827
Value of fidelity bond covering the plan	2013-12-31	$225,000
Other income received	2013-12-31	$-115,804
Net income (gross income less expenses)	2013-12-31	$-115,804
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$689,023
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$804,827
Assets. Value of employer securities	2013-12-31	$677,907
2012 : G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$281,371
Expenses. Total of all expenses incurred	2012-12-31	$310,029
Benefits paid (including direct rollovers)	2012-12-31	$310,029
Total plan assets at end of year	2012-12-31	$804,827
Total plan assets at beginning of year	2012-12-31	$833,485
Value of fidelity bond covering the plan	2012-12-31	$225,000
Other income received	2012-12-31	$281,371
Net income (gross income less expenses)	2012-12-31	$-28,658
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$804,827
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$833,485
Assets. Value of employer securities	2012-12-31	$793,925
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$61,669
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$833,485
Total plan assets at beginning of year	2011-12-31	$771,816
Value of fidelity bond covering the plan	2011-12-31	$225,000
Other income received	2011-12-31	$61,669
Net income (gross income less expenses)	2011-12-31	$61,669
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$833,485
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$771,816
Assets. Value of employer securities	2011-12-31	$820,800
2010 : G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$100,507
Expenses. Total of all expenses incurred	2010-12-31	$30,359
Benefits paid (including direct rollovers)	2010-12-31	$30,329
Total plan assets at end of year	2010-12-31	$771,816
Total plan assets at beginning of year	2010-12-31	$701,668
Value of fidelity bond covering the plan	2010-12-31	$225,000
Other income received	2010-12-31	$70,147
Net income (gross income less expenses)	2010-12-31	$70,148
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$771,816
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$701,668
Assets. Value of employer securities	2010-12-31	$759,242
Total contributions received or receivable from employer(s)	2010-12-31	$30,360
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$30
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN

2016: G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: G & R ELEVATOR EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	G & R ELEVATOR MANUFACTURING, INC.
Employer identification number (EIN):	411324935
NAIC Classification:	238900