MICHAEL J. GIUFFRIDA & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL J. GIUFFRIDA & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for MICHAEL J. GIUFFRIDA & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025: MICHAEL J. GIUFFRIDA & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-04-04 | 7 |
| Total number of particpants at end of year | 2025-04-04 | 7 |
| Number of Participants With Account Balances | 2025-04-04 | 7 |
| 2024: MICHAEL J. GIUFFRIDA & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-04-24 | 6 |
| Total number of particpants at end of year | 2024-04-24 | 6 |
| Number of Participants With Account Balances | 2024-04-24 | 6 |
| 2022: MICHAEL J. GIUFFRIDA & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-06-23 | 5 |
| Total number of particpants at end of year | 2022-06-23 | 5 |
| Number of Participants With Account Balances | 2022-06-23 | 5 |
| 2014: MICHAEL J. GIUFFRIDA & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 3 |
| Total participants | 2014-01-01 | 3 |
| Number of participants with account balances | 2014-01-01 | 2 |
| 2013: MICHAEL J. GIUFFRIDA & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
| Total of all active and inactive participants | 2013-01-01 | 5 |
| Total participants | 2013-01-01 | 5 |
| Number of participants with account balances | 2013-01-01 | 3 |
| 2012: MICHAEL J. GIUFFRIDA & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 5 |
| Total participants | 2012-01-01 | 5 |
| Number of participants with account balances | 2012-01-01 | 5 |
| 2011: MICHAEL J. GIUFFRIDA & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 4 |
| Total participants | 2011-01-01 | 4 |
| Number of participants with account balances | 2011-01-01 | 4 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
| 2010: MICHAEL J. GIUFFRIDA & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
| Total of all active and inactive participants | 2010-01-01 | 4 |
| Total participants | 2010-01-01 | 4 |
| Number of participants with account balances | 2010-01-01 | 4 |
| 2009: MICHAEL J. GIUFFRIDA & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 4 |
| Total participants | 2009-01-01 | 4 |
| Number of participants with account balances | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2025 : MICHAEL J. GIUFFRIDA & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-04-04 | 72167 |
| Net assets as of the end of the plan year | 2025-04-04 | 1806517 |
| Total assets as of the beginning of the plan year | 2025-04-04 | 1482301 |
| Value of plan covered by a fidelity bond | 2025-04-04 | 150000 |
| Value of participant loans at end of plan year | 2025-04-04 | 14609 |
| Other income to plan in this plan year | 2025-04-04 | 331383 |
| Plan net income in this plan year | 2025-04-04 | 324216 |
| Net assets as of the end of the plan year | 2025-04-04 | 1806517 |
| Net assets as of the beginning of the plan year | 2025-04-04 | 1482301 |
| Employer contributions to plan in this plan year | 2025-04-04 | 65000 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-04 | 7937 |
| 2024 : MICHAEL J. GIUFFRIDA & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-04-24 | 0 |
| Net assets as of the end of the plan year | 2024-04-24 | 1482301 |
| Total assets as of the beginning of the plan year | 2024-04-24 | 1205102 |
| Value of plan covered by a fidelity bond | 2024-04-24 | 200000 |
| Value of participant loans at end of plan year | 2024-04-24 | 15646 |
| Other income to plan in this plan year | 2024-04-24 | 237199 |
| Plan net income in this plan year | 2024-04-24 | 277199 |
| Net assets as of the end of the plan year | 2024-04-24 | 1482301 |
| Net assets as of the beginning of the plan year | 2024-04-24 | 1205102 |
| Employer contributions to plan in this plan year | 2024-04-24 | 40000 |
| 2022 : MICHAEL J. GIUFFRIDA & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-23 | 11303 |
| Net assets as of the end of the plan year | 2022-06-23 | 1424362 |
| Total assets as of the beginning of the plan year | 2022-06-23 | 1161978 |
| Value of plan covered by a fidelity bond | 2022-06-23 | 200000 |
| Value of participant loans at end of plan year | 2022-06-23 | 19033 |
| Other expenses paid from plan in this plan year | 2022-06-23 | 11303 |
| Other income to plan in this plan year | 2022-06-23 | 223687 |
| Plan net income in this plan year | 2022-06-23 | 262384 |
| Net assets as of the end of the plan year | 2022-06-23 | 1424362 |
| Net assets as of the beginning of the plan year | 2022-06-23 | 1161978 |
| Employer contributions to plan in this plan year | 2022-06-23 | 50000 |
| 2014 : MICHAEL J. GIUFFRIDA & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $57,106 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $215 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $215 |
| Total plan assets at end of year | 2014-12-31 | $480,108 |
| Total plan assets at beginning of year | 2014-12-31 | $423,217 |
| Value of fidelity bond covering the plan | 2014-12-31 | $200,000 |
| Other income received | 2014-12-31 | $9,106 |
| Net income (gross income less expenses) | 2014-12-31 | $56,891 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $480,108 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $423,217 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $48,000 |
| 2013 : MICHAEL J. GIUFFRIDA & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $-1,631,000 |
| Total income from all sources | 2013-12-31 | $73,654 |
| Total plan assets at end of year | 2013-12-31 | $423,217 |
| Total plan assets at beginning of year | 2013-12-31 | $1,980,563 |
| Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
| Other income received | 2013-12-31 | $41,479 |
| Net income (gross income less expenses) | 2013-12-31 | $73,654 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $423,217 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,980,563 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $32,175 |
| 2012 : MICHAEL J. GIUFFRIDA & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $21,458 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $31,400 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $30,000 |
| Total plan assets at end of year | 2012-12-31 | $1,980,563 |
| Total plan assets at beginning of year | 2012-12-31 | $1,990,505 |
| Other income received | 2012-12-31 | $-12,302 |
| Net income (gross income less expenses) | 2012-12-31 | $-9,942 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,980,563 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,990,505 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $33,760 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,400 |
| 2011 : MICHAEL J. GIUFFRIDA & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $58,806 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $336 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $336 |
| Total plan assets at end of year | 2011-12-31 | $1,990,505 |
| Total plan assets at beginning of year | 2011-12-31 | $1,932,035 |
| Other income received | 2011-12-31 | $25,664 |
| Net income (gross income less expenses) | 2011-12-31 | $58,470 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,990,505 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,932,035 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $33,142 |
| 2010 : MICHAEL J. GIUFFRIDA & ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $57,750 |
| Total plan assets at end of year | 2010-12-31 | $1,932,035 |
| Total plan assets at beginning of year | 2010-12-31 | $1,874,285 |
| Other income received | 2010-12-31 | $27,080 |
| Net income (gross income less expenses) | 2010-12-31 | $57,750 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,932,035 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,874,285 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $30,670 |
