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GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 401k Plan overview

Plan NameGRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING
Plan identification number 001

GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

GRANT & EISENHOFER, P.A. has sponsored the creation of one or more 401k plans.

Company Name:GRANT & EISENHOFER, P.A.
Employer identification number (EIN):522019724
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about GRANT & EISENHOFER, P.A.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2721941

More information about GRANT & EISENHOFER, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KRISTIN M STARR
0012016-01-01KRISTIN STARR KRISTIN STARR2017-09-20
0012015-01-01KRISTIN STARR KRISTIN STARR2016-10-05
0012014-01-01KRISTIN M. STARR KRISTIN M. STARR2015-09-03
0012013-01-01KRISTIN M. STARR KRISTIN STARR2014-09-17
0012012-01-01KRISTIN M. STARR
0012011-01-01KRISTIN M. STARR
0012010-01-01KRISTIN STARR KRISTIN STARR2011-10-17
0012009-01-01NICHOLAS N POURNADER
0012008-01-01NICHOLAS POURNADER

Plan Statistics for GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING

401k plan membership statisitcs for GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING

Measure Date Value
2022: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2022 401k membership
Total participants, beginning-of-year2022-01-01228
Total number of active participants reported on line 7a of the Form 55002022-01-01170
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0184
Total of all active and inactive participants2022-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01255
Number of participants with account balances2022-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2021 401k membership
Total participants, beginning-of-year2021-01-01234
Total number of active participants reported on line 7a of the Form 55002021-01-01152
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0175
Total of all active and inactive participants2021-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01228
Number of participants with account balances2021-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2020 401k membership
Total participants, beginning-of-year2020-01-01211
Total number of active participants reported on line 7a of the Form 55002020-01-01160
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0174
Total of all active and inactive participants2020-01-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01234
Number of participants with account balances2020-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2019 401k membership
Total participants, beginning-of-year2019-01-01213
Total number of active participants reported on line 7a of the Form 55002019-01-01139
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0172
Total of all active and inactive participants2019-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01211
Number of participants with account balances2019-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2018 401k membership
Total participants, beginning-of-year2018-01-01214
Total number of active participants reported on line 7a of the Form 55002018-01-01153
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0160
Total of all active and inactive participants2018-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01213
Number of participants with account balances2018-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2017 401k membership
Total participants, beginning-of-year2017-01-01200
Total number of active participants reported on line 7a of the Form 55002017-01-01153
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0161
Total of all active and inactive participants2017-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01214
Number of participants with account balances2017-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2016 401k membership
Total participants, beginning-of-year2016-01-01184
Total number of active participants reported on line 7a of the Form 55002016-01-01137
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0163
Total of all active and inactive participants2016-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01200
Number of participants with account balances2016-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2015 401k membership
Total participants, beginning-of-year2015-01-01173
Total number of active participants reported on line 7a of the Form 55002015-01-01135
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0149
Total of all active and inactive participants2015-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01184
Number of participants with account balances2015-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2014 401k membership
Total participants, beginning-of-year2014-01-01170
Total number of active participants reported on line 7a of the Form 55002014-01-01129
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0144
Total of all active and inactive participants2014-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01173
Number of participants with account balances2014-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2013 401k membership
Total participants, beginning-of-year2013-01-01151
Total number of active participants reported on line 7a of the Form 55002013-01-01143
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01170
Number of participants with account balances2013-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2012 401k membership
Total participants, beginning-of-year2012-01-01154
Total number of active participants reported on line 7a of the Form 55002012-01-01126
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01151
Number of participants with account balances2012-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2011 401k membership
Total participants, beginning-of-year2011-01-01129
Total number of active participants reported on line 7a of the Form 55002011-01-01114
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0140
Total of all active and inactive participants2011-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01154
Number of participants with account balances2011-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018
2010: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2010 401k membership
Total participants, beginning-of-year2010-01-01157
Total number of active participants reported on line 7a of the Form 55002010-01-01114
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0115
Total of all active and inactive participants2010-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01129
Number of participants with account balances2010-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2009 401k membership
Total participants, beginning-of-year2009-01-01115
Total number of active participants reported on line 7a of the Form 55002009-01-01142
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01157
Number of participants with account balances2009-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012
2008: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2008 401k membership
Total participants, beginning-of-year2008-01-01108
Total number of active participants reported on line 7a of the Form 55002008-01-01103
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0111
Total of all active and inactive participants2008-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-01114
Number of participants with account balances2008-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-017

Financial Data on GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING

Measure Date Value
2022 : GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,416,157
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,135,899
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,134,450
Value of total corrective distributions2022-12-31$149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,950,979
Value of total assets at end of year2022-12-31$28,304,759
Value of total assets at beginning of year2022-12-31$33,856,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,300
Total interest from all sources2022-12-31$41,426
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,438,688
Participant contributions at end of year2022-12-31$247,005
Participant contributions at beginning of year2022-12-31$432,133
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$45,425
Other income not declared elsewhere2022-12-31$1,097
Administrative expenses (other) incurred2022-12-31$1,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,552,056
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,304,759
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,856,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,095,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$28,608,164
Interest on participant loans2022-12-31$16,519
Interest earned on other investments2022-12-31$24,907
Value of interest in common/collective trusts at end of year2022-12-31$2,645,338
Value of interest in common/collective trusts at beginning of year2022-12-31$3,629,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,316,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,187,322
Net investment gain/loss from pooled separate accounts2022-12-31$-5,395,052
Net investment gain or loss from common/collective trusts2022-12-31$-1,014,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$466,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,134,450
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
2021 : GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,894,600
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,813,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,811,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,695,606
Value of total assets at end of year2021-12-31$33,856,815
Value of total assets at beginning of year2021-12-31$30,776,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,800
Total interest from all sources2021-12-31$43,629
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,273,329
Participant contributions at end of year2021-12-31$432,133
Participant contributions at beginning of year2021-12-31$256,628
Administrative expenses (other) incurred2021-12-31$2,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,080,635
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,856,815
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,776,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$28,608,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,684,367
Interest on participant loans2021-12-31$17,444
Interest earned on other investments2021-12-31$26,185
Value of interest in common/collective trusts at end of year2021-12-31$3,629,196
Value of interest in common/collective trusts at beginning of year2021-12-31$3,609,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,187,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,225,916
Net investment gain/loss from pooled separate accounts2021-12-31$4,617,829
Net investment gain or loss from common/collective trusts2021-12-31$537,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$422,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,811,165
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,523,892
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,083,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,082,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,627,511
Value of total assets at end of year2020-12-31$30,776,180
Value of total assets at beginning of year2020-12-31$25,335,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,300
Total interest from all sources2020-12-31$56,835
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,213,898
Participant contributions at end of year2020-12-31$256,628
Participant contributions at beginning of year2020-12-31$257,923
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$14,102
Other income not declared elsewhere2020-12-31$455
Administrative expenses (other) incurred2020-12-31$1,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,440,529
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,776,180
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,335,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,684,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,245,733
Interest on participant loans2020-12-31$19,271
Interest earned on other investments2020-12-31$37,564
Value of interest in common/collective trusts at end of year2020-12-31$3,609,269
Value of interest in common/collective trusts at beginning of year2020-12-31$2,602,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,225,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,229,730
Net investment gain/loss from pooled separate accounts2020-12-31$4,860,666
Net investment gain or loss from common/collective trusts2020-12-31$978,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$399,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,082,063
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-12-31431947695
2019 : GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,632,780
Total income from all sources (including contributions)2019-12-31$6,632,780
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,171,697
Total of all expenses incurred2019-12-31$1,171,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,166,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,166,947
Value of total corrective distributions2019-12-31$2,500
Value of total corrective distributions2019-12-31$2,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,557,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,557,808
Value of total assets at end of year2019-12-31$25,335,651
Value of total assets at end of year2019-12-31$25,335,651
Value of total assets at beginning of year2019-12-31$19,874,568
Value of total assets at beginning of year2019-12-31$19,874,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,250
Total interest from all sources2019-12-31$60,265
Total interest from all sources2019-12-31$60,265
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,071,842
Contributions received from participants2019-12-31$1,071,842
Participant contributions at end of year2019-12-31$257,923
Participant contributions at end of year2019-12-31$257,923
Participant contributions at beginning of year2019-12-31$281,881
Participant contributions at beginning of year2019-12-31$281,881
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$20,857
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$20,857
Other income not declared elsewhere2019-12-31$1,254
Other income not declared elsewhere2019-12-31$1,254
Administrative expenses (other) incurred2019-12-31$2,250
Administrative expenses (other) incurred2019-12-31$2,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,461,083
Value of net income/loss2019-12-31$5,461,083
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,335,651
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,874,568
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,874,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,245,733
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,245,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,865,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,865,791
Interest on participant loans2019-12-31$17,977
Interest on participant loans2019-12-31$17,977
Interest earned on other investments2019-12-31$42,288
Interest earned on other investments2019-12-31$42,288
Value of interest in common/collective trusts at end of year2019-12-31$2,602,265
Value of interest in common/collective trusts at end of year2019-12-31$2,602,265
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,229,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,229,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,726,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,726,896
Net investment gain/loss from pooled separate accounts2019-12-31$4,605,760
Net investment gain/loss from pooled separate accounts2019-12-31$4,605,760
Net investment gain or loss from common/collective trusts2019-12-31$407,693
Net investment gain or loss from common/collective trusts2019-12-31$407,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$465,109
Contributions received in cash from employer2019-12-31$465,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,166,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,166,947
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2019-12-31431947695
Accountancy firm EIN2019-12-31431947695
2018 : GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$493,145
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,778,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,776,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,787,396
Value of total assets at end of year2018-12-31$19,874,568
Value of total assets at beginning of year2018-12-31$22,159,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,950
Total interest from all sources2018-12-31$53,856
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,298,224
Participant contributions at end of year2018-12-31$281,881
Participant contributions at beginning of year2018-12-31$289,937
Other income not declared elsewhere2018-12-31$273
Administrative expenses (other) incurred2018-12-31$1,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,285,321
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,874,568
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,159,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,865,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,562,257
Interest on participant loans2018-12-31$15,945
Interest earned on other investments2018-12-31$37,911
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,726,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,307,695
Net investment gain/loss from pooled separate accounts2018-12-31$-1,348,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$489,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,776,516
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2018-12-31431947695
2017 : GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,537,143
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,557,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,554,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,956,429
Value of total assets at end of year2017-12-31$22,159,889
Value of total assets at beginning of year2017-12-31$18,180,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,700
Total interest from all sources2017-12-31$62,411
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,351,171
Participant contributions at end of year2017-12-31$289,937
Participant contributions at beginning of year2017-12-31$265,715
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$169,093
Other income not declared elsewhere2017-12-31$147
Administrative expenses (other) incurred2017-12-31$2,700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,979,695
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,159,889
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,180,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,562,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,075,244
Interest on participant loans2017-12-31$16,007
Interest earned on other investments2017-12-31$46,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,307,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,839,235
Net investment gain/loss from pooled separate accounts2017-12-31$3,518,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$436,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,554,748
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-12-31431947695
2016 : GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,109,405
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,357,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,355,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,683,987
Value of total assets at end of year2016-12-31$18,180,194
Value of total assets at beginning of year2016-12-31$16,428,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,800
Total interest from all sources2016-12-31$63,507
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,188,083
Participant contributions at end of year2016-12-31$265,715
Participant contributions at beginning of year2016-12-31$135,306
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$40,940
Administrative expenses (other) incurred2016-12-31$1,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,752,118
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,180,194
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,428,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,075,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,499,894
Interest on participant loans2016-12-31$10,079
Interest earned on other investments2016-12-31$53,428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,839,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,792,876
Net investment gain/loss from pooled separate accounts2016-12-31$1,361,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$454,964
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,355,487
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2016-12-31431947695
2015 : GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,665,944
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$832,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$830,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,724,580
Value of total assets at end of year2015-12-31$16,428,076
Value of total assets at beginning of year2015-12-31$15,594,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,500
Total interest from all sources2015-12-31$52,351
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,236,819
Participant contributions at end of year2015-12-31$135,306
Participant contributions at beginning of year2015-12-31$185,932
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$51,884
Other income not declared elsewhere2015-12-31$5,021
Administrative expenses (other) incurred2015-12-31$1,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$833,900
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,428,076
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,594,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,499,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,149,577
Interest on participant loans2015-12-31$11,664
Interest earned on other investments2015-12-31$40,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,792,876
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,258,667
Net investment gain/loss from pooled separate accounts2015-12-31$-116,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$435,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$830,544
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2015-12-31431947695
2014 : GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,542,242
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$469,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$467,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,629,832
Value of total assets at end of year2014-12-31$15,594,176
Value of total assets at beginning of year2014-12-31$13,521,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,800
Total interest from all sources2014-12-31$40,581
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,175,387
Participant contributions at end of year2014-12-31$185,932
Participant contributions at beginning of year2014-12-31$124,273
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$60,699
Other income not declared elsewhere2014-12-31$26,583
Administrative expenses (other) incurred2014-12-31$1,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,072,994
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,594,176
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,521,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,149,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,449,233
Interest on participant loans2014-12-31$7,382
Interest earned on other investments2014-12-31$33,199
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,258,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$947,676
Net investment gain/loss from pooled separate accounts2014-12-31$845,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$393,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$467,448
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-12-31431947695
2013 : GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,182,251
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$598,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$594,287
Value of total corrective distributions2013-12-31$3,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,520,983
Value of total assets at end of year2013-12-31$13,521,182
Value of total assets at beginning of year2013-12-31$9,937,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$700
Total interest from all sources2013-12-31$33,009
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,059,625
Participant contributions at end of year2013-12-31$124,273
Participant contributions at beginning of year2013-12-31$99,922
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$110,939
Other income not declared elsewhere2013-12-31$-6,375
Administrative expenses (other) incurred2013-12-31$700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,583,353
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,521,182
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,937,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,449,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,180,122
Interest on participant loans2013-12-31$5,894
Interest earned on other investments2013-12-31$27,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$947,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$657,785
Net investment gain/loss from pooled separate accounts2013-12-31$2,634,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$350,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$594,287
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2013-12-31431947695
2012 : GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,548,650
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$502,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$501,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,352,311
Value of total assets at end of year2012-12-31$9,937,829
Value of total assets at beginning of year2012-12-31$7,891,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$800
Total interest from all sources2012-12-31$23,622
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$939,419
Participant contributions at end of year2012-12-31$99,922
Participant contributions at beginning of year2012-12-31$112,938
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$68,044
Other income not declared elsewhere2012-12-31$76
Administrative expenses (other) incurred2012-12-31$800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,046,308
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,937,829
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,891,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,180,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,188,639
Interest on participant loans2012-12-31$5,596
Interest earned on other investments2012-12-31$18,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$657,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$589,944
Net investment gain/loss from pooled separate accounts2012-12-31$1,172,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$344,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$501,542
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2012-12-31431947695
2011 : GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,085,844
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$875,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$874,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,367,104
Value of total assets at end of year2011-12-31$7,891,521
Value of total assets at beginning of year2011-12-31$7,680,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$750
Total interest from all sources2011-12-31$25,785
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$837,552
Participant contributions at end of year2011-12-31$112,938
Participant contributions at beginning of year2011-12-31$151,483
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,430
Other income not declared elsewhere2011-12-31$18,401
Administrative expenses (other) incurred2011-12-31$750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$210,671
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,891,521
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,680,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,188,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,918,776
Interest on participant loans2011-12-31$6,337
Interest earned on other investments2011-12-31$19,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$589,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$610,591
Net investment gain/loss from pooled separate accounts2011-12-31$-325,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$524,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$874,423
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2011-12-31431947695
2010 : GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,955,715
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$122,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$120,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,182,853
Value of total assets at end of year2010-12-31$7,680,850
Value of total assets at beginning of year2010-12-31$5,847,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,300
Total interest from all sources2010-12-31$23,237
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$853,484
Participant contributions at end of year2010-12-31$151,483
Participant contributions at beginning of year2010-12-31$77,828
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$13,086
Administrative expenses (other) incurred2010-12-31$1,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,833,688
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,680,850
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,847,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,918,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,287,336
Interest on participant loans2010-12-31$6,464
Interest earned on other investments2010-12-31$16,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$610,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$481,998
Net investment gain/loss from pooled separate accounts2010-12-31$749,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$316,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$120,727
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2010-12-31431947695

Form 5500 Responses for GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING

2022: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: GRANT & EISENHOFER, P. A. 401(K) PROFIT SHARING 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH4122
Policy instance 1
Insurance contract or identification numberYH4122
Number of Individuals Covered255
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $148,375
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $148,375
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH4122
Policy instance 1
Insurance contract or identification numberYH4122
Number of Individuals Covered228
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $147,228
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $147,228
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH4122
Policy instance 1
Insurance contract or identification numberYH4122
Number of Individuals Covered234
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $125,487
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $125,487
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH4122
Policy instance 2
Insurance contract or identification numberYH4122
Number of Individuals Covered211
Insurance policy start date2019-03-08
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $87,800
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $87,800
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9106
Policy instance 1
Insurance contract or identification numberZH9106
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-03-07
Total amount of commissions paid to insurance brokerUSD $26,348
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,348
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9106
Policy instance 1
Insurance contract or identification numberZH9106
Number of Individuals Covered214
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $101,368
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $101,368
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9106
Policy instance 1
Insurance contract or identification numberZH9106
Number of Individuals Covered184
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $81,366
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $81,366
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9106
Policy instance 1
Insurance contract or identification numberZH9106
Number of Individuals Covered173
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $72,208
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $72,208
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9106
Policy instance 1
Insurance contract or identification numberZH9106
Number of Individuals Covered170
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $57,505
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57,505
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9106
Policy instance 1
Insurance contract or identification numberZH9106
Number of Individuals Covered151
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $43,902
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,475
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameWELLS FARGO ADVISORS INS AGENCY LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9106
Policy instance 1
Insurance contract or identification numberZH9106
Number of Individuals Covered154
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $31,560
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9106
Policy instance 1
Insurance contract or identification numberZH9106
Number of Individuals Covered129
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $25,548
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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