ALLEN & GRAHAM INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2020: ALLEN & GRAHAM ESOP TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 9 |
Total of all active and inactive participants | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 0 |
Number of participants with account balances | 2020-01-01 | 0 |
2019: ALLEN & GRAHAM ESOP TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
Total of all active and inactive participants | 2019-01-01 | 9 |
Total participants | 2019-01-01 | 9 |
Number of participants with account balances | 2019-01-01 | 9 |
2018: ALLEN & GRAHAM ESOP TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 10 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 10 |
Total of all active and inactive participants | 2018-01-01 | 10 |
Total participants | 2018-01-01 | 10 |
Number of participants with account balances | 2018-01-01 | 10 |
2017: ALLEN & GRAHAM ESOP TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 10 |
Total of all active and inactive participants | 2017-01-01 | 10 |
Total participants | 2017-01-01 | 10 |
Number of participants with account balances | 2017-01-01 | 10 |
2016: ALLEN & GRAHAM ESOP TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 8 |
Total of all active and inactive participants | 2016-01-01 | 8 |
Total participants | 2016-01-01 | 8 |
Number of participants with account balances | 2016-01-01 | 11 |
2015: ALLEN & GRAHAM ESOP TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 12 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
Total of all active and inactive participants | 2015-01-01 | 8 |
Total participants | 2015-01-01 | 8 |
Number of participants with account balances | 2015-01-01 | 12 |
2014: ALLEN & GRAHAM ESOP TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
Total of all active and inactive participants | 2014-01-01 | 8 |
Total participants | 2014-01-01 | 8 |
Number of participants with account balances | 2014-01-01 | 12 |
2013: ALLEN & GRAHAM ESOP TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 12 |
Total participants | 2013-01-01 | 12 |
Number of participants with account balances | 2013-01-01 | 13 |
2012: ALLEN & GRAHAM ESOP TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 12 |
Total participants | 2012-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: ALLEN & GRAHAM ESOP TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 13 |
Total participants | 2011-01-01 | 13 |
Number of participants with account balances | 2011-01-01 | 15 |
2010: ALLEN & GRAHAM ESOP TRUST 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 10 |
Total of all active and inactive participants | 2010-01-01 | 10 |
Total participants | 2010-01-01 | 10 |
Number of participants with account balances | 2010-01-01 | 14 |
2009: ALLEN & GRAHAM ESOP TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 13 |
Total of all active and inactive participants | 2009-01-01 | 13 |
Total participants | 2009-01-01 | 13 |
Number of participants with account balances | 2009-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
Measure | Date | Value |
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2020 : ALLEN & GRAHAM ESOP TRUST 2020 401k financial data |
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Expenses. Total of all expenses incurred | 2020-12-31 | $1,237,538 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,237,538 |
Total plan assets at end of year | 2020-12-31 | $0 |
Total plan assets at beginning of year | 2020-12-31 | $1,237,538 |
Value of fidelity bond covering the plan | 2020-12-31 | $150,000 |
Net income (gross income less expenses) | 2020-12-31 | $-1,237,538 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,237,538 |
Assets. Value of employer securities | 2020-12-31 | $0 |
2019 : ALLEN & GRAHAM ESOP TRUST 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $79,861 |
Expenses. Total of all expenses incurred | 2019-12-31 | $172,682 |
Benefits paid (including direct rollovers) | 2019-12-31 | $172,682 |
Total plan assets at end of year | 2019-12-31 | $1,237,538 |
Total plan assets at beginning of year | 2019-12-31 | $1,330,359 |
Value of fidelity bond covering the plan | 2019-12-31 | $150,000 |
Other income received | 2019-12-31 | $79,861 |
Net income (gross income less expenses) | 2019-12-31 | $-92,821 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,237,538 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,330,359 |
Assets. Value of employer securities | 2019-12-31 | $1,237,538 |
2018 : ALLEN & GRAHAM ESOP TRUST 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $364,263 |
Total plan assets at end of year | 2018-12-31 | $1,330,359 |
Total plan assets at beginning of year | 2018-12-31 | $966,096 |
Value of fidelity bond covering the plan | 2018-12-31 | $150,000 |
Other income received | 2018-12-31 | $364,263 |
Net income (gross income less expenses) | 2018-12-31 | $364,263 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,330,359 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $966,096 |
Assets. Value of employer securities | 2018-12-31 | $1,330,359 |
2017 : ALLEN & GRAHAM ESOP TRUST 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $130,419 |
Expenses. Total of all expenses incurred | 2017-12-31 | $72,357 |
Benefits paid (including direct rollovers) | 2017-12-31 | $72,357 |
Total plan assets at end of year | 2017-12-31 | $966,096 |
Total plan assets at beginning of year | 2017-12-31 | $908,034 |
Value of fidelity bond covering the plan | 2017-12-31 | $150,000 |
Other income received | 2017-12-31 | $130,419 |
Net income (gross income less expenses) | 2017-12-31 | $58,062 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $966,096 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $908,034 |
Assets. Value of employer securities | 2017-12-31 | $966,096 |
2016 : ALLEN & GRAHAM ESOP TRUST 2016 401k financial data |
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Total plan liabilities at beginning of year | 2016-12-31 | $274,487 |
Total income from all sources | 2016-12-31 | $241,337 |
Total plan assets at end of year | 2016-12-31 | $908,034 |
Total plan assets at beginning of year | 2016-12-31 | $941,184 |
Value of fidelity bond covering the plan | 2016-12-31 | $150,000 |
Other income received | 2016-12-31 | $145,421 |
Net income (gross income less expenses) | 2016-12-31 | $241,337 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $908,034 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $666,697 |
Assets. Value of employer securities | 2016-12-31 | $908,034 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $95,916 |
2015 : ALLEN & GRAHAM ESOP TRUST 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $274,487 |
Total plan liabilities at beginning of year | 2015-12-31 | $531,016 |
Total income from all sources | 2015-12-31 | $382,089 |
Expenses. Total of all expenses incurred | 2015-12-31 | $17,957 |
Total plan assets at end of year | 2015-12-31 | $941,184 |
Total plan assets at beginning of year | 2015-12-31 | $833,581 |
Value of fidelity bond covering the plan | 2015-12-31 | $150,000 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $17,957 |
Other income received | 2015-12-31 | $107,602 |
Net income (gross income less expenses) | 2015-12-31 | $364,132 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $666,697 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $302,565 |
Assets. Value of employer securities | 2015-12-31 | $762,613 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $274,487 |
2014 : ALLEN & GRAHAM ESOP TRUST 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $531,016 |
Total plan liabilities at beginning of year | 2014-12-31 | $770,763 |
Total income from all sources | 2014-12-31 | $479,569 |
Expenses. Total of all expenses incurred | 2014-12-31 | $110,345 |
Benefits paid (including direct rollovers) | 2014-12-31 | $75,606 |
Total plan assets at end of year | 2014-12-31 | $833,581 |
Total plan assets at beginning of year | 2014-12-31 | $704,104 |
Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $34,739 |
Other income received | 2014-12-31 | $205,082 |
Net income (gross income less expenses) | 2014-12-31 | $369,224 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $302,565 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $-66,659 |
Assets. Value of employer securities | 2014-12-31 | $665,048 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $274,487 |
2013 : ALLEN & GRAHAM ESOP TRUST 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $770,763 |
Total plan liabilities at beginning of year | 2013-12-31 | $994,826 |
Total income from all sources | 2013-12-31 | $151,651 |
Expenses. Total of all expenses incurred | 2013-12-31 | $50,423 |
Total plan assets at end of year | 2013-12-31 | $704,104 |
Total plan assets at beginning of year | 2013-12-31 | $826,939 |
Value of fidelity bond covering the plan | 2013-12-31 | $150,000 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $50,423 |
Other income received | 2013-12-31 | $-122,836 |
Net income (gross income less expenses) | 2013-12-31 | $101,228 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $-66,659 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $-167,887 |
Assets. Value of employer securities | 2013-12-31 | $531,631 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $274,487 |
2012 : ALLEN & GRAHAM ESOP TRUST 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $994,826 |
Total plan liabilities at beginning of year | 2012-12-31 | $1,204,230 |
Total income from all sources | 2012-12-31 | $322,633 |
Expenses. Total of all expenses incurred | 2012-12-31 | $65,082 |
Total plan assets at end of year | 2012-12-31 | $826,939 |
Total plan assets at beginning of year | 2012-12-31 | $778,792 |
Value of fidelity bond covering the plan | 2012-12-31 | $150,000 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $65,082 |
Other income received | 2012-12-31 | $48,146 |
Net income (gross income less expenses) | 2012-12-31 | $257,551 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $-167,887 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $-425,438 |
Assets. Value of employer securities | 2012-12-31 | $645,372 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $274,487 |
2011 : ALLEN & GRAHAM ESOP TRUST 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $1,204,230 |
Total plan liabilities at beginning of year | 2011-12-31 | $1,399,936 |
Total income from all sources | 2011-12-31 | $611,140 |
Expenses. Total of all expenses incurred | 2011-12-31 | $78,781 |
Total plan assets at end of year | 2011-12-31 | $778,792 |
Total plan assets at beginning of year | 2011-12-31 | $442,139 |
Value of fidelity bond covering the plan | 2011-12-31 | $150,000 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $78,781 |
Other income received | 2011-12-31 | $336,653 |
Net income (gross income less expenses) | 2011-12-31 | $532,359 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $-425,438 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $-957,797 |
Assets. Value of employer securities | 2011-12-31 | $567,985 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $274,487 |
2010 : ALLEN & GRAHAM ESOP TRUST 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $1,399,936 |
Total plan liabilities at beginning of year | 2010-12-31 | $1,582,838 |
Total income from all sources | 2010-12-31 | $311,041 |
Expenses. Total of all expenses incurred | 2010-12-31 | $91,585 |
Total plan assets at end of year | 2010-12-31 | $442,139 |
Total plan assets at beginning of year | 2010-12-31 | $405,585 |
Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $91,585 |
Other income received | 2010-12-31 | $36,554 |
Net income (gross income less expenses) | 2010-12-31 | $219,456 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $-957,797 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $-1,177,253 |
Assets. Value of employer securities | 2010-12-31 | $383,696 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $274,487 |