401k Plan data: GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA plan

GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA 401k Plan overview

Plan Name	GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA
Plan identification number	001

GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.

401k Sponsoring company profile

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

Company Name: GRANT FRIDKIN PEARSON, P.A.

Employer identification number (EIN): 650541042

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 RICHARD GRANT 2024-08-29 JUDY WRIGHT 2024-08-29
001 2023-01-01 RICHARD GRANT 2024-07-26 JUDY WRIGHT 2024-07-26
001 2022-01-01 RICHARD GRANT 2023-07-28 RICHARD GRANT 2023-07-28
001 2021-01-01 RICHARD GRANT 2022-07-21 RICHARD GRANT 2022-07-21
001 2020-01-01 JUDY WRIGHT 2021-07-20 JUDY WRIGHT 2021-07-20
001 2019-01-01 RICHARD C. GRANT 2020-07-24 RICHARD C. GRANT 2020-07-24
001 2018-01-01 RICHARD GRANT 2019-09-26 RICHARD GRANT 2019-09-26
001 2017-01-01 RICHARD GRANT 2018-09-13 RICHARD GRANT 2018-09-13
001 2016-01-01 RICHARD GRANT 2017-07-25 RICHARD GRANT 2017-07-25
001 2015-01-01 RICHARD GRANT RICHARD GRANT 2016-07-29
001 2014-01-01 RICHARD C. GRANT RICHARD C. GRANT 2015-08-26
001 2013-01-01 RICHARD GRANT RICHARD GRANT 2014-09-30
001 2012-01-01 RICHARD C. GRANT 2013-10-03 RICHARD C.GRANT 2013-10-03
001 2011-01-01 RICHARD C. GRANT 2012-09-29 RICHARD C. GRANT 2012-09-29
001 2010-01-01 RICHARD GRANT 2011-08-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2024-01-01	RICHARD GRANT	2024-08-29	JUDY WRIGHT	2024-08-29
001	2023-01-01	RICHARD GRANT	2024-07-26	JUDY WRIGHT	2024-07-26
001	2022-01-01	RICHARD GRANT	2023-07-28	RICHARD GRANT	2023-07-28
001	2021-01-01	RICHARD GRANT	2022-07-21	RICHARD GRANT	2022-07-21
001	2020-01-01	JUDY WRIGHT	2021-07-20	JUDY WRIGHT	2021-07-20
001	2019-01-01	RICHARD C. GRANT	2020-07-24	RICHARD C. GRANT	2020-07-24
001	2018-01-01	RICHARD GRANT	2019-09-26	RICHARD GRANT	2019-09-26
001	2017-01-01	RICHARD GRANT	2018-09-13	RICHARD GRANT	2018-09-13
001	2016-01-01	RICHARD GRANT	2017-07-25	RICHARD GRANT	2017-07-25
001	2015-01-01	RICHARD GRANT		RICHARD GRANT	2016-07-29
001	2014-01-01	RICHARD C. GRANT		RICHARD C. GRANT	2015-08-26
001	2013-01-01	RICHARD GRANT		RICHARD GRANT	2014-09-30
001	2012-01-01	RICHARD C. GRANT	2013-10-03	RICHARD C.GRANT	2013-10-03
001	2011-01-01	RICHARD C. GRANT	2012-09-29	RICHARD C. GRANT	2012-09-29
001	2010-01-01	RICHARD GRANT	2011-08-18

Plan Statistics for GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA

401k plan membership statisitcs for GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA

Measure Date Value
2024: GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA 2024 401k membership
Total number of particpants at beginning of year 2024-08-29 1
Total number of particpants at end of year 2024-08-29 0
Number of Participants With Account Balances 2024-08-29 0
Total number of particpants at beginning of year 2024-07-26 31
Total number of particpants at end of year 2024-07-26 2
Number of Participants With Account Balances 2024-07-26 1
2015: GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA 2015 401k membership
Total participants, beginning-of-year 2015-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 25
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 30
Number of participants with account balances 2015-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA 2014 401k membership
Total participants, beginning-of-year 2014-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 24
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 29
Number of participants with account balances 2014-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA 2013 401k membership
Total participants, beginning-of-year 2013-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 28
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 5
Total of all active and inactive participants 2013-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 33
Number of participants with account balances 2013-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2024: GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA 2024 401k membership
Total number of particpants at beginning of year	2024-08-29	1
Total number of particpants at end of year	2024-08-29	0
Number of Participants With Account Balances	2024-08-29	0
Total number of particpants at beginning of year	2024-07-26	31
Total number of particpants at end of year	2024-07-26	2
Number of Participants With Account Balances	2024-07-26	1
2015: GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA 2015 401k membership
Total participants, beginning-of-year	2015-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	25
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	30
Number of participants with account balances	2015-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA 2014 401k membership
Total participants, beginning-of-year	2014-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	24
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	29
Number of participants with account balances	2014-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA 2013 401k membership
Total participants, beginning-of-year	2013-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	28
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	5
Total of all active and inactive participants	2013-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	33
Number of participants with account balances	2013-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA

Measure	Date	Value
2024 : GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA 2024 401k financial data
Total liabilities as of the end of the plan year	2024-08-29	0
Total liabilities as of the beginning of the plan year	2024-08-29	0
Total expenses incurred by plan in this plan year	2024-08-29	188310
Net assets as of the end of the plan year	2024-08-29	0
Total assets as of the beginning of the plan year	2024-08-29	165645
Value of plan covered by a fidelity bond	2024-08-29	20000
Participant contributions to plan in this plan year	2024-08-29	0
Other income to plan in this plan year	2024-08-29	22665
Plan net income in this plan year	2024-08-29	-165645
Net assets as of the end of the plan year	2024-08-29	0
Net assets as of the beginning of the plan year	2024-08-29	165645
Value of employer contributions paid	2024-08-29	0
Employer contributions to plan in this plan year	2024-08-29	0
Total liabilities as of the beginning of the plan year	2024-07-26	0
Total expenses incurred by plan in this plan year	2024-07-26	9466506
Net assets as of the end of the plan year	2024-07-26	165645
Total assets as of the beginning of the plan year	2024-07-26	9094901
Participant contributions to plan in this plan year	2024-07-26	2025
Other income to plan in this plan year	2024-07-26	518649
Plan net income in this plan year	2024-07-26	-8929256
Net assets as of the end of the plan year	2024-07-26	165645
Net assets as of the beginning of the plan year	2024-07-26	9094901
Value of employer contributions paid	2024-07-26	0
Employer contributions to plan in this plan year	2024-07-26	16576
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-26	891
2015 : GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA 2015 401k financial data
Total income from all sources	2015-12-31	$161,272
Expenses. Total of all expenses incurred	2015-12-31	$305,887
Benefits paid (including direct rollovers)	2015-12-31	$305,774
Total plan assets at end of year	2015-12-31	$5,605,607
Total plan assets at beginning of year	2015-12-31	$5,750,222
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$182,323
Expenses. Other expenses not covered elsewhere	2015-12-31	$113
Contributions received from other sources (not participants or employers)	2015-12-31	$37,247
Other income received	2015-12-31	$-125,255
Net income (gross income less expenses)	2015-12-31	$-144,615
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,605,607
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,750,222
Assets. Value of participant loans	2015-12-31	$7,065
Total contributions received or receivable from employer(s)	2015-12-31	$66,957
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA 2014 401k financial data
Total income from all sources	2014-12-31	$607,617
Expenses. Total of all expenses incurred	2014-12-31	$11,344
Benefits paid (including direct rollovers)	2014-12-31	$11,344
Total plan assets at end of year	2014-12-31	$5,750,222
Total plan assets at beginning of year	2014-12-31	$5,153,949
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$184,259
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$313,109
Net income (gross income less expenses)	2014-12-31	$596,273
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,750,222
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,153,949
Assets. Value of participant loans	2014-12-31	$17,313
Total contributions received or receivable from employer(s)	2014-12-31	$110,249
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA 2013 401k financial data
Total income from all sources	2013-12-31	$1,220,710
Expenses. Total of all expenses incurred	2013-12-31	$394,415
Benefits paid (including direct rollovers)	2013-12-31	$393,255
Total plan assets at end of year	2013-12-31	$5,153,949
Total plan assets at beginning of year	2013-12-31	$4,327,654
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$221,605
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,160
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$841,591
Net income (gross income less expenses)	2013-12-31	$826,295
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,153,949
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,327,654
Assets. Value of participant loans	2013-12-31	$44,909
Total contributions received or receivable from employer(s)	2013-12-31	$157,514
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0

Form 5500 Responses for GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA

2015: GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GRANT FRIDKIN PEARSON, P.A. RETIREMENT SAVINGS PLA 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	GRANT FRIDKIN PEARSON, P.A.
Employer identification number (EIN):	650541042
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers