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DAVID W. GRISSETT PROFIT SHARING PLAN 401k Plan overview

Plan NameDAVID W. GRISSETT PROFIT SHARING PLAN
Plan identification number 001

DAVID W. GRISSETT PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • 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

DAVID W. GRISSETT has sponsored the creation of one or more 401k plans.

Company Name:DAVID W. GRISSETT
Employer identification number (EIN):731115195
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID W. GRISSETT PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01DAVID W. GRISSETT2022-06-10
0012020-01-01DAVID W. GRISSETT2021-07-21
0012019-01-01DAVID W. GRISSETT2020-07-22
0012018-01-01DAVID W. GRISSETT2019-07-09
0012017-01-01DAVID W. GRISSETT2018-07-25
0012016-01-01DAVID W. GRISSETT2017-06-28
0012015-01-01DAVID W. GRISSETT2016-07-01
0012014-01-01DAVID W. GRISSETT2015-06-24
0012013-01-01DAVID GRISSETT2014-06-30 DAVID GRISSETT2014-06-30
0012012-01-01DAVID GRISSETT2013-06-11 DAVID GRISSETT2013-06-11
0012011-01-01DAVID GRISSETT2012-05-23 DAVID GRISSETT2012-05-23
0012010-01-01DAVID W GRISSETT2011-06-27 DAVID W GRISSETT2011-06-27

Financial Data on DAVID W. GRISSETT PROFIT SHARING PLAN

Measure Date Value
2025 : DAVID W. GRISSETT PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-02-030
Total liabilities as of the beginning of the plan year2025-02-030
Total expenses incurred by plan in this plan year2025-02-035251930
Net assets as of the end of the plan year2025-02-030
Total assets as of the beginning of the plan year2025-02-034691521
Value of plan covered by a fidelity bond2025-02-03500000
Participant contributions to plan in this plan year2025-02-030
Other expenses paid from plan in this plan year2025-02-030
Other contributions to plan in this plan year2025-02-030
Other income to plan in this plan year2025-02-03560409
Plan net income in this plan year2025-02-03-4691521
Net assets as of the end of the plan year2025-02-030
Net assets as of the beginning of the plan year2025-02-034691521
Employer contributions to plan in this plan year2025-02-030
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-030
2024 : DAVID W. GRISSETT PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-22147560
Net assets as of the end of the plan year2024-03-224691521
Total assets as of the beginning of the plan year2024-03-223975445
Value of plan covered by a fidelity bond2024-03-22500000
Participant contributions to plan in this plan year2024-03-220
Other expenses paid from plan in this plan year2024-03-220
Other contributions to plan in this plan year2024-03-220
Other income to plan in this plan year2024-03-22803636
Plan net income in this plan year2024-03-22716076
Net assets as of the end of the plan year2024-03-224691521
Net assets as of the beginning of the plan year2024-03-223975445
Employer contributions to plan in this plan year2024-03-2260000
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-220
2022 : DAVID W. GRISSETT PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-10147215
Net assets as of the end of the plan year2022-06-104692019
Total assets as of the beginning of the plan year2022-06-103882487
Value of plan covered by a fidelity bond2022-06-10500000
Other income to plan in this plan year2022-06-10881905
Plan net income in this plan year2022-06-10809532
Net assets as of the end of the plan year2022-06-104692019
Net assets as of the beginning of the plan year2022-06-103882487
Employer contributions to plan in this plan year2022-06-1074842

Potentially related plans

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