401k Plan data: GRAY REED & MCGRAW, P.C.- MEMBERS ONLY 401K PLAN plan

GRAY REED & MCGRAW, P.C.- MEMBERS ONLY 401K PLAN 401k Plan overview

Plan Name	GRAY REED & MCGRAW, P.C.- MEMBERS ONLY 401K PLAN
Plan identification number	002

GRAY REED & MCGRAW, P.C.- MEMBERS ONLY 401K PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

GRAY REED & MCGRAW, P.C. has sponsored the creation of one or more 401k plans.

Company Name: GRAY REED & MCGRAW, P.C.

Employer identification number (EIN): 760152805

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRAY REED & MCGRAW, P.C.- MEMBERS ONLY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-01-01 MARK GARGIULO
002 2015-01-01 MARK GARGIULO
002 2014-01-01 OLGA ALVARADO
002 2013-01-01 D. SCOTT FUNK 2014-10-07 D. SCOTT FUNK 2014-10-07
002 2012-01-01 D. SCOTT FUNK 2013-07-30
002 2011-01-01 D. SCOTT FUNK 2012-10-29
002 2010-01-01 SCOTT FUNK 2011-07-18 SCOTT FUNK 2011-07-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2016-01-01	MARK GARGIULO
002	2015-01-01	MARK GARGIULO
002	2014-01-01	OLGA ALVARADO
002	2013-01-01	D. SCOTT FUNK	2014-10-07	D. SCOTT FUNK	2014-10-07
002	2012-01-01	D. SCOTT FUNK	2013-07-30
002	2011-01-01	D. SCOTT FUNK	2012-10-29
002	2010-01-01	SCOTT FUNK	2011-07-18	SCOTT FUNK	2011-07-18

Plan Statistics for GRAY REED & MCGRAW, P.C.- MEMBERS ONLY 401K PLAN

401k plan membership statisitcs for GRAY REED & MCGRAW, P.C.- MEMBERS ONLY 401K PLAN

Measure Date Value
2016: GRAY REED & MCGRAW, P.C.- MEMBERS ONLY 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 29
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 33
Number of participants with account balances 2016-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GRAY REED & MCGRAW, P.C.- MEMBERS ONLY 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 28
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 3
Total of all active and inactive participants 2015-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 31
Number of participants with account balances 2015-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GRAY REED & MCGRAW, P.C.- MEMBERS ONLY 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 45
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 28
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 4
Total of all active and inactive participants 2014-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 32
Number of participants with account balances 2014-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2016: GRAY REED & MCGRAW, P.C.- MEMBERS ONLY 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	29
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	33
Number of participants with account balances	2016-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GRAY REED & MCGRAW, P.C.- MEMBERS ONLY 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	28
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	3
Total of all active and inactive participants	2015-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	31
Number of participants with account balances	2015-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GRAY REED & MCGRAW, P.C.- MEMBERS ONLY 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	45
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	28
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	4
Total of all active and inactive participants	2014-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	32
Number of participants with account balances	2014-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on GRAY REED & MCGRAW, P.C.- MEMBERS ONLY 401K PLAN

Measure	Date	Value
2016 : GRAY REED & MCGRAW, P.C.- MEMBERS ONLY 401K PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$990,481
Expenses. Total of all expenses incurred	2016-12-31	$407,202
Benefits paid (including direct rollovers)	2016-12-31	$404,721
Total plan assets at end of year	2016-12-31	$4,825,117
Total plan assets at beginning of year	2016-12-31	$4,241,838
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$375,296
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$245,881
Other income received	2016-12-31	$369,304
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$583,279
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,825,117
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,241,838
Assets. Value of participant loans	2016-12-31	$46,650
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$-17
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,498
2015 : GRAY REED & MCGRAW, P.C.- MEMBERS ONLY 401K PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$-250,994
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$329,736
Expenses. Total of all expenses incurred	2015-12-31	$320,957
Benefits paid (including direct rollovers)	2015-12-31	$317,734
Total plan assets at end of year	2015-12-31	$4,241,838
Total plan assets at beginning of year	2015-12-31	$4,484,053
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$330,506
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-770
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$8,779
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,241,838
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,484,053
Assets. Value of participant loans	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$3,223
2014 : GRAY REED & MCGRAW, P.C.- MEMBERS ONLY 401K PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$643,971
Expenses. Total of all expenses incurred	2014-12-31	$1,093,712
Benefits paid (including direct rollovers)	2014-12-31	$1,093,219
Total plan assets at end of year	2014-12-31	$4,484,053
Total plan assets at beginning of year	2014-12-31	$4,933,794
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$335,819
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$36,739
Other income received	2014-12-31	$271,413
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-449,741
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,484,053
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,933,794
Assets. Value of participant loans	2014-12-31	$3,217
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$15
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$478

Form 5500 Responses for GRAY REED & MCGRAW, P.C.- MEMBERS ONLY 401K PLAN

2016: GRAY REED & MCGRAW, P.C.- MEMBERS ONLY 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GRAY REED & MCGRAW, P.C.- MEMBERS ONLY 401K PLAN 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: GRAY REED & MCGRAW, P.C.- MEMBERS ONLY 401K PLAN 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

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Company Name:	GRAY REED & MCGRAW, P.C.
Employer identification number (EIN):	760152805
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers