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DAVID J GRIGGS, CPA 401(K) PLAN 401k Plan overview

Plan NameDAVID J GRIGGS, CPA 401(K) PLAN
Plan identification number 001

DAVID J GRIGGS, CPA 401(K) PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

DAVID J GRIGGS, CPA, LLC has sponsored the creation of one or more 401k plans.

Company Name:DAVID J GRIGGS, CPA, LLC
Employer identification number (EIN):832387031
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID J GRIGGS, CPA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01QIAN LIU2024-05-16
0012022-01-01CHRISTINE RIMER2023-05-27
0012021-01-01CHRISTINE RIMER2022-05-19

Financial Data on DAVID J GRIGGS, CPA 401(K) PLAN

Measure Date Value
2025 : DAVID J GRIGGS, CPA 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-01-100
Total liabilities as of the end of the plan year2025-01-100
Total liabilities as of the beginning of the plan year2025-01-100
Total expenses incurred by plan in this plan year2025-01-1010851
Net assets as of the end of the plan year2025-01-100
Total assets as of the beginning of the plan year2025-01-109059
Value of plan covered by a fidelity bond2025-01-10917471694
Participant contributions to plan in this plan year2025-01-10360
Other expenses paid from plan in this plan year2025-01-100
Other contributions to plan in this plan year2025-01-100
Other income to plan in this plan year2025-01-101312
Plan net income in this plan year2025-01-10-9059
Net assets as of the end of the plan year2025-01-100
Net assets as of the beginning of the plan year2025-01-109059
Value of contributions failed to transmitted timely2025-01-100
Employer contributions to plan in this plan year2025-01-10120
Fees paid to broker by Benefit Provider2025-01-100
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-1022
2024 : DAVID J GRIGGS, CPA 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-160
Total liabilities as of the end of the plan year2024-05-160
Total liabilities as of the beginning of the plan year2024-05-160
Total expenses incurred by plan in this plan year2024-05-1612
Net assets as of the end of the plan year2024-05-169059
Total assets as of the beginning of the plan year2024-05-165204
Value of plan covered by a fidelity bond2024-05-16705050000
Participant contributions to plan in this plan year2024-05-161647
Other expenses paid from plan in this plan year2024-05-160
Other contributions to plan in this plan year2024-05-160
Other income to plan in this plan year2024-05-161300
Plan net income in this plan year2024-05-163855
Net assets as of the end of the plan year2024-05-169059
Net assets as of the beginning of the plan year2024-05-165204
Value of contributions failed to transmitted timely2024-05-160
Employer contributions to plan in this plan year2024-05-16920
Fees paid to broker by Benefit Provider2024-05-160
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-1612
2022 : DAVID J GRIGGS, CPA 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-190
Total liabilities as of the end of the plan year2022-05-190
Total liabilities as of the beginning of the plan year2022-05-190
Total expenses incurred by plan in this plan year2022-05-192
Net assets as of the end of the plan year2022-05-191888
Total assets as of the beginning of the plan year2022-05-190
Value of plan covered by a fidelity bond2022-05-19336000000
Participant contributions to plan in this plan year2022-05-191165
Other expenses paid from plan in this plan year2022-05-190
Other contributions to plan in this plan year2022-05-190
Other income to plan in this plan year2022-05-1964
Plan net income in this plan year2022-05-191888
Net assets as of the end of the plan year2022-05-191888
Net assets as of the beginning of the plan year2022-05-190
Value of contributions failed to transmitted timely2022-05-190
Employer contributions to plan in this plan year2022-05-19661
Fees paid to broker by Benefit Provider2022-05-190
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-192

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