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JULIE A GRAHMANN PROFIT SHARING PLAN 401k Plan overview

Plan NameJULIE A GRAHMANN PROFIT SHARING PLAN
Plan identification number 002

JULIE A GRAHMANN PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JULIE A. GRAHMANN has sponsored the creation of one or more 401k plans.

Company Name:JULIE A. GRAHMANN
Employer identification number (EIN):860711543
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JULIE A GRAHMANN PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01JULIE A GRAHMANN
0022017-01-01JULIE A GRAHMANN
0022016-01-01JULIE A GRAHMANN
0022015-01-01JULIE A GRAHMANN
0022015-01-01JULIE A GRAHMANN
0022014-01-01JULIE A GRAHMANN
0022013-01-01JULIE A GRAHMANN
0022012-01-01JULIE A GRAHMANN
0022011-01-01JULIE A GRAHMANN
0022010-01-01JULIE A GRAHMANN
0022009-01-01JULIE A GRAHMANN

Plan Statistics for JULIE A GRAHMANN PROFIT SHARING PLAN

401k plan membership statisitcs for JULIE A GRAHMANN PROFIT SHARING PLAN

Measure Date Value
2018: JULIE A GRAHMANN PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
2017: JULIE A GRAHMANN PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
2016: JULIE A GRAHMANN PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-010
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
2015: JULIE A GRAHMANN PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Total of all active and inactive participants2015-01-011
Total participants2015-01-011
2014: JULIE A GRAHMANN PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Total of all active and inactive participants2014-01-011
Total participants2014-01-011
2013: JULIE A GRAHMANN PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Total of all active and inactive participants2013-01-011
Total participants2013-01-011
2012: JULIE A GRAHMANN PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-011
2011: JULIE A GRAHMANN PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
Number of participants with account balances2011-01-011
2010: JULIE A GRAHMANN PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Total of all active and inactive participants2010-01-011
Total participants2010-01-011
2009: JULIE A GRAHMANN PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Total of all active and inactive participants2009-01-011
Total participants2009-01-011

Financial Data on JULIE A GRAHMANN PROFIT SHARING PLAN

Measure Date Value
2018 : JULIE A GRAHMANN PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$39,595
Total plan assets at end of year2018-12-31$774,438
Total plan assets at beginning of year2018-12-31$734,843
Value of fidelity bond covering the plan2018-12-31$20,000
Other income received2018-12-31$-7,482
Net income (gross income less expenses)2018-12-31$39,595
Net plan assets at end of year (total assets less liabilities)2018-12-31$774,438
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$734,843
Total contributions received or receivable from employer(s)2018-12-31$47,077
2017 : JULIE A GRAHMANN PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$171,883
Total plan assets at end of year2017-12-31$734,843
Total plan assets at beginning of year2017-12-31$562,960
Value of fidelity bond covering the plan2017-12-31$20,000
Other income received2017-12-31$120,839
Net income (gross income less expenses)2017-12-31$171,883
Net plan assets at end of year (total assets less liabilities)2017-12-31$734,843
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$562,960
Total contributions received or receivable from employer(s)2017-12-31$51,044
2016 : JULIE A GRAHMANN PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$60,027
Total plan assets at end of year2016-12-31$562,960
Total plan assets at beginning of year2016-12-31$502,933
Value of fidelity bond covering the plan2016-12-31$20,000
Other income received2016-12-31$9,047
Net income (gross income less expenses)2016-12-31$60,027
Net plan assets at end of year (total assets less liabilities)2016-12-31$562,960
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$502,933
Total contributions received or receivable from employer(s)2016-12-31$50,980
2015 : JULIE A GRAHMANN PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$30,332
Total plan assets at end of year2015-12-31$502,933
Total plan assets at beginning of year2015-12-31$472,601
Value of fidelity bond covering the plan2015-12-31$20,000
Other income received2015-12-31$10,835
Net income (gross income less expenses)2015-12-31$30,332
Net plan assets at end of year (total assets less liabilities)2015-12-31$502,933
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$472,601
Total contributions received or receivable from employer(s)2015-12-31$19,497
2014 : JULIE A GRAHMANN PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$58,424
Total plan assets at end of year2014-12-31$472,601
Total plan assets at beginning of year2014-12-31$414,177
Value of fidelity bond covering the plan2014-12-31$20,000
Other income received2014-12-31$43,172
Net income (gross income less expenses)2014-12-31$58,424
Net plan assets at end of year (total assets less liabilities)2014-12-31$472,601
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$414,177
Total contributions received or receivable from employer(s)2014-12-31$15,252
2013 : JULIE A GRAHMANN PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$91,211
Total plan assets at end of year2013-12-31$414,177
Total plan assets at beginning of year2013-12-31$322,966
Value of fidelity bond covering the plan2013-12-31$20,000
Other income received2013-12-31$73,430
Net income (gross income less expenses)2013-12-31$91,211
Net plan assets at end of year (total assets less liabilities)2013-12-31$414,177
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$322,966
Total contributions received or receivable from employer(s)2013-12-31$17,781
2012 : JULIE A GRAHMANN PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$53,736
Total plan assets at end of year2012-12-31$322,966
Total plan assets at beginning of year2012-12-31$269,230
Value of fidelity bond covering the plan2012-12-31$20,000
Total contributions received or receivable from participants2012-12-31$23,190
Other income received2012-12-31$30,546
Net income (gross income less expenses)2012-12-31$53,736
Net plan assets at end of year (total assets less liabilities)2012-12-31$322,966
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$269,230
2011 : JULIE A GRAHMANN PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-4,466
Total plan assets at end of year2011-12-31$269,230
Total plan assets at beginning of year2011-12-31$273,696
Other income received2011-12-31$-4,466
Net income (gross income less expenses)2011-12-31$-4,466
Net plan assets at end of year (total assets less liabilities)2011-12-31$269,230
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$273,696
2010 : JULIE A GRAHMANN PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$26,236
Total plan assets at end of year2010-12-31$273,696
Total plan assets at beginning of year2010-12-31$247,460
Value of fidelity bond covering the plan2010-12-31$20,000
Other income received2010-12-31$26,236
Net income (gross income less expenses)2010-12-31$26,236
Net plan assets at end of year (total assets less liabilities)2010-12-31$273,696
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$247,460

Form 5500 Responses for JULIE A GRAHMANN PROFIT SHARING PLAN

2018: JULIE A GRAHMANN PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JULIE A GRAHMANN PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JULIE A GRAHMANN PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JULIE A GRAHMANN PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JULIE A GRAHMANN PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JULIE A GRAHMANN PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JULIE A GRAHMANN PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JULIE A GRAHMANN PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JULIE A GRAHMANN PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JULIE A GRAHMANN PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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