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WALTER G GRADY, CPA PROFIT SHARING PLAN 401k Plan overview

Plan NameWALTER G GRADY, CPA PROFIT SHARING PLAN
Plan identification number 001

WALTER G GRADY, CPA PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

WALTER G GRADY, CPA has sponsored the creation of one or more 401k plans.

Company Name:WALTER G GRADY, CPA
Employer identification number (EIN):942839362
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WALTER G GRADY, CPA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01WALTER G GRADY2017-04-21
0012015-01-01WALTER G GRADY2016-07-19
0012014-01-01WALTER G GRADY2015-07-10
0012013-01-01WALTER G GRADY
0012012-01-01WALTER G GRADY
0012011-01-01WALTER G GRADY
0012009-01-01WALTER G GRADY

Plan Statistics for WALTER G GRADY, CPA PROFIT SHARING PLAN

401k plan membership statisitcs for WALTER G GRADY, CPA PROFIT SHARING PLAN

Measure Date Value
2013: WALTER G GRADY, CPA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total of all active and inactive participants2013-01-010
Total participants2013-01-010
2012: WALTER G GRADY, CPA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-012
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
2011: WALTER G GRADY, CPA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2009: WALTER G GRADY, CPA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on WALTER G GRADY, CPA PROFIT SHARING PLAN

Measure Date Value
2013 : WALTER G GRADY, CPA PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$120,949
Expenses. Total of all expenses incurred2013-12-31$4,293
Total plan assets at end of year2013-12-31$661,938
Total plan assets at beginning of year2013-12-31$545,282
Total contributions received or receivable from participants2013-12-31$24,100
Expenses. Other expenses not covered elsewhere2013-12-31$4,293
Other income received2013-12-31$83,679
Net income (gross income less expenses)2013-12-31$116,656
Net plan assets at end of year (total assets less liabilities)2013-12-31$661,938
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$545,282
Total contributions received or receivable from employer(s)2013-12-31$13,170
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : WALTER G GRADY, CPA PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$94,177
Expenses. Total of all expenses incurred2012-12-31$3,588
Total plan assets at end of year2012-12-31$545,282
Total plan assets at beginning of year2012-12-31$454,693
Total contributions received or receivable from participants2012-12-31$27,200
Expenses. Other expenses not covered elsewhere2012-12-31$3,588
Other income received2012-12-31$56,413
Net income (gross income less expenses)2012-12-31$90,589
Net plan assets at end of year (total assets less liabilities)2012-12-31$545,282
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$454,693
Total contributions received or receivable from employer(s)2012-12-31$10,564
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : WALTER G GRADY, CPA PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$41,279
Expenses. Total of all expenses incurred2011-12-31$3,074
Total plan assets at end of year2011-12-31$454,693
Total plan assets at beginning of year2011-12-31$416,488
Total contributions received or receivable from participants2011-12-31$24,200
Other income received2011-12-31$-5,026
Net income (gross income less expenses)2011-12-31$38,205
Net plan assets at end of year (total assets less liabilities)2011-12-31$454,693
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$416,488
Total contributions received or receivable from employer(s)2011-12-31$22,105
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,074
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : WALTER G GRADY, CPA PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$85,364
Expenses. Total of all expenses incurred2010-12-31$2,799
Total plan assets at end of year2010-12-31$416,488
Total plan assets at beginning of year2010-12-31$333,923
Total contributions received or receivable from participants2010-12-31$24,401
Expenses. Other expenses not covered elsewhere2010-12-31$2,799
Other income received2010-12-31$45,159
Net income (gross income less expenses)2010-12-31$82,565
Net plan assets at end of year (total assets less liabilities)2010-12-31$416,488
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$333,923
Total contributions received or receivable from employer(s)2010-12-31$15,804
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : WALTER G GRADY, CPA PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for WALTER G GRADY, CPA PROFIT SHARING PLAN

2013: WALTER G GRADY, CPA 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: WALTER G GRADY, CPA 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: WALTER G GRADY, CPA 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
2009: WALTER G GRADY, CPA 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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