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GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameGRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

GRIFFITH & VARY, INC. has sponsored the creation of one or more 401k plans.

Company Name:GRIFFITH & VARY, INC.
Employer identification number (EIN):043164592
NAIC Classification:541330
NAIC Description:Engineering Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-08-01
0012021-08-01
0012020-08-01
0012019-08-01
0012018-08-01
0012017-08-01WAYNE MATTSON
0012016-08-01WAYNE MATTSON
0012015-08-01WAYNE MATTSON
0012014-08-01WAYNE MATTSON
0012013-08-01JAMES ZIOBRO
0012012-08-01JAMES ZIOBRO
0012011-08-01JAMES ZIOBRO
0012009-08-01JAMES ZIOBRO

Plan Statistics for GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-08-0120
Total number of active participants reported on line 7a of the Form 55002022-08-0115
Number of retired or separated participants receiving benefits2022-08-010
Number of other retired or separated participants entitled to future benefits2022-08-015
Total of all active and inactive participants2022-08-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-08-010
Total participants2022-08-0120
Number of participants with account balances2022-08-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-08-012
2021: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-08-0120
Total number of active participants reported on line 7a of the Form 55002021-08-0116
Number of retired or separated participants receiving benefits2021-08-010
Number of other retired or separated participants entitled to future benefits2021-08-014
Total of all active and inactive participants2021-08-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-08-010
Total participants2021-08-0120
Number of participants with account balances2021-08-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-08-010
2020: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-08-0122
Total number of active participants reported on line 7a of the Form 55002020-08-0115
Number of retired or separated participants receiving benefits2020-08-010
Number of other retired or separated participants entitled to future benefits2020-08-015
Total of all active and inactive participants2020-08-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-08-010
Total participants2020-08-0120
Number of participants with account balances2020-08-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-08-014
2019: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-0120
Total number of active participants reported on line 7a of the Form 55002019-08-0119
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-013
Total of all active and inactive participants2019-08-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-08-010
Total participants2019-08-0122
Number of participants with account balances2019-08-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-08-011
2018: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-0114
Total number of active participants reported on line 7a of the Form 55002018-08-0117
Number of retired or separated participants receiving benefits2018-08-010
Number of other retired or separated participants entitled to future benefits2018-08-013
Total of all active and inactive participants2018-08-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-08-010
Total participants2018-08-0120
Number of participants with account balances2018-08-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-08-012
2017: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-0115
Total number of active participants reported on line 7a of the Form 55002017-08-0110
Number of retired or separated participants receiving benefits2017-08-010
Number of other retired or separated participants entitled to future benefits2017-08-014
Total of all active and inactive participants2017-08-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-08-010
Total participants2017-08-0114
Number of participants with account balances2017-08-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-08-010
2016: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-0115
Total number of active participants reported on line 7a of the Form 55002016-08-0112
Number of retired or separated participants receiving benefits2016-08-010
Number of other retired or separated participants entitled to future benefits2016-08-013
Total of all active and inactive participants2016-08-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-08-010
Total participants2016-08-0115
Number of participants with account balances2016-08-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-08-011
2015: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-0112
Total number of active participants reported on line 7a of the Form 55002015-08-0110
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-015
Total of all active and inactive participants2015-08-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-010
Total participants2015-08-0115
Number of participants with account balances2015-08-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-011
2014: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-0111
Total number of active participants reported on line 7a of the Form 55002014-08-017
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-013
Total of all active and inactive participants2014-08-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-010
Total participants2014-08-0110
Number of participants with account balances2014-08-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-011
2013: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-0112
Total number of active participants reported on line 7a of the Form 55002013-08-019
Number of retired or separated participants receiving benefits2013-08-010
Number of other retired or separated participants entitled to future benefits2013-08-012
Total of all active and inactive participants2013-08-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-010
Total participants2013-08-0111
Number of participants with account balances2013-08-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-011
2012: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-0111
Total number of active participants reported on line 7a of the Form 55002012-08-0110
Number of retired or separated participants receiving benefits2012-08-010
Number of other retired or separated participants entitled to future benefits2012-08-012
Total of all active and inactive participants2012-08-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-08-010
Total participants2012-08-0112
Number of participants with account balances2012-08-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-08-010
2011: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-019
Total number of active participants reported on line 7a of the Form 55002011-08-018
Number of retired or separated participants receiving benefits2011-08-010
Number of other retired or separated participants entitled to future benefits2011-08-012
Total of all active and inactive participants2011-08-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-010
Total participants2011-08-0110
Number of participants with account balances2011-08-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-010
2009: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-019
Total number of active participants reported on line 7a of the Form 55002009-08-016
Number of retired or separated participants receiving benefits2009-08-010
Number of other retired or separated participants entitled to future benefits2009-08-012
Total of all active and inactive participants2009-08-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-08-010
Total participants2009-08-018
Number of participants with account balances2009-08-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-011

Financial Data on GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-07-31$0
Total plan liabilities at end of year2023-07-31$0
Total plan liabilities at beginning of year2023-07-31$0
Total income from all sources2023-07-31$446,670
Expenses. Total of all expenses incurred2023-07-31$166,052
Benefits paid (including direct rollovers)2023-07-31$137,857
Total plan assets at end of year2023-07-31$4,505,724
Total plan assets at beginning of year2023-07-31$4,225,106
Value of fidelity bond covering the plan2023-07-31$500,000
Assets. Value of tangible personal property2023-07-31$0
Total contributions received or receivable from participants2023-07-31$117,762
Assets. Value of loans (other than to participants)2023-07-31$0
Expenses. Other expenses not covered elsewhere2023-07-31$0
Contributions received from other sources (not participants or employers)2023-07-31$0
Other income received2023-07-31$328,908
Noncash contributions received2023-07-31$0
Net income (gross income less expenses)2023-07-31$280,618
Net plan assets at end of year (total assets less liabilities)2023-07-31$4,505,724
Net plan assets at beginning of year (total assets less liabilities)2023-07-31$4,225,106
Assets. Value of participant loans2023-07-31$20,604
Assets. Value of assets in partnership/joint-venture interests2023-07-31$0
Assets. Value of real-estate (other than employer real property)2023-07-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022023-07-31$0
Assets. Value of employer securities2023-07-31$0
Assets. Value of employer real property2023-07-31$0
Total contributions received or receivable from employer(s)2023-07-31$0
Value of certain deemed distributions of participant loans2023-07-31$0
Value of corrective distributions2023-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-07-31$28,195
2022 : GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-07-31$0
Total plan liabilities at end of year2022-07-31$0
Total plan liabilities at beginning of year2022-07-31$0
Total income from all sources2022-07-31$-368,078
Expenses. Total of all expenses incurred2022-07-31$73,451
Benefits paid (including direct rollovers)2022-07-31$40,184
Total plan assets at end of year2022-07-31$4,225,106
Total plan assets at beginning of year2022-07-31$4,666,635
Value of fidelity bond covering the plan2022-07-31$500,000
Assets. Value of tangible personal property2022-07-31$0
Total contributions received or receivable from participants2022-07-31$117,451
Assets. Value of loans (other than to participants)2022-07-31$0
Expenses. Other expenses not covered elsewhere2022-07-31$0
Contributions received from other sources (not participants or employers)2022-07-31$0
Other income received2022-07-31$-645,529
Noncash contributions received2022-07-31$0
Net income (gross income less expenses)2022-07-31$-441,529
Net plan assets at end of year (total assets less liabilities)2022-07-31$4,225,106
Net plan assets at beginning of year (total assets less liabilities)2022-07-31$4,666,635
Assets. Value of participant loans2022-07-31$29,912
Assets. Value of assets in partnership/joint-venture interests2022-07-31$0
Assets. Value of real-estate (other than employer real property)2022-07-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-07-31$0
Assets. Value of employer securities2022-07-31$0
Assets. Value of employer real property2022-07-31$0
Total contributions received or receivable from employer(s)2022-07-31$160,000
Value of certain deemed distributions of participant loans2022-07-31$0
Value of corrective distributions2022-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-07-31$33,267
2021 : GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-07-31$0
Total plan liabilities at end of year2021-07-31$0
Total plan liabilities at beginning of year2021-07-31$0
Total income from all sources2021-07-31$1,062,652
Expenses. Total of all expenses incurred2021-07-31$63,848
Benefits paid (including direct rollovers)2021-07-31$32,975
Total plan assets at end of year2021-07-31$4,666,635
Total plan assets at beginning of year2021-07-31$3,667,831
Value of fidelity bond covering the plan2021-07-31$250,000
Assets. Value of tangible personal property2021-07-31$0
Total contributions received or receivable from participants2021-07-31$93,314
Assets. Value of loans (other than to participants)2021-07-31$0
Expenses. Other expenses not covered elsewhere2021-07-31$0
Contributions received from other sources (not participants or employers)2021-07-31$10,956
Other income received2021-07-31$958,382
Noncash contributions received2021-07-31$0
Net income (gross income less expenses)2021-07-31$998,804
Net plan assets at end of year (total assets less liabilities)2021-07-31$4,666,635
Net plan assets at beginning of year (total assets less liabilities)2021-07-31$3,667,831
Assets. Value of participant loans2021-07-31$0
Assets. Value of assets in partnership/joint-venture interests2021-07-31$0
Assets. Value of real-estate (other than employer real property)2021-07-31$0
Assets. Value of employer securities2021-07-31$0
Assets. Value of employer real property2021-07-31$0
Total contributions received or receivable from employer(s)2021-07-31$0
Value of certain deemed distributions of participant loans2021-07-31$0
Value of corrective distributions2021-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-07-31$30,873
2020 : GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-07-31$0
Total plan liabilities at end of year2020-07-31$0
Total plan liabilities at beginning of year2020-07-31$0
Total income from all sources2020-07-31$1,034,341
Expenses. Total of all expenses incurred2020-07-31$945,731
Benefits paid (including direct rollovers)2020-07-31$923,486
Total plan assets at end of year2020-07-31$3,667,831
Total plan assets at beginning of year2020-07-31$3,579,221
Value of fidelity bond covering the plan2020-07-31$250,000
Assets. Value of tangible personal property2020-07-31$0
Total contributions received or receivable from participants2020-07-31$109,576
Assets. Value of loans (other than to participants)2020-07-31$0
Expenses. Other expenses not covered elsewhere2020-07-31$0
Contributions received from other sources (not participants or employers)2020-07-31$525,609
Other income received2020-07-31$299,156
Noncash contributions received2020-07-31$0
Net income (gross income less expenses)2020-07-31$88,610
Net plan assets at end of year (total assets less liabilities)2020-07-31$3,667,831
Net plan assets at beginning of year (total assets less liabilities)2020-07-31$3,579,221
Assets. Value of participant loans2020-07-31$65,415
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2020-07-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2020-07-31$0
Assets. Value of assets in partnership/joint-venture interests2020-07-31$0
Assets. Value of real-estate (other than employer real property)2020-07-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022020-07-31$0
Assets. Value of employer securities2020-07-31$0
Assets. Value of employer real property2020-07-31$0
Total contributions received or receivable from employer(s)2020-07-31$100,000
Value of certain deemed distributions of participant loans2020-07-31$0
Value of corrective distributions2020-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-07-31$22,245
2018 : GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-07-31$403,463
Expenses. Total of all expenses incurred2018-07-31$19,003
Benefits paid (including direct rollovers)2018-07-31$7,577
Total plan assets at end of year2018-07-31$3,069,671
Total plan assets at beginning of year2018-07-31$2,685,211
Value of fidelity bond covering the plan2018-07-31$250,000
Total contributions received or receivable from participants2018-07-31$91,298
Contributions received from other sources (not participants or employers)2018-07-31$8,430
Other income received2018-07-31$228,735
Net income (gross income less expenses)2018-07-31$384,460
Net plan assets at end of year (total assets less liabilities)2018-07-31$3,069,671
Net plan assets at beginning of year (total assets less liabilities)2018-07-31$2,685,211
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022018-07-31$839
Total contributions received or receivable from employer(s)2018-07-31$75,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-07-31$11,426
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-07-31$0
2017 : GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-07-31$501,520
Expenses. Total of all expenses incurred2017-07-31$68,980
Benefits paid (including direct rollovers)2017-07-31$55,954
Total plan assets at end of year2017-07-31$2,685,211
Total plan assets at beginning of year2017-07-31$2,252,671
Value of fidelity bond covering the plan2017-07-31$250,000
Total contributions received or receivable from participants2017-07-31$103,834
Contributions received from other sources (not participants or employers)2017-07-31$7,413
Other income received2017-07-31$315,273
Net income (gross income less expenses)2017-07-31$432,540
Net plan assets at end of year (total assets less liabilities)2017-07-31$2,685,211
Net plan assets at beginning of year (total assets less liabilities)2017-07-31$2,252,671
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-07-31$8,200
Total contributions received or receivable from employer(s)2017-07-31$75,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-07-31$13,026
2016 : GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-07-31$615,893
Expenses. Total of all expenses incurred2016-07-31$12,314
Total plan assets at end of year2016-07-31$2,252,671
Total plan assets at beginning of year2016-07-31$1,649,092
Value of fidelity bond covering the plan2016-07-31$250,000
Total contributions received or receivable from participants2016-07-31$89,976
Contributions received from other sources (not participants or employers)2016-07-31$437,021
Other income received2016-07-31$13,896
Net income (gross income less expenses)2016-07-31$603,579
Net plan assets at end of year (total assets less liabilities)2016-07-31$2,252,671
Net plan assets at beginning of year (total assets less liabilities)2016-07-31$1,649,092
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-07-31$8,200
Total contributions received or receivable from employer(s)2016-07-31$75,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-07-31$12,314
2015 : GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-07-31$234,549
Expenses. Total of all expenses incurred2015-07-31$568,153
Benefits paid (including direct rollovers)2015-07-31$554,110
Total plan assets at end of year2015-07-31$1,649,092
Total plan assets at beginning of year2015-07-31$1,982,696
Value of fidelity bond covering the plan2015-07-31$250,000
Total contributions received or receivable from participants2015-07-31$69,163
Contributions received from other sources (not participants or employers)2015-07-31$289
Other income received2015-07-31$100,097
Net income (gross income less expenses)2015-07-31$-333,604
Net plan assets at end of year (total assets less liabilities)2015-07-31$1,649,092
Net plan assets at beginning of year (total assets less liabilities)2015-07-31$1,982,696
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-07-31$33,635
Total contributions received or receivable from employer(s)2015-07-31$65,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-07-31$14,043
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-07-31$0
2014 : GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-07-31$277,734
Expenses. Total of all expenses incurred2014-07-31$30,601
Benefits paid (including direct rollovers)2014-07-31$17,243
Total plan assets at end of year2014-07-31$1,982,696
Total plan assets at beginning of year2014-07-31$1,735,563
Value of fidelity bond covering the plan2014-07-31$250,000
Total contributions received or receivable from participants2014-07-31$72,121
Other income received2014-07-31$137,528
Net income (gross income less expenses)2014-07-31$247,133
Net plan assets at end of year (total assets less liabilities)2014-07-31$1,982,696
Net plan assets at beginning of year (total assets less liabilities)2014-07-31$1,735,563
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-07-31$25,435
Total contributions received or receivable from employer(s)2014-07-31$68,085
Expenses. Administrative service providers (salaries,fees and commissions)2014-07-31$13,358
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-07-31$0
2013 : GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-07-31$332,320
Expenses. Total of all expenses incurred2013-07-31$11,654
Total plan assets at end of year2013-07-31$1,735,563
Total plan assets at beginning of year2013-07-31$1,414,897
Value of fidelity bond covering the plan2013-07-31$250,000
Total contributions received or receivable from participants2013-07-31$52,789
Contributions received from other sources (not participants or employers)2013-07-31$81,746
Other income received2013-07-31$132,785
Net income (gross income less expenses)2013-07-31$320,666
Net plan assets at end of year (total assets less liabilities)2013-07-31$1,735,563
Net plan assets at beginning of year (total assets less liabilities)2013-07-31$1,414,897
Total contributions received or receivable from employer(s)2013-07-31$65,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-07-31$11,654
2012 : GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-07-31$151,552
Expenses. Total of all expenses incurred2012-07-31$0
Total plan assets at end of year2012-07-31$1,414,897
Total plan assets at beginning of year2012-07-31$1,263,345
Value of fidelity bond covering the plan2012-07-31$250,000
Total contributions received or receivable from participants2012-07-31$58,739
Other income received2012-07-31$27,813
Net income (gross income less expenses)2012-07-31$151,552
Net plan assets at end of year (total assets less liabilities)2012-07-31$1,414,897
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$1,263,345
Total contributions received or receivable from employer(s)2012-07-31$65,000
2011 : GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-07-31$172,549
Expenses. Total of all expenses incurred2011-07-31$4,089
Total plan assets at end of year2011-07-31$1,263,345
Total plan assets at beginning of year2011-07-31$1,094,885
Value of fidelity bond covering the plan2011-07-31$250,000
Total contributions received or receivable from participants2011-07-31$24,997
Other income received2011-07-31$73,552
Net income (gross income less expenses)2011-07-31$168,460
Net plan assets at end of year (total assets less liabilities)2011-07-31$1,263,345
Net plan assets at beginning of year (total assets less liabilities)2011-07-31$1,094,885
Total contributions received or receivable from employer(s)2011-07-31$74,000
Value of corrective distributions2011-07-31$4,089
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-07-31$0
2010 : GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-07-31$0

Form 5500 Responses for GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN

2022: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-08-01Type of plan entitySingle employer plan
2022-08-01This submission is the final filingNo
2022-08-01Plan is a collectively bargained planNo
2022-08-01Plan funding arrangement – TrustYes
2022-08-01Plan benefit arrangement - TrustYes
2021: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01This submission is the final filingNo
2021-08-01Plan is a collectively bargained planNo
2021-08-01Plan funding arrangement – TrustYes
2021-08-01Plan benefit arrangement - TrustYes
2020: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01This submission is the final filingNo
2020-08-01Plan is a collectively bargained planNo
2020-08-01Plan funding arrangement – TrustYes
2020-08-01Plan benefit arrangement - TrustYes
2019: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01This submission is the final filingNo
2019-08-01This return/report is a short plan year return/report (less than 12 months)No
2019-08-01Plan is a collectively bargained planNo
2019-08-01Plan funding arrangement – TrustYes
2019-08-01Plan benefit arrangement - TrustYes
2018: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Submission has been amendedNo
2018-08-01This submission is the final filingNo
2018-08-01This return/report is a short plan year return/report (less than 12 months)No
2018-08-01Plan is a collectively bargained planNo
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement - TrustYes
2017: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Submission has been amendedNo
2017-08-01This submission is the final filingNo
2017-08-01This return/report is a short plan year return/report (less than 12 months)No
2017-08-01Plan is a collectively bargained planNo
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement – InsuranceYes
2017-08-01Plan benefit arrangement - TrustYes
2016: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Submission has been amendedNo
2016-08-01This submission is the final filingNo
2016-08-01This return/report is a short plan year return/report (less than 12 months)No
2016-08-01Plan is a collectively bargained planNo
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement – InsuranceYes
2016-08-01Plan benefit arrangement - TrustYes
2015: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement – InsuranceYes
2015-08-01Plan benefit arrangement - TrustYes
2014: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement – InsuranceYes
2014-08-01Plan benefit arrangement - TrustYes
2013: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement – InsuranceYes
2013-08-01Plan benefit arrangement - TrustYes
2012: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement – InsuranceYes
2012-08-01Plan benefit arrangement - TrustYes
2011: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement – InsuranceYes
2011-08-01Plan benefit arrangement - TrustYes
2009: GRIFFITH AND VARY, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement – InsuranceYes
2009-08-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number20223
Policy instance 1
Insurance contract or identification number20223
Number of Individuals Covered0
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $8,324
Total amount of fees paid to insurance companyUSD $1,504
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number20223
Policy instance 1
Insurance contract or identification number20223
Number of Individuals Covered15
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $6,687
Total amount of fees paid to insurance companyUSD $804
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $6,687
Insurance broker organization code?3
Amount paid for insurance broker fees804
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameSWERDLIN NORTHEAST LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number20223
Policy instance 1
Insurance contract or identification number20223
Number of Individuals Covered11
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $8,468
Total amount of fees paid to insurance companyUSD $998
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $8,468
Insurance broker organization code?3
Amount paid for insurance broker fees998
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameSWERDLIN NORTHEAST LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number20223
Policy instance 1
Insurance contract or identification number20223
Number of Individuals Covered11
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $7,172
Total amount of fees paid to insurance companyUSD $898
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $7,172
Insurance broker organization code?3
Amount paid for insurance broker fees898
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker namePENRET SERVICES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number20223
Policy instance 1
Insurance contract or identification number20223
Number of Individuals Covered12
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $5,872
Total amount of fees paid to insurance companyUSD $735
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $5,872
Insurance broker organization code?3
Amount paid for insurance broker fees735
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker namePENRET SERVICES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number20223
Policy instance 1
Insurance contract or identification number20223
Number of Individuals Covered8
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,318
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number20223
Policy instance 1
Insurance contract or identification number20223
Number of Individuals Covered8
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $4,552
Total amount of fees paid to insurance companyUSD $562
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes

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