401k Plan data: EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN plan

EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN
Plan identification number	003

EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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

THE GRUNDY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: THE GRUNDY FOUNDATION

Employer identification number (EIN): 231609243

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01
003 2013-01-01
003 2012-01-01 EUGENE WILLIAMS 2013-09-23
003 2011-01-01 EUGENE WILLIAMS
003 2010-01-01 EUGENE WILLIAMS
003 2009-01-01 EUGENE WILLIAMS

Plan Statistics for EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN

Measure Date Value
2011: EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 18
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 21
Number of participants with account balances 2011-01-01 21
2010: EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 22
Total of all active and inactive participants 2010-01-01 22
Total participants 2010-01-01 22
Number of participants with account balances 2010-01-01 22
2009: EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 20
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 23
Number of participants with account balances 2009-01-01 23

Measure	Date	Value
2011: EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	18
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	21
Number of participants with account balances	2011-01-01	21
2010: EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	22
Total of all active and inactive participants	2010-01-01	22
Total participants	2010-01-01	22
Number of participants with account balances	2010-01-01	22
2009: EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	20
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	23
Number of participants with account balances	2009-01-01	23

Financial Data on EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN

Measure	Date	Value
2011 : EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$68,449
Expenses. Total of all expenses incurred	2011-12-31	$77,365
Benefits paid (including direct rollovers)	2011-12-31	$77,313
Total plan assets at end of year	2011-12-31	$827,329
Total plan assets at beginning of year	2011-12-31	$836,245
Other income received	2011-12-31	$-14,186
Net income (gross income less expenses)	2011-12-31	$-8,916
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$827,329
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$836,245
Total contributions received or receivable from employer(s)	2011-12-31	$82,635
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$52
2010 : EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$171,774
Expenses. Total of all expenses incurred	2010-12-31	$24
Total plan assets at end of year	2010-12-31	$836,245
Total plan assets at beginning of year	2010-12-31	$664,495
Other income received	2010-12-31	$85,002
Net income (gross income less expenses)	2010-12-31	$171,750
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$836,245
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$664,495
Total contributions received or receivable from employer(s)	2010-12-31	$86,772
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$24

Form 5500 Responses for EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN

2011: EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: EMPLOYEES BENEFIT PLAN OF THE GRUNDY FOUNDATION DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

006034-C

Policy instance

Insurance contract or identification number	006034-C
Number of Individuals Covered	21
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $96
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

006034-C

Policy instance

Insurance contract or identification number	006034-C
Number of Individuals Covered	22
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

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Company Name:	THE GRUNDY FOUNDATION
Employer identification number (EIN):	231609243
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01
003	2013-01-01
003	2012-01-01	EUGENE WILLIAMS	2013-09-23
003	2011-01-01	EUGENE WILLIAMS
003	2010-01-01	EUGENE WILLIAMS
003	2009-01-01	EUGENE WILLIAMS