401k Plan data: GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN plan

GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN
Plan identification number	001

GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

GROSS MCGINLEY, LLP has sponsored the creation of one or more 401k plans.

Company Name: GROSS MCGINLEY, LLP

Employer identification number (EIN): 232007651

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about GROSS MCGINLEY, LLP

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE

Incorporation Date:

Company Identification Number: 2688594

More information about GROSS MCGINLEY, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DEBORAH FAULKINBERRY 2023-06-12 DEBORAH FAULKINBERRY 2023-06-12
001 2021-01-01 DEBORAH FAULKINBERRY 2022-06-08
001 2020-01-01 DEBORAH FAULKINBERRY 2021-06-09
001 2019-01-01 DEBORAH FAULKINBERRY 2020-07-02
001 2018-01-01 DEBORAH J. FAULKINBERRY 2019-06-12
001 2017-01-01 DEBORAH FAULKINBERRY 2018-07-10
001 2016-01-01 DEBORAH J. FAULKINBERRY 2017-07-19
001 2015-01-01 DEBORAH J. FAULKINBERRY 2016-06-07
001 2014-01-01 DEBORAH J. FAULKINBERRY 2015-07-21
001 2013-01-01 DEBORAH J. FAUKLINBERRY
001 2012-01-01 DEBORAH FAULKINBERRY
001 2011-01-01 D. FAULKINBERRY
001 2010-01-01 DEBORAH FAULKINBERRY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DEBORAH FAULKINBERRY	2023-06-12	DEBORAH FAULKINBERRY	2023-06-12
001	2021-01-01	DEBORAH FAULKINBERRY	2022-06-08
001	2020-01-01	DEBORAH FAULKINBERRY	2021-06-09
001	2019-01-01	DEBORAH FAULKINBERRY	2020-07-02
001	2018-01-01	DEBORAH J. FAULKINBERRY	2019-06-12
001	2017-01-01	DEBORAH FAULKINBERRY	2018-07-10
001	2016-01-01	DEBORAH J. FAULKINBERRY	2017-07-19
001	2015-01-01	DEBORAH J. FAULKINBERRY	2016-06-07
001	2014-01-01	DEBORAH J. FAULKINBERRY	2015-07-21
001	2013-01-01	DEBORAH J. FAUKLINBERRY
001	2012-01-01	DEBORAH FAULKINBERRY
001	2011-01-01	D. FAULKINBERRY
001	2010-01-01	DEBORAH FAULKINBERRY

Plan Statistics for GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN

Measure Date Value
2013: GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 61
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 64
Number of participants with account balances 2013-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 60
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 63
Number of participants with account balances 2012-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 55
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 61
Number of participants with account balances 2011-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 56
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 56
Number of participants with account balances 2010-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2013: GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	61
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	64
Number of participants with account balances	2013-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	60
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	63
Number of participants with account balances	2012-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	55
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	61
Number of participants with account balances	2011-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	56
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	56
Number of participants with account balances	2010-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2013 : GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,142,720
Expenses. Total of all expenses incurred	2013-12-31	$19,701
Benefits paid (including direct rollovers)	2013-12-31	$13,294
Total plan assets at end of year	2013-12-31	$4,130,582
Total plan assets at beginning of year	2013-12-31	$3,007,563
Value of fidelity bond covering the plan	2013-12-31	$720,000
Total contributions received or receivable from participants	2013-12-31	$353,761
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$583,098
Net income (gross income less expenses)	2013-12-31	$1,123,019
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,130,582
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,007,563
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$205,861
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$6,407
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$722,157
Expenses. Total of all expenses incurred	2012-12-31	$4,218
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$3,007,563
Total plan assets at beginning of year	2012-12-31	$2,289,623
Value of fidelity bond covering the plan	2012-12-31	$720,000
Total contributions received or receivable from participants	2012-12-31	$321,532
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$33,138
Other income received	2012-12-31	$218,852
Net income (gross income less expenses)	2012-12-31	$717,939
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,007,563
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,289,623
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$148,635
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$4,218
2011 : GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$621,815
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$2,289,984
Total plan assets at beginning of year	2011-12-31	$1,668,168
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$278,421
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$2,392
Other income received	2011-12-31	$166,137
Net income (gross income less expenses)	2011-12-31	$621,815
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,289,984
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,668,168
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$174,865
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
2010 : GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$1,668,168
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,668,168
Total plan assets at beginning of year	2010-12-31	$0
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$246,646
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$1,040,366
Other income received	2010-12-31	$233,185
Net income (gross income less expenses)	2010-12-31	$1,668,168
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,668,168
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$147,971
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0

Form 5500 Responses for GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN

2013: GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: GROSS MCGINLEY, LLP 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

US394142

Policy instance

Insurance contract or identification number	US394142
Number of Individuals Covered	90
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $15,480
Total amount of fees paid to insurance company	USD $0
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $285,234
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,797
Insurance broker organization code?	3
Insurance broker name	CLAIR MILLER & ASSOCIATES LLC

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Company Name:	GROSS MCGINLEY, LLP
Employer identification number (EIN):	232007651
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number:	2688594