?>
Plan Name | RICHARD E. GROFF & SONS, INC. EMPLOYEE BENEFIT PLAN |
Plan identification number | 501 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
|
Company Name: | RICHARD E. GROFF & SONS, INC. |
Employer identification number (EIN): | 232366039 |
NAIC Classification: | 238220 |
NAIC Description: | Plumbing, Heating, and Air-Conditioning Contractors |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
501 | 2021-12-01 | ||||
501 | 2020-12-01 |
Measure | Date | Value |
---|---|---|
2021: RICHARD E. GROFF & SONS, INC. EMPLOYEE BENEFIT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-12-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-12-01 | 0 |
Number of retired or separated participants receiving benefits | 2021-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-12-01 | 0 |
Total of all active and inactive participants | 2021-12-01 | 0 |
2020: RICHARD E. GROFF & SONS, INC. EMPLOYEE BENEFIT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-12-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-12-01 | 0 |
Number of retired or separated participants receiving benefits | 2020-12-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-12-01 | 0 |
Total of all active and inactive participants | 2020-12-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : RICHARD E. GROFF & SONS, INC. EMPLOYEE BENEFIT PLAN 2022 401k financial data | ||
Total plan liabilities at end of year | 2022-05-31 | $0 |
Total plan liabilities at beginning of year | 2022-05-31 | $0 |
Total income from all sources | 2022-05-31 | $50 |
Expenses. Total of all expenses incurred | 2022-05-31 | $3,376 |
Benefits paid (including direct rollovers) | 2022-05-31 | $364 |
Total plan assets at end of year | 2022-05-31 | $0 |
Total plan assets at beginning of year | 2022-05-31 | $3,326 |
Value of fidelity bond covering the plan | 2022-05-31 | $135,000 |
Other income received | 2022-05-31 | $4 |
Net income (gross income less expenses) | 2022-05-31 | $-3,326 |
Net plan assets at end of year (total assets less liabilities) | 2022-05-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-05-31 | $3,326 |
Total contributions received or receivable from employer(s) | 2022-05-31 | $46 |
Value of corrective distributions | 2022-05-31 | $3,012 |
2021 : RICHARD E. GROFF & SONS, INC. EMPLOYEE BENEFIT PLAN 2021 401k financial data | ||
Total plan liabilities at end of year | 2021-11-30 | $0 |
Total plan liabilities at beginning of year | 2021-11-30 | $0 |
Total income from all sources | 2021-11-30 | $379,442 |
Expenses. Total of all expenses incurred | 2021-11-30 | $376,116 |
Benefits paid (including direct rollovers) | 2021-11-30 | $183,503 |
Total plan assets at end of year | 2021-11-30 | $3,326 |
Total plan assets at beginning of year | 2021-11-30 | $0 |
Value of fidelity bond covering the plan | 2021-11-30 | $135,000 |
Total contributions received or receivable from participants | 2021-11-30 | $39,406 |
Expenses. Other expenses not covered elsewhere | 2021-11-30 | $196,151 |
Contributions received from other sources (not participants or employers) | 2021-11-30 | $2,413 |
Other income received | 2021-11-30 | $57 |
Net income (gross income less expenses) | 2021-11-30 | $3,326 |
Net plan assets at end of year (total assets less liabilities) | 2021-11-30 | $3,326 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-11-30 | $0 |
Total contributions received or receivable from employer(s) | 2021-11-30 | $337,566 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-11-30 | $-3,538 |
2021: RICHARD E. GROFF & SONS, INC. EMPLOYEE BENEFIT PLAN 2021 form 5500 responses | ||
---|---|---|
2021-12-01 | Type of plan entity | Single employer plan |
2021-12-01 | Submission has been amended | No |
2021-12-01 | This submission is the final filing | Yes |
2021-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2021-12-01 | Plan is a collectively bargained plan | No |
2021-12-01 | Plan funding arrangement – Trust | Yes |
2021-12-01 | Plan benefit arrangement - Trust | Yes |
2020: RICHARD E. GROFF & SONS, INC. EMPLOYEE BENEFIT PLAN 2020 form 5500 responses | ||
2020-12-01 | Type of plan entity | Single employer plan |
2020-12-01 | First time form 5500 has been submitted | Yes |
2020-12-01 | Submission has been amended | No |
2020-12-01 | This submission is the final filing | No |
2020-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-12-01 | Plan is a collectively bargained plan | No |
2020-12-01 | Plan funding arrangement – Insurance | Yes |
2020-12-01 | Plan funding arrangement – Trust | Yes |
2020-12-01 | Plan benefit arrangement – Insurance | Yes |
2020-12-01 | Plan benefit arrangement - Trust | Yes |
EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 30500662 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 168426 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|