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PRESTON & GRAFTON LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NamePRESTON & GRAFTON LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

PRESTON & GRAFTON LLC 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.
  • 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

PRESTON & GRAFTON LLC has sponsored the creation of one or more 401k plans.

Company Name:PRESTON & GRAFTON LLC
Employer identification number (EIN):271348007
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRESTON & GRAFTON LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012014-01-01
0012013-01-01RYAN GRAFTON2014-09-18 RYAN GRAFTON2014-09-18

Plan Statistics for PRESTON & GRAFTON LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for PRESTON & GRAFTON LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: PRESTON & GRAFTON LLC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0712
Total number of particpants at end of year2025-10-0714
Number of Participants With Account Balances2025-10-0713
2024: PRESTON & GRAFTON LLC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-2010
Total number of particpants at end of year2024-09-2012
Number of Participants With Account Balances2024-09-2012
2022: PRESTON & GRAFTON LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-138
Total number of particpants at end of year2022-10-138
Number of Participants With Account Balances2022-10-137

Financial Data on PRESTON & GRAFTON LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : PRESTON & GRAFTON LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0760
Net assets as of the end of the plan year2025-10-07597309
Total assets as of the beginning of the plan year2025-10-07458274
Value of plan covered by a fidelity bond2025-10-07500000
Participant contributions to plan in this plan year2025-10-0733951
Other income to plan in this plan year2025-10-0775642
Plan net income in this plan year2025-10-07139035
Net assets as of the end of the plan year2025-10-07597309
Net assets as of the beginning of the plan year2025-10-07458274
Value of contributions failed to transmitted timely2025-10-07541
Employer contributions to plan in this plan year2025-10-0729502
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0760
2024 : PRESTON & GRAFTON LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-2011599
Net assets as of the end of the plan year2024-09-20458274
Total assets as of the beginning of the plan year2024-09-20370843
Value of plan covered by a fidelity bond2024-09-2050000
Participant contributions to plan in this plan year2024-09-2013656
Other income to plan in this plan year2024-09-2073640
Plan net income in this plan year2024-09-2087431
Net assets as of the end of the plan year2024-09-20458274
Net assets as of the beginning of the plan year2024-09-20370843
Value of contributions failed to transmitted timely2024-09-20121
Employer contributions to plan in this plan year2024-09-2011734
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-20515
2022 : PRESTON & GRAFTON LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-1310992
Net assets as of the end of the plan year2022-10-13444258
Total assets as of the beginning of the plan year2022-10-13382456
Value of plan covered by a fidelity bond2022-10-1350000
Participant contributions to plan in this plan year2022-10-139303
Other income to plan in this plan year2022-10-1356049
Plan net income in this plan year2022-10-1361802
Net assets as of the end of the plan year2022-10-13444258
Net assets as of the beginning of the plan year2022-10-13382456
Employer contributions to plan in this plan year2022-10-137442

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