401k Plan data: BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST plan

BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

BENDA,GRACE, STULZ & COMPANY P.C. has sponsored the creation of one or more 401k plans.

Company Name: BENDA,GRACE, STULZ & COMPANY P.C.

Employer identification number (EIN): 382284921

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BRYAN STULZ 2023-07-28
001 2021-01-01 JOHN M GRACE 2022-07-11
001 2020-01-01 JOHN M GRACE 2021-06-22
001 2019-01-01 JOHN M. GRACE 2020-04-29
001 2018-01-01 JOHN M. GRACE 2019-05-21
001 2017-01-01 JOHN M. GRACE 2018-07-17
001 2016-01-01 JOHN M. GRACE 2017-07-14
001 2015-01-01 JOHN M. GRACE 2016-07-27
001 2014-01-01 JOHN M. GRACE 2015-07-14
001 2013-01-01 JOHN M. GRACE
001 2012-01-01 JOHN M GRACE
001 2011-01-01 JOHN M GRACE
001 2010-01-01 JOHN M GRACE
001 2009-01-01 JOHN M GRACE BRYAN STULZ 2010-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	BRYAN STULZ	2023-07-28
001	2021-01-01	JOHN M GRACE	2022-07-11
001	2020-01-01	JOHN M GRACE	2021-06-22
001	2019-01-01	JOHN M. GRACE	2020-04-29
001	2018-01-01	JOHN M. GRACE	2019-05-21
001	2017-01-01	JOHN M. GRACE	2018-07-17
001	2016-01-01	JOHN M. GRACE	2017-07-14
001	2015-01-01	JOHN M. GRACE	2016-07-27
001	2014-01-01	JOHN M. GRACE	2015-07-14
001	2013-01-01	JOHN M. GRACE
001	2012-01-01	JOHN M GRACE
001	2011-01-01	JOHN M GRACE
001	2010-01-01	JOHN M GRACE
001	2009-01-01	JOHN M GRACE		BRYAN STULZ	2010-10-07

Plan Statistics for BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2013: BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
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 1
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
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 2
Total of all active and inactive participants 2011-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 8
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
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 1
Total of all active and inactive participants 2010-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 9
Number of participants with account balances 2010-01-01 9
2009: BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of retired or separated participants receiving benefits 2009-01-01 0
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9

Measure	Date	Value
2013: BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
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	1
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
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	2
Total of all active and inactive participants	2011-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	8
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
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	1
Total of all active and inactive participants	2010-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	9
Number of participants with account balances	2010-01-01	9
2009: BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of retired or separated participants receiving benefits	2009-01-01	0
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9

Financial Data on BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2013 : BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$195,493
Expenses. Total of all expenses incurred	2013-12-31	$40,395
Benefits paid (including direct rollovers)	2013-12-31	$39,422
Total plan assets at end of year	2013-12-31	$1,171,011
Total plan assets at beginning of year	2013-12-31	$1,015,913
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$52,113
Other income received	2013-12-31	$143,380
Net income (gross income less expenses)	2013-12-31	$155,098
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,171,011
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,015,913
Total contributions received or receivable from employer(s)	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$973
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$161,926
Expenses. Total of all expenses incurred	2012-12-31	$12,641
Benefits paid (including direct rollovers)	2012-12-31	$9,079
Total plan assets at end of year	2012-12-31	$1,015,913
Total plan assets at beginning of year	2012-12-31	$866,628
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$51,328
Other income received	2012-12-31	$88,017
Net income (gross income less expenses)	2012-12-31	$149,285
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,015,913
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$866,628
Assets. Value of participant loans	2012-12-31	$631
Total contributions received or receivable from employer(s)	2012-12-31	$22,581
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,562
2011 : BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$42,291
Expenses. Total of all expenses incurred	2011-12-31	$1,148,234
Benefits paid (including direct rollovers)	2011-12-31	$1,146,663
Total plan assets at end of year	2011-12-31	$866,628
Total plan assets at beginning of year	2011-12-31	$1,972,571
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$50,565
Expenses. Other expenses not covered elsewhere	2011-12-31	$1,571
Other income received	2011-12-31	$-31,909
Net income (gross income less expenses)	2011-12-31	$-1,105,943
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$866,628
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,972,571
Assets. Value of participant loans	2011-12-31	$19,778
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$29,785
Total contributions received or receivable from employer(s)	2011-12-31	$23,635
2010 : BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$228,696
Expenses. Total of all expenses incurred	2010-12-31	$55,537
Benefits paid (including direct rollovers)	2010-12-31	$54,398
Total plan assets at end of year	2010-12-31	$1,972,571
Total plan assets at beginning of year	2010-12-31	$1,799,412
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$54,172
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,139
Other income received	2010-12-31	$150,262
Net income (gross income less expenses)	2010-12-31	$173,159
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,972,571
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,799,412
Assets. Value of participant loans	2010-12-31	$21,983
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$47,403
Total contributions received or receivable from employer(s)	2010-12-31	$24,262

Form 5500 Responses for BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST

2013: BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST 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 funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BENDA,GRACE,STULZ & COMPANY P.C. 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

96189

Policy instance

Insurance contract or identification number	96189
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $5,752
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,752
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	4
Insurance broker name	LPL FINANCIAL CORPORATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

96189

Policy instance

Insurance contract or identification number	96189
Number of Individuals Covered	7
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $7,303
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,303
Additional information about fees paid to insurance broker	COMMISSIONS 4
Insurance broker name	LPL FINANCIAL CORPORATION

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

96189

Policy instance

Insurance contract or identification number	96189
Number of Individuals Covered	8
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $27,987
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

96189

Policy instance

Insurance contract or identification number	96189
Number of Individuals Covered	9
Insurance policy start date	2010-02-18
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,476
Total amount of fees paid to insurance company	USD $5
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BENDA,GRACE, STULZ & COMPANY P.C.
Employer identification number (EIN):	382284921
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants