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GRAYROBINSON 401(K) PLAN 401k Plan overview

Plan NameGRAYROBINSON 401(K) PLAN
Plan identification number 002

GRAYROBINSON 401(K) 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.

401k Sponsoring company profile

GRAYROBINSON, P.A. has sponsored the creation of one or more 401k plans.

Company Name:GRAYROBINSON, P.A.
Employer identification number (EIN):591300132
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about GRAYROBINSON, P.A.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1970-08-26
Company Identification Number: 602357
Legal Registered Office Address: 301 S. BRONOUGH STREET, SUITE 600

TALLAHASSEE

32301

More information about GRAYROBINSON, P.A.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRAYROBINSON 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-09-01
0022020-09-01
0022019-09-01
0022018-09-01
0022017-09-01
0022017-09-01
0022016-09-01RICHARD E BURKE RICHARD E BURKE2018-06-13
0022015-09-01RICHARD BURKE RICHARD BURKE2017-06-07
0022014-09-01RICHARD E. BURKE, ESQ RICHARD E. BURKE, ESQ2016-06-15
0022013-09-01
0022012-09-01RICHARD E. BURKE BYRD F. MARSHALL, JR.2014-06-16
0022011-09-01RICHARD E. BURKE BYRD MARSHALL2013-06-17
0022010-09-01RICHARD E. BURKE BYRD MARSHALL2012-05-22
0022009-09-01RICHARD BURKE BYRD MARSHALL2011-06-14
0022009-09-01RICHARD BURKE BYRD MARSHALL2011-06-13

Plan Statistics for GRAYROBINSON 401(K) PLAN

401k plan membership statisitcs for GRAYROBINSON 401(K) PLAN

Measure Date Value
2021: GRAYROBINSON 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01830
Total number of active participants reported on line 7a of the Form 55002021-09-01455
Number of retired or separated participants receiving benefits2021-09-0176
Number of other retired or separated participants entitled to future benefits2021-09-01244
Total of all active and inactive participants2021-09-01775
Total participants2021-09-01775
Number of participants with account balances2021-09-01731
2020: GRAYROBINSON 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01766
Total number of active participants reported on line 7a of the Form 55002020-09-01488
Number of retired or separated participants receiving benefits2020-09-01115
Number of other retired or separated participants entitled to future benefits2020-09-01227
Total of all active and inactive participants2020-09-01830
Total participants2020-09-01830
Number of participants with account balances2020-09-01715
2019: GRAYROBINSON 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01791
Total number of active participants reported on line 7a of the Form 55002019-09-01528
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-01238
Total of all active and inactive participants2019-09-01766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-010
Total participants2019-09-01766
Number of participants with account balances2019-09-01688
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-010
2018: GRAYROBINSON 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01841
Total number of active participants reported on line 7a of the Form 55002018-09-01555
Number of retired or separated participants receiving benefits2018-09-01236
Total of all active and inactive participants2018-09-01791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-010
Total participants2018-09-01791
Number of participants with account balances2018-09-01785
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-0136
2017: GRAYROBINSON 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01922
Total number of active participants reported on line 7a of the Form 55002017-09-01581
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-01374
Total of all active and inactive participants2017-09-01955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-013
Total participants2017-09-01958
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-0130
2016: GRAYROBINSON 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01864
Total number of active participants reported on line 7a of the Form 55002016-09-01629
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-01271
Total of all active and inactive participants2016-09-01900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-013
Total participants2016-09-01903
Number of participants with account balances2016-09-01898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-0128
2015: GRAYROBINSON 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01871
Total number of active participants reported on line 7a of the Form 55002015-09-01642
Number of retired or separated participants receiving benefits2015-09-01198
Total of all active and inactive participants2015-09-01840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-013
Total participants2015-09-01843
Number of participants with account balances2015-09-01838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-0125
2014: GRAYROBINSON 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01821
Total number of active participants reported on line 7a of the Form 55002014-09-01632
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-01194
Total of all active and inactive participants2014-09-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-013
Total participants2014-09-01829
Number of participants with account balances2014-09-01825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-0128
2013: GRAYROBINSON 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01797
Total number of active participants reported on line 7a of the Form 55002013-09-01616
Number of retired or separated participants receiving benefits2013-09-01185
Total of all active and inactive participants2013-09-01801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-013
Total participants2013-09-01804
Number of participants with account balances2013-09-01803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-0143
2012: GRAYROBINSON 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01753
Total number of active participants reported on line 7a of the Form 55002012-09-01635
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-01128
Total of all active and inactive participants2012-09-01763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-012
Total participants2012-09-01765
Number of participants with account balances2012-09-01750
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-0131
2011: GRAYROBINSON 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01697
Total number of active participants reported on line 7a of the Form 55002011-09-01574
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-01127
Total of all active and inactive participants2011-09-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-01701
Number of participants with account balances2011-09-01701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-0131
2010: GRAYROBINSON 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-09-01663
Total number of active participants reported on line 7a of the Form 55002010-09-01550
Number of retired or separated participants receiving benefits2010-09-010
Number of other retired or separated participants entitled to future benefits2010-09-01125
Total of all active and inactive participants2010-09-01675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-09-010
Total participants2010-09-01675
Number of participants with account balances2010-09-01675
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-0135
2009: GRAYROBINSON 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01647
Total number of active participants reported on line 7a of the Form 55002009-09-01524
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-01111
Total of all active and inactive participants2009-09-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01635
Number of participants with account balances2009-09-01635
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-0134

Financial Data on GRAYROBINSON 401(K) PLAN

Measure Date Value
2022 : GRAYROBINSON 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-08-31$0
Total unrealized appreciation/depreciation of assets2022-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total income from all sources (including contributions)2022-08-31$-19,664,043
Total loss/gain on sale of assets2022-08-31$0
Total of all expenses incurred2022-08-31$12,844,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$12,617,967
Expenses. Certain deemed distributions of participant loans2022-08-31$29,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$10,404,517
Value of total assets at end of year2022-08-31$175,631,222
Value of total assets at beginning of year2022-08-31$208,139,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$197,082
Total interest from all sources2022-08-31$62,504
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$12,582,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-08-31$12,582,294
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$500,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Contributions received from participants2022-08-31$4,458,529
Participant contributions at end of year2022-08-31$1,321,414
Participant contributions at beginning of year2022-08-31$1,309,867
Participant contributions at end of year2022-08-31$204,616
Participant contributions at beginning of year2022-08-31$196,424
Assets. Other investments not covered elsewhere at end of year2022-08-31$1,752,338
Income. Received or receivable in cash from other sources (including rollovers)2022-08-31$1,151,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-08-31$0
Other income not declared elsewhere2022-08-31$67,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$-32,508,633
Value of net assets at end of year (total assets less liabilities)2022-08-31$175,631,222
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$208,139,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-08-31$151,719,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-31$182,679,754
Interest on participant loans2022-08-31$48,333
Value of interest in common/collective trusts at end of year2022-08-31$12,240,381
Value of interest in common/collective trusts at beginning of year2022-08-31$14,265,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-08-31$3,674,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-08-31$4,297,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-08-31$4,297,736
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-08-31$14,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-31$-42,985,864
Net investment gain or loss from common/collective trusts2022-08-31$204,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31No
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Contributions received in cash from employer2022-08-31$4,794,655
Employer contributions (assets) at end of year2022-08-31$4,719,021
Employer contributions (assets) at beginning of year2022-08-31$5,390,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$12,617,967
Contract administrator fees2022-08-31$197,082
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Aggregate proceeds on sale of assets2022-08-31$0
Aggregate carrying amount (costs) on sale of assets2022-08-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-08-31$0
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31REHMANN ROBSON LLC
Accountancy firm EIN2022-08-31383635706
2021 : GRAYROBINSON 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-08-31$-728
Total unrealized appreciation/depreciation of assets2021-08-31$-728
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total income from all sources (including contributions)2021-08-31$51,116,096
Total of all expenses incurred2021-08-31$23,305,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$22,960,112
Expenses. Certain deemed distributions of participant loans2021-08-31$187,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$13,300,878
Value of total assets at end of year2021-08-31$208,139,855
Value of total assets at beginning of year2021-08-31$180,328,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$157,688
Total interest from all sources2021-08-31$58,305
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$5,414,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-08-31$5,414,511
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$500,000
If this is an individual account plan, was there a blackout period2021-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$4,358,674
Participant contributions at end of year2021-08-31$1,309,867
Participant contributions at beginning of year2021-08-31$1,626,650
Participant contributions at end of year2021-08-31$196,424
Participant contributions at beginning of year2021-08-31$183,530
Assets. Other investments not covered elsewhere at beginning of year2021-08-31$728
Income. Received or receivable in cash from other sources (including rollovers)2021-08-31$3,472,192
Other income not declared elsewhere2021-08-31$191,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$27,811,088
Value of net assets at end of year (total assets less liabilities)2021-08-31$208,139,855
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$180,328,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$182,679,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$155,767,865
Interest on participant loans2021-08-31$56,570
Interest earned on other investments2021-08-31$14
Value of interest in common/collective trusts at end of year2021-08-31$14,265,150
Value of interest in common/collective trusts at beginning of year2021-08-31$11,722,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-08-31$4,297,736
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-08-31$5,699,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-08-31$5,699,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-08-31$1,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-08-31$31,934,245
Net investment gain or loss from common/collective trusts2021-08-31$217,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$5,470,012
Employer contributions (assets) at end of year2021-08-31$5,390,924
Employer contributions (assets) at beginning of year2021-08-31$5,328,249
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$22,960,112
Contract administrator fees2021-08-31$157,688
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Unqualified
Accountancy firm name2021-08-31VESTAL & WILER
Accountancy firm EIN2021-08-31593198021
2020 : GRAYROBINSON 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-08-31$6,021
Total unrealized appreciation/depreciation of assets2020-08-31$6,021
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total income from all sources (including contributions)2020-08-31$30,447,188
Total loss/gain on sale of assets2020-08-31$0
Total of all expenses incurred2020-08-31$15,246,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$14,984,932
Expenses. Certain deemed distributions of participant loans2020-08-31$88,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$10,800,707
Value of total assets at end of year2020-08-31$180,328,767
Value of total assets at beginning of year2020-08-31$165,127,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$172,260
Total interest from all sources2020-08-31$101,498
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$6,688,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-08-31$6,688,757
Administrative expenses professional fees incurred2020-08-31$172,164
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$500,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$4,402,221
Participant contributions at end of year2020-08-31$1,626,650
Participant contributions at beginning of year2020-08-31$1,778,767
Participant contributions at end of year2020-08-31$183,530
Participant contributions at beginning of year2020-08-31$177,996
Assets. Other investments not covered elsewhere at end of year2020-08-31$728
Assets. Other investments not covered elsewhere at beginning of year2020-08-31$93,345
Income. Received or receivable in cash from other sources (including rollovers)2020-08-31$981,770
Other income not declared elsewhere2020-08-31$148,388
Administrative expenses (other) incurred2020-08-31$96
Total non interest bearing cash at beginning of year2020-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$15,201,032
Value of net assets at end of year (total assets less liabilities)2020-08-31$180,328,767
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$165,127,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$155,767,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$141,697,874
Interest on participant loans2020-08-31$75,780
Interest earned on other investments2020-08-31$53
Value of interest in common/collective trusts at end of year2020-08-31$11,722,084
Value of interest in common/collective trusts at beginning of year2020-08-31$13,490,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-08-31$5,699,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-08-31$2,602,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-08-31$2,602,354
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-08-31$25,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-31$12,576,333
Net investment gain or loss from common/collective trusts2020-08-31$125,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$5,416,716
Employer contributions (assets) at end of year2020-08-31$5,328,249
Employer contributions (assets) at beginning of year2020-08-31$5,286,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$14,984,932
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31VESTAL & WILER
Accountancy firm EIN2020-08-31593198021
2019 : GRAYROBINSON 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-08-31$4,288
Total unrealized appreciation/depreciation of assets2019-08-31$4,288
Expenses. Interest paid2019-08-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-08-31$0
Total income from all sources (including contributions)2019-08-31$14,640,534
Total of all expenses incurred2019-08-31$16,065,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$15,660,725
Expenses. Certain deemed distributions of participant loans2019-08-31$204,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$10,700,737
Value of total assets at end of year2019-08-31$165,127,735
Value of total assets at beginning of year2019-08-31$166,552,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$199,833
Total interest from all sources2019-08-31$129,439
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$8,589,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-08-31$8,589,729
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$500,000
If this is an individual account plan, was there a blackout period2019-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$4,178,754
Participant contributions at end of year2019-08-31$1,778,767
Participant contributions at beginning of year2019-08-31$1,780,341
Participant contributions at end of year2019-08-31$177,996
Participant contributions at beginning of year2019-08-31$151,454
Assets. Other investments not covered elsewhere at end of year2019-08-31$93,345
Assets. Other investments not covered elsewhere at beginning of year2019-08-31$89,076
Income. Received or receivable in cash from other sources (including rollovers)2019-08-31$1,145,284
Other income not declared elsewhere2019-08-31$170,885
Administrative expenses (other) incurred2019-08-31$96
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$-1,424,539
Value of net assets at end of year (total assets less liabilities)2019-08-31$165,127,735
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$166,552,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Investment advisory and management fees2019-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$141,697,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$141,370,497
Interest on participant loans2019-08-31$73,768
Interest earned on other investments2019-08-31$94
Value of interest in common/collective trusts at end of year2019-08-31$13,490,565
Value of interest in common/collective trusts at beginning of year2019-08-31$14,909,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-08-31$2,602,354
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-08-31$2,694,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-08-31$2,694,321
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-08-31$55,577
Expenses. Payments to insurance carriers foe the provision of benefits2019-08-31$3,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-31$-5,227,782
Net investment gain or loss from common/collective trusts2019-08-31$273,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$5,376,699
Employer contributions (assets) at end of year2019-08-31$5,286,834
Employer contributions (assets) at beginning of year2019-08-31$5,557,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$15,657,645
Contract administrator fees2019-08-31$199,737
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31VESTAL & WILER
Accountancy firm EIN2019-08-31593198021
2018 : GRAYROBINSON 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-08-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-08-31$5,458
Total unrealized appreciation/depreciation of assets2018-08-31$5,458
Total income from all sources (including contributions)2018-08-31$26,379,465
Total of all expenses incurred2018-08-31$10,201,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$10,054,553
Expenses. Certain deemed distributions of participant loans2018-08-31$108,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$10,377,772
Value of total assets at end of year2018-08-31$166,552,274
Value of total assets at beginning of year2018-08-31$150,374,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$37,901
Total interest from all sources2018-08-31$91,468
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$7,784,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-08-31$7,784,852
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$500,000
If this is an individual account plan, was there a blackout period2018-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$4,343,340
Participant contributions at end of year2018-08-31$1,780,341
Participant contributions at beginning of year2018-08-31$1,741,240
Participant contributions at end of year2018-08-31$151,454
Participant contributions at beginning of year2018-08-31$105,509
Assets. Other investments not covered elsewhere at end of year2018-08-31$89,076
Assets. Other investments not covered elsewhere at beginning of year2018-08-31$235,978
Income. Received or receivable in cash from other sources (including rollovers)2018-08-31$378,189
Other income not declared elsewhere2018-08-31$22,458
Administrative expenses (other) incurred2018-08-31$843
Total non interest bearing cash at beginning of year2018-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$16,178,256
Value of net assets at end of year (total assets less liabilities)2018-08-31$166,552,274
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$150,374,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$141,370,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$123,627,900
Interest on participant loans2018-08-31$65,368
Interest earned on other investments2018-08-31$199
Value of interest in common/collective trusts at end of year2018-08-31$14,909,367
Value of interest in common/collective trusts at beginning of year2018-08-31$16,682,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-08-31$2,694,321
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-08-31$1,988,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-08-31$1,988,377
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-08-31$25,901
Expenses. Payments to insurance carriers foe the provision of benefits2018-08-31$3,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$7,848,618
Net investment gain or loss from common/collective trusts2018-08-31$248,839
Net gain/loss from 103.12 investment entities2018-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$5,656,243
Employer contributions (assets) at end of year2018-08-31$5,557,218
Employer contributions (assets) at beginning of year2018-08-31$5,992,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$10,051,473
Contract administrator fees2018-08-31$37,058
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31VESTAL & WILER
Accountancy firm EIN2018-08-31593198021
2017 : GRAYROBINSON 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-08-31$244
Total unrealized appreciation/depreciation of assets2017-08-31$244
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$26,683,522
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$8,737,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$8,541,303
Expenses. Certain deemed distributions of participant loans2017-08-31$160,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$12,128,611
Value of total assets at end of year2017-08-31$150,374,018
Value of total assets at beginning of year2017-08-31$132,428,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$36,370
Total interest from all sources2017-08-31$66,270
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$4,038,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$4,038,839
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$500,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$4,554,003
Participant contributions at end of year2017-08-31$1,741,240
Participant contributions at beginning of year2017-08-31$1,683,722
Participant contributions at end of year2017-08-31$105,509
Participant contributions at beginning of year2017-08-31$152,883
Assets. Other investments not covered elsewhere at end of year2017-08-31$235,978
Assets. Other investments not covered elsewhere at beginning of year2017-08-31$232,719
Income. Received or receivable in cash from other sources (including rollovers)2017-08-31$1,474,424
Other income not declared elsewhere2017-08-31$4,645
Administrative expenses (other) incurred2017-08-31$1,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$17,945,654
Value of net assets at end of year (total assets less liabilities)2017-08-31$150,374,018
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$132,428,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$123,627,900
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$109,556,904
Income. Interest from loans (other than to participants)2017-08-31$56,994
Value of interest in common/collective trusts at end of year2017-08-31$16,682,608
Value of interest in common/collective trusts at beginning of year2017-08-31$12,835,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-08-31$1,988,377
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-08-31$1,836,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-08-31$1,836,187
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-08-31$9,276
Expenses. Payments to insurance carriers foe the provision of benefits2017-08-31$3,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$10,253,593
Net investment gain or loss from common/collective trusts2017-08-31$191,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$6,100,184
Employer contributions (assets) at end of year2017-08-31$5,992,406
Employer contributions (assets) at beginning of year2017-08-31$6,130,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$8,538,223
Contract administrator fees2017-08-31$34,756
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31VESTAL & WILER, CPAS PA
Accountancy firm EIN2017-08-31593198021
2016 : GRAYROBINSON 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-08-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-08-31$6,930
Total unrealized appreciation/depreciation of assets2016-08-31$6,930
Total transfer of assets from this plan2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$21,420,582
Total of all expenses incurred2016-08-31$9,932,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$9,794,832
Expenses. Certain deemed distributions of participant loans2016-08-31$106,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$12,449,026
Value of total assets at end of year2016-08-31$132,428,364
Value of total assets at beginning of year2016-08-31$120,940,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$30,549
Total interest from all sources2016-08-31$54,214
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$6,639,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$6,639,066
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$500,000
If this is an individual account plan, was there a blackout period2016-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$4,400,145
Participant contributions at end of year2016-08-31$1,683,722
Participant contributions at beginning of year2016-08-31$1,742,490
Participant contributions at end of year2016-08-31$152,883
Participant contributions at beginning of year2016-08-31$180,482
Assets. Other investments not covered elsewhere at end of year2016-08-31$232,719
Assets. Other investments not covered elsewhere at beginning of year2016-08-31$231,436
Income. Received or receivable in cash from other sources (including rollovers)2016-08-31$1,809,549
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-08-31$0
Other income not declared elsewhere2016-08-31$5,409
Administrative expenses (other) incurred2016-08-31$192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$11,488,284
Value of net assets at end of year (total assets less liabilities)2016-08-31$132,428,364
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$120,940,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Investment advisory and management fees2016-08-31$30,357
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$109,556,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$97,871,101
Interest on participant loans2016-08-31$52,268
Value of interest in common/collective trusts at end of year2016-08-31$12,835,687
Value of interest in common/collective trusts at beginning of year2016-08-31$13,508,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-08-31$1,836,187
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-08-31$1,741,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-08-31$1,741,669
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-08-31$1,946
Expenses. Payments to insurance carriers foe the provision of benefits2016-08-31$3,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-08-31$2,130,264
Net investment gain or loss from common/collective trusts2016-08-31$135,673
Net gain/loss from 103.12 investment entities2016-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$6,239,332
Employer contributions (assets) at end of year2016-08-31$6,130,262
Employer contributions (assets) at beginning of year2016-08-31$5,664,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$9,791,752
Contract administrator fees2016-08-31$0
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31VESTAL & WILER, CPAS PA
Accountancy firm EIN2016-08-31593198021
2015 : GRAYROBINSON 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-08-31$5,573
Total unrealized appreciation/depreciation of assets2015-08-31$5,573
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$38,284
Total income from all sources (including contributions)2015-08-31$10,272,249
Total of all expenses incurred2015-08-31$7,599,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$7,567,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$10,720,841
Value of total assets at end of year2015-08-31$120,940,080
Value of total assets at beginning of year2015-08-31$118,305,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$31,364
Total interest from all sources2015-08-31$54,249
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$5,575,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$5,575,539
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$500,000
If this is an individual account plan, was there a blackout period2015-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$4,306,062
Participant contributions at end of year2015-08-31$1,742,490
Participant contributions at beginning of year2015-08-31$1,631,896
Participant contributions at end of year2015-08-31$180,482
Participant contributions at beginning of year2015-08-31$143,704
Assets. Other investments not covered elsewhere at end of year2015-08-31$231,436
Assets. Other investments not covered elsewhere at beginning of year2015-08-31$363,652
Income. Received or receivable in cash from other sources (including rollovers)2015-08-31$662,493
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-08-31$38,284
Other income not declared elsewhere2015-08-31$12,420
Administrative expenses (other) incurred2015-08-31$1,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$2,672,938
Value of net assets at end of year (total assets less liabilities)2015-08-31$120,940,080
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$118,267,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$97,871,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$95,441,533
Interest on participant loans2015-08-31$54,211
Value of interest in common/collective trusts at end of year2015-08-31$13,508,608
Value of interest in common/collective trusts at beginning of year2015-08-31$13,506,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-08-31$1,741,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-08-31$1,688,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-08-31$1,688,143
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-08-31$38
Expenses. Payments to insurance carriers foe the provision of benefits2015-08-31$10,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-08-31$-6,218,093
Net investment gain or loss from common/collective trusts2015-08-31$121,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31Yes
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$5,752,286
Employer contributions (assets) at end of year2015-08-31$5,664,294
Employer contributions (assets) at beginning of year2015-08-31$5,529,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$7,557,903
Contract administrator fees2015-08-31$30,056
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31VESTAL & WILER, CPAS PA
Accountancy firm EIN2015-08-31593198021
2014 : GRAYROBINSON 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-08-31$18,134
Total unrealized appreciation/depreciation of assets2014-08-31$18,134
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$20,564
Total income from all sources (including contributions)2014-08-31$25,602,316
Total of all expenses incurred2014-08-31$7,520,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$7,494,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$10,345,494
Value of total assets at end of year2014-08-31$118,305,426
Value of total assets at beginning of year2014-08-31$100,244,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$26,727
Total interest from all sources2014-08-31$59,799
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$3,559,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$3,559,448
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$500,000
If this is an individual account plan, was there a blackout period2014-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$3,936,058
Participant contributions at end of year2014-08-31$1,631,896
Participant contributions at beginning of year2014-08-31$1,660,933
Participant contributions at end of year2014-08-31$143,704
Participant contributions at beginning of year2014-08-31$290,464
Assets. Other investments not covered elsewhere at end of year2014-08-31$363,652
Assets. Other investments not covered elsewhere at beginning of year2014-08-31$339,434
Income. Received or receivable in cash from other sources (including rollovers)2014-08-31$774,250
Liabilities. Value of operating payables at beginning of year2014-08-31$20,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$18,081,362
Value of net assets at end of year (total assets less liabilities)2014-08-31$118,305,426
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$100,224,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Investment advisory and management fees2014-08-31$26,727
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$95,441,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$74,728,208
Interest on participant loans2014-08-31$52,454
Interest earned on other investments2014-08-31$7,286
Value of interest in common/collective trusts at end of year2014-08-31$13,506,815
Value of interest in common/collective trusts at beginning of year2014-08-31$14,502,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-08-31$1,688,143
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-08-31$3,023,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-08-31$3,023,583
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-08-31$59
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$11,503,429
Net investment gain or loss from common/collective trusts2014-08-31$116,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$5,635,186
Employer contributions (assets) at end of year2014-08-31$5,529,683
Employer contributions (assets) at beginning of year2014-08-31$5,699,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$7,494,227
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31VESTAL & WILER, CPAS PA
Accountancy firm EIN2014-08-31593198021
2013 : GRAYROBINSON 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-08-31$35,390
Total unrealized appreciation/depreciation of assets2013-08-31$35,390
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$20,564
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$20,340,461
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$6,198,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$6,135,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$10,402,874
Value of total assets at end of year2013-08-31$100,244,628
Value of total assets at beginning of year2013-08-31$86,082,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$62,656
Total interest from all sources2013-08-31$53,389
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$1,944,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$1,944,275
Administrative expenses professional fees incurred2013-08-31$20,328
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$500,000
If this is an individual account plan, was there a blackout period2013-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$3,832,593
Participant contributions at end of year2013-08-31$1,660,933
Participant contributions at beginning of year2013-08-31$1,269,372
Participant contributions at end of year2013-08-31$290,464
Participant contributions at beginning of year2013-08-31$202,422
Assets. Other investments not covered elsewhere at end of year2013-08-31$339,434
Assets. Other investments not covered elsewhere at beginning of year2013-08-31$300,275
Income. Received or receivable in cash from other sources (including rollovers)2013-08-31$772,953
Administrative expenses (other) incurred2013-08-31$0
Liabilities. Value of operating payables at end of year2013-08-31$20,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$14,141,843
Value of net assets at end of year (total assets less liabilities)2013-08-31$100,224,064
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$86,082,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Investment advisory and management fees2013-08-31$18,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$74,728,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$62,386,305
Interest on participant loans2013-08-31$45,733
Interest earned on other investments2013-08-31$7,550
Value of interest in common/collective trusts at end of year2013-08-31$14,502,781
Value of interest in common/collective trusts at beginning of year2013-08-31$14,502,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-08-31$3,023,583
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-08-31$2,102,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-08-31$2,102,594
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-08-31$106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$8,011,366
Net investment gain or loss from common/collective trusts2013-08-31$-106,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$5,797,328
Employer contributions (assets) at end of year2013-08-31$5,699,225
Employer contributions (assets) at beginning of year2013-08-31$5,318,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$6,135,962
Contract administrator fees2013-08-31$23,578
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31VESTAL & WILER, CPAS PA
Accountancy firm EIN2013-08-31593198021
2012 : GRAYROBINSON 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-08-31$30,016
Total unrealized appreciation/depreciation of assets2012-08-31$30,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total income from all sources (including contributions)2012-08-31$18,318,757
Total of all expenses incurred2012-08-31$2,303,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$2,284,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$10,839,940
Value of total assets at end of year2012-08-31$86,082,221
Value of total assets at beginning of year2012-08-31$70,066,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$18,749
Total interest from all sources2012-08-31$49,897
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$1,352,105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-08-31$1,352,105
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$500,000
If this is an individual account plan, was there a blackout period2012-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$3,512,595
Participant contributions at end of year2012-08-31$1,269,372
Participant contributions at beginning of year2012-08-31$1,218,335
Participant contributions at end of year2012-08-31$202,422
Participant contributions at beginning of year2012-08-31$96,304
Assets. Other investments not covered elsewhere at end of year2012-08-31$300,275
Assets. Other investments not covered elsewhere at beginning of year2012-08-31$265,182
Income. Received or receivable in cash from other sources (including rollovers)2012-08-31$1,919,608
Administrative expenses (other) incurred2012-08-31$4,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$16,015,295
Value of net assets at end of year (total assets less liabilities)2012-08-31$86,082,221
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$70,066,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$62,386,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$49,821,255
Interest on participant loans2012-08-31$40,170
Interest earned on other investments2012-08-31$9,696
Value of interest in common/collective trusts at end of year2012-08-31$14,502,720
Value of interest in common/collective trusts at beginning of year2012-08-31$12,228,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-08-31$2,102,594
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-08-31$1,441,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-08-31$1,441,662
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-08-31$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$5,226,228
Net investment gain or loss from common/collective trusts2012-08-31$820,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$5,407,737
Employer contributions (assets) at end of year2012-08-31$5,318,533
Employer contributions (assets) at beginning of year2012-08-31$4,995,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$2,284,713
Contract administrator fees2012-08-31$14,130
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31VESTAL & WILER, CPAS PA
Accountancy firm EIN2012-08-31593198021
2011 : GRAYROBINSON 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-08-31$36,306
Total unrealized appreciation/depreciation of assets2011-08-31$36,306
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$0
Total income from all sources (including contributions)2011-08-31$15,467,503
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$3,396,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$3,383,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$8,908,594
Value of total assets at end of year2011-08-31$70,066,926
Value of total assets at beginning of year2011-08-31$57,995,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$12,366
Total interest from all sources2011-08-31$40,212
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$742,904
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-08-31$742,904
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$500,000
If this is an individual account plan, was there a blackout period2011-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$3,048,757
Participant contributions at end of year2011-08-31$1,218,335
Participant contributions at beginning of year2011-08-31$989,321
Participant contributions at end of year2011-08-31$96,304
Participant contributions at beginning of year2011-08-31$147,758
Assets. Other investments not covered elsewhere at end of year2011-08-31$265,182
Assets. Other investments not covered elsewhere at beginning of year2011-08-31$220,982
Income. Received or receivable in cash from other sources (including rollovers)2011-08-31$780,476
Administrative expenses (other) incurred2011-08-31$1,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$12,071,269
Value of net assets at end of year (total assets less liabilities)2011-08-31$70,066,926
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$57,995,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$49,821,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$36,459,499
Interest on participant loans2011-08-31$38,856
Interest earned on other investments2011-08-31$1,201
Value of interest in common/collective trusts at end of year2011-08-31$12,228,608
Value of interest in common/collective trusts at beginning of year2011-08-31$14,072,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-08-31$1,441,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-08-31$1,403,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-08-31$1,403,162
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-08-31$155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$4,961,879
Net investment gain or loss from common/collective trusts2011-08-31$777,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$5,079,361
Employer contributions (assets) at end of year2011-08-31$4,995,580
Employer contributions (assets) at beginning of year2011-08-31$4,702,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$3,383,868
Contract administrator fees2011-08-31$11,209
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31VESTAL & WILER CPAS
Accountancy firm EIN2011-08-31593198021
2010 : GRAYROBINSON 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0

Form 5500 Responses for GRAYROBINSON 401(K) PLAN

2021: GRAYROBINSON 401(K) PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement - TrustYes
2020: GRAYROBINSON 401(K) PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement - TrustYes
2019: GRAYROBINSON 401(K) PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: GRAYROBINSON 401(K) PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: GRAYROBINSON 401(K) PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: GRAYROBINSON 401(K) PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: GRAYROBINSON 401(K) PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: GRAYROBINSON 401(K) PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: GRAYROBINSON 401(K) PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedYes
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: GRAYROBINSON 401(K) PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: GRAYROBINSON 401(K) PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2010: GRAYROBINSON 401(K) PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement – InsuranceYes
2010-09-01Plan benefit arrangement - TrustYes
2009: GRAYROBINSON 401(K) PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedYes
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58363829
Policy instance 1
Insurance contract or identification number58363829
Insurance policy start date2019-08-15
Insurance policy end date2020-08-14
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number17672281
Policy instance 2
Insurance contract or identification number17672281
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58363829
Policy instance 1
Insurance contract or identification number58363829
Number of Individuals Covered1
Insurance policy start date2018-08-15
Insurance policy end date2019-08-14
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number17672281
Policy instance 2
Insurance contract or identification number17672281
Number of Individuals Covered1
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58363829
Policy instance 1
Insurance contract or identification number58363829
Insurance policy start date2017-08-15
Insurance policy end date2018-08-14
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number12105725
Policy instance 2
Insurance contract or identification number12105725
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number17672281
Policy instance 3
Insurance contract or identification number17672281
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number58363878
Policy instance 4
Insurance contract or identification number58363878
Insurance policy start date2017-08-15
Insurance policy end date2018-08-14
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1

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