401k Plan data: DAVE GRANT HAY, INC. PROFIT SHARING PLAN plan

DAVE GRANT HAY, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	DAVE GRANT HAY, INC. PROFIT SHARING PLAN
Plan identification number	001

DAVE GRANT HAY, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DAVE GRANT HAY, INC. has sponsored the creation of one or more 401k plans.

Company Name: DAVE GRANT HAY, INC.

Employer identification number (EIN): 870353079

NAIC Classification: 424500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVE GRANT HAY, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 DAVID GRANT 2024-01-23
001 2021-07-01 WAYNE MCCALLUM 2023-04-12
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 WAYNE MCCALLUM
001 2016-07-01 WAYNE MCCALLUM
001 2015-07-01 WAYNE MCCALLUM
001 2014-07-01 WAYNE MCCALLUM
001 2013-07-01 WAYNE MCCALLUM
001 2012-07-01 WAYNE MCCALLUM
001 2011-07-01 WAYNE MCCALLUM
001 2010-07-01 WAYNE MCCALLUM
001 2009-07-01 WAYNE MCCALLUM

Plan Statistics for DAVE GRANT HAY, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for DAVE GRANT HAY, INC. PROFIT SHARING PLAN

Measure Date Value
2022: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 82
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 51
Number of retired or separated participants receiving benefits 2022-07-01 6
Number of other retired or separated participants entitled to future benefits 2022-07-01 19
Total of all active and inactive participants 2022-07-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 76
Number of participants with account balances 2022-07-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 0
2021: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 77
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 54
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 27
Total of all active and inactive participants 2021-07-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 81
Number of participants with account balances 2021-07-01 81
2020: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 64
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 57
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 20
Total of all active and inactive participants 2020-07-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 77
Number of participants with account balances 2020-07-01 77
2019: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 61
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 52
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 12
Total of all active and inactive participants 2019-07-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 64
Number of participants with account balances 2019-07-01 64
2018: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 57
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 43
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 18
Total of all active and inactive participants 2018-07-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 61
Number of participants with account balances 2018-07-01 61
2017: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 55
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 39
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 18
Total of all active and inactive participants 2017-07-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 57
Number of participants with account balances 2017-07-01 57
2016: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 48
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 46
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 9
Total of all active and inactive participants 2016-07-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 55
Number of participants with account balances 2016-07-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 45
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 43
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 5
Total of all active and inactive participants 2015-07-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 48
Number of participants with account balances 2015-07-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 44
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 36
Number of other retired or separated participants entitled to future benefits 2014-07-01 9
Total of all active and inactive participants 2014-07-01 45
Total participants 2014-07-01 45
Number of participants with account balances 2014-07-01 45
2013: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 44
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 31
Number of other retired or separated participants entitled to future benefits 2013-07-01 13
Total of all active and inactive participants 2013-07-01 44
Total participants 2013-07-01 44
Number of participants with account balances 2013-07-01 44
2012: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 38
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 35
Number of other retired or separated participants entitled to future benefits 2012-07-01 9
Total of all active and inactive participants 2012-07-01 44
Total participants 2012-07-01 44
Number of participants with account balances 2012-07-01 44
2011: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 38
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 28
Number of other retired or separated participants entitled to future benefits 2011-07-01 10
Total of all active and inactive participants 2011-07-01 38
Total participants 2011-07-01 38
Number of participants with account balances 2011-07-01 38
2010: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 37
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 30
Number of other retired or separated participants entitled to future benefits 2010-07-01 8
Total of all active and inactive participants 2010-07-01 38
Total participants 2010-07-01 38
Number of participants with account balances 2010-07-01 38
2009: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 31
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 28
Number of other retired or separated participants entitled to future benefits 2009-07-01 9
Total of all active and inactive participants 2009-07-01 37
Total participants 2009-07-01 37
Number of participants with account balances 2009-07-01 37

Measure	Date	Value
2022: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	82
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	51
Number of retired or separated participants receiving benefits	2022-07-01	6
Number of other retired or separated participants entitled to future benefits	2022-07-01	19
Total of all active and inactive participants	2022-07-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	76
Number of participants with account balances	2022-07-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	0
2021: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	77
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	54
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	27
Total of all active and inactive participants	2021-07-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	81
Number of participants with account balances	2021-07-01	81
2020: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	64
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	57
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	20
Total of all active and inactive participants	2020-07-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	77
Number of participants with account balances	2020-07-01	77
2019: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	61
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	52
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	12
Total of all active and inactive participants	2019-07-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	64
Number of participants with account balances	2019-07-01	64
2018: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	57
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	43
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	18
Total of all active and inactive participants	2018-07-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	61
Number of participants with account balances	2018-07-01	61
2017: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	55
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	39
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	18
Total of all active and inactive participants	2017-07-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	57
Number of participants with account balances	2017-07-01	57
2016: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	48
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	46
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	9
Total of all active and inactive participants	2016-07-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	55
Number of participants with account balances	2016-07-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	45
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	43
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	5
Total of all active and inactive participants	2015-07-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	48
Number of participants with account balances	2015-07-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	44
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	36
Number of other retired or separated participants entitled to future benefits	2014-07-01	9
Total of all active and inactive participants	2014-07-01	45
Total participants	2014-07-01	45
Number of participants with account balances	2014-07-01	45
2013: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	44
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	31
Number of other retired or separated participants entitled to future benefits	2013-07-01	13
Total of all active and inactive participants	2013-07-01	44
Total participants	2013-07-01	44
Number of participants with account balances	2013-07-01	44
2012: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	38
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	35
Number of other retired or separated participants entitled to future benefits	2012-07-01	9
Total of all active and inactive participants	2012-07-01	44
Total participants	2012-07-01	44
Number of participants with account balances	2012-07-01	44
2011: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	38
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	28
Number of other retired or separated participants entitled to future benefits	2011-07-01	10
Total of all active and inactive participants	2011-07-01	38
Total participants	2011-07-01	38
Number of participants with account balances	2011-07-01	38
2010: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	37
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	30
Number of other retired or separated participants entitled to future benefits	2010-07-01	8
Total of all active and inactive participants	2010-07-01	38
Total participants	2010-07-01	38
Number of participants with account balances	2010-07-01	38
2009: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	31
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	28
Number of other retired or separated participants entitled to future benefits	2009-07-01	9
Total of all active and inactive participants	2009-07-01	37
Total participants	2009-07-01	37
Number of participants with account balances	2009-07-01	37

Financial Data on DAVE GRANT HAY, INC. PROFIT SHARING PLAN

Measure	Date	Value
2023 : DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-06-30	$734,397
Expenses. Total of all expenses incurred	2023-06-30	$306,503
Benefits paid (including direct rollovers)	2023-06-30	$297,833
Total plan assets at end of year	2023-06-30	$6,079,905
Total plan assets at beginning of year	2023-06-30	$5,652,011
Value of fidelity bond covering the plan	2023-06-30	$250,000
Total contributions received or receivable from participants	2023-06-30	$97,526
Other income received	2023-06-30	$515,085
Net income (gross income less expenses)	2023-06-30	$427,894
Net plan assets at end of year (total assets less liabilities)	2023-06-30	$6,079,905
Net plan assets at beginning of year (total assets less liabilities)	2023-06-30	$5,652,011
Total contributions received or receivable from employer(s)	2023-06-30	$121,786
Expenses. Administrative service providers (salaries,fees and commissions)	2023-06-30	$8,670
2022 : DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-06-30	$-807,884
Expenses. Total of all expenses incurred	2022-06-30	$80,354
Benefits paid (including direct rollovers)	2022-06-30	$37,723
Total plan assets at end of year	2022-06-30	$5,518,761
Total plan assets at beginning of year	2022-06-30	$6,406,999
Value of fidelity bond covering the plan	2022-06-30	$250,000
Total contributions received or receivable from participants	2022-06-30	$71,228
Other income received	2022-06-30	$-879,112
Net income (gross income less expenses)	2022-06-30	$-888,238
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$5,518,761
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$6,406,999
Total contributions received or receivable from employer(s)	2022-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-06-30	$42,631
2021 : DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-06-30	$1,539,002
Expenses. Total of all expenses incurred	2021-06-30	$81,043
Benefits paid (including direct rollovers)	2021-06-30	$71,602
Total plan assets at end of year	2021-06-30	$6,406,999
Total plan assets at beginning of year	2021-06-30	$4,949,040
Value of fidelity bond covering the plan	2021-06-30	$250,000
Total contributions received or receivable from participants	2021-06-30	$116,191
Other income received	2021-06-30	$1,312,501
Net income (gross income less expenses)	2021-06-30	$1,457,959
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$6,406,999
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$4,949,040
Total contributions received or receivable from employer(s)	2021-06-30	$110,310
Expenses. Administrative service providers (salaries,fees and commissions)	2021-06-30	$9,441
2020 : DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-06-30	$427,476
Expenses. Total of all expenses incurred	2020-06-30	$180,741
Benefits paid (including direct rollovers)	2020-06-30	$172,240
Total plan assets at end of year	2020-06-30	$4,949,040
Total plan assets at beginning of year	2020-06-30	$4,702,305
Value of fidelity bond covering the plan	2020-06-30	$250,000
Total contributions received or receivable from participants	2020-06-30	$94,399
Other income received	2020-06-30	$233,659
Net income (gross income less expenses)	2020-06-30	$246,735
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$4,949,040
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$4,702,305
Total contributions received or receivable from employer(s)	2020-06-30	$99,418
Expenses. Administrative service providers (salaries,fees and commissions)	2020-06-30	$8,501
2019 : DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-06-30	$396,418
Expenses. Total of all expenses incurred	2019-06-30	$275,732
Benefits paid (including direct rollovers)	2019-06-30	$267,591
Total plan assets at end of year	2019-06-30	$4,702,305
Total plan assets at beginning of year	2019-06-30	$4,581,619
Value of fidelity bond covering the plan	2019-06-30	$250,000
Total contributions received or receivable from participants	2019-06-30	$88,331
Other income received	2019-06-30	$215,283
Net income (gross income less expenses)	2019-06-30	$120,686
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$4,702,305
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$4,581,619
Total contributions received or receivable from employer(s)	2019-06-30	$92,804
Expenses. Administrative service providers (salaries,fees and commissions)	2019-06-30	$8,141
2018 : DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-06-30	$408,661
Expenses. Total of all expenses incurred	2018-06-30	$72,779
Benefits paid (including direct rollovers)	2018-06-30	$64,992
Total plan assets at end of year	2018-06-30	$4,581,619
Total plan assets at beginning of year	2018-06-30	$4,245,737
Value of fidelity bond covering the plan	2018-06-30	$250,000
Total contributions received or receivable from participants	2018-06-30	$83,756
Contributions received from other sources (not participants or employers)	2018-06-30	$27,275
Other income received	2018-06-30	$213,047
Net income (gross income less expenses)	2018-06-30	$335,882
Net plan assets at end of year (total assets less liabilities)	2018-06-30	$4,581,619
Net plan assets at beginning of year (total assets less liabilities)	2018-06-30	$4,245,737
Total contributions received or receivable from employer(s)	2018-06-30	$84,583
Expenses. Administrative service providers (salaries,fees and commissions)	2018-06-30	$7,787
2017 : DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-06-30	$537,160
Expenses. Total of all expenses incurred	2017-06-30	$156,159
Benefits paid (including direct rollovers)	2017-06-30	$148,758
Total plan assets at end of year	2017-06-30	$4,245,737
Total plan assets at beginning of year	2017-06-30	$3,864,736
Value of fidelity bond covering the plan	2017-06-30	$250,000
Total contributions received or receivable from participants	2017-06-30	$94,907
Contributions received from other sources (not participants or employers)	2017-06-30	$3,525
Other income received	2017-06-30	$360,923
Net income (gross income less expenses)	2017-06-30	$381,001
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$4,245,737
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$3,864,736
Total contributions received or receivable from employer(s)	2017-06-30	$77,805
Expenses. Administrative service providers (salaries,fees and commissions)	2017-06-30	$7,401
2016 : DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-06-30	$167,448
Expenses. Total of all expenses incurred	2016-06-30	$30,124
Benefits paid (including direct rollovers)	2016-06-30	$23,340
Total plan assets at end of year	2016-06-30	$3,864,736
Total plan assets at beginning of year	2016-06-30	$3,727,412
Value of fidelity bond covering the plan	2016-06-30	$250,000
Total contributions received or receivable from participants	2016-06-30	$101,873
Contributions received from other sources (not participants or employers)	2016-06-30	$37,739
Other income received	2016-06-30	$-44,417
Net income (gross income less expenses)	2016-06-30	$137,324
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$3,864,736
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$3,727,412
Total contributions received or receivable from employer(s)	2016-06-30	$72,253
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$6,784
2015 : DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$153,627
Expenses. Total of all expenses incurred	2015-06-30	$66,032
Benefits paid (including direct rollovers)	2015-06-30	$59,866
Total plan assets at end of year	2015-06-30	$3,727,412
Total plan assets at beginning of year	2015-06-30	$3,639,817
Value of fidelity bond covering the plan	2015-06-30	$250,000
Total contributions received or receivable from participants	2015-06-30	$83,134
Other income received	2015-06-30	$3,964
Net income (gross income less expenses)	2015-06-30	$87,595
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$3,727,412
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$3,639,817
Total contributions received or receivable from employer(s)	2015-06-30	$66,529
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$6,166
2014 : DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$565,926
Expenses. Total of all expenses incurred	2014-06-30	$66,790
Benefits paid (including direct rollovers)	2014-06-30	$60,859
Total plan assets at end of year	2014-06-30	$3,639,817
Total plan assets at beginning of year	2014-06-30	$3,140,681
Value of fidelity bond covering the plan	2014-06-30	$250,000
Total contributions received or receivable from participants	2014-06-30	$91,720
Other income received	2014-06-30	$411,173
Net income (gross income less expenses)	2014-06-30	$499,136
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$3,639,817
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$3,140,681
Total contributions received or receivable from employer(s)	2014-06-30	$63,033
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$5,931
2013 : DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$366,572
Expenses. Total of all expenses incurred	2013-06-30	$9,276
Benefits paid (including direct rollovers)	2013-06-30	$4,189
Total plan assets at end of year	2013-06-30	$3,140,681
Total plan assets at beginning of year	2013-06-30	$2,783,385
Value of fidelity bond covering the plan	2013-06-30	$250,000
Total contributions received or receivable from participants	2013-06-30	$99,015
Other income received	2013-06-30	$212,319
Net income (gross income less expenses)	2013-06-30	$357,296
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$3,140,681
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$2,783,385
Total contributions received or receivable from employer(s)	2013-06-30	$55,238
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$5,087
2012 : DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$97,504
Expenses. Total of all expenses incurred	2012-06-30	$178,302
Benefits paid (including direct rollovers)	2012-06-30	$173,246
Total plan assets at end of year	2012-06-30	$2,783,385
Total plan assets at beginning of year	2012-06-30	$2,864,183
Value of fidelity bond covering the plan	2012-06-30	$210,000
Total contributions received or receivable from participants	2012-06-30	$111,030
Other income received	2012-06-30	$-62,465
Net income (gross income less expenses)	2012-06-30	$-80,798
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$2,783,385
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$2,864,183
Total contributions received or receivable from employer(s)	2012-06-30	$48,939
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$5,056
2011 : DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$540,383
Expenses. Total of all expenses incurred	2011-06-30	$289,497
Benefits paid (including direct rollovers)	2011-06-30	$282,679
Total plan assets at end of year	2011-06-30	$2,864,183
Total plan assets at beginning of year	2011-06-30	$2,613,297
Value of fidelity bond covering the plan	2011-06-30	$210,000
Total contributions received or receivable from participants	2011-06-30	$57,180
Other income received	2011-06-30	$438,458
Net income (gross income less expenses)	2011-06-30	$250,886
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$2,864,183
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$2,613,297
Total contributions received or receivable from employer(s)	2011-06-30	$44,745
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$6,818

Form 5500 Responses for DAVE GRANT HAY, INC. PROFIT SHARING PLAN

2022: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: DAVE GRANT HAY, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

56565

Policy instance

Insurance contract or identification number	56565
Number of Individuals Covered	59
Insurance policy start date	2022-07-01
Insurance policy end date	2023-06-30
Total amount of commissions paid to insurance broker	USD $5,586
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,586
Insurance broker organization code?	3

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	DAVE GRANT HAY, INC.
Employer identification number (EIN):	870353079
NAIC Classification:	424500

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-07-01	DAVID GRANT	2024-01-23
001	2021-07-01	WAYNE MCCALLUM	2023-04-12
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01	WAYNE MCCALLUM
001	2016-07-01	WAYNE MCCALLUM
001	2015-07-01	WAYNE MCCALLUM
001	2014-07-01	WAYNE MCCALLUM
001	2013-07-01	WAYNE MCCALLUM
001	2012-07-01	WAYNE MCCALLUM
001	2011-07-01	WAYNE MCCALLUM
001	2010-07-01	WAYNE MCCALLUM
001	2009-07-01	WAYNE MCCALLUM