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GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameGRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

STANDER REUBENS THOMAS KINSEY, APC A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:STANDER REUBENS THOMAS KINSEY, APC A PROFESSIONAL CORPORATION
Employer identification number (EIN):953390629
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TIMOTHY KINSEY2023-10-02
0012021-01-01TIMOTHY KINSEY2022-10-11
0012020-01-01RAFIK NAZARI2021-08-19
0012020-01-01RAFIK NAZARI2021-08-19
0012019-01-01RAFIK NAZARI2020-10-11
0012018-01-01RAFIK NAZARI2019-10-09
0012017-01-01
0012016-01-01
0012015-01-01BRIAN LAMB
0012014-01-01MANJIT ENDER
0012013-01-01MANJIT ENDER
0012012-01-01JANICE ORTEZ
0012011-01-01JANICE ORTEZ
0012010-01-01JANICE ORTEZ
0012009-01-01JANICE ORTEZ

Plan Statistics for GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01272
Total number of active participants reported on line 7a of the Form 55002022-01-0171
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01143
Total of all active and inactive participants2022-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01215
Number of participants with account balances2022-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01270
Total number of active participants reported on line 7a of the Form 55002021-01-01138
Number of retired or separated participants receiving benefits2021-01-0139
Number of other retired or separated participants entitled to future benefits2021-01-0194
Total of all active and inactive participants2021-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01272
Number of participants with account balances2021-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01267
Total number of active participants reported on line 7a of the Form 55002020-01-01154
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01115
Total of all active and inactive participants2020-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01270
Number of participants with account balances2020-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01277
Total number of active participants reported on line 7a of the Form 55002019-01-01157
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01109
Total of all active and inactive participants2019-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01267
Number of participants with account balances2019-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01308
Total number of active participants reported on line 7a of the Form 55002018-01-01175
Number of retired or separated participants receiving benefits2018-01-0130
Number of other retired or separated participants entitled to future benefits2018-01-0172
Total of all active and inactive participants2018-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01277
Number of participants with account balances2018-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01325
Total number of active participants reported on line 7a of the Form 55002017-01-01215
Number of retired or separated participants receiving benefits2017-01-0127
Number of other retired or separated participants entitled to future benefits2017-01-0166
Total of all active and inactive participants2017-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01308
Number of participants with account balances2017-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01340
Total number of active participants reported on line 7a of the Form 55002016-01-01233
Number of other retired or separated participants entitled to future benefits2016-01-0192
Total of all active and inactive participants2016-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01325
Number of participants with account balances2016-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0127
2015: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01363
Total number of active participants reported on line 7a of the Form 55002015-01-01249
Number of retired or separated participants receiving benefits2015-01-0127
Number of other retired or separated participants entitled to future benefits2015-01-0164
Total of all active and inactive participants2015-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01340
Number of participants with account balances2015-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0127
2014: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01362
Total number of active participants reported on line 7a of the Form 55002014-01-01262
Number of retired or separated participants receiving benefits2014-01-0141
Number of other retired or separated participants entitled to future benefits2014-01-0160
Total of all active and inactive participants2014-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01363
Number of participants with account balances2014-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01347
Total number of active participants reported on line 7a of the Form 55002013-01-01265
Number of retired or separated participants receiving benefits2013-01-0131
Number of other retired or separated participants entitled to future benefits2013-01-0165
Total of all active and inactive participants2013-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01362
Number of participants with account balances2013-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01329
Total number of active participants reported on line 7a of the Form 55002012-01-01251
Number of retired or separated participants receiving benefits2012-01-0133
Number of other retired or separated participants entitled to future benefits2012-01-0163
Total of all active and inactive participants2012-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01347
Number of participants with account balances2012-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01318
Total number of active participants reported on line 7a of the Form 55002011-01-01247
Number of retired or separated participants receiving benefits2011-01-0127
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01329
Number of participants with account balances2011-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01277
Total number of active participants reported on line 7a of the Form 55002010-01-01242
Number of retired or separated participants receiving benefits2010-01-0118
Number of other retired or separated participants entitled to future benefits2010-01-0158
Total of all active and inactive participants2010-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01318
Number of participants with account balances2010-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01277
Total number of active participants reported on line 7a of the Form 55002009-01-01202
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0175
Total of all active and inactive participants2009-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01277
Number of participants with account balances2009-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,285,429
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,094,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,055,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$701,165
Value of total assets at end of year2022-12-31$25,217,148
Value of total assets at beginning of year2022-12-31$34,596,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$39,056
Total interest from all sources2022-12-31$3,612
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$536,146
Participant contributions at end of year2022-12-31$84,220
Participant contributions at beginning of year2022-12-31$172,190
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$24,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,379,648
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,217,148
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$34,596,796
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$22,875,483
Value of interest in pooled separate accounts at beginning of year2022-12-31$31,532,507
Interest on participant loans2022-12-31$3,612
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,219,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,714,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,032,023
Net investment gain or loss from common/collective trusts2022-12-31$41,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$140,353
Employer contributions (assets) at end of year2022-12-31$38,059
Employer contributions (assets) at beginning of year2022-12-31$177,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,055,163
Contract administrator fees2022-12-31$39,056
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31RICHARDSON KNOTOGUOURIS EMERSON LLO
Accountancy firm EIN2022-12-31010871934
2021 : GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,287
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,000,540
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,992,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,988,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,153,144
Value of total assets at end of year2021-12-31$34,596,796
Value of total assets at beginning of year2021-12-31$32,585,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,114
Total interest from all sources2021-12-31$10,156
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$812,282
Participant contributions at end of year2021-12-31$172,190
Participant contributions at beginning of year2021-12-31$208,171
Participant contributions at beginning of year2021-12-31$17,910
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$14,283
Administrative expenses (other) incurred2021-12-31$4,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,008,150
Value of net assets at end of year (total assets less liabilities)2021-12-31$34,593,509
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$32,585,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$31,532,507
Value of interest in pooled separate accounts at beginning of year2021-12-31$29,269,362
Interest on participant loans2021-12-31$10,156
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,714,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,887,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,789,152
Net investment gain/loss from pooled separate accounts2021-12-31$48,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$326,579
Employer contributions (assets) at end of year2021-12-31$177,518
Employer contributions (assets) at beginning of year2021-12-31$202,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,988,276
Liabilities. Value of benefit claims payable at end of year2021-12-31$3,287
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RICHARDSON KNOTOGUOURIS EMERSON LLP
Accountancy firm EIN2021-12-31010871934
2020 : GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,803,079
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,210,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,207,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,136,582
Value of total assets at end of year2020-12-31$32,585,359
Value of total assets at beginning of year2020-12-31$27,992,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,195
Total interest from all sources2020-12-31$9,964
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$794,524
Participant contributions at end of year2020-12-31$208,171
Participant contributions at beginning of year2020-12-31$306,168
Participant contributions at end of year2020-12-31$17,910
Participant contributions at beginning of year2020-12-31$20,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,592,526
Value of net assets at end of year (total assets less liabilities)2020-12-31$32,585,359
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,992,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$3,195
Value of interest in pooled separate accounts at end of year2020-12-31$29,269,362
Value of interest in pooled separate accounts at beginning of year2020-12-31$25,311,438
Interest on participant loans2020-12-31$9,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,887,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,127,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,604,424
Net investment gain/loss from pooled separate accounts2020-12-31$52,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$342,058
Employer contributions (assets) at end of year2020-12-31$202,842
Employer contributions (assets) at beginning of year2020-12-31$227,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,207,358
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RICHARDSON KNOTOGOURIS EMERSON LLP
Accountancy firm EIN2020-12-31010871934
2019 : GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,315,152
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,537,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,532,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,206,682
Value of total assets at end of year2019-12-31$27,992,833
Value of total assets at beginning of year2019-12-31$23,215,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,028
Total interest from all sources2019-12-31$11,903
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$819,243
Participant contributions at end of year2019-12-31$306,168
Participant contributions at beginning of year2019-12-31$268,878
Participant contributions at end of year2019-12-31$20,693
Participant contributions at beginning of year2019-12-31$26,501
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,777,449
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,992,833
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,215,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$25,311,438
Value of interest in pooled separate accounts at beginning of year2019-12-31$19,076,504
Interest on participant loans2019-12-31$11,903
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,127,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,566,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,026,998
Net investment gain/loss from pooled separate accounts2019-12-31$69,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$378,264
Employer contributions (assets) at end of year2019-12-31$227,100
Employer contributions (assets) at beginning of year2019-12-31$277,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,532,675
Contract administrator fees2019-12-31$5,028
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RICHARDSON KONTOGOURIS EMERSON LLP
Accountancy firm EIN2019-12-31010871934
2018 : GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$20,206
Total income from all sources (including contributions)2018-12-31$-40,422
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,851,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,846,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,433,306
Value of total assets at end of year2018-12-31$23,215,384
Value of total assets at beginning of year2018-12-31$25,127,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,284
Total interest from all sources2018-12-31$12,630
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$5,284
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$973,989
Participant contributions at end of year2018-12-31$268,878
Participant contributions at beginning of year2018-12-31$450,006
Participant contributions at end of year2018-12-31$26,501
Participant contributions at beginning of year2018-12-31$24,345
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,518
Liabilities. Value of operating payables at beginning of year2018-12-31$20,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,892,224
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,215,384
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,107,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$19,076,504
Value of interest in pooled separate accounts at beginning of year2018-12-31$20,822,554
Interest on participant loans2018-12-31$12,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,566,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,574,263
Net investment gain/loss from pooled separate accounts2018-12-31$-1,557,152
Net gain/loss from 103.12 investment entities2018-12-31$70,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$456,799
Employer contributions (assets) at end of year2018-12-31$277,048
Employer contributions (assets) at beginning of year2018-12-31$256,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,846,518
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RICHARDSON KNOTOGOURIS EMMERSON LLP
Accountancy firm EIN2018-12-31010871934
2017 : GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$20,206
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,678
Total income from all sources (including contributions)2017-12-31$5,432,647
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,552,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,545,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,831,014
Value of total assets at end of year2017-12-31$25,127,814
Value of total assets at beginning of year2017-12-31$22,233,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,545
Total interest from all sources2017-12-31$12,528
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,087,531
Participant contributions at end of year2017-12-31$450,006
Participant contributions at beginning of year2017-12-31$304,815
Participant contributions at end of year2017-12-31$24,345
Participant contributions at beginning of year2017-12-31$39,067
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$313,158
Liabilities. Value of operating payables at end of year2017-12-31$20,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,880,270
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,107,608
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,227,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$6,545
Value of interest in pooled separate accounts at end of year2017-12-31$20,822,554
Value of interest in pooled separate accounts at beginning of year2017-12-31$17,641,557
Interest on participant loans2017-12-31$12,528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,574,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,959,537
Net investment gain/loss from pooled separate accounts2017-12-31$3,527,957
Net gain/loss from 103.12 investment entities2017-12-31$61,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$430,325
Employer contributions (assets) at end of year2017-12-31$256,646
Employer contributions (assets) at beginning of year2017-12-31$288,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,545,832
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$5,678
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RICHARDSON KONTOGOURIS EMMERSON LLP
Accountancy firm EIN2017-12-31010871934
2016 : GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,678
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,398,416
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,222,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,216,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,633,805
Value of total assets at end of year2016-12-31$22,233,016
Value of total assets at beginning of year2016-12-31$20,051,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,150
Total interest from all sources2016-12-31$8,151
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,144,621
Participant contributions at end of year2016-12-31$304,815
Participant contributions at beginning of year2016-12-31$354,183
Participant contributions at end of year2016-12-31$39,067
Participant contributions at beginning of year2016-12-31$63,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,175,965
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,227,338
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,051,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$6,150
Value of interest in pooled separate accounts at end of year2016-12-31$17,641,557
Value of interest in pooled separate accounts at beginning of year2016-12-31$17,029,870
Interest on participant loans2016-12-31$8,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,959,537
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,276,124
Net investment gain/loss from pooled separate accounts2016-12-31$1,706,510
Net gain/loss from 103.12 investment entities2016-12-31$49,950
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$489,184
Employer contributions (assets) at end of year2016-12-31$288,040
Employer contributions (assets) at beginning of year2016-12-31$327,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,216,301
Liabilities. Value of benefit claims payable at end of year2016-12-31$5,678
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RICHARDSON KONTOGOURIS EMERSON LLP
Accountancy firm EIN2016-12-31010871934
2015 : GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,423,107
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,165,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,159,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,742,055
Value of total assets at end of year2015-12-31$20,051,373
Value of total assets at beginning of year2015-12-31$19,793,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,194
Total interest from all sources2015-12-31$8,381
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,191,299
Participant contributions at end of year2015-12-31$354,183
Participant contributions at beginning of year2015-12-31$360,854
Participant contributions at end of year2015-12-31$63,556
Participant contributions at beginning of year2015-12-31$27,834
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$17,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$257,721
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,051,373
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,793,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$6,194
Value of interest in pooled separate accounts at end of year2015-12-31$17,029,870
Value of interest in pooled separate accounts at beginning of year2015-12-31$16,765,721
Interest on participant loans2015-12-31$8,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,276,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,350,615
Net investment gain/loss from pooled separate accounts2015-12-31$-369,539
Net gain/loss from 103.12 investment entities2015-12-31$42,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$532,907
Employer contributions (assets) at end of year2015-12-31$327,640
Employer contributions (assets) at beginning of year2015-12-31$288,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,159,192
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WINDES, INC.
Accountancy firm EIN2015-12-31953001179
2014 : GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,696,990
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$996,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$954,410
Value of total corrective distributions2014-12-31$36,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,636,691
Value of total assets at end of year2014-12-31$19,793,652
Value of total assets at beginning of year2014-12-31$18,093,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,606
Total interest from all sources2014-12-31$12,667
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,130,407
Participant contributions at end of year2014-12-31$360,854
Participant contributions at beginning of year2014-12-31$309,060
Participant contributions at end of year2014-12-31$27,834
Participant contributions at beginning of year2014-12-31$22,340
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$21,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,700,339
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,793,652
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,093,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$5,606
Value of interest in pooled separate accounts at end of year2014-12-31$16,765,721
Value of interest in pooled separate accounts at beginning of year2014-12-31$15,433,857
Interest on participant loans2014-12-31$12,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,350,615
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,302,029
Net investment gain/loss from pooled separate accounts2014-12-31$1,002,562
Net gain/loss from 103.12 investment entities2014-12-31$45,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$484,332
Employer contributions (assets) at end of year2014-12-31$288,628
Employer contributions (assets) at beginning of year2014-12-31$26,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$954,410
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31VICENTI, LLOYD & STUTZMAN
Accountancy firm EIN2014-12-31952242818
2013 : GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,547,232
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,137,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,131,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,454,900
Value of total assets at end of year2013-12-31$18,093,313
Value of total assets at beginning of year2013-12-31$14,683,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,435
Total interest from all sources2013-12-31$7,702
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,142,639
Participant contributions at end of year2013-12-31$309,060
Participant contributions at beginning of year2013-12-31$273,242
Participant contributions at end of year2013-12-31$22,340
Participant contributions at beginning of year2013-12-31$42,500
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$57,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,409,315
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,093,313
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,683,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$6,435
Value of interest in pooled separate accounts at end of year2013-12-31$15,433,857
Value of interest in pooled separate accounts at beginning of year2013-12-31$11,844,792
Interest on participant loans2013-12-31$7,702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,302,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,496,466
Net investment gain/loss from pooled separate accounts2013-12-31$3,044,203
Net gain/loss from 103.12 investment entities2013-12-31$40,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$254,654
Employer contributions (assets) at end of year2013-12-31$26,027
Employer contributions (assets) at beginning of year2013-12-31$26,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,131,482
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31VICENTI LLOYD & STUTZMAN
Accountancy firm EIN2013-12-31952242818
2012 : GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,927,090
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,983,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,979,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,342,174
Value of total assets at end of year2012-12-31$14,683,998
Value of total assets at beginning of year2012-12-31$13,740,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,095
Total interest from all sources2012-12-31$10,736
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,113,250
Participant contributions at end of year2012-12-31$273,242
Participant contributions at beginning of year2012-12-31$354,991
Participant contributions at end of year2012-12-31$42,500
Participant contributions at beginning of year2012-12-31$41,729
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,624
Administrative expenses (other) incurred2012-12-31$4,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$943,611
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,683,998
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,740,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$11,844,792
Value of interest in pooled separate accounts at beginning of year2012-12-31$9,668,129
Interest on participant loans2012-12-31$10,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,496,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,638,856
Net investment gain/loss from pooled separate accounts2012-12-31$1,511,273
Net gain/loss from 103.12 investment entities2012-12-31$62,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$215,300
Employer contributions (assets) at end of year2012-12-31$26,998
Employer contributions (assets) at beginning of year2012-12-31$36,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,979,384
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31VICENTI LLOYD & STUTZMAN
Accountancy firm EIN2012-12-31952242818
2011 : GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,204,518
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$831,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$826,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,246,618
Value of total assets at end of year2011-12-31$13,740,387
Value of total assets at beginning of year2011-12-31$13,367,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,155
Total interest from all sources2011-12-31$9,509
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,037,414
Participant contributions at end of year2011-12-31$354,991
Participant contributions at beginning of year2011-12-31$341,092
Participant contributions at end of year2011-12-31$41,729
Administrative expenses (other) incurred2011-12-31$5,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$372,828
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,740,387
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,367,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$9,668,129
Value of interest in pooled separate accounts at beginning of year2011-12-31$9,876,825
Interest on participant loans2011-12-31$9,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,638,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,120,671
Net investment gain/loss from pooled separate accounts2011-12-31$-160,334
Net gain/loss from 103.12 investment entities2011-12-31$108,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$209,204
Employer contributions (assets) at end of year2011-12-31$36,682
Employer contributions (assets) at beginning of year2011-12-31$28,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$826,535
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31VICENTI LLOYD & STUTZMAN
Accountancy firm EIN2011-12-31952242818
2010 : GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,692,583
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,314,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,308,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,249,403
Value of total assets at end of year2010-12-31$13,367,559
Value of total assets at beginning of year2010-12-31$11,989,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,780
Total interest from all sources2010-12-31$12,720
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$960,384
Participant contributions at end of year2010-12-31$341,092
Participant contributions at beginning of year2010-12-31$312,778
Participant contributions at beginning of year2010-12-31$42,193
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$91,998
Administrative expenses (other) incurred2010-12-31$5,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,378,131
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,367,559
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,989,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$9,876,825
Value of interest in pooled separate accounts at beginning of year2010-12-31$8,362,060
Interest on participant loans2010-12-31$12,720
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,120,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,239,742
Net investment gain/loss from pooled separate accounts2010-12-31$1,326,204
Net gain/loss from 103.12 investment entities2010-12-31$104,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$197,021
Employer contributions (assets) at end of year2010-12-31$28,971
Employer contributions (assets) at beginning of year2010-12-31$32,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,308,672
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31VICENTI LLOYD & STUTZMAN LLP
Accountancy firm EIN2010-12-31952242818
2009 : GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN

2022: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GRANCELL, STANDER, REUBENS, THOMAS & KINSEY A.P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802397
Policy instance 1
Insurance contract or identification number802397
Number of Individuals Covered195
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802397
Policy instance 1
Insurance contract or identification number802397
Number of Individuals Covered229
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $37,043
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $37,043
Amount paid for insurance broker fees0
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802397
Policy instance 1
Insurance contract or identification number802397
Number of Individuals Covered248
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $42,071
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $42,071
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802397
Policy instance 1
Insurance contract or identification number802397
Number of Individuals Covered258
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $38,394
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $38,394
Amount paid for insurance broker fees0
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802397
Policy instance 1
Insurance contract or identification number802397
Number of Individuals Covered266
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $37,364
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $37,364
Amount paid for insurance broker fees0
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802397
Policy instance 1
Insurance contract or identification number802397
Number of Individuals Covered264
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $63,882
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $63,882
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameS.L. REED & COMPANY
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802397
Policy instance 1
Insurance contract or identification number802397
Number of Individuals Covered293
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $68,911
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $68,911
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameS.L. REED & COMPANY
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802397
Policy instance 1
Insurance contract or identification number802397
Number of Individuals Covered314
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $64,152
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $64,152
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameS.L. REED & COMPANY
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802397
Policy instance 1
Insurance contract or identification number802397
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $55,198
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $55,198
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameS.L. REED & COMPANY
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802397
Policy instance 1
Insurance contract or identification number802397
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $48,895
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $48,895
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameS.L. REED & COMPANY
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802397
Policy instance 1
Insurance contract or identification number802397
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $46,266
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number802397
Policy instance 1
Insurance contract or identification number802397
Number of Individuals Covered255
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $41,224
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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