SRG, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOLOMON ROSS GREY & COMPANY CASH OR DEFERRED PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2016 : SOLOMON ROSS GREY & COMPANY CASH OR DEFERRED PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $4,356 |
| Total plan liabilities at beginning of year | 2016-12-31 | $795 |
| Total income from all sources | 2016-12-31 | $1,426,332 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,001,828 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $986,040 |
| Total plan assets at end of year | 2016-12-31 | $8,687,703 |
| Total plan assets at beginning of year | 2016-12-31 | $8,259,638 |
| Value of fidelity bond covering the plan | 2016-12-31 | $425,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $194,518 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $374,097 |
| Other income received | 2016-12-31 | $705,369 |
| Net income (gross income less expenses) | 2016-12-31 | $424,504 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $8,683,347 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,258,843 |
| Assets. Value of participant loans | 2016-12-31 | $79,603 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $152,348 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $15,788 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $350,000 |
| 2015 : SOLOMON ROSS GREY & COMPANY CASH OR DEFERRED PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $795 |
| Total plan liabilities at beginning of year | 2015-12-31 | $795 |
| Total income from all sources | 2015-12-31 | $430,965 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $298,616 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $285,282 |
| Total plan assets at end of year | 2015-12-31 | $8,259,638 |
| Total plan assets at beginning of year | 2015-12-31 | $8,127,289 |
| Value of fidelity bond covering the plan | 2015-12-31 | $425,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $266,364 |
| Other income received | 2015-12-31 | $-59,825 |
| Net income (gross income less expenses) | 2015-12-31 | $132,349 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $8,258,843 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,126,494 |
| Assets. Value of participant loans | 2015-12-31 | $51,238 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-12-31 | $250,000 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $800 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $224,426 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $13,334 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : SOLOMON ROSS GREY & COMPANY CASH OR DEFERRED PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $993,753 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $71,333 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $59,475 |
| Total plan assets at end of year | 2014-12-31 | $8,126,494 |
| Total plan assets at beginning of year | 2014-12-31 | $7,204,074 |
| Value of fidelity bond covering the plan | 2014-12-31 | $425,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $260,335 |
| Other income received | 2014-12-31 | $465,758 |
| Net income (gross income less expenses) | 2014-12-31 | $922,420 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $8,126,494 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,204,074 |
| Assets. Value of participant loans | 2014-12-31 | $111,514 |
| Assets. Value of assets in partnership/joint-venture interests | 2014-12-31 | $250,000 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $267,660 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $11,858 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : SOLOMON ROSS GREY & COMPANY CASH OR DEFERRED PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $1,521,300 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $477,189 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $466,554 |
| Total plan assets at end of year | 2013-12-31 | $7,204,074 |
| Total plan assets at beginning of year | 2013-12-31 | $6,159,963 |
| Value of fidelity bond covering the plan | 2013-12-31 | $425,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $294,551 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $9,948 |
| Other income received | 2013-12-31 | $1,047,543 |
| Net income (gross income less expenses) | 2013-12-31 | $1,044,111 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $7,204,074 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,159,963 |
| Assets. Value of participant loans | 2013-12-31 | $103,764 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-12-31 | $274,000 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $169,258 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $10,635 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : SOLOMON ROSS GREY & COMPANY CASH OR DEFERRED PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,778,746 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $60,187 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $52,955 |
| Total plan assets at end of year | 2012-12-31 | $6,159,963 |
| Total plan assets at beginning of year | 2012-12-31 | $4,441,404 |
| Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $302,066 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $643,463 |
| Other income received | 2012-12-31 | $496,495 |
| Net income (gross income less expenses) | 2012-12-31 | $1,718,559 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $6,159,963 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,441,404 |
| Assets. Value of participant loans | 2012-12-31 | $86,271 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-12-31 | $250,000 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $336,722 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7,232 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2016: SOLOMON ROSS GREY & COMPANY CASH OR DEFERRED PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SOLOMON ROSS GREY & COMPANY CASH OR DEFERRED PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SOLOMON ROSS GREY & COMPANY CASH OR DEFERRED PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SOLOMON ROSS GREY & COMPANY CASH OR DEFERRED PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SOLOMON ROSS GREY & COMPANY CASH OR DEFERRED PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
