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GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameGROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN
Plan identification number 001

GROVE STREET ADVISORS 401(K) AND 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GROVE STREET ADVISORS, LLC has sponsored the creation of one or more 401k plans.

Company Name:GROVE STREET ADVISORS, LLC
Employer identification number (EIN):043407430
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01AMY WEDDLETON
0012016-01-01AMY WEDDLETON
0012015-01-01AMY WEDDLETON
0012014-01-01AMY WEDDLETON
0012013-01-01AMY WEDDLETON
0012012-01-01ANN ST. GERMAIN
0012011-01-01ANN ST. GERMAIN

Plan Statistics for GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2023: GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0159
Total number of active participants reported on line 7a of the Form 55002023-01-0136
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0123
Total of all active and inactive participants2023-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0159
Number of participants with account balances2023-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-012
2022: GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0156
Total number of active participants reported on line 7a of the Form 55002022-01-0138
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0159
Number of participants with account balances2022-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0157
Total number of active participants reported on line 7a of the Form 55002021-01-0136
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0120
Total of all active and inactive participants2021-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0156
Number of participants with account balances2021-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0159
Total number of active participants reported on line 7a of the Form 55002020-01-0135
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0121
Total of all active and inactive participants2020-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0157
Number of participants with account balances2020-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0158
Total number of active participants reported on line 7a of the Form 55002019-01-0138
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0159
Number of participants with account balances2019-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0156
Total number of active participants reported on line 7a of the Form 55002018-01-0137
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0158
Number of participants with account balances2018-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0159
Total number of active participants reported on line 7a of the Form 55002017-01-0137
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0156
Number of participants with account balances2017-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0156
Total number of active participants reported on line 7a of the Form 55002016-01-0138
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0159
Number of participants with account balances2016-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0156
Total number of active participants reported on line 7a of the Form 55002015-01-0139
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0156
Number of participants with account balances2015-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0156
Total number of active participants reported on line 7a of the Form 55002014-01-0136
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0120
Total of all active and inactive participants2014-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0156
Number of participants with account balances2014-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0152
Total number of active participants reported on line 7a of the Form 55002013-01-0142
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-0156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0156
Number of participants with account balances2013-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0151
Total number of active participants reported on line 7a of the Form 55002012-01-0139
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0152
Number of participants with account balances2012-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0147
Total number of active participants reported on line 7a of the Form 55002011-01-0137
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0150
Number of participants with account balances2011-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013

Financial Data on GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2023 : GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$3,931,033
Expenses. Total of all expenses incurred2023-12-31$256,889
Benefits paid (including direct rollovers)2023-12-31$233,275
Total plan assets at end of year2023-12-31$18,306,919
Total plan assets at beginning of year2023-12-31$14,632,775
Value of fidelity bond covering the plan2023-12-31$3,000,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$559,328
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$124,862
Other income received2023-12-31$2,805,743
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$3,674,144
Net plan assets at end of year (total assets less liabilities)2023-12-31$18,306,919
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$14,632,775
Assets. Value of participant loans2023-12-31$29,937
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$441,100
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$23,614
2022 : GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-1,985,637
Expenses. Total of all expenses incurred2022-12-31$109,282
Benefits paid (including direct rollovers)2022-12-31$87,518
Total plan assets at end of year2022-12-31$14,632,775
Total plan assets at beginning of year2022-12-31$16,727,694
Value of fidelity bond covering the plan2022-12-31$3,000,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$524,366
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-2,897,683
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-2,094,919
Net plan assets at end of year (total assets less liabilities)2022-12-31$14,632,775
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$16,727,694
Assets. Value of participant loans2022-12-31$25,952
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$387,680
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$21,764
2021 : GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$2,929,318
Expenses. Total of all expenses incurred2021-12-31$1,893,253
Benefits paid (including direct rollovers)2021-12-31$1,870,902
Total plan assets at end of year2021-12-31$16,727,694
Total plan assets at beginning of year2021-12-31$15,691,629
Value of fidelity bond covering the plan2021-12-31$3,000,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$492,249
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$2,046,386
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,036,065
Net plan assets at end of year (total assets less liabilities)2021-12-31$16,727,694
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$15,691,629
Assets. Value of participant loans2021-12-31$43,776
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$390,683
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$22,351
2020 : GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$2,742,112
Expenses. Total of all expenses incurred2020-12-31$1,888,828
Benefits paid (including direct rollovers)2020-12-31$1,866,731
Total plan assets at end of year2020-12-31$15,691,629
Total plan assets at beginning of year2020-12-31$14,838,345
Value of fidelity bond covering the plan2020-12-31$3,000,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$531,116
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$1,814,092
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$853,284
Net plan assets at end of year (total assets less liabilities)2020-12-31$15,691,629
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$14,838,345
Assets. Value of participant loans2020-12-31$8,635
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$396,904
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$22,097
2019 : GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$3,374,085
Expenses. Total of all expenses incurred2019-12-31$295,422
Benefits paid (including direct rollovers)2019-12-31$270,853
Total plan assets at end of year2019-12-31$14,838,345
Total plan assets at beginning of year2019-12-31$11,759,682
Value of fidelity bond covering the plan2019-12-31$3,000,000
Total contributions received or receivable from participants2019-12-31$524,314
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$2,486,406
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$3,078,663
Net plan assets at end of year (total assets less liabilities)2019-12-31$14,838,345
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$11,759,682
Assets. Value of participant loans2019-12-31$50,766
Total contributions received or receivable from employer(s)2019-12-31$363,365
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$24,569
2018 : GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$391,204
Expenses. Total of all expenses incurred2018-12-31$1,745,896
Benefits paid (including direct rollovers)2018-12-31$1,710,543
Total plan assets at end of year2018-12-31$11,759,682
Total plan assets at beginning of year2018-12-31$13,114,374
Value of fidelity bond covering the plan2018-12-31$3,000,000
Total contributions received or receivable from participants2018-12-31$517,148
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$5,845
Other income received2018-12-31$-507,541
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-1,354,692
Net plan assets at end of year (total assets less liabilities)2018-12-31$11,759,682
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$13,114,374
Assets. Value of participant loans2018-12-31$58,759
Total contributions received or receivable from employer(s)2018-12-31$375,752
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$35,353
2017 : GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$2,835,167
Expenses. Total of all expenses incurred2017-12-31$79,941
Benefits paid (including direct rollovers)2017-12-31$47,531
Total plan assets at end of year2017-12-31$13,114,374
Total plan assets at beginning of year2017-12-31$10,359,148
Value of fidelity bond covering the plan2017-12-31$3,000,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$516,361
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$1,953,305
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$2,755,226
Net plan assets at end of year (total assets less liabilities)2017-12-31$13,114,374
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$10,359,148
Assets. Value of participant loans2017-12-31$129,154
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$365,501
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$32,410
2016 : GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,476,816
Expenses. Total of all expenses incurred2016-12-31$290,624
Benefits paid (including direct rollovers)2016-12-31$272,649
Total plan assets at end of year2016-12-31$10,359,148
Total plan assets at beginning of year2016-12-31$9,172,956
Value of fidelity bond covering the plan2016-12-31$3,000,000
Total contributions received or receivable from participants2016-12-31$518,373
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$28,766
Other income received2016-12-31$561,355
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$1,186,192
Net plan assets at end of year (total assets less liabilities)2016-12-31$10,359,148
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$9,172,956
Assets. Value of participant loans2016-12-31$140,671
Total contributions received or receivable from employer(s)2016-12-31$368,322
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$17,975
2015 : GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$1,062,121
Expenses. Total of all expenses incurred2015-12-31$1,810,593
Benefits paid (including direct rollovers)2015-12-31$1,810,180
Total plan assets at end of year2015-12-31$9,172,956
Total plan assets at beginning of year2015-12-31$9,921,428
Value of fidelity bond covering the plan2015-12-31$3,000,000
Total contributions received or receivable from participants2015-12-31$481,576
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$227,794
Other income received2015-12-31$-5,548
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$-748,472
Net plan assets at end of year (total assets less liabilities)2015-12-31$9,172,956
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$9,921,428
Assets. Value of participant loans2015-12-31$124,218
Total contributions received or receivable from employer(s)2015-12-31$358,299
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$413
2014 : GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$1,078,467
Expenses. Total of all expenses incurred2014-12-31$308,898
Benefits paid (including direct rollovers)2014-12-31$308,394
Total plan assets at end of year2014-12-31$9,921,428
Total plan assets at beginning of year2014-12-31$9,151,859
Value of fidelity bond covering the plan2014-12-31$3,000,000
Total contributions received or receivable from participants2014-12-31$472,757
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$8,389
Other income received2014-12-31$597,321
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$769,569
Net plan assets at end of year (total assets less liabilities)2014-12-31$9,921,428
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$9,151,859
Assets. Value of participant loans2014-12-31$124,982
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$504
2013 : GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$2,254,316
Expenses. Total of all expenses incurred2013-12-31$76,129
Benefits paid (including direct rollovers)2013-12-31$75,607
Total plan assets at end of year2013-12-31$9,151,859
Total plan assets at beginning of year2013-12-31$6,973,672
Value of fidelity bond covering the plan2013-12-31$3,000,000
Total contributions received or receivable from participants2013-12-31$479,936
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$1,401,411
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$2,178,187
Net plan assets at end of year (total assets less liabilities)2013-12-31$9,151,859
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,973,672
Assets. Value of participant loans2013-12-31$67,231
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$372,969
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$522
2012 : GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,564,895
Expenses. Total of all expenses incurred2012-12-31$721,806
Benefits paid (including direct rollovers)2012-12-31$721,493
Total plan assets at end of year2012-12-31$6,973,672
Total plan assets at beginning of year2012-12-31$6,130,583
Value of fidelity bond covering the plan2012-12-31$3,000,000
Total contributions received or receivable from participants2012-12-31$455,538
Contributions received from other sources (not participants or employers)2012-12-31$32,572
Other income received2012-12-31$702,374
Net income (gross income less expenses)2012-12-31$843,089
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,973,672
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,130,583
Assets. Value of participant loans2012-12-31$28,234
Total contributions received or receivable from employer(s)2012-12-31$374,411
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$313
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$45,476
Total income from all sources2011-12-31$798,293
Expenses. Total of all expenses incurred2011-12-31$34,805
Benefits paid (including direct rollovers)2011-12-31$34,743
Total plan assets at end of year2011-12-31$6,130,583
Total plan assets at beginning of year2011-12-31$5,321,619
Value of fidelity bond covering the plan2011-12-31$3,000,000
Total contributions received or receivable from participants2011-12-31$419,815
Contributions received from other sources (not participants or employers)2011-12-31$133,495
Other income received2011-12-31$-90,654
Net income (gross income less expenses)2011-12-31$763,488
Net plan assets at end of year (total assets less liabilities)2011-12-31$6,130,583
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,321,619
Assets. Value of participant loans2011-12-31$6,295
Total contributions received or receivable from employer(s)2011-12-31$335,637
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$62
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,169,979
Expenses. Total of all expenses incurred2010-12-31$85,552
Benefits paid (including direct rollovers)2010-12-31$81,370
Total plan assets at end of year2010-12-31$5,321,619
Total plan assets at beginning of year2010-12-31$4,237,192
Value of fidelity bond covering the plan2010-12-31$3,000,000
Total contributions received or receivable from participants2010-12-31$393,644
Contributions received from other sources (not participants or employers)2010-12-31$18,516
Other income received2010-12-31$396,744
Net income (gross income less expenses)2010-12-31$1,084,427
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,321,619
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,237,192
Assets. Value of participant loans2010-12-31$56,317
Total contributions received or receivable from employer(s)2010-12-31$361,075
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$4,182

Form 5500 Responses for GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN

2023: GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GROVE STREET ADVISORS 401(K) AND 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GROVE STREET ADVISORS 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GROVE STREET ADVISORS 401(K) AND 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GROVE STREET ADVISORS 401(K) AND 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GROVE STREET ADVISORS 401(K) AND 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
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GROVE STREET ADVISORS 401(K) AND 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GROVE STREET ADVISORS 401(K) AND 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GROVE STREET ADVISORS 401(K) AND 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GROVE STREET ADVISORS 401(K) AND 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GROVE STREET ADVISORS 401(K) AND 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GROVE STREET ADVISORS 401(K) AND 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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