Plan Name | GROSS & GROSS RETIREMENT TRUST |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | GROSS & GROSS, LLP |
Employer identification number (EIN): | 113341817 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about GROSS & GROSS, LLP
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1996-11-07 |
Company Identification Number: | 2082335 |
Legal Registered Office Address: |
265 SUNRISE HIGHWAY SUITE 1-269 ROCKVILLE CENTRE United States of America (USA) 11570 |
More information about GROSS & GROSS, LLP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | MARTIN GROSS | MARTIN GROSS | 2019-05-14 | |
002 | 2017-01-01 | MARTIN GROSS | MARTIN GROSS | 2018-04-09 | |
002 | 2016-01-01 | MARTIN B. GROSS | |||
002 | 2015-01-01 | ||||
002 | 2014-01-01 | MARTIN GROSS | |||
002 | 2013-01-01 | MARTIN GROSS | |||
002 | 2012-01-01 | MARTIN GROSS | |||
002 | 2011-01-01 | MARTIN GROSS | |||
002 | 2009-01-01 | MARTIN GROSS |
Measure | Date | Value |
---|---|---|
2021: GROSS & GROSS RETIREMENT TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 2 |
Number of participants with account balances | 2021-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: GROSS & GROSS RETIREMENT TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 2 |
Number of participants with account balances | 2020-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: GROSS & GROSS RETIREMENT TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 2 |
Number of participants with account balances | 2019-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: GROSS & GROSS RETIREMENT TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 3 |
Number of participants with account balances | 2018-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: GROSS & GROSS RETIREMENT TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 3 |
Number of participants with account balances | 2017-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: GROSS & GROSS RETIREMENT TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 4 |
Number of participants with account balances | 2016-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: GROSS & GROSS RETIREMENT TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 5 |
Number of participants with account balances | 2015-01-01 | 2 |
2014: GROSS & GROSS RETIREMENT TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 5 |
Number of participants with account balances | 2014-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: GROSS & GROSS RETIREMENT TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 2 |
Number of participants with account balances | 2013-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: GROSS & GROSS RETIREMENT TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 5 |
Number of participants with account balances | 2012-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: GROSS & GROSS RETIREMENT TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 4 |
Number of participants with account balances | 2011-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: GROSS & GROSS RETIREMENT TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 4 |
Number of participants with account balances | 2009-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2021 : GROSS & GROSS RETIREMENT TRUST 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $54,490 |
Expenses. Total of all expenses incurred | 2021-12-31 | $67,198 |
Benefits paid (including direct rollovers) | 2021-12-31 | $67,198 |
Total plan assets at end of year | 2021-12-31 | $2,138,273 |
Total plan assets at beginning of year | 2021-12-31 | $2,150,981 |
Value of fidelity bond covering the plan | 2021-12-31 | $385,000 |
Total contributions received or receivable from participants | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $54,490 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $-12,708 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,138,273 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,150,981 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
2020 : GROSS & GROSS RETIREMENT TRUST 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $61,116 |
Expenses. Total of all expenses incurred | 2020-12-31 | $69,319 |
Benefits paid (including direct rollovers) | 2020-12-31 | $69,319 |
Total plan assets at end of year | 2020-12-31 | $2,150,981 |
Total plan assets at beginning of year | 2020-12-31 | $2,159,184 |
Value of fidelity bond covering the plan | 2020-12-31 | $1,100,000 |
Total contributions received or receivable from participants | 2020-12-31 | $0 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $61,116 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $-8,203 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,150,981 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,159,184 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $0 |
2019 : GROSS & GROSS RETIREMENT TRUST 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $339,694 |
Expenses. Total of all expenses incurred | 2019-12-31 | $61,809 |
Benefits paid (including direct rollovers) | 2019-12-31 | $61,809 |
Total plan assets at end of year | 2019-12-31 | $2,159,184 |
Total plan assets at beginning of year | 2019-12-31 | $1,881,299 |
Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $0 |
Assets. Value of loans (other than to participants) | 2019-12-31 | $400,000 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $339,694 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $277,885 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,159,184 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,881,299 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
2018 : GROSS & GROSS RETIREMENT TRUST 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $112,136 |
Expenses. Total of all expenses incurred | 2018-12-31 | $63,587 |
Benefits paid (including direct rollovers) | 2018-12-31 | $60,749 |
Total plan assets at end of year | 2018-12-31 | $1,881,299 |
Total plan assets at beginning of year | 2018-12-31 | $1,832,750 |
Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $0 |
Assets. Value of loans (other than to participants) | 2018-12-31 | $700,000 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $112,136 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $48,549 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,881,299 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,832,750 |
Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $254,000 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,838 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : GROSS & GROSS RETIREMENT TRUST 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $147,332 |
Expenses. Total of all expenses incurred | 2017-12-31 | $58,872 |
Benefits paid (including direct rollovers) | 2017-12-31 | $58,170 |
Total plan assets at end of year | 2017-12-31 | $1,832,750 |
Total plan assets at beginning of year | 2017-12-31 | $1,744,290 |
Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $775,000 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $147,332 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $88,460 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,832,750 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,744,290 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $254,000 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $702 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : GROSS & GROSS RETIREMENT TRUST 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $93,075 |
Expenses. Total of all expenses incurred | 2016-12-31 | $55,811 |
Benefits paid (including direct rollovers) | 2016-12-31 | $55,811 |
Total plan assets at end of year | 2016-12-31 | $1,744,290 |
Total plan assets at beginning of year | 2016-12-31 | $1,707,026 |
Value of fidelity bond covering the plan | 2016-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Assets. Value of loans (other than to participants) | 2016-12-31 | $425,000 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $93,075 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $37,264 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,744,290 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,707,026 |
Assets. Value of real-estate (other than employer real property) | 2016-12-31 | $254,000 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : GROSS & GROSS RETIREMENT TRUST 2015 401k financial data | ||
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $79,497 |
Expenses. Total of all expenses incurred | 2015-12-31 | $56,312 |
Total plan assets at end of year | 2015-12-31 | $1,707,026 |
Total plan assets at beginning of year | 2015-12-31 | $1,683,841 |
Value of fidelity bond covering the plan | 2015-12-31 | $2,000,000 |
Assets. Value of loans (other than to participants) | 2015-12-31 | $359,695 |
Other income received | 2015-12-31 | $79,497 |
Net income (gross income less expenses) | 2015-12-31 | $23,185 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,707,026 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,683,841 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $56,312 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : GROSS & GROSS RETIREMENT TRUST 2014 401k financial data | ||
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $92,316 |
Expenses. Total of all expenses incurred | 2014-12-31 | $54,514 |
Benefits paid (including direct rollovers) | 2014-12-31 | $54,514 |
Total plan assets at end of year | 2014-12-31 | $1,683,841 |
Total plan assets at beginning of year | 2014-12-31 | $1,646,039 |
Value of fidelity bond covering the plan | 2014-12-31 | $2,000,000 |
Assets. Value of loans (other than to participants) | 2014-12-31 | $559,963 |
Other income received | 2014-12-31 | $92,316 |
Net income (gross income less expenses) | 2014-12-31 | $37,802 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,683,841 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,646,039 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : GROSS & GROSS RETIREMENT TRUST 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 | $-188,937 |
Expenses. Total of all expenses incurred | 2013-12-31 | $471,450 |
Benefits paid (including direct rollovers) | 2013-12-31 | $471,450 |
Total plan assets at end of year | 2013-12-31 | $1,646,039 |
Total plan assets at beginning of year | 2013-12-31 | $2,306,426 |
Value of fidelity bond covering the plan | 2013-12-31 | $2,000,000 |
Other income received | 2013-12-31 | $-188,937 |
Net income (gross income less expenses) | 2013-12-31 | $-660,387 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,646,039 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,306,426 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : GROSS & GROSS RETIREMENT TRUST 2012 401k financial data | ||
Total plan liabilities at end of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $80,824 |
Expenses. Total of all expenses incurred | 2012-12-31 | $61,379 |
Benefits paid (including direct rollovers) | 2012-12-31 | $61,379 |
Total plan assets at end of year | 2012-12-31 | $2,306,426 |
Total plan assets at beginning of year | 2012-12-31 | $2,286,981 |
Value of fidelity bond covering the plan | 2012-12-31 | $2,000,000 |
Other income received | 2012-12-31 | $80,824 |
Net income (gross income less expenses) | 2012-12-31 | $19,445 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,306,426 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,286,981 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : GROSS & GROSS RETIREMENT TRUST 2011 401k financial data | ||
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $92,866 |
Expenses. Total of all expenses incurred | 2011-12-31 | $60,060 |
Benefits paid (including direct rollovers) | 2011-12-31 | $60,060 |
Total plan assets at end of year | 2011-12-31 | $2,286,981 |
Total plan assets at beginning of year | 2011-12-31 | $2,254,175 |
Value of fidelity bond covering the plan | 2011-12-31 | $2,000,000 |
Other income received | 2011-12-31 | $92,866 |
Net income (gross income less expenses) | 2011-12-31 | $32,806 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,286,981 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,254,175 |
2010 : GROSS & GROSS RETIREMENT TRUST 2010 401k financial data | ||
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $-38,435 |
Expenses. Total of all expenses incurred | 2010-12-31 | $62,370 |
Benefits paid (including direct rollovers) | 2010-12-31 | $62,370 |
Total plan assets at end of year | 2010-12-31 | $2,254,175 |
Total plan assets at beginning of year | 2010-12-31 | $2,354,980 |
Value of fidelity bond covering the plan | 2010-12-31 | $2,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $-38,435 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $-100,805 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,254,175 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,354,980 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
2021: GROSS & GROSS RETIREMENT TRUST 2021 form 5500 responses | ||
---|---|---|
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: GROSS & GROSS RETIREMENT TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: GROSS & GROSS RETIREMENT TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: GROSS & GROSS RETIREMENT TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: GROSS & GROSS RETIREMENT TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: GROSS & GROSS RETIREMENT TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: GROSS & GROSS RETIREMENT TRUST 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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: GROSS & GROSS RETIREMENT TRUST 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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: GROSS & GROSS RETIREMENT TRUST 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: GROSS & GROSS RETIREMENT TRUST 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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: GROSS & GROSS RETIREMENT TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: GROSS & GROSS RETIREMENT TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |