Plan Name | OSCAR GRUSS & SON INCORPORATED 401K PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | OSCAR GRUSS & SON INCORPORATED |
Employer identification number (EIN): | 132913779 |
NAIC Classification: | 523120 |
NAIC Description: | Securities Brokerage |
Additional information about OSCAR GRUSS & SON INCORPORATED
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1977-10-03 |
Company Identification Number: | 450181 |
Legal Registered Office Address: |
10 EAST 53RD STREET 17TH FLOOR New York NEW YORK United States of America (USA) 10022 |
More information about OSCAR GRUSS & SON INCORPORATED
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | DANIELLE LANDAU | |||
001 | 2017-01-01 | DANIELLE LANDAU | |||
001 | 2016-02-29 | DANIELLE LANDAU | |||
001 | 2015-03-01 | DANIELLE LANDAU | |||
001 | 2015-03-01 | DANIELLE LANDAU | |||
001 | 2014-03-01 | DANIELLE LANDAU | |||
001 | 2013-03-01 | DEEPAK TEJWANEY | |||
001 | 2012-02-29 | DEEPAK TEJWANEY | |||
001 | 2011-03-01 | DEEPAK TEJWANEY | |||
001 | 2009-03-01 | DEEPAK TEJWANEY |
Measure | Date | Value |
---|---|---|
2023: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 13 |
Total of all active and inactive participants | 2023-01-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 34 |
Number of participants with account balances | 2023-01-01 | 28 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 21 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 12 |
Total of all active and inactive participants | 2022-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 33 |
Number of participants with account balances | 2022-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 33 |
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 | 12 |
Total of all active and inactive participants | 2021-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 45 |
Number of participants with account balances | 2021-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 13 |
Total of all active and inactive participants | 2020-01-01 | 35 |
Total participants | 2020-01-01 | 35 |
Number of participants with account balances | 2020-01-01 | 26 |
2019: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 25 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 14 |
Total of all active and inactive participants | 2019-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 40 |
Number of participants with account balances | 2019-01-01 | 25 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 23 |
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 | 13 |
Total of all active and inactive participants | 2018-01-01 | 36 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 36 |
Number of participants with account balances | 2018-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 13 |
Total of all active and inactive participants | 2017-01-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 30 |
Number of participants with account balances | 2017-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-02-29 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-02-29 | 13 |
Number of retired or separated participants receiving benefits | 2016-02-29 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-02-29 | 13 |
Total of all active and inactive participants | 2016-02-29 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-02-29 | 0 |
Total participants | 2016-02-29 | 27 |
Number of participants with account balances | 2016-02-29 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-02-29 | 0 |
2015: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-03-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 13 |
Number of retired or separated participants receiving benefits | 2015-03-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-03-01 | 13 |
Total of all active and inactive participants | 2015-03-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-03-01 | 0 |
Total participants | 2015-03-01 | 27 |
Number of participants with account balances | 2015-03-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-03-01 | 0 |
2014: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-03-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-03-01 | 9 |
Number of retired or separated participants receiving benefits | 2014-03-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-03-01 | 13 |
Total of all active and inactive participants | 2014-03-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-03-01 | 0 |
Total participants | 2014-03-01 | 23 |
Number of participants with account balances | 2014-03-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-03-01 | 0 |
2013: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-03-01 | 79 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 11 |
Number of retired or separated participants receiving benefits | 2013-03-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-03-01 | 16 |
Total of all active and inactive participants | 2013-03-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-03-01 | 0 |
Total participants | 2013-03-01 | 28 |
Number of participants with account balances | 2013-03-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-03-01 | 0 |
2012: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-02-29 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-02-29 | 39 |
Number of retired or separated participants receiving benefits | 2012-02-29 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-02-29 | 39 |
Total of all active and inactive participants | 2012-02-29 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-02-29 | 0 |
Total participants | 2012-02-29 | 79 |
Number of participants with account balances | 2012-02-29 | 71 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-02-29 | 1 |
2011: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-03-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 48 |
Number of retired or separated participants receiving benefits | 2011-03-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-03-01 | 13 |
Total of all active and inactive participants | 2011-03-01 | 62 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-03-01 | 0 |
Total participants | 2011-03-01 | 62 |
Number of participants with account balances | 2011-03-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-03-01 | 0 |
2009: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-03-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 38 |
Number of retired or separated participants receiving benefits | 2009-03-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-03-01 | 14 |
Total of all active and inactive participants | 2009-03-01 | 52 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-03-01 | 0 |
Total participants | 2009-03-01 | 52 |
Number of participants with account balances | 2009-03-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-03-01 | 2 |
Measure | Date | Value |
---|---|---|
2023 : OSCAR GRUSS & SON INCORPORATED 401K PLAN 2023 401k financial data | ||
Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $1,126,943 |
Expenses. Total of all expenses incurred | 2023-12-31 | $5,904 |
Benefits paid (including direct rollovers) | 2023-12-31 | $5,101 |
Total plan assets at end of year | 2023-12-31 | $4,477,759 |
Total plan assets at beginning of year | 2023-12-31 | $3,356,720 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $251,912 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
Other income received | 2023-12-31 | $875,031 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $1,121,039 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $4,477,759 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,356,720 |
Assets. Value of participant loans | 2023-12-31 | $8,142 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $803 |
2022 : OSCAR GRUSS & SON INCORPORATED 401K PLAN 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-683,351 |
Expenses. Total of all expenses incurred | 2022-12-31 | $181,334 |
Benefits paid (including direct rollovers) | 2022-12-31 | $179,935 |
Total plan assets at end of year | 2022-12-31 | $3,356,720 |
Total plan assets at beginning of year | 2022-12-31 | $4,221,405 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $258,699 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-942,050 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-864,685 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,356,720 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,221,405 |
Assets. Value of participant loans | 2022-12-31 | $38,645 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,399 |
2021 : OSCAR GRUSS & SON INCORPORATED 401K PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $881,269 |
Expenses. Total of all expenses incurred | 2021-12-31 | $1,554,629 |
Benefits paid (including direct rollovers) | 2021-12-31 | $1,553,379 |
Total plan assets at end of year | 2021-12-31 | $4,221,405 |
Total plan assets at beginning of year | 2021-12-31 | $4,894,765 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $231,021 |
Assets. Value of loans (other than to 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 | $650,248 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $-673,360 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,221,405 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,894,765 |
Assets. Value of participant loans | 2021-12-31 | $9,092 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
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 | $1,250 |
2020 : OSCAR GRUSS & SON INCORPORATED 401K PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,162,610 |
Expenses. Total of all expenses incurred | 2020-12-31 | $33,154 |
Benefits paid (including direct rollovers) | 2020-12-31 | $30,739 |
Total plan assets at end of year | 2020-12-31 | $4,894,765 |
Total plan assets at beginning of year | 2020-12-31 | $3,765,309 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $205,395 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
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 | $957,215 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $1,129,456 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,894,765 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,765,309 |
Assets. Value of participant loans | 2020-12-31 | $12,036 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $230 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,185 |
2019 : OSCAR GRUSS & SON INCORPORATED 401K PLAN 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 | $1,025,817 |
Expenses. Total of all expenses incurred | 2019-12-31 | $668,062 |
Benefits paid (including direct rollovers) | 2019-12-31 | $667,317 |
Total plan assets at end of year | 2019-12-31 | $3,765,309 |
Total plan assets at beginning of year | 2019-12-31 | $3,407,554 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $165,596 |
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 | $860,221 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $357,755 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,765,309 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,407,554 |
Assets. Value of participant loans | 2019-12-31 | $25,180 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $745 |
2018 : OSCAR GRUSS & SON INCORPORATED 401K PLAN 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 | $204,967 |
Expenses. Total of all expenses incurred | 2018-12-31 | $43,649 |
Benefits paid (including direct rollovers) | 2018-12-31 | $43,079 |
Total plan assets at end of year | 2018-12-31 | $3,407,554 |
Total plan assets at beginning of year | 2018-12-31 | $3,246,236 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $101,229 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $345,453 |
Other income received | 2018-12-31 | $-241,715 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $161,318 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,407,554 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,246,236 |
Assets. Value of participant loans | 2018-12-31 | $25,208 |
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 | $570 |
2017 : OSCAR GRUSS & SON INCORPORATED 401K PLAN 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 | $718,299 |
Expenses. Total of all expenses incurred | 2017-12-31 | $108,146 |
Benefits paid (including direct rollovers) | 2017-12-31 | $107,556 |
Total plan assets at end of year | 2017-12-31 | $3,246,236 |
Total plan assets at beginning of year | 2017-12-31 | $2,636,083 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $89,825 |
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 | $628,474 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $610,153 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,246,236 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,636,083 |
Assets. Value of participant loans | 2017-12-31 | $7,932 |
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 | $590 |
2016 : OSCAR GRUSS & SON INCORPORATED 401K PLAN 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 | $327,658 |
Expenses. Total of all expenses incurred | 2016-12-31 | $515 |
Benefits paid (including direct rollovers) | 2016-12-31 | $-50 |
Total plan assets at end of year | 2016-12-31 | $2,636,083 |
Total plan assets at beginning of year | 2016-12-31 | $2,308,940 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $22,400 |
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 | $305,258 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $327,143 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $2,636,083 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,308,940 |
Assets. Value of participant loans | 2016-12-31 | $11,478 |
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 | $565 |
Transfers to/from the plan | 2016-02-28 | $0 |
Total plan liabilities at end of year | 2016-02-28 | $0 |
Total plan liabilities at beginning of year | 2016-02-28 | $0 |
Total income from all sources | 2016-02-28 | $-157,131 |
Expenses. Total of all expenses incurred | 2016-02-28 | $428,598 |
Benefits paid (including direct rollovers) | 2016-02-28 | $427,968 |
Total plan assets at end of year | 2016-02-28 | $2,308,940 |
Total plan assets at beginning of year | 2016-02-28 | $2,894,669 |
Value of fidelity bond covering the plan | 2016-02-28 | $500,000 |
Total contributions received or receivable from participants | 2016-02-28 | $48,188 |
Expenses. Other expenses not covered elsewhere | 2016-02-28 | $0 |
Contributions received from other sources (not participants or employers) | 2016-02-28 | $0 |
Other income received | 2016-02-28 | $-205,319 |
Noncash contributions received | 2016-02-28 | $0 |
Net income (gross income less expenses) | 2016-02-28 | $-585,729 |
Net plan assets at end of year (total assets less liabilities) | 2016-02-28 | $2,308,940 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-02-28 | $2,894,669 |
Assets. Value of participant loans | 2016-02-28 | $13,916 |
Total contributions received or receivable from employer(s) | 2016-02-28 | $0 |
Value of certain deemed distributions of participant loans | 2016-02-28 | $0 |
Value of corrective distributions | 2016-02-28 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-02-28 | $630 |
2015 : OSCAR GRUSS & SON INCORPORATED 401K PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-02-28 | $0 |
Total plan liabilities at end of year | 2015-02-28 | $0 |
Total plan liabilities at beginning of year | 2015-02-28 | $0 |
Total income from all sources | 2015-02-28 | $244,051 |
Expenses. Total of all expenses incurred | 2015-02-28 | $257,473 |
Benefits paid (including direct rollovers) | 2015-02-28 | $256,775 |
Total plan assets at end of year | 2015-02-28 | $2,894,669 |
Total plan assets at beginning of year | 2015-02-28 | $2,908,091 |
Value of fidelity bond covering the plan | 2015-02-28 | $500,000 |
Total contributions received or receivable from participants | 2015-02-28 | $87,717 |
Expenses. Other expenses not covered elsewhere | 2015-02-28 | $0 |
Contributions received from other sources (not participants or employers) | 2015-02-28 | $0 |
Other income received | 2015-02-28 | $156,334 |
Noncash contributions received | 2015-02-28 | $0 |
Net income (gross income less expenses) | 2015-02-28 | $-13,422 |
Net plan assets at end of year (total assets less liabilities) | 2015-02-28 | $2,894,669 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-02-28 | $2,908,091 |
Assets. Value of participant loans | 2015-02-28 | $4,439 |
Total contributions received or receivable from employer(s) | 2015-02-28 | $0 |
Value of certain deemed distributions of participant loans | 2015-02-28 | $0 |
Value of corrective distributions | 2015-02-28 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-02-28 | $698 |
2014 : OSCAR GRUSS & SON INCORPORATED 401K PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-02-28 | $-2,147,345 |
Total plan liabilities at end of year | 2014-02-28 | $0 |
Total income from all sources | 2014-02-28 | $570,863 |
Expenses. Total of all expenses incurred | 2014-02-28 | $236,281 |
Benefits paid (including direct rollovers) | 2014-02-28 | $219,252 |
Total plan assets at end of year | 2014-02-28 | $2,908,091 |
Total plan assets at beginning of year | 2014-02-28 | $4,720,854 |
Value of fidelity bond covering the plan | 2014-02-28 | $500,000 |
Total contributions received or receivable from participants | 2014-02-28 | $96,750 |
Expenses. Other expenses not covered elsewhere | 2014-02-28 | $0 |
Contributions received from other sources (not participants or employers) | 2014-02-28 | $0 |
Other income received | 2014-02-28 | $474,113 |
Noncash contributions received | 2014-02-28 | $0 |
Net income (gross income less expenses) | 2014-02-28 | $334,582 |
Net plan assets at end of year (total assets less liabilities) | 2014-02-28 | $2,908,091 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-02-28 | $4,720,854 |
Assets. Value of participant loans | 2014-02-28 | $6,669 |
Total contributions received or receivable from employer(s) | 2014-02-28 | $0 |
Value of certain deemed distributions of participant loans | 2014-02-28 | $15,274 |
Value of corrective distributions | 2014-02-28 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-02-28 | $1,755 |
2013 : OSCAR GRUSS & SON INCORPORATED 401K PLAN 2013 401k financial data | ||
Total income from all sources | 2013-02-28 | $686,854 |
Expenses. Total of all expenses incurred | 2013-02-28 | $275,190 |
Benefits paid (including direct rollovers) | 2013-02-28 | $274,446 |
Total plan assets at end of year | 2013-02-28 | $4,720,854 |
Total plan assets at beginning of year | 2013-02-28 | $4,309,190 |
Value of fidelity bond covering the plan | 2013-02-28 | $500,000 |
Total contributions received or receivable from participants | 2013-02-28 | $438,971 |
Other income received | 2013-02-28 | $247,883 |
Net income (gross income less expenses) | 2013-02-28 | $411,664 |
Net plan assets at end of year (total assets less liabilities) | 2013-02-28 | $4,720,854 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-02-28 | $4,309,190 |
Assets. Value of participant loans | 2013-02-28 | $38,202 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-02-28 | $744 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-02-28 | $0 |
2012 : OSCAR GRUSS & SON INCORPORATED 401K PLAN 2012 401k financial data | ||
Total income from all sources | 2012-02-29 | $531,577 |
Expenses. Total of all expenses incurred | 2012-02-29 | $270,014 |
Benefits paid (including direct rollovers) | 2012-02-29 | $266,770 |
Total plan assets at end of year | 2012-02-29 | $4,309,190 |
Total plan assets at beginning of year | 2012-02-29 | $4,047,627 |
Value of fidelity bond covering the plan | 2012-02-29 | $500,000 |
Total contributions received or receivable from participants | 2012-02-29 | $315,009 |
Contributions received from other sources (not participants or employers) | 2012-02-29 | $128,187 |
Other income received | 2012-02-29 | $88,381 |
Net income (gross income less expenses) | 2012-02-29 | $261,563 |
Net plan assets at end of year (total assets less liabilities) | 2012-02-29 | $4,309,190 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-02-29 | $4,047,627 |
Assets. Value of participant loans | 2012-02-29 | $37,149 |
Value of certain deemed distributions of participant loans | 2012-02-29 | $2,541 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-02-29 | $703 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-02-29 | $0 |
2011 : OSCAR GRUSS & SON INCORPORATED 401K PLAN 2011 401k financial data | ||
Total income from all sources | 2011-02-28 | $1,088,893 |
Expenses. Total of all expenses incurred | 2011-02-28 | $409,881 |
Benefits paid (including direct rollovers) | 2011-02-28 | $405,604 |
Total plan assets at end of year | 2011-02-28 | $4,047,627 |
Total plan assets at beginning of year | 2011-02-28 | $3,368,615 |
Value of fidelity bond covering the plan | 2011-02-28 | $500,000 |
Total contributions received or receivable from participants | 2011-02-28 | $329,402 |
Contributions received from other sources (not participants or employers) | 2011-02-28 | $44,029 |
Other income received | 2011-02-28 | $715,462 |
Net income (gross income less expenses) | 2011-02-28 | $679,012 |
Net plan assets at end of year (total assets less liabilities) | 2011-02-28 | $4,047,627 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-02-28 | $3,368,615 |
Assets. Value of participant loans | 2011-02-28 | $48,267 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-02-28 | $4,277 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-02-28 | $0 |
2010 : OSCAR GRUSS & SON INCORPORATED 401K PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-02-28 | $0 |
2023: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: OSCAR GRUSS & SON INCORPORATED 401K PLAN 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: OSCAR GRUSS & SON INCORPORATED 401K PLAN 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: OSCAR GRUSS & SON INCORPORATED 401K PLAN 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: OSCAR GRUSS & SON INCORPORATED 401K PLAN 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: OSCAR GRUSS & SON INCORPORATED 401K PLAN 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: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2016 form 5500 responses | ||
2016-02-29 | Type of plan entity | Single employer plan |
2016-02-29 | Submission has been amended | No |
2016-02-29 | This submission is the final filing | No |
2016-02-29 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2016-02-29 | Plan is a collectively bargained plan | No |
2016-02-29 | Plan funding arrangement – Trust | Yes |
2016-02-29 | Plan benefit arrangement - Trust | Yes |
2015: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2015 form 5500 responses | ||
2015-03-01 | Type of plan entity | Single employer plan |
2015-03-01 | Submission has been amended | Yes |
2015-03-01 | This submission is the final filing | No |
2015-03-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2015-03-01 | Plan is a collectively bargained plan | No |
2015-03-01 | Plan funding arrangement – Trust | Yes |
2015-03-01 | Plan benefit arrangement - Trust | Yes |
2014: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2014 form 5500 responses | ||
2014-03-01 | Type of plan entity | Single employer plan |
2014-03-01 | Submission has been amended | No |
2014-03-01 | This submission is the final filing | No |
2014-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-03-01 | Plan is a collectively bargained plan | No |
2014-03-01 | Plan funding arrangement – Trust | Yes |
2014-03-01 | Plan benefit arrangement - Trust | Yes |
2013: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2013 form 5500 responses | ||
2013-03-01 | Type of plan entity | Single employer plan |
2013-03-01 | Submission has been amended | No |
2013-03-01 | This submission is the final filing | No |
2013-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-03-01 | Plan is a collectively bargained plan | No |
2013-03-01 | Plan funding arrangement – Trust | Yes |
2013-03-01 | Plan benefit arrangement - Trust | Yes |
2012: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2012 form 5500 responses | ||
2012-02-29 | Type of plan entity | Single employer plan |
2012-02-29 | Submission has been amended | No |
2012-02-29 | This submission is the final filing | No |
2012-02-29 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-02-29 | Plan funding arrangement – Trust | Yes |
2012-02-29 | Plan benefit arrangement - Trust | Yes |
2011: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2011 form 5500 responses | ||
2011-03-01 | Type of plan entity | Single employer plan |
2011-03-01 | Submission has been amended | No |
2011-03-01 | This submission is the final filing | No |
2011-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-03-01 | Plan is a collectively bargained plan | No |
2011-03-01 | Plan funding arrangement – Trust | Yes |
2011-03-01 | Plan benefit arrangement - Trust | Yes |
2009: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2009 form 5500 responses | ||
2009-03-01 | Type of plan entity | Single employer plan |
2009-03-01 | Submission has been amended | No |
2009-03-01 | This submission is the final filing | No |
2009-03-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-03-01 | Plan funding arrangement – Trust | Yes |
2009-03-01 | Plan benefit arrangement - Trust | Yes |