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OSCAR GRUSS & SON INCORPORATED 401K PLAN 401k Plan overview

Plan NameOSCAR GRUSS & SON INCORPORATED 401K PLAN
Plan identification number 001

OSCAR GRUSS & SON INCORPORATED 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OSCAR GRUSS & SON INCORPORATED has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OSCAR GRUSS & SON INCORPORATED 401K 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
0012018-01-01DANIELLE LANDAU
0012017-01-01DANIELLE LANDAU
0012016-02-29DANIELLE LANDAU
0012015-03-01DANIELLE LANDAU
0012015-03-01DANIELLE LANDAU
0012014-03-01DANIELLE LANDAU
0012013-03-01DEEPAK TEJWANEY
0012012-02-29DEEPAK TEJWANEY
0012011-03-01DEEPAK TEJWANEY
0012009-03-01DEEPAK TEJWANEY

Plan Statistics for OSCAR GRUSS & SON INCORPORATED 401K PLAN

401k plan membership statisitcs for OSCAR GRUSS & SON INCORPORATED 401K PLAN

Measure Date Value
2023: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0133
Total number of active participants reported on line 7a of the Form 55002023-01-0121
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0113
Total of all active and inactive participants2023-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0134
Number of participants with account balances2023-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0145
Total number of active participants reported on line 7a of the Form 55002022-01-0121
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0133
Number of participants with account balances2022-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0135
Total number of active participants reported on line 7a of the Form 55002021-01-0133
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-0145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0145
Number of participants with account balances2021-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0140
Total number of active participants reported on line 7a of the Form 55002020-01-0122
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-0135
Total participants2020-01-0135
Number of participants with account balances2020-01-0126
2019: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0136
Total number of active participants reported on line 7a of the Form 55002019-01-0125
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0140
Number of participants with account balances2019-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0130
Total number of active participants reported on line 7a of the Form 55002018-01-0123
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0136
Number of participants with account balances2018-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0127
Total number of active participants reported on line 7a of the Form 55002017-01-0116
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0130
Number of participants with account balances2017-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-2927
Total number of active participants reported on line 7a of the Form 55002016-02-2913
Number of retired or separated participants receiving benefits2016-02-291
Number of other retired or separated participants entitled to future benefits2016-02-2913
Total of all active and inactive participants2016-02-2927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-02-290
Total participants2016-02-2927
Number of participants with account balances2016-02-2918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-02-290
2015: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-0123
Total number of active participants reported on line 7a of the Form 55002015-03-0113
Number of retired or separated participants receiving benefits2015-03-011
Number of other retired or separated participants entitled to future benefits2015-03-0113
Total of all active and inactive participants2015-03-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-03-010
Total participants2015-03-0127
Number of participants with account balances2015-03-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-03-010
2014: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-0128
Total number of active participants reported on line 7a of the Form 55002014-03-019
Number of retired or separated participants receiving benefits2014-03-011
Number of other retired or separated participants entitled to future benefits2014-03-0113
Total of all active and inactive participants2014-03-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-03-010
Total participants2014-03-0123
Number of participants with account balances2014-03-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-03-010
2013: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-0179
Total number of active participants reported on line 7a of the Form 55002013-03-0111
Number of retired or separated participants receiving benefits2013-03-011
Number of other retired or separated participants entitled to future benefits2013-03-0116
Total of all active and inactive participants2013-03-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-010
Total participants2013-03-0128
Number of participants with account balances2013-03-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-03-010
2012: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-2962
Total number of active participants reported on line 7a of the Form 55002012-02-2939
Number of retired or separated participants receiving benefits2012-02-291
Number of other retired or separated participants entitled to future benefits2012-02-2939
Total of all active and inactive participants2012-02-2979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-290
Total participants2012-02-2979
Number of participants with account balances2012-02-2971
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-291
2011: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-0153
Total number of active participants reported on line 7a of the Form 55002011-03-0148
Number of retired or separated participants receiving benefits2011-03-011
Number of other retired or separated participants entitled to future benefits2011-03-0113
Total of all active and inactive participants2011-03-0162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-010
Total participants2011-03-0162
Number of participants with account balances2011-03-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-010
2009: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-0153
Total number of active participants reported on line 7a of the Form 55002009-03-0138
Number of retired or separated participants receiving benefits2009-03-010
Number of other retired or separated participants entitled to future benefits2009-03-0114
Total of all active and inactive participants2009-03-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-010
Total participants2009-03-0152
Number of participants with account balances2009-03-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-012

Financial Data on OSCAR GRUSS & SON INCORPORATED 401K PLAN

Measure Date Value
2023 : OSCAR GRUSS & SON INCORPORATED 401K 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$1,126,943
Expenses. Total of all expenses incurred2023-12-31$5,904
Benefits paid (including direct rollovers)2023-12-31$5,101
Total plan assets at end of year2023-12-31$4,477,759
Total plan assets at beginning of year2023-12-31$3,356,720
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$251,912
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$0
Other income received2023-12-31$875,031
Noncash contributions received2023-12-31$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 loans2023-12-31$8,142
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$0
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$803
2022 : OSCAR GRUSS & SON INCORPORATED 401K 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$0
Total income from all sources2022-12-31$-683,351
Expenses. Total of all expenses incurred2022-12-31$181,334
Benefits paid (including direct rollovers)2022-12-31$179,935
Total plan assets at end of year2022-12-31$3,356,720
Total plan assets at beginning of year2022-12-31$4,221,405
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$258,699
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$0
Other income received2022-12-31$-942,050
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-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 loans2022-12-31$38,645
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$0
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$1,399
2021 : OSCAR GRUSS & SON INCORPORATED 401K 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$881,269
Expenses. Total of all expenses incurred2021-12-31$1,554,629
Benefits paid (including direct rollovers)2021-12-31$1,553,379
Total plan assets at end of year2021-12-31$4,221,405
Total plan assets at beginning of year2021-12-31$4,894,765
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$231,021
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$650,248
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-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 loans2021-12-31$9,092
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$0
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$1,250
2020 : OSCAR GRUSS & SON INCORPORATED 401K 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$1,162,610
Expenses. Total of all expenses incurred2020-12-31$33,154
Benefits paid (including direct rollovers)2020-12-31$30,739
Total plan assets at end of year2020-12-31$4,894,765
Total plan assets at beginning of year2020-12-31$3,765,309
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$205,395
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$957,215
Noncash contributions received2020-12-31$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 loans2020-12-31$12,036
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$0
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$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 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$1,025,817
Expenses. Total of all expenses incurred2019-12-31$668,062
Benefits paid (including direct rollovers)2019-12-31$667,317
Total plan assets at end of year2019-12-31$3,765,309
Total plan assets at beginning of year2019-12-31$3,407,554
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$165,596
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$860,221
Noncash contributions received2019-12-31$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 loans2019-12-31$25,180
Total contributions received or receivable from employer(s)2019-12-31$0
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$745
2018 : OSCAR GRUSS & SON INCORPORATED 401K 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$204,967
Expenses. Total of all expenses incurred2018-12-31$43,649
Benefits paid (including direct rollovers)2018-12-31$43,079
Total plan assets at end of year2018-12-31$3,407,554
Total plan assets at beginning of year2018-12-31$3,246,236
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$101,229
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$345,453
Other income received2018-12-31$-241,715
Noncash contributions received2018-12-31$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 loans2018-12-31$25,208
Total contributions received or receivable from employer(s)2018-12-31$0
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$570
2017 : OSCAR GRUSS & SON INCORPORATED 401K 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$718,299
Expenses. Total of all expenses incurred2017-12-31$108,146
Benefits paid (including direct rollovers)2017-12-31$107,556
Total plan assets at end of year2017-12-31$3,246,236
Total plan assets at beginning of year2017-12-31$2,636,083
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$89,825
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$628,474
Noncash contributions received2017-12-31$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 loans2017-12-31$7,932
Total contributions received or receivable from employer(s)2017-12-31$0
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$590
2016 : OSCAR GRUSS & SON INCORPORATED 401K 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$327,658
Expenses. Total of all expenses incurred2016-12-31$515
Benefits paid (including direct rollovers)2016-12-31$-50
Total plan assets at end of year2016-12-31$2,636,083
Total plan assets at beginning of year2016-12-31$2,308,940
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$22,400
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$305,258
Noncash contributions received2016-12-31$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 loans2016-12-31$11,478
Total contributions received or receivable from employer(s)2016-12-31$0
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$565
Transfers to/from the plan2016-02-28$0
Total plan liabilities at end of year2016-02-28$0
Total plan liabilities at beginning of year2016-02-28$0
Total income from all sources2016-02-28$-157,131
Expenses. Total of all expenses incurred2016-02-28$428,598
Benefits paid (including direct rollovers)2016-02-28$427,968
Total plan assets at end of year2016-02-28$2,308,940
Total plan assets at beginning of year2016-02-28$2,894,669
Value of fidelity bond covering the plan2016-02-28$500,000
Total contributions received or receivable from participants2016-02-28$48,188
Expenses. Other expenses not covered elsewhere2016-02-28$0
Contributions received from other sources (not participants or employers)2016-02-28$0
Other income received2016-02-28$-205,319
Noncash contributions received2016-02-28$0
Net income (gross income less expenses)2016-02-28$-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 loans2016-02-28$13,916
Total contributions received or receivable from employer(s)2016-02-28$0
Value of certain deemed distributions of participant loans2016-02-28$0
Value of corrective distributions2016-02-28$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 plan2015-02-28$0
Total plan liabilities at end of year2015-02-28$0
Total plan liabilities at beginning of year2015-02-28$0
Total income from all sources2015-02-28$244,051
Expenses. Total of all expenses incurred2015-02-28$257,473
Benefits paid (including direct rollovers)2015-02-28$256,775
Total plan assets at end of year2015-02-28$2,894,669
Total plan assets at beginning of year2015-02-28$2,908,091
Value of fidelity bond covering the plan2015-02-28$500,000
Total contributions received or receivable from participants2015-02-28$87,717
Expenses. Other expenses not covered elsewhere2015-02-28$0
Contributions received from other sources (not participants or employers)2015-02-28$0
Other income received2015-02-28$156,334
Noncash contributions received2015-02-28$0
Net income (gross income less expenses)2015-02-28$-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 loans2015-02-28$4,439
Total contributions received or receivable from employer(s)2015-02-28$0
Value of certain deemed distributions of participant loans2015-02-28$0
Value of corrective distributions2015-02-28$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-02-28$698
2014 : OSCAR GRUSS & SON INCORPORATED 401K PLAN 2014 401k financial data
Transfers to/from the plan2014-02-28$-2,147,345
Total plan liabilities at end of year2014-02-28$0
Total income from all sources2014-02-28$570,863
Expenses. Total of all expenses incurred2014-02-28$236,281
Benefits paid (including direct rollovers)2014-02-28$219,252
Total plan assets at end of year2014-02-28$2,908,091
Total plan assets at beginning of year2014-02-28$4,720,854
Value of fidelity bond covering the plan2014-02-28$500,000
Total contributions received or receivable from participants2014-02-28$96,750
Expenses. Other expenses not covered elsewhere2014-02-28$0
Contributions received from other sources (not participants or employers)2014-02-28$0
Other income received2014-02-28$474,113
Noncash contributions received2014-02-28$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 loans2014-02-28$6,669
Total contributions received or receivable from employer(s)2014-02-28$0
Value of certain deemed distributions of participant loans2014-02-28$15,274
Value of corrective distributions2014-02-28$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 sources2013-02-28$686,854
Expenses. Total of all expenses incurred2013-02-28$275,190
Benefits paid (including direct rollovers)2013-02-28$274,446
Total plan assets at end of year2013-02-28$4,720,854
Total plan assets at beginning of year2013-02-28$4,309,190
Value of fidelity bond covering the plan2013-02-28$500,000
Total contributions received or receivable from participants2013-02-28$438,971
Other income received2013-02-28$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 loans2013-02-28$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 securities2013-02-28$0
2012 : OSCAR GRUSS & SON INCORPORATED 401K PLAN 2012 401k financial data
Total income from all sources2012-02-29$531,577
Expenses. Total of all expenses incurred2012-02-29$270,014
Benefits paid (including direct rollovers)2012-02-29$266,770
Total plan assets at end of year2012-02-29$4,309,190
Total plan assets at beginning of year2012-02-29$4,047,627
Value of fidelity bond covering the plan2012-02-29$500,000
Total contributions received or receivable from participants2012-02-29$315,009
Contributions received from other sources (not participants or employers)2012-02-29$128,187
Other income received2012-02-29$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 loans2012-02-29$37,149
Value of certain deemed distributions of participant loans2012-02-29$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 securities2012-02-29$0
2011 : OSCAR GRUSS & SON INCORPORATED 401K PLAN 2011 401k financial data
Total income from all sources2011-02-28$1,088,893
Expenses. Total of all expenses incurred2011-02-28$409,881
Benefits paid (including direct rollovers)2011-02-28$405,604
Total plan assets at end of year2011-02-28$4,047,627
Total plan assets at beginning of year2011-02-28$3,368,615
Value of fidelity bond covering the plan2011-02-28$500,000
Total contributions received or receivable from participants2011-02-28$329,402
Contributions received from other sources (not participants or employers)2011-02-28$44,029
Other income received2011-02-28$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 loans2011-02-28$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 securities2011-02-28$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 securities2010-02-28$0

Form 5500 Responses for OSCAR GRUSS & SON INCORPORATED 401K PLAN

2023: OSCAR GRUSS & SON INCORPORATED 401K 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: OSCAR GRUSS & SON INCORPORATED 401K 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: OSCAR GRUSS & SON INCORPORATED 401K 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: OSCAR GRUSS & SON INCORPORATED 401K 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: OSCAR GRUSS & SON INCORPORATED 401K 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: OSCAR GRUSS & SON INCORPORATED 401K 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: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2016 form 5500 responses
2016-02-29Type of plan entitySingle employer plan
2016-02-29Submission has been amendedNo
2016-02-29This submission is the final filingNo
2016-02-29This return/report is a short plan year return/report (less than 12 months)Yes
2016-02-29Plan is a collectively bargained planNo
2016-02-29Plan funding arrangement – TrustYes
2016-02-29Plan benefit arrangement - TrustYes
2015: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedYes
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement - TrustYes
2014: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement - TrustYes
2013: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement - TrustYes
2012: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2012 form 5500 responses
2012-02-29Type of plan entitySingle employer plan
2012-02-29Submission has been amendedNo
2012-02-29This submission is the final filingNo
2012-02-29This return/report is a short plan year return/report (less than 12 months)No
2012-02-29Plan funding arrangement – TrustYes
2012-02-29Plan benefit arrangement - TrustYes
2011: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement - TrustYes
2009: OSCAR GRUSS & SON INCORPORATED 401K PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement - TrustYes

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