ALAN GROSSBERG has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN
401k plan membership statisitcs for ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN
| Measure | Date | Value |
|---|
| 2018: ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-02-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-02-01 | 0 |
| Total of all active and inactive participants | 2018-02-01 | 0 |
| Total participants | 2018-02-01 | 0 |
| Number of participants with account balances | 2018-02-01 | 0 |
| 2017: ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-02-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-02-01 | 1 |
| Total of all active and inactive participants | 2017-02-01 | 1 |
| Total participants | 2017-02-01 | 1 |
| 2016: ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-02-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-02-01 | 1 |
| Total of all active and inactive participants | 2016-02-01 | 1 |
| Total participants | 2016-02-01 | 1 |
| 2015: ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-02-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-02-01 | 1 |
| Total of all active and inactive participants | 2015-02-01 | 1 |
| Total participants | 2015-02-01 | 1 |
| 2014: ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-02-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-02-01 | 1 |
| Total of all active and inactive participants | 2014-02-01 | 1 |
| Total participants | 2014-02-01 | 1 |
| 2013: ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-02-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 1 |
| Total of all active and inactive participants | 2013-02-01 | 1 |
| Total participants | 2013-02-01 | 1 |
| 2012: ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 1 |
| 2011: ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-02-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-02-01 | 1 |
| Total of all active and inactive participants | 2011-02-01 | 1 |
| Total participants | 2011-02-01 | 1 |
| Number of participants with account balances | 2011-02-01 | 1 |
| 2010: ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-02-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-02-01 | 1 |
| Number of retired or separated participants receiving benefits | 2010-02-01 | 1 |
| Total of all active and inactive participants | 2010-02-01 | 2 |
| Total participants | 2010-02-01 | 2 |
| Number of participants with account balances | 2010-02-01 | 1 |
| 2009: ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-02-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-02-01 | 2 |
| Total of all active and inactive participants | 2009-02-01 | 2 |
| Total participants | 2009-02-01 | 2 |
| Number of employers contributing to the scheme | 2009-02-01 | 2 |
| Measure | Date | Value |
|---|
| 2019 : ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-01-31 | $-1,274,717 |
| Total plan assets at end of year | 2019-01-31 | $0 |
| Total plan assets at beginning of year | 2019-01-31 | $1,274,717 |
| Net plan assets at end of year (total assets less liabilities) | 2019-01-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-01-31 | $1,274,717 |
| 2018 : ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-01-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-01-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-01-31 | $0 |
| Total income from all sources (including contributions) | 2018-01-31 | $109,906 |
| Total loss/gain on sale of assets | 2018-01-31 | $0 |
| Total of all expenses incurred | 2018-01-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-01-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-01-31 | $6,000 |
| Value of total assets at end of year | 2018-01-31 | $1,274,717 |
| Value of total assets at beginning of year | 2018-01-31 | $1,164,811 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-01-31 | $0 |
| Total interest from all sources | 2018-01-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-01-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-01-31 | No |
| Was this plan covered by a fidelity bond | 2018-01-31 | No |
| If this is an individual account plan, was there a blackout period | 2018-01-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-01-31 | No |
| Other income not declared elsewhere | 2018-01-31 | $103,906 |
| Total non interest bearing cash at end of year | 2018-01-31 | $1,274,717 |
| Total non interest bearing cash at beginning of year | 2018-01-31 | $1,164,811 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-01-31 | No |
| Value of net income/loss | 2018-01-31 | $109,906 |
| Value of net assets at end of year (total assets less liabilities) | 2018-01-31 | $1,274,717 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-01-31 | $1,164,811 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-01-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-01-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-01-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-01-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-01-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-01-31 | No |
| Contributions received in cash from employer | 2018-01-31 | $6,000 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-01-31 | No |
| Did the plan have assets held for investment | 2018-01-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-01-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-01-31 | No |
| 2017 : ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-01-31 | $117,130 |
| Expenses. Total of all expenses incurred | 2017-01-31 | $0 |
| Total plan assets at end of year | 2017-01-31 | $1,164,811 |
| Total plan assets at beginning of year | 2017-01-31 | $1,047,681 |
| Other income received | 2017-01-31 | $111,130 |
| Net income (gross income less expenses) | 2017-01-31 | $117,130 |
| Net plan assets at end of year (total assets less liabilities) | 2017-01-31 | $1,164,811 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-01-31 | $1,047,681 |
| Total contributions received or receivable from employer(s) | 2017-01-31 | $6,000 |
| 2016 : ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-01-31 | $-44,591 |
| Expenses. Total of all expenses incurred | 2016-01-31 | $0 |
| Total plan assets at end of year | 2016-01-31 | $1,047,681 |
| Total plan assets at beginning of year | 2016-01-31 | $1,092,272 |
| Other income received | 2016-01-31 | $-50,591 |
| Net income (gross income less expenses) | 2016-01-31 | $-44,591 |
| Net plan assets at end of year (total assets less liabilities) | 2016-01-31 | $1,047,681 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-01-31 | $1,092,272 |
| Total contributions received or receivable from employer(s) | 2016-01-31 | $6,000 |
| 2015 : ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-01-31 | $73,135 |
| Expenses. Total of all expenses incurred | 2015-01-31 | $0 |
| Total plan assets at end of year | 2015-01-31 | $1,092,273 |
| Total plan assets at beginning of year | 2015-01-31 | $1,019,138 |
| Other income received | 2015-01-31 | $67,135 |
| Net income (gross income less expenses) | 2015-01-31 | $73,135 |
| Net plan assets at end of year (total assets less liabilities) | 2015-01-31 | $1,092,273 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-01-31 | $1,019,138 |
| Total contributions received or receivable from employer(s) | 2015-01-31 | $6,000 |
| 2014 : ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-01-31 | $31,348 |
| Expenses. Total of all expenses incurred | 2014-01-31 | $0 |
| Total plan assets at end of year | 2014-01-31 | $1,019,138 |
| Total plan assets at beginning of year | 2014-01-31 | $987,790 |
| Other income received | 2014-01-31 | $25,348 |
| Net income (gross income less expenses) | 2014-01-31 | $31,348 |
| Net plan assets at end of year (total assets less liabilities) | 2014-01-31 | $1,019,138 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-01-31 | $987,790 |
| Total contributions received or receivable from employer(s) | 2014-01-31 | $6,000 |
| 2012 : ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $48,001 |
| Total plan assets at end of year | 2012-12-31 | $987,790 |
| Total plan assets at beginning of year | 2012-12-31 | $939,790 |
| Other income received | 2012-12-31 | $42,001 |
| Net income (gross income less expenses) | 2012-12-31 | $48,001 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $987,790 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $939,790 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $6,000 |
| Total income from all sources | 2012-01-31 | $27,892 |
| Total plan assets at end of year | 2012-01-31 | $939,790 |
| Total plan assets at beginning of year | 2012-01-31 | $911,897 |
| Other income received | 2012-01-31 | $22,892 |
| Net income (gross income less expenses) | 2012-01-31 | $27,892 |
| Net plan assets at end of year (total assets less liabilities) | 2012-01-31 | $939,790 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-01-31 | $911,897 |
| Total contributions received or receivable from employer(s) | 2012-01-31 | $5,000 |
| 2011 : ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-01-31 | $82,402 |
| Expenses. Total of all expenses incurred | 2011-01-31 | $74,472 |
| Benefits paid (including direct rollovers) | 2011-01-31 | $74,472 |
| Total plan assets at end of year | 2011-01-31 | $911,897 |
| Total plan assets at beginning of year | 2011-01-31 | $903,968 |
| Total contributions received or receivable from participants | 2011-01-31 | $1,475 |
| Other income received | 2011-01-31 | $75,927 |
| Net income (gross income less expenses) | 2011-01-31 | $7,930 |
| Net plan assets at end of year (total assets less liabilities) | 2011-01-31 | $911,897 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-01-31 | $903,968 |
| Total contributions received or receivable from employer(s) | 2011-01-31 | $5,000 |
| 2018: ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2018 form 5500 responses |
|---|
| 2018-02-01 | Type of plan entity | Single employer plan |
| 2018-02-01 | Submission has been amended | No |
| 2018-02-01 | This submission is the final filing | Yes |
| 2018-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-02-01 | Plan is a collectively bargained plan | No |
| 2018-02-01 | Plan funding arrangement – Trust | Yes |
| 2018-02-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2017 form 5500 responses |
|---|
| 2017-02-01 | Type of plan entity | Single employer plan |
| 2017-02-01 | First time form 5500 has been submitted | Yes |
| 2017-02-01 | Submission has been amended | No |
| 2017-02-01 | This submission is the final filing | No |
| 2017-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-02-01 | Plan is a collectively bargained plan | No |
| 2017-02-01 | Plan funding arrangement – Trust | Yes |
| 2017-02-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2016 form 5500 responses |
|---|
| 2016-02-01 | Type of plan entity | Single employer plan |
| 2016-02-01 | First time form 5500 has been submitted | Yes |
| 2016-02-01 | Submission has been amended | No |
| 2016-02-01 | This submission is the final filing | No |
| 2016-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-02-01 | Plan is a collectively bargained plan | No |
| 2016-02-01 | Plan funding arrangement – Trust | Yes |
| 2016-02-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2015 form 5500 responses |
|---|
| 2015-02-01 | Type of plan entity | Single employer plan |
| 2015-02-01 | Submission has been amended | No |
| 2015-02-01 | This submission is the final filing | No |
| 2015-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-02-01 | Plan is a collectively bargained plan | No |
| 2015-02-01 | Plan funding arrangement – Trust | Yes |
| 2015-02-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2014 form 5500 responses |
|---|
| 2014-02-01 | Type of plan entity | Single employer plan |
| 2014-02-01 | Submission has been amended | No |
| 2014-02-01 | This submission is the final filing | No |
| 2014-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-02-01 | Plan is a collectively bargained plan | No |
| 2014-02-01 | Plan funding arrangement – Trust | Yes |
| 2014-02-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2013 form 5500 responses |
|---|
| 2013-02-01 | Type of plan entity | Single employer plan |
| 2013-02-01 | First time form 5500 has been submitted | Yes |
| 2013-02-01 | Submission has been amended | No |
| 2013-02-01 | This submission is the final filing | No |
| 2013-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-02-01 | Plan is a collectively bargained plan | No |
| 2013-02-01 | Plan funding arrangement – Trust | Yes |
| 2013-02-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2011 form 5500 responses |
|---|
| 2011-02-01 | Type of plan entity | Single employer plan |
| 2011-02-01 | Submission has been amended | No |
| 2011-02-01 | This submission is the final filing | No |
| 2011-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-02-01 | Plan is a collectively bargained plan | No |
| 2011-02-01 | Plan funding arrangement – Trust | Yes |
| 2011-02-01 | Plan benefit arrangement - Trust | Yes |
| 2010: ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2010 form 5500 responses |
|---|
| 2010-02-01 | Type of plan entity | Single employer plan |
| 2010-02-01 | Submission has been amended | No |
| 2010-02-01 | This submission is the final filing | No |
| 2010-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-02-01 | Plan is a collectively bargained plan | No |
| 2010-02-01 | Plan funding arrangement – Trust | Yes |
| 2010-02-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ALAN GROSSBERG ASSOCIATES IN. MONEY PURCHASE PLAN 2009 form 5500 responses |
|---|
| 2009-02-01 | Type of plan entity | Single employer plan |
| 2009-02-01 | Submission has been amended | No |
| 2009-02-01 | This submission is the final filing | No |
| 2009-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-02-01 | Plan is a collectively bargained plan | No |
| 2009-02-01 | Plan funding arrangement – Trust | Yes |
| 2009-02-01 | Plan benefit arrangement - Trust | Yes |
