401k Plan data: GREGORY INVESTMENTS, LLC. EMPLOYEE PROFIT SHARING TRUST plan

GREGORY INVESTMENTS, LLC. EMPLOYEE PROFIT SHARING TRUST 401k Plan overview

Plan Name	GREGORY INVESTMENTS, LLC. EMPLOYEE PROFIT SHARING TRUST
Plan identification number	001

GREGORY INVESTMENTS, LLC. EMPLOYEE PROFIT SHARING TRUST Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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.

401k Sponsoring company profile

GREGORY INVESTMENTS LLC has sponsored the creation of one or more 401k plans.

Company Name: GREGORY INVESTMENTS LLC

Employer identification number (EIN): 364399106

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREGORY INVESTMENTS, LLC. EMPLOYEE PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2011-01-01 DAVE GREGORY DAVID GREGORY, PRESIDENT 2012-07-30
001 2010-01-01 DAVE GREGORY DAVID GREGORY, PRESIDENT 2011-08-01
001 2009-01-01 DAVE GREGORY DAVID GREGORY, PRESIDENT 2010-07-26

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2011-01-01	DAVE GREGORY	DAVID GREGORY, PRESIDENT	2012-07-30
001	2010-01-01	DAVE GREGORY	DAVID GREGORY, PRESIDENT	2011-08-01
001	2009-01-01	DAVE GREGORY	DAVID GREGORY, PRESIDENT	2010-07-26

Plan Statistics for GREGORY INVESTMENTS, LLC. EMPLOYEE PROFIT SHARING TRUST

401k plan membership statisitcs for GREGORY INVESTMENTS, LLC. EMPLOYEE PROFIT SHARING TRUST

Measure Date Value
2011: GREGORY INVESTMENTS, LLC. EMPLOYEE PROFIT SHARING TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: GREGORY INVESTMENTS, LLC. EMPLOYEE PROFIT SHARING TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
2009: GREGORY INVESTMENTS, LLC. EMPLOYEE PROFIT SHARING TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2011: GREGORY INVESTMENTS, LLC. EMPLOYEE PROFIT SHARING TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: GREGORY INVESTMENTS, LLC. EMPLOYEE PROFIT SHARING TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
2009: GREGORY INVESTMENTS, LLC. EMPLOYEE PROFIT SHARING TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on GREGORY INVESTMENTS, LLC. EMPLOYEE PROFIT SHARING TRUST

Measure	Date	Value
2011 : GREGORY INVESTMENTS, LLC. EMPLOYEE PROFIT SHARING TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$2,136
Expenses. Total of all expenses incurred	2011-12-31	$67,867
Benefits paid (including direct rollovers)	2011-12-31	$67,867
Total plan assets at end of year	2011-12-31	$240,307
Total plan assets at beginning of year	2011-12-31	$306,038
Assets. Value of loans (other than to participants)	2011-12-31	$82,815
Other income received	2011-12-31	$2,136
Net income (gross income less expenses)	2011-12-31	$-65,731
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$240,307
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$306,038
2010 : GREGORY INVESTMENTS, LLC. EMPLOYEE PROFIT SHARING TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$20,282
Total plan assets at end of year	2010-12-31	$306,038
Total plan assets at beginning of year	2010-12-31	$285,756
Assets. Value of loans (other than to participants)	2010-12-31	$82,815
Other income received	2010-12-31	$20,282
Net income (gross income less expenses)	2010-12-31	$20,282
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$306,038
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$285,756

Form 5500 Responses for GREGORY INVESTMENTS, LLC. EMPLOYEE PROFIT SHARING TRUST

2011: GREGORY INVESTMENTS, LLC. EMPLOYEE PROFIT SHARING TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: GREGORY INVESTMENTS, LLC. EMPLOYEE PROFIT SHARING TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: GREGORY INVESTMENTS, LLC. EMPLOYEE PROFIT SHARING TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

GREGORY INVESTMENTS, LLC 401K PROFIT SHARING PLAN [EIN = 861032068]

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	GREGORY INVESTMENTS LLC
Employer identification number (EIN):	364399106
NAIC Classification:	531310