GROSS & KLEIN LLP has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023: GROSS & KLEIN LLP 401(K) PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 6 |
| 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 | 2 |
| Total of all active and inactive participants | 2023-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 8 |
| Number of participants with account balances | 2023-01-01 | 8 |
| 2021: GROSS & KLEIN LLP 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 6 |
| Number of participants with account balances | 2021-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : GROSS & KLEIN LLP 401(K) 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 | $573,671 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $8,531 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $0 |
| Total plan assets at end of year | 2023-12-31 | $1,982,077 |
| Total plan assets at beginning of year | 2023-12-31 | $1,416,937 |
| Value of fidelity bond covering the plan | 2023-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $109,936 |
| 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 | $363,221 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $565,140 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,982,077 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,416,937 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $100,514 |
| 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 | $8,531 |
| 2021 : GROSS & KLEIN LLP 401(K) 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 | $483,219 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $5,716 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $1,505,038 |
| Total plan assets at beginning of year | 2021-12-31 | $1,027,535 |
| Total contributions received or receivable from participants | 2021-12-31 | $124,451 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $42,648 |
| Other income received | 2021-12-31 | $200,630 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $477,503 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,505,038 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,027,535 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $115,490 |
| 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 | $5,716 |
| 2023: GROSS & KLEIN LLP 401(K) PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | 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 |
| 2021: GROSS & KLEIN LLP 401(K) 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 |
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