401k Plan data: GREGORY ENTERPRISES, INC. 401(K) PLAN plan

GREGORY ENTERPRISES, INC. 401(K) PLAN 401k Plan overview

Plan Name	GREGORY ENTERPRISES, INC. 401(K) PLAN
Plan identification number	001

GREGORY ENTERPRISES, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
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

GREGORY ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name: GREGORY ENTERPRISES, INC.

Employer identification number (EIN): 731001976

NAIC Classification: 238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREGORY ENTERPRISES, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 CURTIS WILSON 2024-05-01
001 2022-01-01 CURTIS WILSON 2023-05-02
001 2021-01-01 CURTIS WILSON 2022-06-22
001 2020-01-01 GINA STOWERS 2021-04-01 CURTIS WILSON 2021-04-01
001 2019-01-01 GINA STOWERS 2020-05-08 CURTIS WILSON 2020-05-08
001 2018-01-01 VICKI REILING 2019-04-29
001 2017-01-01 LEAANN PHARR 2018-07-30
001 2016-01-01 LEAANN PHARR 2017-02-07
001 2015-01-01 LEAANN PHARR 2016-04-18
001 2014-01-01 LEAANN PHARR 2015-07-30 STEVEN GREGORY 2015-07-30
001 2013-01-01 LEAANN PHARR 2014-05-08
001 2012-01-01 LEAANN PHARR 2013-09-11
001 2011-01-01 LEA ANN PHARR 2012-10-12 LEA ANN PHARR 2012-10-12
001 2009-01-01 LEA ANN PHARR

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	CURTIS WILSON	2024-05-01
001	2022-01-01	CURTIS WILSON	2023-05-02
001	2021-01-01	CURTIS WILSON	2022-06-22
001	2020-01-01	GINA STOWERS	2021-04-01	CURTIS WILSON	2021-04-01
001	2019-01-01	GINA STOWERS	2020-05-08	CURTIS WILSON	2020-05-08
001	2018-01-01	VICKI REILING	2019-04-29
001	2017-01-01	LEAANN PHARR	2018-07-30
001	2016-01-01	LEAANN PHARR	2017-02-07
001	2015-01-01	LEAANN PHARR	2016-04-18
001	2014-01-01	LEAANN PHARR	2015-07-30	STEVEN GREGORY	2015-07-30
001	2013-01-01	LEAANN PHARR	2014-05-08
001	2012-01-01	LEAANN PHARR	2013-09-11
001	2011-01-01	LEA ANN PHARR	2012-10-12	LEA ANN PHARR	2012-10-12
001	2009-01-01	LEA ANN PHARR

Plan Statistics for GREGORY ENTERPRISES, INC. 401(K) PLAN

401k plan membership statisitcs for GREGORY ENTERPRISES, INC. 401(K) PLAN

Measure Date Value
2009: GREGORY ENTERPRISES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 20
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 25
Number of participants with account balances 2009-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2009: GREGORY ENTERPRISES, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	20
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	25
Number of participants with account balances	2009-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on GREGORY ENTERPRISES, INC. 401(K) PLAN

Measure	Date	Value
2010 : GREGORY ENTERPRISES, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$166,773
Expenses. Total of all expenses incurred	2010-12-31	$20,021
Benefits paid (including direct rollovers)	2010-12-31	$8,127
Total plan assets at end of year	2010-12-31	$717,494
Total plan assets at beginning of year	2010-12-31	$570,742
Value of fidelity bond covering the plan	2010-12-31	$70,000
Total contributions received or receivable from participants	2010-12-31	$51,611
Other income received	2010-12-31	$90,899
Net income (gross income less expenses)	2010-12-31	$146,752
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$717,494
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$570,742
Total contributions received or receivable from employer(s)	2010-12-31	$24,263
Value of corrective distributions	2010-12-31	$5,353
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$6,541
2009 : GREGORY ENTERPRISES, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for GREGORY ENTERPRISES, INC. 401(K) PLAN

2009: GREGORY ENTERPRISES, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

23279

Policy instance

Insurance contract or identification number	23279
Number of Individuals Covered	20
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,983
Total amount of fees paid to insurance company	USD $419
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	GREGORY ENTERPRISES, INC.
Employer identification number (EIN):	731001976
NAIC Classification:	238100