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GRACE INVESTMENT COMPANY, INC. ESOP PLAN 401k Plan overview

Plan NameGRACE INVESTMENT COMPANY, INC. ESOP PLAN
Plan identification number 002

GRACE INVESTMENT COMPANY, INC. ESOP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Leveraged ESOP - An ESOP that acquires employer securities with borrowed money or other debt-financing techniques. A completed Schedule E must be attached to a Form 5500 filed for an ESOP.
  • The employer maintaining this ESOP is an S Corporation
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GRACE INVESTMENT COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:GRACE INVESTMENT COMPANY, INC.
Employer identification number (EIN):731047970
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRACE INVESTMENT COMPANY, INC. ESOP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01PEGGY WISDOM2024-08-20
0022022-01-01PEGGY WISDOM2023-09-29
0022021-01-01PEGGY WISDOM2022-10-11
0022020-01-01PEGGY WISDOM2021-10-13
0022019-01-01PEGGY WISDOM2020-08-30 PEGGY WISDOM2020-08-30
0022018-01-01PEGGY WISDOM2019-08-13 PEGGY WISDOM2019-08-13
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01PEGGY WISDOM
0022013-01-01PEGGY WISDOM
0022012-01-01PEGGY WISDOM
0022011-01-01PEGGY WISDOM
0022010-01-01PEGGY WISDOM PEGGY WISDOM2011-09-16
0022009-01-01 PEGGY WISDOM2010-07-22
0022009-01-01PEGGY WISDOM

Plan Statistics for GRACE INVESTMENT COMPANY, INC. ESOP PLAN

401k plan membership statisitcs for GRACE INVESTMENT COMPANY, INC. ESOP PLAN

Measure Date Value
2023: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01102
Total number of active participants reported on line 7a of the Form 55002023-01-0160
Number of retired or separated participants receiving benefits2023-01-0122
Number of other retired or separated participants entitled to future benefits2023-01-0116
Total of all active and inactive participants2023-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-0199
Number of participants with account balances2023-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-012
2022: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01101
Total number of active participants reported on line 7a of the Form 55002022-01-0165
Number of retired or separated participants receiving benefits2022-01-0118
Number of other retired or separated participants entitled to future benefits2022-01-0116
Total of all active and inactive participants2022-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01100
Number of participants with account balances2022-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0196
Total number of active participants reported on line 7a of the Form 55002021-01-0164
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-0198
Number of participants with account balances2021-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0194
Total number of active participants reported on line 7a of the Form 55002020-01-0166
Number of retired or separated participants receiving benefits2020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0197
Number of participants with account balances2020-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0185
Total number of active participants reported on line 7a of the Form 55002019-01-0162
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0189
Number of participants with account balances2019-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0182
Total number of active participants reported on line 7a of the Form 55002018-01-0159
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0185
Number of participants with account balances2018-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-015
2017: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0181
Total number of active participants reported on line 7a of the Form 55002017-01-0163
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0112
Total of all active and inactive participants2017-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0181
Number of participants with account balances2017-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0176
Total number of active participants reported on line 7a of the Form 55002016-01-0159
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-0179
Number of participants with account balances2016-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0171
Total number of active participants reported on line 7a of the Form 55002015-01-0161
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-0172
Number of participants with account balances2015-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0167
Total number of active participants reported on line 7a of the Form 55002014-01-0163
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-0170
Number of participants with account balances2014-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0147
Total number of active participants reported on line 7a of the Form 55002013-01-0155
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0162
Total participants2013-01-0162
Number of participants with account balances2013-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0147
Total number of active participants reported on line 7a of the Form 55002012-01-0144
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0147
Number of participants with account balances2012-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0152
Total number of active participants reported on line 7a of the Form 55002011-01-0145
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0147
Total participants2011-01-0147
Number of participants with account balances2011-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0149
Total number of active participants reported on line 7a of the Form 55002010-01-0148
Total of all active and inactive participants2010-01-0148
Total participants2010-01-0148
Number of participants with account balances2010-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-0149
Total of all active and inactive participants2009-01-0149
Total participants2009-01-0149
Number of participants with account balances2009-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GRACE INVESTMENT COMPANY, INC. ESOP PLAN

Measure Date Value
2023 : GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$490,949
Total plan liabilities at beginning of year2023-12-31$725,227
Total income from all sources2023-12-31$4,572,781
Expenses. Total of all expenses incurred2023-12-31$1,019,836
Benefits paid (including direct rollovers)2023-12-31$973,087
Total plan assets at end of year2023-12-31$28,306,106
Total plan assets at beginning of year2023-12-31$24,987,439
Value of fidelity bond covering the plan2023-12-31$10,000,000
Expenses. Other expenses not covered elsewhere2023-12-31$23,559
Other income received2023-12-31$4,312,781
Net income (gross income less expenses)2023-12-31$3,552,945
Net plan assets at end of year (total assets less liabilities)2023-12-31$27,815,157
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$24,262,212
Assets. Value of employer securities2023-12-31$22,952,345
Total contributions received or receivable from employer(s)2023-12-31$260,000
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$23,190
2022 : GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$725,227
Total plan liabilities at beginning of year2022-12-31$951,478
Total income from all sources2022-12-31$6,407,947
Expenses. Total of all expenses incurred2022-12-31$461,202
Benefits paid (including direct rollovers)2022-12-31$401,684
Total plan assets at end of year2022-12-31$24,987,439
Total plan assets at beginning of year2022-12-31$19,266,945
Value of fidelity bond covering the plan2022-12-31$10,000,000
Expenses. Other expenses not covered elsewhere2022-12-31$30,923
Other income received2022-12-31$6,147,947
Net income (gross income less expenses)2022-12-31$5,946,745
Net plan assets at end of year (total assets less liabilities)2022-12-31$24,262,212
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$18,315,467
Assets. Value of employer securities2022-12-31$20,865,768
Total contributions received or receivable from employer(s)2022-12-31$260,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$28,595
2021 : GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$951,478
Total plan liabilities at beginning of year2021-12-31$1,170,928
Total income from all sources2021-12-31$1,678,254
Expenses. Total of all expenses incurred2021-12-31$496,318
Benefits paid (including direct rollovers)2021-12-31$431,373
Total plan assets at end of year2021-12-31$19,266,945
Total plan assets at beginning of year2021-12-31$18,304,459
Value of fidelity bond covering the plan2021-12-31$10,000,000
Expenses. Other expenses not covered elsewhere2021-12-31$38,055
Other income received2021-12-31$1,418,254
Net income (gross income less expenses)2021-12-31$1,181,936
Net plan assets at end of year (total assets less liabilities)2021-12-31$18,315,467
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$17,133,531
Assets. Value of employer securities2021-12-31$16,431,792
Total contributions received or receivable from employer(s)2021-12-31$260,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$26,890
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$1,170,928
Total plan liabilities at beginning of year2020-12-31$1,170,928
Total income from all sources2020-12-31$521,664
Expenses. Total of all expenses incurred2020-12-31$334,327
Benefits paid (including direct rollovers)2020-12-31$253,100
Total plan assets at end of year2020-12-31$18,304,459
Total plan assets at beginning of year2020-12-31$18,117,122
Value of fidelity bond covering the plan2020-12-31$10,000,000
Expenses. Other expenses not covered elsewhere2020-12-31$52,692
Other income received2020-12-31$-217,952
Net income (gross income less expenses)2020-12-31$187,337
Net plan assets at end of year (total assets less liabilities)2020-12-31$17,133,531
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$16,946,194
Assets. Value of employer securities2020-12-31$16,021,929
Total contributions received or receivable from employer(s)2020-12-31$739,616
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$28,535
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$1,170,928
Total plan liabilities at beginning of year2019-12-31$2,293,746
Total income from all sources2019-12-31$213,975
Expenses. Total of all expenses incurred2019-12-31$518,975
Benefits paid (including direct rollovers)2019-12-31$392,321
Total plan assets at end of year2019-12-31$18,117,122
Total plan assets at beginning of year2019-12-31$19,544,940
Value of fidelity bond covering the plan2019-12-31$10,000,000
Expenses. Other expenses not covered elsewhere2019-12-31$103,114
Other income received2019-12-31$-448,631
Net income (gross income less expenses)2019-12-31$-305,000
Net plan assets at end of year (total assets less liabilities)2019-12-31$16,946,194
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$17,251,194
Assets. Value of employer securities2019-12-31$16,245,491
Total contributions received or receivable from employer(s)2019-12-31$662,606
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$23,540
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$2,293,746
Total plan liabilities at beginning of year2018-12-31$3,363,686
Total income from all sources2018-12-31$3,129,330
Expenses. Total of all expenses incurred2018-12-31$322,318
Benefits paid (including direct rollovers)2018-12-31$167,752
Total plan assets at end of year2018-12-31$19,544,940
Total plan assets at beginning of year2018-12-31$17,807,868
Value of fidelity bond covering the plan2018-12-31$10,000,000
Expenses. Other expenses not covered elsewhere2018-12-31$151,366
Other income received2018-12-31$2,480,412
Net income (gross income less expenses)2018-12-31$2,807,012
Net plan assets at end of year (total assets less liabilities)2018-12-31$17,251,194
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$14,444,182
Assets. Value of employer securities2018-12-31$17,624,122
Total contributions received or receivable from employer(s)2018-12-31$648,918
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$3,363,686
Total plan liabilities at beginning of year2017-12-31$7,106,344
Total income from all sources2017-12-31$2,950,963
Expenses. Total of all expenses incurred2017-12-31$451,584
Benefits paid (including direct rollovers)2017-12-31$165,301
Total plan assets at end of year2017-12-31$17,807,868
Total plan assets at beginning of year2017-12-31$19,051,147
Value of fidelity bond covering the plan2017-12-31$10,000,000
Expenses. Other expenses not covered elsewhere2017-12-31$283,083
Other income received2017-12-31$2,312,455
Net income (gross income less expenses)2017-12-31$2,499,379
Net plan assets at end of year (total assets less liabilities)2017-12-31$14,444,182
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$11,944,803
Assets. Value of employer securities2017-12-31$16,133,710
Total contributions received or receivable from employer(s)2017-12-31$638,508
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$3,200
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$7,106,344
Total plan liabilities at beginning of year2016-12-31$8,252,204
Total income from all sources2016-12-31$2,218,298
Expenses. Total of all expenses incurred2016-12-31$397,092
Total plan assets at end of year2016-12-31$19,051,147
Total plan assets at beginning of year2016-12-31$18,375,801
Value of fidelity bond covering the plan2016-12-31$10,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$393,992
Other income received2016-12-31$1,493,080
Net income (gross income less expenses)2016-12-31$1,821,206
Net plan assets at end of year (total assets less liabilities)2016-12-31$11,944,803
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$10,123,597
Assets. Value of employer securities2016-12-31$15,291,255
Total contributions received or receivable from employer(s)2016-12-31$725,218
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$8,252,204
Total plan liabilities at beginning of year2015-12-31$9,277,901
Total income from all sources2015-12-31$2,386,975
Expenses. Total of all expenses incurred2015-12-31$442,389
Total plan assets at end of year2015-12-31$18,375,801
Total plan assets at beginning of year2015-12-31$17,456,912
Value of fidelity bond covering the plan2015-12-31$10,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$439,394
Other income received2015-12-31$1,786,975
Net income (gross income less expenses)2015-12-31$1,944,586
Net plan assets at end of year (total assets less liabilities)2015-12-31$10,123,597
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$8,179,011
Assets. Value of employer securities2015-12-31$15,148,175
Total contributions received or receivable from employer(s)2015-12-31$600,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,995
2014 : GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$9,277,901
Total plan liabilities at beginning of year2014-12-31$9,739,618
Total income from all sources2014-12-31$4,189,045
Expenses. Total of all expenses incurred2014-12-31$446,903
Total plan assets at end of year2014-12-31$17,456,912
Total plan assets at beginning of year2014-12-31$14,176,487
Expenses. Other expenses not covered elsewhere2014-12-31$438,283
Other income received2014-12-31$3,586,543
Net income (gross income less expenses)2014-12-31$3,742,142
Net plan assets at end of year (total assets less liabilities)2014-12-31$8,179,011
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,436,869
Assets. Value of employer securities2014-12-31$14,632,747
Total contributions received or receivable from employer(s)2014-12-31$602,502
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$8,620
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$9,739,587
Total plan liabilities at beginning of year2013-12-31$10,168,903
Total income from all sources2013-12-31$949,355
Expenses. Total of all expenses incurred2013-12-31$9,083
Total plan assets at end of year2013-12-31$11,972,508
Total plan assets at beginning of year2013-12-31$11,461,552
Other income received2013-12-31$949,355
Net income (gross income less expenses)2013-12-31$940,272
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,232,921
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,292,649
Assets. Value of employer securities2013-12-31$11,961,302
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$9,083
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$10,168,903
Total plan liabilities at beginning of year2012-12-31$10,957,802
Total income from all sources2012-12-31$3,489,768
Expenses. Total of all expenses incurred2012-12-31$11,066
Benefits paid (including direct rollovers)2012-12-31$4,511
Total plan assets at end of year2012-12-31$13,911,165
Total plan assets at beginning of year2012-12-31$11,214,042
Expenses. Other expenses not covered elsewhere2012-12-31$6,555
Other income received2012-12-31$3,489,768
Net income (gross income less expenses)2012-12-31$3,478,702
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,742,262
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$256,240
Assets. Value of employer securities2012-12-31$13,891,134
Total contributions received or receivable from employer(s)2012-12-31$2,178
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$6,458
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$10,957,802
Total plan liabilities at beginning of year2011-12-31$11,222,777
Total income from all sources2011-12-31$1,290,680
Expenses. Total of all expenses incurred2011-12-31$2,795
Total plan assets at end of year2011-12-31$11,214,042
Total plan assets at beginning of year2011-12-31$10,191,132
Expenses. Other expenses not covered elsewhere2011-12-31$2,795
Other income received2011-12-31$1,290,680
Net income (gross income less expenses)2011-12-31$1,287,885
Net plan assets at end of year (total assets less liabilities)2011-12-31$256,240
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$-1,031,645
Assets. Value of employer securities2011-12-31$11,205,663
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$11,222,777
Total plan liabilities at beginning of year2010-12-31$11,392,131
Total income from all sources2010-12-31$1,059,845
Expenses. Total of all expenses incurred2010-12-31$512,646
Total plan assets at end of year2010-12-31$10,191,132
Total plan assets at beginning of year2010-12-31$9,813,287
Expenses. Other expenses not covered elsewhere2010-12-31$512,646
Other income received2010-12-31$1,059,845
Net income (gross income less expenses)2010-12-31$547,199
Net plan assets at end of year (total assets less liabilities)2010-12-31$-1,031,645
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$-1,578,844
Assets. Value of employer securities2010-12-31$10,191,132
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GRACE INVESTMENT COMPANY, INC. ESOP PLAN

2023: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GRACE INVESTMENT COMPANY, INC. ESOP 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: GRACE INVESTMENT COMPANY, INC. ESOP 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: GRACE INVESTMENT COMPANY, INC. ESOP 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: GRACE INVESTMENT COMPANY, INC. ESOP 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: GRACE INVESTMENT COMPANY, INC. ESOP 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: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GRACE INVESTMENT COMPANY, INC. ESOP PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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