401k Plan data: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN plan

GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN
Plan identification number	001

GRANT & GRANT, P.C. RETIREMENT SAVINGS 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

GRANT & GRANT, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: GRANT & GRANT, A PROFESSIONAL CORPORATION

Employer identification number (EIN): 870472204

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 RANDALL E GRANT RANDALL E GRANT 2018-10-10
001 2016-01-01 RANDALL E GRANT RANDALL E GRANT 2017-10-12
001 2015-01-01 RANDALL E GRANT RANDALL E GRANT 2016-10-10
001 2014-01-01 RANDALL E GRANT RANDALL E GRANT 2015-10-09
001 2013-01-01 RANDALL E GRANT RANDALL E GRANT 2014-10-09
001 2012-01-01 RANDALL E GRANT RANDALL E GRANT 2013-10-10
001 2011-01-01 RANDALL E GRANT RANDALL E GRANT 2012-09-14
001 2009-01-01 RANDALL E GRANT RANDALL E GRANT 2010-10-08

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	RANDALL E GRANT	RANDALL E GRANT	2018-10-10
001	2016-01-01	RANDALL E GRANT	RANDALL E GRANT	2017-10-12
001	2015-01-01	RANDALL E GRANT	RANDALL E GRANT	2016-10-10
001	2014-01-01	RANDALL E GRANT	RANDALL E GRANT	2015-10-09
001	2013-01-01	RANDALL E GRANT	RANDALL E GRANT	2014-10-09
001	2012-01-01	RANDALL E GRANT	RANDALL E GRANT	2013-10-10
001	2011-01-01	RANDALL E GRANT	RANDALL E GRANT	2012-09-14
001	2009-01-01	RANDALL E GRANT	RANDALL E GRANT	2010-10-08

Plan Statistics for GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN

Measure Date Value
2023: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1
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 0
Total of all active and inactive participants 2023-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 1
Number of participants with account balances 2023-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
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 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 3
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 4
Number of participants with account balances 2018-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
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 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
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 0
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1
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	0
Total of all active and inactive participants	2023-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	1
Number of participants with account balances	2023-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
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	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	3
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	4
Number of participants with account balances	2018-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
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	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
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	0
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
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN

Measure	Date	Value
2023 : GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$25,631
Total plan liabilities at beginning of year	2023-12-31	$37,122
Total income from all sources	2023-12-31	$79,219
Expenses. Total of all expenses incurred	2023-12-31	$25,347
Benefits paid (including direct rollovers)	2023-12-31	$25,347
Total plan assets at end of year	2023-12-31	$725,846
Total plan assets at beginning of year	2023-12-31	$683,465
Value of fidelity bond covering the plan	2023-12-31	$750,000
Other income received	2023-12-31	$79,219
Net income (gross income less expenses)	2023-12-31	$53,872
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$700,215
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$646,343
Assets. Value of real-estate (other than employer real property)	2023-12-31	$713,000
2022 : GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$37,122
Total plan liabilities at beginning of year	2022-12-31	$76,359
Total income from all sources	2022-12-31	$33,823
Expenses. Total of all expenses incurred	2022-12-31	$87,620
Benefits paid (including direct rollovers)	2022-12-31	$87,620
Total plan assets at end of year	2022-12-31	$683,465
Total plan assets at beginning of year	2022-12-31	$776,499
Value of fidelity bond covering the plan	2022-12-31	$750,000
Other income received	2022-12-31	$33,823
Net income (gross income less expenses)	2022-12-31	$-53,797
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$646,343
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$700,140
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$671,673
2021 : GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$76,359
Total plan liabilities at beginning of year	2021-12-31	$114,660
Total income from all sources	2021-12-31	$330,685
Expenses. Total of all expenses incurred	2021-12-31	$1,637,464
Benefits paid (including direct rollovers)	2021-12-31	$1,637,464
Total plan assets at end of year	2021-12-31	$776,499
Total plan assets at beginning of year	2021-12-31	$2,121,579
Value of fidelity bond covering the plan	2021-12-31	$750,000
Other income received	2021-12-31	$330,685
Net income (gross income less expenses)	2021-12-31	$-1,306,779
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$700,140
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,006,919
Assets. Value of participant loans	2021-12-31	$15,990
Assets. Value of real-estate (other than employer real property)	2021-12-31	$667,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$114,660
Total plan liabilities at beginning of year	2020-12-31	$154,346
Total income from all sources	2020-12-31	$444,524
Expenses. Total of all expenses incurred	2020-12-31	$17,000
Benefits paid (including direct rollovers)	2020-12-31	$17,000
Total plan assets at end of year	2020-12-31	$2,121,579
Total plan assets at beginning of year	2020-12-31	$1,733,741
Value of fidelity bond covering the plan	2020-12-31	$750,000
Other income received	2020-12-31	$412,348
Net income (gross income less expenses)	2020-12-31	$427,524
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,006,919
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,579,395
Assets. Value of participant loans	2020-12-31	$28,357
Assets. Value of real-estate (other than employer real property)	2020-12-31	$496,940
Total contributions received or receivable from employer(s)	2020-12-31	$32,176
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$154,346
Total plan liabilities at beginning of year	2019-12-31	$159,708
Total income from all sources	2019-12-31	$191,906
Expenses. Total of all expenses incurred	2019-12-31	$44,838
Benefits paid (including direct rollovers)	2019-12-31	$44,838
Total plan assets at end of year	2019-12-31	$1,733,741
Total plan assets at beginning of year	2019-12-31	$1,592,035
Value of fidelity bond covering the plan	2019-12-31	$750,000
Other income received	2019-12-31	$163,381
Net income (gross income less expenses)	2019-12-31	$147,068
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,579,395
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,432,327
Assets. Value of participant loans	2019-12-31	$39,732
Assets. Value of real-estate (other than employer real property)	2019-12-31	$452,854
Total contributions received or receivable from employer(s)	2019-12-31	$28,525
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$159,708
Total plan liabilities at beginning of year	2018-12-31	$196,172
Total income from all sources	2018-12-31	$-18,282
Expenses. Total of all expenses incurred	2018-12-31	$19,000
Benefits paid (including direct rollovers)	2018-12-31	$19,000
Total plan assets at end of year	2018-12-31	$1,592,035
Total plan assets at beginning of year	2018-12-31	$1,665,781
Value of fidelity bond covering the plan	2018-12-31	$500,000
Other income received	2018-12-31	$-55,266
Net income (gross income less expenses)	2018-12-31	$-37,282
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,432,327
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,469,609
Assets. Value of participant loans	2018-12-31	$40,673
Assets. Value of real-estate (other than employer real property)	2018-12-31	$423,392
Total contributions received or receivable from employer(s)	2018-12-31	$36,984
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$196,172
Total income from all sources	2017-12-31	$180,709
Expenses. Total of all expenses incurred	2017-12-31	$38,251
Benefits paid (including direct rollovers)	2017-12-31	$38,251
Total plan assets at end of year	2017-12-31	$1,665,781
Total plan assets at beginning of year	2017-12-31	$1,327,151
Value of fidelity bond covering the plan	2017-12-31	$200,000
Other income received	2017-12-31	$143,290
Net income (gross income less expenses)	2017-12-31	$142,458
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,469,609
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,327,151
Assets. Value of participant loans	2017-12-31	$49,064
Assets. Value of real-estate (other than employer real property)	2017-12-31	$554,300
Total contributions received or receivable from employer(s)	2017-12-31	$37,419
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total income from all sources	2016-12-31	$68,407
Expenses. Total of all expenses incurred	2016-12-31	$13,358
Benefits paid (including direct rollovers)	2016-12-31	$13,358
Total plan assets at end of year	2016-12-31	$1,327,151
Total plan assets at beginning of year	2016-12-31	$1,272,102
Value of fidelity bond covering the plan	2016-12-31	$200,000
Other income received	2016-12-31	$38,382
Net income (gross income less expenses)	2016-12-31	$55,049
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,327,151
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,272,102
Assets. Value of participant loans	2016-12-31	$46,978
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$30,025
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total income from all sources	2015-12-31	$-77,870
Expenses. Total of all expenses incurred	2015-12-31	$24,000
Benefits paid (including direct rollovers)	2015-12-31	$24,000
Total plan assets at end of year	2015-12-31	$1,272,102
Total plan assets at beginning of year	2015-12-31	$1,373,972
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$6,000
Other income received	2015-12-31	$-121,563
Net income (gross income less expenses)	2015-12-31	$-101,870
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,272,102
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,373,972
Assets. Value of participant loans	2015-12-31	$47,167
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$275,000
Total contributions received or receivable from employer(s)	2015-12-31	$37,693
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$-33,592
Expenses. Total of all expenses incurred	2014-12-31	$28,250
Benefits paid (including direct rollovers)	2014-12-31	$28,250
Total plan assets at end of year	2014-12-31	$1,373,972
Total plan assets at beginning of year	2014-12-31	$1,435,814
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$5,500
Other income received	2014-12-31	$-78,194
Net income (gross income less expenses)	2014-12-31	$-61,842
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,373,972
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,435,814
Assets. Value of participant loans	2014-12-31	$48,888
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$589,000
Total contributions received or receivable from employer(s)	2014-12-31	$39,102
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$224,128
Expenses. Total of all expenses incurred	2013-12-31	$28,500
Benefits paid (including direct rollovers)	2013-12-31	$28,500
Total plan assets at end of year	2013-12-31	$1,435,814
Total plan assets at beginning of year	2013-12-31	$1,240,186
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$5,500
Other income received	2013-12-31	$178,555
Net income (gross income less expenses)	2013-12-31	$195,628
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,435,814
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,240,186
Assets. Value of participant loans	2013-12-31	$41,124
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$712,788
Total contributions received or receivable from employer(s)	2013-12-31	$40,073
2012 : GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$-39,139
Expenses. Total of all expenses incurred	2012-12-31	$51,747
Benefits paid (including direct rollovers)	2012-12-31	$51,747
Total plan assets at end of year	2012-12-31	$1,240,186
Total plan assets at beginning of year	2012-12-31	$1,331,072
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$5,500
Other income received	2012-12-31	$-82,738
Net income (gross income less expenses)	2012-12-31	$-90,886
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,240,186
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,331,072
Assets. Value of participant loans	2012-12-31	$49,800
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$648,014
Total contributions received or receivable from employer(s)	2012-12-31	$38,099
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$22,756
Expenses. Total of all expenses incurred	2011-12-31	$44,900
Benefits paid (including direct rollovers)	2011-12-31	$44,900
Total plan assets at end of year	2011-12-31	$1,331,072
Total plan assets at beginning of year	2011-12-31	$1,353,216
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$5,500
Other income received	2011-12-31	$-20,012
Net income (gross income less expenses)	2011-12-31	$-22,144
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,331,072
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,353,216
Assets. Value of participant loans	2011-12-31	$49,564
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$815,000
Total contributions received or receivable from employer(s)	2011-12-31	$37,268
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$74,352
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,353,216
Total plan assets at beginning of year	2010-12-31	$1,278,864
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$5,500
Other income received	2010-12-31	$29,780
Net income (gross income less expenses)	2010-12-31	$74,352
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,353,216
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,278,864
Assets. Value of participant loans	2010-12-31	$49,800
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$815,000
Total contributions received or receivable from employer(s)	2010-12-31	$39,072

Form 5500 Responses for GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN

2023: GRANT & GRANT, P.C. RETIREMENT SAVINGS 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
2022: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GRANT & GRANT, P.C. RETIREMENT SAVINGS 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
2020: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GRANT & GRANT, P.C. RETIREMENT SAVINGS 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: GRANT & GRANT, P.C. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: GRANT & GRANT, P.C. RETIREMENT SAVINGS 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GRANT & GRANT, A PROFESSIONAL CORPORATION
Employer identification number (EIN):	870472204
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers