401k Plan data: GRANT J. HUNT COMPANY PROFIT SHARING PLAN plan

GRANT J. HUNT COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan Name	GRANT J. HUNT COMPANY PROFIT SHARING PLAN
Plan identification number	001

GRANT J. HUNT COMPANY PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

GRANT J. HUNT COMPANY has sponsored the creation of one or more 401k plans.

Company Name: GRANT J. HUNT COMPANY

Employer identification number (EIN): 942230964

NAIC Classification: 424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRANT J. HUNT COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SALVATORE J. RIZZO 2024-04-08
001 2022-01-01 SALVATORE J. RIZZO 2023-04-27
001 2021-01-01 SALVATORE J. RIZZO 2022-05-09
001 2020-01-01 SALVATORE J. RIZZO 2021-05-07
001 2019-01-01 SALVATORE J. RIZZO 2020-04-30
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 GRANT M. HUNT 2015-02-23
001 2013-01-01 GRANT M. HUNT 2014-04-18
001 2012-01-01 GRANT M. HUNT 2013-05-28
001 2011-01-01 GRANT M. HUNT 2012-05-23
001 2010-01-01 GRANT M. HUNT 2011-05-03 GRANT M. HUNT 2011-05-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	SALVATORE J. RIZZO	2024-04-08
001	2022-01-01	SALVATORE J. RIZZO	2023-04-27
001	2021-01-01	SALVATORE J. RIZZO	2022-05-09
001	2020-01-01	SALVATORE J. RIZZO	2021-05-07
001	2019-01-01	SALVATORE J. RIZZO	2020-04-30
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	GRANT M. HUNT	2015-02-23
001	2013-01-01	GRANT M. HUNT	2014-04-18
001	2012-01-01	GRANT M. HUNT	2013-05-28
001	2011-01-01	GRANT M. HUNT	2012-05-23
001	2010-01-01	GRANT M. HUNT	2011-05-03	GRANT M. HUNT	2011-05-03

Plan Statistics for GRANT J. HUNT COMPANY PROFIT SHARING PLAN

401k plan membership statisitcs for GRANT J. HUNT COMPANY PROFIT SHARING PLAN

Measure Date Value
2023: GRANT J. HUNT COMPANY PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 11
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 1
Total of all active and inactive participants 2023-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 12
Number of participants with account balances 2023-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: GRANT J. HUNT COMPANY PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 10
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 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 10
Number of participants with account balances 2022-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: GRANT J. HUNT COMPANY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9
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 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 9
Number of participants with account balances 2021-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: GRANT J. HUNT COMPANY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 15
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 1
Total of all active and inactive participants 2020-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 16
Number of participants with account balances 2020-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: GRANT J. HUNT COMPANY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 15
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 1
Total of all active and inactive participants 2019-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 16
Number of participants with account balances 2019-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2023: GRANT J. HUNT COMPANY PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	11
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	1
Total of all active and inactive participants	2023-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	12
Number of participants with account balances	2023-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: GRANT J. HUNT COMPANY PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	10
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	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	10
Number of participants with account balances	2022-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: GRANT J. HUNT COMPANY PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9
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	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	9
Number of participants with account balances	2021-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: GRANT J. HUNT COMPANY PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	15
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	1
Total of all active and inactive participants	2020-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	16
Number of participants with account balances	2020-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: GRANT J. HUNT COMPANY PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	15
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	1
Total of all active and inactive participants	2019-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	16
Number of participants with account balances	2019-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on GRANT J. HUNT COMPANY PROFIT SHARING PLAN

Measure	Date	Value
2023 : GRANT J. HUNT COMPANY PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$3,089,121
Expenses. Total of all expenses incurred	2023-12-31	$122,764
Total plan assets at end of year	2023-12-31	$18,250,325
Total plan assets at beginning of year	2023-12-31	$15,283,968
Value of fidelity bond covering the plan	2023-12-31	$500,000
Other income received	2023-12-31	$3,089,121
Net income (gross income less expenses)	2023-12-31	$2,966,357
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$18,250,325
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$15,283,968
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$437,500
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$122,764
2022 : GRANT J. HUNT COMPANY PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-2,540,907
Expenses. Total of all expenses incurred	2022-12-31	$123,905
Total plan assets at end of year	2022-12-31	$15,283,968
Total plan assets at beginning of year	2022-12-31	$17,948,780
Value of fidelity bond covering the plan	2022-12-31	$500,000
Other income received	2022-12-31	$-2,887,902
Net income (gross income less expenses)	2022-12-31	$-2,664,812
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$15,283,968
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$17,948,780
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$433,524
Total contributions received or receivable from employer(s)	2022-12-31	$346,995
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$123,905
2021 : GRANT J. HUNT COMPANY PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$-846,229
Total income from all sources	2021-12-31	$2,847,832
Expenses. Total of all expenses incurred	2021-12-31	$1,765,388
Benefits paid (including direct rollovers)	2021-12-31	$1,625,560
Total plan assets at end of year	2021-12-31	$17,948,780
Total plan assets at beginning of year	2021-12-31	$17,712,565
Value of fidelity bond covering the plan	2021-12-31	$500,000
Other income received	2021-12-31	$2,654,867
Net income (gross income less expenses)	2021-12-31	$1,082,444
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$17,948,780
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$17,712,565
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$449,615
Total contributions received or receivable from employer(s)	2021-12-31	$192,965
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$139,828
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : GRANT J. HUNT COMPANY PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$2,097,988
Expenses. Total of all expenses incurred	2020-12-31	$5,718,087
Benefits paid (including direct rollovers)	2020-12-31	$5,579,467
Total plan assets at end of year	2020-12-31	$17,712,565
Total plan assets at beginning of year	2020-12-31	$21,332,664
Value of fidelity bond covering the plan	2020-12-31	$500,000
Other income received	2020-12-31	$2,097,988
Net income (gross income less expenses)	2020-12-31	$-3,620,099
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$17,712,565
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$21,332,664
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$636,206
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$138,620
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : GRANT J. HUNT COMPANY PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$3,875,308
Expenses. Total of all expenses incurred	2019-12-31	$256,911
Benefits paid (including direct rollovers)	2019-12-31	$106,399
Total plan assets at end of year	2019-12-31	$21,332,664
Total plan assets at beginning of year	2019-12-31	$17,714,267
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$3,436,803
Net income (gross income less expenses)	2019-12-31	$3,618,397
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$21,332,664
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$17,714,267
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$437,500
Total contributions received or receivable from employer(s)	2019-12-31	$438,505
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$150,512
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0

Form 5500 Responses for GRANT J. HUNT COMPANY PROFIT SHARING PLAN

2023: GRANT J. HUNT COMPANY PROFIT SHARING 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 J. HUNT COMPANY PROFIT SHARING 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 J. HUNT COMPANY PROFIT SHARING 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 J. HUNT COMPANY PROFIT SHARING 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 J. HUNT COMPANY PROFIT SHARING 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

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Company Name:	GRANT J. HUNT COMPANY
Employer identification number (EIN):	942230964
NAIC Classification:	424400