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ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN
Plan identification number 001

ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.

401k Sponsoring company profile

ROBERT M. GRUM, JR., CPA has sponsored the creation of one or more 401k plans.

Company Name:ROBERT M. GRUM, JR., CPA
Employer identification number (EIN):953281893
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ROBERT M. GRUM, JR.
0012017-01-01ROBERT M. GRUM, JR.
0012016-01-01ROBERT M. GRUM, JR.
0012015-01-01ROBERT M. GRUM, JR.
0012014-01-01ROBERT M. GRUM, JR.
0012013-01-01ROBERT M. GRUM, JR.
0012012-01-01ROBERT M. GRUM, JR.
0012011-01-01ROBERT M GRUM JR
0012010-01-01ROBERT M GRUM JR
0012009-01-01ROBERT M GRUM JR

Plan Statistics for ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN

Measure Date Value
2021: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013
Total of all active and inactive participants2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
2020: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-013
Total of all active and inactive participants2020-01-013
Total participants2020-01-013
Number of participants with account balances2020-01-010
2019: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Total of all active and inactive participants2019-01-013
Total participants2019-01-013
Number of participants with account balances2019-01-010
2018: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Total of all active and inactive participants2018-01-013
Total participants2018-01-013
Number of participants with account balances2018-01-013
2017: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total number of active participants reported on line 7a of the Form 55002017-01-013
Total of all active and inactive participants2017-01-013
Total participants2017-01-013
Number of participants with account balances2017-01-013
2016: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
Number of participants with account balances2016-01-013
2015: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-013
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
Number of participants with account balances2015-01-013
2014: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-013
Total of all active and inactive participants2014-01-013
Total participants2014-01-013
Number of participants with account balances2014-01-013
2013: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-010
Total of all active and inactive participants2013-01-010
Total participants2013-01-010
2012: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-013
Total of all active and inactive participants2012-01-013
Total participants2012-01-013
Number of participants with account balances2012-01-013
2011: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
Number of participants with account balances2011-01-013
2010: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
Number of participants with account balances2010-01-013
2009: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013

Financial Data on ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN

Measure Date Value
2021 : ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$151,702
Expenses. Total of all expenses incurred2021-12-31$1,543,061
Benefits paid (including direct rollovers)2021-12-31$1,543,061
Total plan assets at end of year2021-12-31$0
Total plan assets at beginning of year2021-12-31$1,391,359
Value of fidelity bond covering the plan2021-12-31$150,000
Other income received2021-12-31$151,702
Net income (gross income less expenses)2021-12-31$-1,391,359
Net plan assets at end of year (total assets less liabilities)2021-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,391,359
2020 : ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$163,094
Total plan assets at end of year2020-12-31$1,391,359
Total plan assets at beginning of year2020-12-31$1,228,265
Value of fidelity bond covering the plan2020-12-31$150,000
Other income received2020-12-31$163,094
Net income (gross income less expenses)2020-12-31$163,094
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,391,359
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,228,265
2019 : ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$217,235
Total plan assets at end of year2019-12-31$1,228,265
Total plan assets at beginning of year2019-12-31$1,011,030
Value of fidelity bond covering the plan2019-12-31$100,000
Other income received2019-12-31$217,235
Net income (gross income less expenses)2019-12-31$217,235
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,228,265
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,011,030
2018 : ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-37,355
Total plan assets at end of year2018-12-31$1,011,030
Total plan assets at beginning of year2018-12-31$1,048,385
Value of fidelity bond covering the plan2018-12-31$100,000
Other income received2018-12-31$-37,355
Net income (gross income less expenses)2018-12-31$-37,355
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,011,030
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,048,385
2017 : ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$172,395
Total plan assets at end of year2017-12-31$1,048,385
Total plan assets at beginning of year2017-12-31$875,990
Value of fidelity bond covering the plan2017-12-31$100,000
Other income received2017-12-31$172,395
Net income (gross income less expenses)2017-12-31$172,395
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,048,385
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$875,990
2016 : ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$63,885
Total plan assets at end of year2016-12-31$875,990
Total plan assets at beginning of year2016-12-31$812,105
Other income received2016-12-31$63,885
Net income (gross income less expenses)2016-12-31$63,885
Net plan assets at end of year (total assets less liabilities)2016-12-31$875,990
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$812,105
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
2015 : ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$34,981
Total plan assets at end of year2015-12-31$812,105
Total plan assets at beginning of year2015-12-31$777,124
Other income received2015-12-31$17,948
Net income (gross income less expenses)2015-12-31$34,981
Net plan assets at end of year (total assets less liabilities)2015-12-31$812,105
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$777,124
Total contributions received or receivable from employer(s)2015-12-31$17,033
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$104,602
Total plan assets at end of year2014-12-31$777,124
Total plan assets at beginning of year2014-12-31$672,522
Contributions received from other sources (not participants or employers)2014-12-31$1,249
Other income received2014-12-31$81,914
Net income (gross income less expenses)2014-12-31$104,602
Net plan assets at end of year (total assets less liabilities)2014-12-31$777,124
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$672,522
Total contributions received or receivable from employer(s)2014-12-31$21,439
2013 : ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$146,877
Total plan assets at end of year2013-12-31$672,522
Total plan assets at beginning of year2013-12-31$525,645
Other income received2013-12-31$118,555
Net income (gross income less expenses)2013-12-31$146,877
Net plan assets at end of year (total assets less liabilities)2013-12-31$672,522
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$525,645
Total contributions received or receivable from employer(s)2013-12-31$28,322
2012 : ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$78,792
Total plan assets at end of year2012-12-31$525,645
Total plan assets at beginning of year2012-12-31$446,853
Other income received2012-12-31$57,451
Net income (gross income less expenses)2012-12-31$78,792
Net plan assets at end of year (total assets less liabilities)2012-12-31$525,645
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$446,853
Total contributions received or receivable from employer(s)2012-12-31$21,341
2011 : ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$36,725
Total plan assets at end of year2011-12-31$446,853
Total plan assets at beginning of year2011-12-31$410,128
Other income received2011-12-31$16,079
Net income (gross income less expenses)2011-12-31$36,725
Net plan assets at end of year (total assets less liabilities)2011-12-31$446,853
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$410,128
Total contributions received or receivable from employer(s)2011-12-31$20,646
2010 : ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$67,845
Total plan assets at end of year2010-12-31$410,128
Total plan assets at beginning of year2010-12-31$342,283
Other income received2010-12-31$47,015
Net income (gross income less expenses)2010-12-31$67,845
Net plan assets at end of year (total assets less liabilities)2010-12-31$410,128
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$342,283
Total contributions received or receivable from employer(s)2010-12-31$20,830

Form 5500 Responses for ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN

2021: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROBERT M. GRUM, JR, CPA PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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