Logo

DITTMAN AND GREER, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameDITTMAN AND GREER, INC. PROFIT SHARING PLAN
Plan identification number 001

DITTMAN AND GREER, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

DITTMAN AND GREER, INC. has sponsored the creation of one or more 401k plans.

Company Name:DITTMAN AND GREER, INC.
Employer identification number (EIN):060643584
NAIC Classification:423600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DITTMAN AND GREER, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01GERALD DICUNZOLO
0012015-01-01GEORGE KATRAMADOS
0012014-01-01GEORGE KATRAMADOS GEORGE KATRAMADOS2015-08-27
0012013-01-01HARLAN FREDERICKSEN
0012012-01-01BRIGITTE BOURRET
0012011-01-01HARLAN FREDERICKSEN
0012009-01-01HARLAN FREDERICKSEN

Plan Statistics for DITTMAN AND GREER, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for DITTMAN AND GREER, INC. PROFIT SHARING PLAN

Measure Date Value
2016: DITTMAN AND GREER, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0121
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
2015: DITTMAN AND GREER, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0123
Total number of active participants reported on line 7a of the Form 55002015-01-0116
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0121
Number of participants with account balances2015-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: DITTMAN AND GREER, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0126
Total number of active participants reported on line 7a of the Form 55002014-01-0118
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0123
Number of participants with account balances2014-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: DITTMAN AND GREER, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0126
Total number of active participants reported on line 7a of the Form 55002013-01-0122
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0126
Number of participants with account balances2013-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DITTMAN AND GREER, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0122
Total number of active participants reported on line 7a of the Form 55002012-01-0122
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0126
Number of participants with account balances2012-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DITTMAN AND GREER, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0120
Total number of active participants reported on line 7a of the Form 55002011-01-0119
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0122
Number of participants with account balances2011-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: DITTMAN AND GREER, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0125
Total number of active participants reported on line 7a of the Form 55002009-01-0113
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0119
Number of participants with account balances2009-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on DITTMAN AND GREER, INC. PROFIT SHARING PLAN

Measure Date Value
2016 : DITTMAN AND GREER, INC. PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-06-14$-1,127,914
Total plan liabilities at end of year2016-06-14$0
Total plan liabilities at beginning of year2016-06-14$0
Total income from all sources2016-06-14$85,483
Expenses. Total of all expenses incurred2016-06-14$2,289,432
Benefits paid (including direct rollovers)2016-06-14$2,289,407
Total plan assets at end of year2016-06-14$0
Total plan assets at beginning of year2016-06-14$3,331,863
Value of fidelity bond covering the plan2016-06-14$350,000
Total contributions received or receivable from participants2016-06-14$59,896
Expenses. Other expenses not covered elsewhere2016-06-14$0
Contributions received from other sources (not participants or employers)2016-06-14$0
Other income received2016-06-14$25,587
Noncash contributions received2016-06-14$0
Net income (gross income less expenses)2016-06-14$-2,203,949
Net plan assets at end of year (total assets less liabilities)2016-06-14$0
Net plan assets at beginning of year (total assets less liabilities)2016-06-14$3,331,863
Assets. Value of participant loans2016-06-14$0
Total contributions received or receivable from employer(s)2016-06-14$0
Value of certain deemed distributions of participant loans2016-06-14$0
Value of corrective distributions2016-06-14$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-14$25
2015 : DITTMAN AND GREER, INC. PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$140,802
Expenses. Total of all expenses incurred2015-12-31$128,790
Benefits paid (including direct rollovers)2015-12-31$128,640
Total plan assets at end of year2015-12-31$3,331,863
Total plan assets at beginning of year2015-12-31$3,319,851
Value of fidelity bond covering the plan2015-12-31$350,000
Total contributions received or receivable from participants2015-12-31$127,195
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-10,492
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$12,012
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,331,863
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,319,851
Assets. Value of participant loans2015-12-31$2,199
Total contributions received or receivable from employer(s)2015-12-31$24,099
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$150
2014 : DITTMAN AND GREER, INC. PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$381,316
Expenses. Total of all expenses incurred2014-12-31$270,152
Benefits paid (including direct rollovers)2014-12-31$269,977
Total plan assets at end of year2014-12-31$3,319,851
Total plan assets at beginning of year2014-12-31$3,208,687
Value of fidelity bond covering the plan2014-12-31$350,000
Total contributions received or receivable from participants2014-12-31$168,115
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$189,841
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$111,164
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,319,851
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,208,687
Assets. Value of participant loans2014-12-31$6,790
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$23,360
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$175
2013 : DITTMAN AND GREER, INC. PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$691,280
Expenses. Total of all expenses incurred2013-12-31$329,663
Benefits paid (including direct rollovers)2013-12-31$329,513
Total plan assets at end of year2013-12-31$3,208,687
Total plan assets at beginning of year2013-12-31$2,847,070
Value of fidelity bond covering the plan2013-12-31$300,000
Total contributions received or receivable from participants2013-12-31$177,018
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$489,745
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$361,617
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,208,687
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,847,070
Assets. Value of participant loans2013-12-31$5,000
Total contributions received or receivable from employer(s)2013-12-31$24,517
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$150
2012 : DITTMAN AND GREER, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$623,483
Expenses. Total of all expenses incurred2012-12-31$6,563
Benefits paid (including direct rollovers)2012-12-31$6,563
Total plan assets at end of year2012-12-31$2,847,070
Total plan assets at beginning of year2012-12-31$2,230,150
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$165,300
Contributions received from other sources (not participants or employers)2012-12-31$186,246
Other income received2012-12-31$248,338
Net income (gross income less expenses)2012-12-31$616,920
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,847,070
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,230,150
Total contributions received or receivable from employer(s)2012-12-31$23,599
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : DITTMAN AND GREER, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$124,641
Expenses. Total of all expenses incurred2011-12-31$623
Benefits paid (including direct rollovers)2011-12-31$450
Total plan assets at end of year2011-12-31$2,230,150
Total plan assets at beginning of year2011-12-31$2,106,132
Value of fidelity bond covering the plan2011-12-31$220,000
Total contributions received or receivable from participants2011-12-31$128,779
Other income received2011-12-31$-26,503
Net income (gross income less expenses)2011-12-31$124,018
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,230,150
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,106,132
Total contributions received or receivable from employer(s)2011-12-31$22,365
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$173
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : DITTMAN AND GREER, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$468,147
Expenses. Total of all expenses incurred2010-12-31$132,150
Benefits paid (including direct rollovers)2010-12-31$131,900
Total plan assets at end of year2010-12-31$2,106,132
Total plan assets at beginning of year2010-12-31$1,770,135
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$127,616
Contributions received from other sources (not participants or employers)2010-12-31$160,000
Other income received2010-12-31$180,531
Net income (gross income less expenses)2010-12-31$335,997
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,106,132
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,770,135
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : DITTMAN AND GREER, INC. PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for DITTMAN AND GREER, INC. PROFIT SHARING PLAN

2016: DITTMAN AND GREER, INC. PROFIT SHARING 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 filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DITTMAN AND GREER, INC. PROFIT SHARING 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: DITTMAN AND GREER, INC. PROFIT SHARING 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: DITTMAN AND GREER, INC. PROFIT SHARING 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: DITTMAN AND GREER, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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: DITTMAN AND GREER, INC. PROFIT SHARING 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
2009: DITTMAN AND GREER, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-022550
Policy instance 1
Insurance contract or identification numberGA-022550
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-10-31
Total amount of commissions paid to insurance brokerUSD $5,163
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,163
Insurance broker nameWELLS FARGO ADVISORS INS AG LLC

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1