401k Plan data: GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN plan

GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 401k Plan overview

Plan Name	GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN
Plan identification number	002

GRADY & RILEY SALARY REDUCTION & 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
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.
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

GRADY & RILEY, LLP has sponsored the creation of one or more 401k plans.

Company Name: GRADY & RILEY, LLP

Employer identification number (EIN): 061114611

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 THOMAS V. RILEY 2024-10-02
002 2022-01-01 THOMAS V. RILEY 2023-09-28
002 2021-01-01 THOMAS V. RILEY 2022-10-11
002 2020-01-01 THOMAS V. RILEY 2021-09-29
002 2019-01-01 THOMAS V. RILEY 2020-09-21
002 2018-01-01 FRANCIS GRADY 2019-09-30
002 2017-01-01 FRANCIS GRADY 2018-10-10
002 2016-01-01 FRANCIS GRADY 2017-10-11
002 2015-01-01 FRANCIS GRADY 2016-10-12
002 2014-01-01 FRANCIS GRADY
002 2013-01-01 FRANCIS GRADY
002 2012-01-01 FRANCIS GRADY
002 2011-01-01 FRANCIS GRADY
002 2010-01-01 FRANCIS GRADY
002 2009-01-01 FRANCIS GRADY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	THOMAS V. RILEY	2024-10-02
002	2022-01-01	THOMAS V. RILEY	2023-09-28
002	2021-01-01	THOMAS V. RILEY	2022-10-11
002	2020-01-01	THOMAS V. RILEY	2021-09-29
002	2019-01-01	THOMAS V. RILEY	2020-09-21
002	2018-01-01	FRANCIS GRADY	2019-09-30
002	2017-01-01	FRANCIS GRADY	2018-10-10
002	2016-01-01	FRANCIS GRADY	2017-10-11
002	2015-01-01	FRANCIS GRADY	2016-10-12
002	2014-01-01	FRANCIS GRADY
002	2013-01-01	FRANCIS GRADY
002	2012-01-01	FRANCIS GRADY
002	2011-01-01	FRANCIS GRADY
002	2010-01-01	FRANCIS GRADY
002	2009-01-01	FRANCIS GRADY

Plan Statistics for GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN

401k plan membership statisitcs for GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN

Measure Date Value
2014: GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 16
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 6
Total of all active and inactive participants 2014-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 22
Number of participants with account balances 2014-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 19
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 3
Total of all active and inactive participants 2013-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 22
Number of participants with account balances 2013-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
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 3
Total of all active and inactive participants 2012-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 22
Number of participants with account balances 2012-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 18
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 4
Total of all active and inactive participants 2011-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 22
Number of participants with account balances 2011-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 21
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 22
Number of participants with account balances 2010-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 20
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 2
Total of all active and inactive participants 2009-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 22
Number of participants with account balances 2009-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	16
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	6
Total of all active and inactive participants	2014-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	22
Number of participants with account balances	2014-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	19
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	3
Total of all active and inactive participants	2013-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	22
Number of participants with account balances	2013-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
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	3
Total of all active and inactive participants	2012-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	22
Number of participants with account balances	2012-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	18
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	4
Total of all active and inactive participants	2011-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	22
Number of participants with account balances	2011-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	21
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	22
Number of participants with account balances	2010-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	20
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	2
Total of all active and inactive participants	2009-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	22
Number of participants with account balances	2009-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN

Measure	Date	Value
2014 : GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$191,838
Expenses. Total of all expenses incurred	2014-12-31	$16,834
Benefits paid (including direct rollovers)	2014-12-31	$16,834
Total plan assets at end of year	2014-12-31	$3,311,026
Total plan assets at beginning of year	2014-12-31	$3,136,022
Value of fidelity bond covering the plan	2014-12-31	$475,000
Total contributions received or receivable from participants	2014-12-31	$104,915
Other income received	2014-12-31	$41,911
Net income (gross income less expenses)	2014-12-31	$175,004
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,311,026
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,136,022
Assets. Value of participant loans	2014-12-31	$132,293
Total contributions received or receivable from employer(s)	2014-12-31	$45,012
2013 : GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$394,492
Expenses. Total of all expenses incurred	2013-12-31	$166,039
Benefits paid (including direct rollovers)	2013-12-31	$166,039
Total plan assets at end of year	2013-12-31	$3,136,022
Total plan assets at beginning of year	2013-12-31	$2,907,569
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$113,079
Other income received	2013-12-31	$210,793
Net income (gross income less expenses)	2013-12-31	$228,453
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,136,022
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,907,569
Assets. Value of participant loans	2013-12-31	$128,144
Total contributions received or receivable from employer(s)	2013-12-31	$70,620
2012 : GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$416,631
Expenses. Total of all expenses incurred	2012-12-31	$1,783
Benefits paid (including direct rollovers)	2012-12-31	$1,783
Total plan assets at end of year	2012-12-31	$2,907,569
Total plan assets at beginning of year	2012-12-31	$2,492,721
Value of fidelity bond covering the plan	2012-12-31	$350,000
Total contributions received or receivable from participants	2012-12-31	$107,852
Other income received	2012-12-31	$250,920
Net income (gross income less expenses)	2012-12-31	$414,848
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,907,569
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,492,721
Total contributions received or receivable from employer(s)	2012-12-31	$57,859
2011 : GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-2,658
Total plan assets at end of year	2011-12-31	$2,492,721
Total plan assets at beginning of year	2011-12-31	$2,495,379
Value of fidelity bond covering the plan	2011-12-31	$350,000
Total contributions received or receivable from participants	2011-12-31	$102,055
Other income received	2011-12-31	$-148,159
Net income (gross income less expenses)	2011-12-31	$-2,658
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,492,721
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,495,379
Total contributions received or receivable from employer(s)	2011-12-31	$43,446
2010 : GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$256,127
Expenses. Total of all expenses incurred	2010-12-31	$24,050
Benefits paid (including direct rollovers)	2010-12-31	$24,050
Total plan assets at end of year	2010-12-31	$2,495,379
Total plan assets at beginning of year	2010-12-31	$2,263,302
Value of fidelity bond covering the plan	2010-12-31	$350,000
Total contributions received or receivable from participants	2010-12-31	$110,468
Other income received	2010-12-31	$88,276
Net income (gross income less expenses)	2010-12-31	$232,077
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,495,379
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,263,302
Total contributions received or receivable from employer(s)	2010-12-31	$57,383

Form 5500 Responses for GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN

2014: GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: GRADY & RILEY SALARY REDUCTION & PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	GRADY & RILEY, LLP
Employer identification number (EIN):	061114611
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers