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JOSEPH GRECO PROFIT SHARING PLAN 401k Plan overview

Plan NameJOSEPH GRECO PROFIT SHARING PLAN
Plan identification number 001

JOSEPH GRECO PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
  • Profit-sharing
  • One-participant plan - A plan without employees as defined in 29 CFR 2510.3-3(b).

401k Sponsoring company profile

JOSEPH GRECO has sponsored the creation of one or more 401k plans.

Company Name:JOSEPH GRECO
Employer identification number (EIN):133864956
NAIC Classification:523210
NAIC Description:Securities and Commodity Exchanges

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOSEPH GRECO PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01JIMMY YEE
0012017-01-01JIMMY YEE JIMMY YEE2018-07-19
0012016-01-01JOSEPH GRECO JOSEPH GRECO2017-06-29
0012015-01-01JOSEPH GRECO
0012014-01-01JOSEPH GRECO
0012013-01-01JOSEPH GRECO
0012012-01-01JOSEPH GRECO2013-07-26
0012011-01-01JOSEPH GRECO2012-07-05
0012010-01-01JOSEPH GRECO2011-07-30
0012009-01-01JOSEPH GRECO2010-11-05
0012009-01-01JOSEPH GRECO2010-09-14
0012009-01-01JOSEPH GRECO2010-11-08

Plan Statistics for JOSEPH GRECO PROFIT SHARING PLAN

401k plan membership statisitcs for JOSEPH GRECO PROFIT SHARING PLAN

Measure Date Value
2019: JOSEPH GRECO PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Total of all active and inactive participants2019-01-011
Total participants2019-01-011
Number of participants with account balances2019-01-011
2018: JOSEPH GRECO PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Total of all active and inactive participants2018-01-011
Total participants2018-01-011
Number of participants with account balances2018-01-011
2017: JOSEPH GRECO PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Total of all active and inactive participants2017-01-011
Total participants2017-01-011
Number of participants with account balances2017-01-011
2016: JOSEPH GRECO PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Total of all active and inactive participants2016-01-011
Total participants2016-01-011
Number of participants with account balances2016-01-011
2015: JOSEPH GRECO PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOSEPH GRECO PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JOSEPH GRECO PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOSEPH GRECO PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
2011: JOSEPH GRECO PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
2010: JOSEPH GRECO PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-011
Total participants2010-01-011
2009: JOSEPH GRECO PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JOSEPH GRECO PROFIT SHARING PLAN

Measure Date Value
2019 : JOSEPH GRECO PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$159,533
Expenses. Total of all expenses incurred2019-12-31$68,750
Benefits paid (including direct rollovers)2019-12-31$65,000
Total plan assets at end of year2019-12-31$2,413,234
Total plan assets at beginning of year2019-12-31$2,322,451
Other income received2019-12-31$159,533
Net income (gross income less expenses)2019-12-31$90,783
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,413,234
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,322,451
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,750
2018 : JOSEPH GRECO PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$80,813
Expenses. Total of all expenses incurred2018-12-31$68,422
Benefits paid (including direct rollovers)2018-12-31$65,000
Total plan assets at end of year2018-12-31$2,322,451
Total plan assets at beginning of year2018-12-31$2,310,060
Other income received2018-12-31$80,813
Net income (gross income less expenses)2018-12-31$12,391
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,322,451
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,310,060
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,422
2017 : JOSEPH GRECO PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$179,951
Expenses. Total of all expenses incurred2017-12-31$59,952
Benefits paid (including direct rollovers)2017-12-31$51,500
Total plan assets at end of year2017-12-31$2,310,060
Total plan assets at beginning of year2017-12-31$2,190,061
Other income received2017-12-31$179,951
Net income (gross income less expenses)2017-12-31$119,999
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,310,060
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,190,061
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$8,452
2016 : JOSEPH GRECO PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$50,079
Expenses. Total of all expenses incurred2016-12-31$24,273
Benefits paid (including direct rollovers)2016-12-31$20,000
Total plan assets at end of year2016-12-31$2,190,061
Total plan assets at beginning of year2016-12-31$2,164,255
Other income received2016-12-31$50,079
Net income (gross income less expenses)2016-12-31$25,806
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,190,061
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,164,255
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$4,273
2015 : JOSEPH GRECO PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$125,626
Expenses. Total of all expenses incurred2015-12-31$23,528
Benefits paid (including direct rollovers)2015-12-31$20,000
Total plan assets at end of year2015-12-31$2,164,255
Total plan assets at beginning of year2015-12-31$2,062,157
Other income received2015-12-31$125,626
Net income (gross income less expenses)2015-12-31$102,098
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,164,255
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,062,157
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,528
2014 : JOSEPH GRECO PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$86,218
Expenses. Total of all expenses incurred2014-12-31$21,800
Benefits paid (including direct rollovers)2014-12-31$20,000
Total plan assets at end of year2014-12-31$2,062,157
Total plan assets at beginning of year2014-12-31$1,997,739
Other income received2014-12-31$86,218
Net income (gross income less expenses)2014-12-31$64,418
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,062,157
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,997,739
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,800
2013 : JOSEPH GRECO PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$185,231
Expenses. Total of all expenses incurred2013-12-31$21,800
Benefits paid (including direct rollovers)2013-12-31$20,000
Total plan assets at end of year2013-12-31$1,997,739
Total plan assets at beginning of year2013-12-31$1,834,308
Other income received2013-12-31$185,231
Net income (gross income less expenses)2013-12-31$163,431
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,997,739
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,834,308
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,800
2012 : JOSEPH GRECO PROFIT SHARING PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total income from all sources2012-12-31$-18,865
Expenses. Total of all expenses incurred2012-12-31$15,973
Benefits paid (including direct rollovers)2012-12-31$11,000
Total plan assets at end of year2012-12-31$1,834,308
Total plan assets at beginning of year2012-12-31$1,869,146
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Other income received2012-12-31$-18,865
Net income (gross income less expenses)2012-12-31$-34,838
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,834,308
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,869,146
Total contributions received or receivable from employer(s)2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,973
2011 : JOSEPH GRECO PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$62,578
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$1,869,146
Total plan assets at beginning of year2011-12-31$1,806,566
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Other income received2011-12-31$62,578
Net income (gross income less expenses)2011-12-31$62,578
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,869,146
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,806,566
Total contributions received or receivable from employer(s)2011-12-31$0
2010 : JOSEPH GRECO PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$-24,099
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$1,806,566
Total plan assets at beginning of year2010-12-31$1,830,665
Total contributions received or receivable from participants2010-12-31$0
Other income received2010-12-31$-24,099
Net income (gross income less expenses)2010-12-31$-24,099
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,806,566
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,830,665
Total contributions received or receivable from employer(s)2010-12-31$0

Form 5500 Responses for JOSEPH GRECO PROFIT SHARING PLAN

2019: JOSEPH GRECO PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JOSEPH GRECO PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JOSEPH GRECO PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JOSEPH GRECO 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 filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JOSEPH GRECO 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: JOSEPH GRECO 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: JOSEPH GRECO 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: JOSEPH GRECO 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: JOSEPH GRECO 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: JOSEPH GRECO 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: JOSEPH GRECO PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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