401k Plan data: SHULMAN GRUNDNER ETOLL & DANAHER, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST plan

SHULMAN GRUNDNER ETOLL & DANAHER, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	SHULMAN GRUNDNER ETOLL & DANAHER, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST
Plan identification number	002

SHULMAN GRUNDNER ETOLL & DANAHER, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

SHULMAN GRUNDNER ETOLL & DANAHER, P.C. has sponsored the creation of one or more 401k plans.

Company Name: SHULMAN GRUNDNER ETOLL & DANAHER, P.C.

Employer identification number (EIN): 161406223

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about SHULMAN GRUNDNER ETOLL & DANAHER, P.C.

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1991-12-12

Company Identification Number: 1597398

Legal Registered Office Address: 250 SOUTH CLINTON STREET
SUITE 502
SYRACUSE
United States of America (USA)
132021262

More information about SHULMAN GRUNDNER ETOLL & DANAHER, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHULMAN GRUNDNER ETOLL & DANAHER, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 CHARLES GRUNDNER 2021-01-19 CHARLES GRUNDNER 2021-01-19
002 2019-01-01 CHARLES GRUNDNER 2020-04-24 CHARLES GRUNDNER 2020-04-24
002 2018-01-01 CHARLES GRUNDNER 2019-07-26 CHARLES GRUNDNER 2019-07-26
002 2017-01-01 CHARLES GRUNDNER 2018-08-27 CHARLES GRUNDNER 2018-08-27
002 2016-01-01 CHARLES GRUNDNER 2017-08-17 CHARLES GRUNDNER 2017-08-17
002 2015-01-01 CHARLES GRUNDNER 2016-08-09 CHARLES GRUNDNER 2016-08-09
002 2014-01-01 CHARLES GRUNDNER 2015-09-15 CHARLES GRUNDNER 2015-09-15
002 2013-01-01 CHARLES GRUNDNER 2014-05-05 CHARLES GRUNDNER 2014-05-05
002 2012-01-01 CHARLES GRUNDNER CHARLES GRUNDNER 2013-10-11
002 2011-01-01 CHARLES GRUNDNER CHARLES GRUNDNER 2012-09-24
002 2009-01-01 CHARLES GRUNDNER CHARLES GRUNDNER 2010-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	CHARLES GRUNDNER	2021-01-19	CHARLES GRUNDNER	2021-01-19
002	2019-01-01	CHARLES GRUNDNER	2020-04-24	CHARLES GRUNDNER	2020-04-24
002	2018-01-01	CHARLES GRUNDNER	2019-07-26	CHARLES GRUNDNER	2019-07-26
002	2017-01-01	CHARLES GRUNDNER	2018-08-27	CHARLES GRUNDNER	2018-08-27
002	2016-01-01	CHARLES GRUNDNER	2017-08-17	CHARLES GRUNDNER	2017-08-17
002	2015-01-01	CHARLES GRUNDNER	2016-08-09	CHARLES GRUNDNER	2016-08-09
002	2014-01-01	CHARLES GRUNDNER	2015-09-15	CHARLES GRUNDNER	2015-09-15
002	2013-01-01	CHARLES GRUNDNER	2014-05-05	CHARLES GRUNDNER	2014-05-05
002	2012-01-01	CHARLES GRUNDNER		CHARLES GRUNDNER	2013-10-11
002	2011-01-01	CHARLES GRUNDNER		CHARLES GRUNDNER	2012-09-24
002	2009-01-01	CHARLES GRUNDNER		CHARLES GRUNDNER	2010-10-05

Plan Statistics for SHULMAN GRUNDNER ETOLL & DANAHER, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for SHULMAN GRUNDNER ETOLL & DANAHER, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST

Measure Date Value
2012: SHULMAN GRUNDNER ETOLL & DANAHER, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 10
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 1
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SHULMAN GRUNDNER ETOLL & DANAHER, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
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 1
Total of all active and inactive participants 2011-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 11
Number of participants with account balances 2011-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SHULMAN GRUNDNER ETOLL & DANAHER, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 12
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 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2012: SHULMAN GRUNDNER ETOLL & DANAHER, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	10
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	1
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SHULMAN GRUNDNER ETOLL & DANAHER, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
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	1
Total of all active and inactive participants	2011-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SHULMAN GRUNDNER ETOLL & DANAHER, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
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	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on SHULMAN GRUNDNER ETOLL & DANAHER, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2012 : SHULMAN GRUNDNER ETOLL & DANAHER, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$98,404
Expenses. Total of all expenses incurred	2012-12-31	$78,208
Benefits paid (including direct rollovers)	2012-12-31	$74,601
Total plan assets at end of year	2012-12-31	$1,816,037
Total plan assets at beginning of year	2012-12-31	$1,795,841
Value of fidelity bond covering the plan	2012-12-31	$350,000
Total contributions received or receivable from participants	2012-12-31	$19,145
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$69,612
Net income (gross income less expenses)	2012-12-31	$20,196
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,816,037
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,795,841
Assets. Value of participant loans	2012-12-31	$29,513
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$54,194
Total contributions received or receivable from employer(s)	2012-12-31	$9,647
Value of certain deemed distributions of participant loans	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$3,607
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SHULMAN GRUNDNER ETOLL & DANAHER, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$10,306
Expenses. Total of all expenses incurred	2011-12-31	$39,221
Benefits paid (including direct rollovers)	2011-12-31	$35,582
Total plan assets at end of year	2011-12-31	$1,795,841
Total plan assets at beginning of year	2011-12-31	$1,824,756
Value of fidelity bond covering the plan	2011-12-31	$350,000
Total contributions received or receivable from participants	2011-12-31	$27,744
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-27,769
Net income (gross income less expenses)	2011-12-31	$-28,915
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,795,841
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,824,756
Assets. Value of participant loans	2011-12-31	$39,099
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$149,722
Total contributions received or receivable from employer(s)	2011-12-31	$10,331
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,639
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SHULMAN GRUNDNER ETOLL & DANAHER, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$170,038
Expenses. Total of all expenses incurred	2010-12-31	$41,456
Benefits paid (including direct rollovers)	2010-12-31	$38,754
Total plan assets at end of year	2010-12-31	$1,824,756
Total plan assets at beginning of year	2010-12-31	$1,696,174
Value of fidelity bond covering the plan	2010-12-31	$260,000
Total contributions received or receivable from participants	2010-12-31	$5,705
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$157,423
Net income (gross income less expenses)	2010-12-31	$128,582
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,824,756
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,696,174
Assets. Value of participant loans	2010-12-31	$48,222
Assets. Value of assets in partnership/joint-venture interests	2010-12-31	$147,081
Total contributions received or receivable from employer(s)	2010-12-31	$6,910
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,702
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for SHULMAN GRUNDNER ETOLL & DANAHER, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST

2012: SHULMAN GRUNDNER ETOLL & DANAHER, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SHULMAN GRUNDNER ETOLL & DANAHER, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SHULMAN GRUNDNER ETOLL & DANAHER, P.C. EMPLOYEES' DEFERRED SAVINGS AND PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SHULMAN GRUNDNER ETOLL & DANAHER, P.C.
Employer identification number (EIN):	161406223
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1991-12-12
Company Identification Number:	1597398
Legal Registered Office Address:	250 SOUTH CLINTON STREET SUITE 502 SYRACUSE United States of America (USA) 132021262