GRANT TANI BARASH & ALTMAN, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GRANT TANI BARASH & ALTMAN, LLC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : GRANT TANI BARASH & ALTMAN, LLC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-02-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-02-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-02-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-02-28 | 1602862 |
| Net assets as of the end of the plan year | 2025-02-28 | 23204085 |
| Total assets as of the beginning of the plan year | 2025-02-28 | 20577064 |
| Value of plan covered by a fidelity bond | 2025-02-28 | 1000000 |
| Participant contributions to plan in this plan year | 2025-02-28 | 1176979 |
| Value of participant loans at end of plan year | 2025-02-28 | 263425 |
| Other expenses paid from plan in this plan year | 2025-02-28 | 0 |
| Other contributions to plan in this plan year | 2025-02-28 | 158580 |
| Other income to plan in this plan year | 2025-02-28 | 2545667 |
| Plan net income in this plan year | 2025-02-28 | 2627021 |
| Net assets as of the end of the plan year | 2025-02-28 | 23204085 |
| Net assets as of the beginning of the plan year | 2025-02-28 | 20577064 |
| Employer contributions to plan in this plan year | 2025-02-28 | 348657 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-02-28 | 78698 |
| 2024 : GRANT TANI BARASH & ALTMAN, LLC 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-03 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-03 | 366243 |
| Net assets as of the end of the plan year | 2024-07-03 | 20577064 |
| Total assets as of the beginning of the plan year | 2024-07-03 | 16521773 |
| Value of plan covered by a fidelity bond | 2024-07-03 | 1000000 |
| Participant contributions to plan in this plan year | 2024-07-03 | 1094732 |
| Value of participant loans at end of plan year | 2024-07-03 | 181930 |
| Other expenses paid from plan in this plan year | 2024-07-03 | 0 |
| Other contributions to plan in this plan year | 2024-07-03 | 87969 |
| Other income to plan in this plan year | 2024-07-03 | 2933262 |
| Plan net income in this plan year | 2024-07-03 | 4055291 |
| Net assets as of the end of the plan year | 2024-07-03 | 20577064 |
| Net assets as of the beginning of the plan year | 2024-07-03 | 16521773 |
| Value of contributions failed to transmitted timely | 2024-07-03 | 77086 |
| Employer contributions to plan in this plan year | 2024-07-03 | 305571 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-03 | 67435 |
| 2010 : GRANT TANI BARASH & ALTMAN, LLC 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $2,882,936 |
| 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 | $786,905 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $207,379 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $196,684 |
| Total plan assets at end of year | 2010-12-31 | $3,462,462 |
| Total plan assets at beginning of year | 2010-12-31 | $0 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $369,192 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $17,867 |
| Other income received | 2010-12-31 | $282,036 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $579,526 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,462,462 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
| Assets. Value of participant loans | 2010-12-31 | $111,680 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2010-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2010-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $29,382 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $117,810 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $10,172 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $523 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
