GRIFF & ASSOCIATES, LP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GRIFF & ASSOCIATES 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2024: GRIFF & ASSOCIATES 401(K) RETIREMENT PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-31 | 156 |
| Total number of particpants at end of year | 2024-07-31 | 139 |
| Number of Participants With Account Balances | 2024-07-31 | 50 |
| 2023: GRIFF & ASSOCIATES 401(K) RETIREMENT PLAN 2023 401k membership |
|---|
| Total number of particpants at beginning of year | 2023-09-14 | 90 |
| Total number of particpants at end of year | 2023-09-14 | 90 |
| Number of Participants With Account Balances | 2023-09-14 | 44 |
| 2010: GRIFF & ASSOCIATES 401(K) RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 43 |
| 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 | 8 |
| Total of all active and inactive participants | 2010-01-01 | 51 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 51 |
| Number of participants with account balances | 2010-01-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: GRIFF & ASSOCIATES 401(K) RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 41 |
| 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 | 11 |
| Total of all active and inactive participants | 2009-01-01 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 52 |
| Number of participants with account balances | 2009-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2024 : GRIFF & ASSOCIATES 401(K) RETIREMENT PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-31 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-31 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-31 | 121307 |
| Net assets as of the end of the plan year | 2024-07-31 | 2776609 |
| Total assets as of the beginning of the plan year | 2024-07-31 | 2283424 |
| Value of plan covered by a fidelity bond | 2024-07-31 | 60000 |
| Participant contributions to plan in this plan year | 2024-07-31 | 143429 |
| Other expenses paid from plan in this plan year | 2024-07-31 | 0 |
| Other contributions to plan in this plan year | 2024-07-31 | 0 |
| Other income to plan in this plan year | 2024-07-31 | 376188 |
| Plan net income in this plan year | 2024-07-31 | 493185 |
| Net assets as of the end of the plan year | 2024-07-31 | 2776609 |
| Net assets as of the beginning of the plan year | 2024-07-31 | 2283424 |
| Value of contributions failed to transmitted timely | 2024-07-31 | 3664 |
| Employer contributions to plan in this plan year | 2024-07-31 | 94875 |
| Fees paid to broker by Benefit Provider | 2024-07-31 | 350 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-31 | 26018 |
| 2023 : GRIFF & ASSOCIATES 401(K) RETIREMENT PLAN 2023 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2023-09-14 | 0 |
| Total liabilities as of the end of the plan year | 2023-09-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2023-09-14 | 0 |
| Total expenses incurred by plan in this plan year | 2023-09-14 | 197114 |
| Net assets as of the end of the plan year | 2023-09-14 | 2551787 |
| Total assets as of the beginning of the plan year | 2023-09-14 | 2341787 |
| Value of plan covered by a fidelity bond | 2023-09-14 | 60000 |
| Participant contributions to plan in this plan year | 2023-09-14 | 126284 |
| Other expenses paid from plan in this plan year | 2023-09-14 | 0 |
| Other contributions to plan in this plan year | 2023-09-14 | 0 |
| Other income to plan in this plan year | 2023-09-14 | 280830 |
| Plan net income in this plan year | 2023-09-14 | 210000 |
| Net assets as of the end of the plan year | 2023-09-14 | 2551787 |
| Net assets as of the beginning of the plan year | 2023-09-14 | 2341787 |
| Value of contributions failed to transmitted timely | 2023-09-14 | 3664 |
| Employer contributions to plan in this plan year | 2023-09-14 | 0 |
| Fees paid to broker by Benefit Provider | 2023-09-14 | 29 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-09-14 | 25607 |
| 2010 : GRIFF & ASSOCIATES 401(K) RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $130,882 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $143,159 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $135,814 |
| Total plan assets at end of year | 2010-12-31 | $590,445 |
| Total plan assets at beginning of year | 2010-12-31 | $602,722 |
| Value of fidelity bond covering the plan | 2010-12-31 | $60,272 |
| Total contributions received or receivable from participants | 2010-12-31 | $55,374 |
| Other income received | 2010-12-31 | $66,420 |
| Net income (gross income less expenses) | 2010-12-31 | $-12,277 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $590,445 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $602,722 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $9,088 |
| Value of corrective distributions | 2010-12-31 | $7,345 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : GRIFF & ASSOCIATES 401(K) RETIREMENT PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2010: GRIFF & ASSOCIATES 401(K) RETIREMENT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: GRIFF & ASSOCIATES 401(K) RETIREMENT PLAN 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
